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Mar 31, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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