Rockwell Automation Inc
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +2.54%.
Did ROK Beat Earnings? Q3 2025 Results
Rockwell Automation delivered a strong fiscal third quarter, beating Wall Street expectations on both the top and bottom lines as a return to year-over-year growth signaled meaningful operational momentum. The industrial automation giant posted adjusted EPS of $2.82, ahead of the $2.67 consensus by 5.66%, while revenue of $2.14 billion topped estimates by 3.66% and grew 4.5% from a year ago. The clearest driver of outperformance was the Software and Control segment, where sales surged 23% to $629.00 million and operating margin expanded sharply to 31.6% from 23.6%, powered by higher volumes, price realization, and productivity gains. Free cash flow of $489.00 million, more than double the prior-year quarter's $238.00 million, underscored the quality of the earnings. Looking ahead, management raised the low end of its adjusted EPS guidance to a new range of $9.80 to $10.20, and separately announced a commitment to invest over $2.00 billion in U.S. plants, talent, and digital infrastructure over the next five years, reinforcing confidence in the company's longer-term growth trajectory.
- Software & Control organic sales growth of 22% driven by higher volume, price realization, and productivity
- North America sales growth of 7% year over year
- Productivity improvements, price realization, and favorable mix expanding total segment operating margin to 21.2%
- Total ARR grew 7% year over year
- Free cash flow conversion of 153% on Adjusted Income
- Broad set of customer wins including significant brownfield and greenfield opportunities
“Q3 marked another quarter of strong execution and significant progress toward our long-term margin expansion goals. We returned to year-over-year sales growth with a broad set of customer wins in the quarter, including significant brownfield and greenfield opportunities. Rockwell is also investing over $2 billion in our plants, talent, and digital infrastructure over the next five years. The majority of this spend is focused on capital investment in the United States.”
Rockwell Automation CEO, on the earnings call
Forward Guidance & Outlook
Rockwell Automation updated fiscal 2025 guidance: reported sales midpoint raised to ~$8.2B with reported sales growth of (2)% to 1% and organic sales growth of (2)% to 1%. Diluted EPS guidance updated to $8.89–$9.29 and Adjusted EPS guidance raised to $9.80–$10.20 (from $9.20–$10.20 previously). Management expects topline growth largely unchanged with slight benefits from tariff-based pricing and favorable currency. The company continues to outperform on productivity and margin targets.
ROK YoY Financials
ROK Revenue by Segment
ROK Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.