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Rockwell Automation (ROK)
NYSE:ROK
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
2.65Last Year’s EPS
2.71Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 27.55%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment with strong margin improvements and positive growth in specific segments like eCommerce and Warehouse Automation, but also challenges in Intelligent Devices, Lifecycle Services, and Automotive due to tariffs and policy uncertainty.Company Guidance
During Rockwell Automation's second-quarter fiscal 2025 earnings call, the company provided a comprehensive update on its performance and guidance. The company reported a segment operating margin of 20.4% and adjusted EPS of $2.45, both exceeding expectations. Organic sales were down 4% year-over-year, with reported sales decreasing by 6%, influenced by a 2-point negative currency impact. Despite these declines, the company highlighted sequential growth in customer demand, with a book-to-bill ratio of about 1.0, indicating a balanced order intake. The company's fiscal 2025 outlook includes maintaining an organic sales growth range of positive 2% to negative 4%, with annual recurring revenue expected to grow by 10%. The adjusted EPS guidance was raised to approximately $9.70 at the midpoint, with a full-year segment margin target increased to 20%. Rockwell continues to focus on cost reduction and margin expansion, aiming for a full-year structural productivity target exceeding $250 million. The company remains vigilant in managing uncertainties related to tariffs, pricing, and capital expenditures, with a projected $125 million tariff cost exposure for the second half of fiscal 2025.Strong Margin Improvement
Segment operating margin of 20.4% compared to 19% a year ago, driven by strong execution across the company. Adjusted EPS of $2.45 was above expectations, primarily due to the beat on segment operating margin.
Robust Performance in Software and Control
Software and Control margin of 30.1% was up 440 basis points versus prior year even though sales were flat year-over-year. Higher margin was driven by cost reduction and margin expansion actions.
Positive Outlook for eCommerce and Warehouse Automation
Sales in eCommerce and Warehouse Automation grew over 45% versus prior year and were significantly above expectations. Expected to grow 45% in fiscal year 2025.
Successful Cost Reduction and Margin Expansion
Realized about $155 million of savings in the first half, expected to exceed the full-year target of $250 million in year-over-year structural productivity.
ROK Earnings History
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 |
|---|---|---|---|
May 07, 2025 | $251.98 | $281.97 | +11.90% |
Feb 10, 2025 | $266.07 | $299.72 | +12.65% |
Nov 07, 2024 | $290.12 | $273.43 | -5.75% |
Aug 07, 2024 | $246.26 | $244.68 | -0.64% |
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 Jul 23, 2025, TBA Not Confirmed.
What is Rockwell Automation (ROK) earnings time?
Rockwell Automation (ROK) earnings time is at Jul 23, 2025, TBA Not 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 (Q3) is 2.65.