Roper Technologies, Inc. (ROP) Presents at Oppenheimer 29th Annual Technology, Internet & Communications Conference Transcript | Seeking Alpha
Roper Technologies, Inc. (ROP) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 11, 2026 9:55 AM EDTCompany ParticipantsJason Conley - Executive VP & CFOZack Moxcey -. . .
Roper Technologies, Inc. (ROP) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 11, 2026 9:55 AM EDTCompany ParticipantsJason Conley - Executive VP & CFOZack Moxcey - Vice President of Investor RelationsConference Call ParticipantsHoi-Fung Wong - Oppenheimer & Co. Inc. , Research DivisionPresentationHoi-Fung WongOppenheimer & Co. Inc. , Research DivisionGood morning, everyone. Welcome to the Oppenheimer Technology Conference. Ken Wong here. I think most of you guys know me, your software analyst. Happy to have with us the team from Roper. I've got Jason Conley, EVP and CFO; Zack Moxcey, VP of Investor Relations. Good morning, guys. Welcome aboard. Jason ConleyExecutive VP & CFOGood morning. Good to see you, Ken. Hoi-Fung WongOppenheimer & Co. Inc. , Research DivisionGreat to see you guys also. [Operator Instructions] So with that, Jason, welcome aboard. Look, I think a lot of folks now, especially in the tech world, are generally very much aware of Roper. You guys have made a fantastic transformation from an industrial company to a software company. But even still, I think it'd be great to provide the audience with a kind of a quick background on Roper, and then we can dive into the formal fireside. Jason ConleyExecutive VP & CFOSure, love to. So yes, Roper is a vertical market software and technology company. And -- we're focused on sustainably compounding free cash flow per share in the mid-teens over a long period of time. We are kind of an N of 1 in the software space because we have this sustainable M&A motion, so we have a lot of M&A optionality. With that, we own 29 businesses, they're leaders in their niche vertical markets. And typically, we choose fairly smaller TAMs. We think they're attractive because of their protective nature and with