ROK
Rockwell Automation, Inc.401.08
-0.57-0.14%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
45.10BP/E (TTM)
52.36Basic EPS (TTM)
7.66Dividend Yield
0.01%Recent Filings
8-K
8-K
10-Q
Q3 FY2025 results
Rockwell Automation posted solid Q3 FY2025 results, with sales climbing 5% year-over-year to $2.1B, fueled by 23% growth in Software & Control while Intelligent Devices held steady and Lifecycle Services dipped 6%. Gross margin expanded to 40.9% from 38.8%, lifting operating income 34% to $378M and diluted EPS to $2.60, up 29% (derived). Cash from operations surged to $1.1B year-to-date, yielding $953M free cash flow after $137M capex, bolstering a $495M cash pile amid $3.5B total debt and an undrawn $1.5B revolver. Acquisitions like ClearPath in October 2023 added $283M goodwill to Intelligent Devices, enhancing robotics capabilities. Yet tariff hikes could squeeze margins if trade tensions flare.
8-K
Q3 sales up 5%, EPS gains
Rockwell Automation posted Q3 fiscal 2025 sales of $2,144 million, up 5% year over year, with organic growth over 4%, fueled by 23% surge in Software & Control while Lifecycle Services dipped 6%. Adjusted EPS climbed 4% to $2.82, backed by productivity gains and price hikes, yet Intelligent Devices margins slipped to 18.8%. Margins expanded overall. Fiscal 2025 guidance now sees organic sales flat to 1% growth, Adjusted EPS $9.80-$10.20. Tariff pricing aids, but macro risks loom.
8-K
CEO adopts 10b5-1 plan
Rockwell Automation's CEO Blake D. Moret established a Rule 10b5-1 trading plan on May 30, 2025, to sell shares from restricted stock units vesting in December 2025 and exercise 86,100 stock options awarded in 2016 before their 2026 expiration. The plan covers tax obligations on vesting and supports his diversification strategy. No sales occur immediately. This routine move signals personal financial planning amid steady leadership.
IPO
Employees
Sector
Industry
ABBNY
ABB Ltd.
73.43-0.33
ATS
ATS Corporation
27.80+0.96
EMR
Emerson Electric Company
134.09-3.17
FANUF
Fanuc Corporation
36.90-2.30
HON
Honeywell International Inc.
198.26+0.81
IR
Ingersoll Rand Inc.
79.61-2.02
ITW
Illinois Tool Works Inc.
250.66-8.00
OTIS
Otis Worldwide Corporation
87.96-0.61
RRX
Regal Rexnord Corporation
144.21-3.83
SYM
Symbotic Inc.
62.69+2.96