ROROPEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
Event time: 事件时间：
Published: 文章发布：
ROP earnings call: For the full year, we are raising and narrowing adjusted DEPS guidance to a range of $22.35 to $22.40.儒博实业 (ROP) 电话会：劳伦斯·尼尔·亨恩表示，全年来看，我们上调并收紧调整后DEPS指引至22.35美元至22.40美元区间。
Management remarks
Call period: 2026 Q3 · 2026-10-22
Guidance: Laurence Neil Hunn: For the full year, we are raising and narrowing adjusted DEPS guidance to a range of $22.35 to $22.40.
Demand and orders: Jason Conley: And further, core enterprise bookings were up mid single digits on a TTM basis, EBITDA of $864 million was up 7% and converted to EBITDA margin of 39.8%.
Margins: Laurence Neil Hunn: EBITDA margins were 43.7%, up 30 basis points year over year.
Analyst Q&A
Analyst Ken Wong asked: I just wanted to circle back to TEP growth. Up. You know, decel from the double digit that you guys reported this quarter, much of that is divestiture? Management Jason Conley answered: Yeah. Hey, Ken. So second half, you know, we said it was gonna be high single digits. It ended up being a little bit higher in the third quarter. And so that did play out. And so we have got mid singles for the fourth. I would just say broadly, it has been the Neptune softness, and that is it is really a market sort of dynamic, and it is specifically for us, you know, volume growth is okay, but we actually had more mechanical meters, which has a lower ASP and lower margin.
