Companies /Industrials

Rockwell Automation Inc

NYSE: ROK Specialty Industrial Machinery
$433.89
▲ $5.61 (+1.31%) today
Markets closed · 4:50pm ET

Q4 2025 Earnings

Reported Nov 6, 2025, 7:02am ET · SEC source
$3.34
Beat +13.64%
EPS · est. $2.94
$2.3B
Beat +4.98%
Revenue · est. $2.2B
+5.7%
Beating market
ROK vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+4%+8%Nov 6Nov 7report 7:02am ETearnings−2.1%+0.5%
0+4%+8%Nov 6Nov 7earnings−2.1%+0.5%
ROK +0.5%S&P 500 −2.1%
−4%0+4%+8%Nov 6Nov 7report 7:02am ETearnings−3.5%+0.5%
−4%0+4%+8%Nov 6Nov 7earnings−3.5%+0.5%
ROK +0.5%NASDAQ −3.5%
−6%−3%0+3%Nov 5Nov 14report 7:02am ETearnings−2.0%−2.1%
−6%−3%0+3%Nov 5Nov 14earnings−2.0%−2.1%
ROK −2.1%S&P 500 −2.0%
−6%−3%0+3%Nov 5Nov 14report 7:02am ETearnings−4.0%−2.1%
−6%−3%0+3%Nov 5Nov 14earnings−4.0%−2.1%
ROK −2.1%NASDAQ −4.0%
+2.73%
Day of report
+0.27%
Next session
+1.93%
One week
+7.55%
30 days

S&P 500 over the same 30 days: +1.90%.

Did ROK Beat Earnings? Q4 2025 Results

Rockwell Automation closed fiscal Q4 2025 on a decisive high note, posting adjusted EPS of $3.34 against a consensus estimate of $2.94, a beat of 13.61%, while revenue of $2.32 billion cleared expectations of $2.19 billion by 5.63% and grew 13.8% year over year. The headline driver was a powerful 31% surge in Software & Control, which helped lift organic sales growth to 13% for the quarter and underscored Rockwell's standing as a high-quality pure-play automation franchise in North America. GAAP diluted EPS came in at just $1.23, weighed down by $1.88 per share in one-time charges including a $224 million non-cash impairment tied to the planned dissolution of the Sensia joint venture with SLB and $136 million in legacy asbestos-related accounting adjustments. Free cash flow more than doubled for the full fiscal year, reaching $1.36 billion with 114% conversion. Looking ahead, management guided fiscal 2026 organic sales growth of 2% to 6% and adjusted EPS of $11.20 to $12.20, projecting a seasonally soft first quarter followed by gradual improvement through the year.

Key Takeaways
  • Software & Control segment organic sales grew 30% driven by higher volume and price realization
  • North America organic sales grew 19% year over year in Q4
  • Total segment operating margin expanded to 22.5% from 20.1% year over year
  • Productivity, price realization, and favorable mix drove margin expansion
  • Cost reduction and margin expansion actions drove strong cash flow generation
  • Total ARR grew 8% year over year

“We entered fiscal 2025 with a clear view of the challenges ahead, and we delivered. Rockwell finished the year with growth in sales and adjusted earnings, strong cash flow, and continued margin expansion. We also took proactive steps to streamline financial reporting and simplify our operating model. With our differentiated portfolio and relentless focus on execution, we are well positioned for continued profitable growth in FY26 and beyond.”

Rockwell Automation CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2026, Rockwell Automation guides reported sales growth of 3% to 7% and organic sales growth of 2% to 6%. Diluted EPS is expected to be $10.40 to $11.40 and Adjusted EPS $11.20 to $12.20. Currency translation is expected to contribute approximately 1% to sales growth. The effective tax rate and adjusted effective tax rate are both expected at approximately 20%. Guidance does not include the anticipated impact of the Sensia joint venture dissolution. Management expects a seasonally low first quarter followed by gradual sequential improvement throughout the year.

ROK YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$700.0M$1.4B$2.1B$2.0B$2.3BRevenue$770.6M$1.1BGross Profit$239.1M$138.0MNet Income
$0$700.0M$1.4B$2.1BRevenueGross ProfitNet Income

ROK Revenue by Segment

Intelligent Devices$1.1B+15.0%
Software & Control$657.0M+31.0%
Lifecycle Services$573.0M−3.0%

ROK Revenue by Geography

North America$1.5B+19.0%
EMEA$406.0M+12.0%
Asia Pacific$280.0M+5.0%
Latin America$152.0M−7.0%

Figures from SEC filings and company reports. Not investment advice.