Roper Industries Inc. Fourth Quarter Earnings Sneak Peek

The Cheat Sheet

S&P 500 component Roper Industries, Inc. will unveil its latest earnings on Thursday, February 2, 2012. Roper Industries designs and manufactures energy systems and controls, scientific and industrial imaging products and software, industrial technology products and radio frequency products and services.

Roper Industries, Inc. Earnings Preview Cheat Sheet

Wall St. Earnings Expectations: The average estimate of analysts is for profit of $1.21 per share, a rise of 10% from the company’s actual earnings for the same quarter a year ago. The average estimate is the same as three months ago. Between one and three months ago, the average estimate was unchanged. It also has not changed during the last month. For the year, analysts are projecting net income of $4.32 per share, a rise of 28.2% from last year.

Past Earnings Performance: The company has beaten estimates the last four quarters and is coming off a quarter where it topped forecasts by 4 cents, reporting profit of $1.12 per share against a mean estimate of net income of $1.08 per share.

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Wall St. Revenue Expectations: Analysts are projecting a rise of 11.9% in revenue from the year-earlier quarter to $760.4 million.

Analyst Ratings: six out of 10 analysts surveyed (60%) have a buy rating on Roper Industries.. This is below the mean analyst rating of 10 competitors, which average 63.4% buy ratings.

A Look Back: In the third quarter, profit rose 30.9% to $110.3 million ($1.12 a share) from $84.3 million (87 cents a share) the year earlier, exceeding analyst expectations. Revenue rose 17.8% to $712.7 million from $605.1 million.

Key Stats:

The company has enjoyed double-digit year-over-year percentage revenue growth for the past four quarters. Over that span, the company has averaged growth of 21.2%, with the biggest boost coming in the second quarter when revenue rose 23.4% from the year earlier quarter.

The company has seen net income rise in three straight quarters. Net income rose 49.1% in the second quarter and 49% in the first quarter.

Competitors to Watch: Danaher Corporation , ESCO Technologies Inc. , AMETEK, Inc. , Emerson Electric Co. , Badger Meter, Inc. , Cognex Corporation , Luna Innovations Inc. , Hurco Companies, Inc. , Electro-Sensors, Inc. , and Schmitt Industries, Inc. .

Stock Price Performance: During October 31, 2011 to January 27, 2012, the stock price had risen $13.40 (16.5%) from $80.97 to $94.37. The stock price saw one of its best stretches over the last year between January 4, 2012 and January 19, 2012 when shares rose for 11-straight days, rising 7.7% (+$6.76) over that span. It saw one of its worst periods between July 25, 2011 and August 2, 2011 when shares fell for seven-straight days, falling 10.8% (-$9.35) over that span.

(Company fundamentals by Xignite Financials. Earnings estimates provided by Zacks)

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To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com

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