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Mar 31
Rockwell Automation Q2 2025 Earnings Report
Rockwell Automation reported lower revenue and net income compared to the prior year, but improved margins through cost actions and price optimization.
Key Takeaways
Rockwell Automation delivered solid operating performance in Q2 2025 despite a revenue decline. Profitability was supported by higher segment margins and cost management. Cash flow generation improved significantly year-over-year.
Revenue declined 6% YoY to $2.001B, driven by lower volume and FX headwinds.
Net income fell to $252M, with GAAP EPS at $2.22 and adjusted EPS at $2.45.
Segment operating margin rose to 20.4%, up from 19.0% last year.
Free cash flow improved significantly to $171M, driven by lower tax payments.
Rockwell Automation
Rockwell Automation
Rockwell Automation Revenue by Segment
Rockwell Automation Revenue by Geographic Location
Revenue by Segment
Intelligent Devices Revenue
CapyFin.comSoftware & Control Revenue
CapyFin.comLifecycle Services Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comLatin America Revenue
CapyFin.com Forward Guidance
Rockwell updated its full-year guidance for FY25, narrowing the range for sales and increasing EPS expectations due to stronger margin performance.
Positive Outlook
- Adjusted EPS guidance raised to $9.20–$10.20
- Reported EPS guidance raised to $8.23–$9.23
- Segment margin improvements expected to continue
- Stable book-to-bill ratio around 1.0
- Strong cash flow generation provides flexibility
Challenges Ahead
- Reported sales growth guidance lowered to -4.5% to 1.5%
- FX expected to have a -0.5% impact on full-year sales
- Organic sales guidance remains flat to slightly negative
- Lower sales volume continues to pressure top line
- Geopolitical and macroeconomic uncertainty remains
Revenue & Expenses
Visualization of income flow from segment revenue to net income