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Dec 31, 2024
Rockwell Automation Q1 2025 Earnings Report
Key Takeaways
Rockwell Automation reported Q1 FY25 revenue of $1.88 billion, down 8.4% year-over-year. Net income fell to $184 million, and adjusted EPS decreased 10% to $1.83. While sales declined across Intelligent Devices and Software & Control segments, Lifecycle Services saw a 5% increase. Free cash flow improved significantly to $293 million. The company reaffirmed its adjusted EPS guidance for FY25 between $8.60 - $9.80.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Rockwell Automation expects gradual sequential improvements in sales and margins through FY25. Reported sales growth is forecasted between -5.5% and 0.5%, with adjusted EPS reaffirmed at $8.60 - $9.80.
Positive Outlook
- Cost reduction and margin expansion initiatives are progressing as planned.
- Order growth showed sequential improvement across all business segments.
- Annual Recurring Revenue (ARR) increased by 11% year-over-year.
- Strong free cash flow generation in Q1 supports liquidity and investment plans.
- FY25 adjusted EPS guidance remains intact at $8.60 - $9.80.
Challenges Ahead
- Macroeconomic uncertainties and policy concerns continue to impact customer capex plans.
- Sales volume decline affected Intelligent Devices and Software & Control segments.
- Foreign currency translation had a -1.5% impact on reported sales.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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