The earnings call conveyed a generally positive outlook with significant achievements in sales growth, strategic wins, and productivity savings. Although there were challenges in certain segments like Lifecycle Services and Process Industries, the overall sentiment was bolstered by a strong performance in Software & Control and strategic investments for future growth.

Company Guidance

During Rockwell Automation's third-quarter fiscal 2025 earnings call, the company reported a return to year-over-year sales growth with a 5% increase in reported sales and over 4% organic sales growth. The book-to-bill ratio was approximately 1.0, with notable year-over-year orders growth in the Americas, EMEA, and Asia. Annual recurring revenue grew by 7%, and the company achieved its full-year productivity goal of $250 million a quarter earlier than expected. The segment margin was 21.2%, and adjusted EPS was $2.82, both surpassing expectations. Looking ahead, Rockwell plans to invest over $2 billion in the next five years to enhance capacity, digital infrastructure, and talent, with a focus on expanding margins and growth. The company adjusted its fiscal 2025 sales guidance to a range of positive 1% to negative 2% growth, anticipating an adjusted EPS of $10 at the midpoint and a free cash flow conversion of 100%.

Return to Year-over-Year Sales Growth

Rockwell Automation reported a return to year-over-year sales growth with Q3 sales up 5% and organic sales up over 4%.

Productivity and Cost Savings Achievement

The company achieved its full year goal of $250 million in year-over-year productivity savings a quarter earlier than anticipated.

Strong Performance in Software & Control

Software & Control organic sales grew 22% year-over-year, with strong growth in hardware and double-digit growth in SaaS.

Notable Strategic Wins

Rockwell secured strategic contracts with Freshpet, Incobrasa Industries, Beam Therapeutics, and Hancock Iron Ore, enhancing its position in various sectors.

Investment in Growth and Resilience

The company plans to invest over $2 billion in plants, digital infrastructure, and talent over the next 5 years to grow share and expand margins.

Rockwell Automation (ROK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ROK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q4)	2.94 / -	2.47	―	―	―
Aug 06, 2025	2025 (Q3)	2.67 / 2.82	2.71	4.06% (+0.11)
May 07, 2025	2025 (Q2)	2.10 / 2.45	2.5	-2.00% (-0.05)
Feb 10, 2025	2025 (Q1)	1.60 / 1.83	2.04	-10.29% (-0.21)
Nov 07, 2024	2024 (Q4)	2.40 / 2.47	3.64	-32.14% (-1.17)
Aug 07, 2024	2024 (Q3)	2.08 / 2.71	3.01	-9.97% (-0.30)
May 07, 2024	2024 (Q2)	2.18 / 2.50	3.01	-16.94% (-0.51)
Jan 31, 2024	2024 (Q1)	2.60 / 2.04	2.46	-17.07% (-0.42)
Nov 02, 2023	2023 (Q4)	3.47 / 3.64	3.04	19.74% (+0.60)
Aug 01, 2023	2023 (Q3)	3.18 / 3.01	2.66	13.16% (+0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ROK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$344.68	$327.41	-5.01%
May 07, 2025	$251.01	$280.89	+11.90%
Feb 10, 2025	$265.05	$298.57	+12.65%
Nov 07, 2024	$289.01	$272.38	-5.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rockwell Automation (ROK) report earnings?

Rockwell Automation (ROK) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Rockwell Automation (ROK) earnings time?

Rockwell Automation (ROK) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ROK EPS forecast?

ROK EPS forecast for the fiscal quarter 2025 (Q4) is 2.94.

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