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Jun 30, 2022
Rockwell Automation Q3 2022 Earnings Report
Rockwell Automation reported a strong Q3 2022, with adjusted EPS growing over 15% year over year, driven by continued order strength and improved supply chain.
Key Takeaways
Rockwell Automation reported a 6.5% increase in sales to $1,969 million in Q3 2022. Diluted EPS was $2.55, and Adjusted EPS was $2.66, a 15% increase year-over-year. The company has updated its fiscal year 2022 sales growth guidance to 10.5% - 12.5% and Adjusted EPS guidance to $9.30 - $9.70.
Total orders were up 17% year-over-year.
Reported sales increased by 6.5% year-over-year, with organic sales up 7.1%.
Total ARR grew by 59%, while organic ARR increased by 18%.
Diluted EPS was $2.55, and Adjusted EPS was $2.66, representing increases of 10% and 15% year-over-year, respectively.
Rockwell Automation
Rockwell Automation
Rockwell Automation Revenue by Segment
Rockwell Automation Revenue by Geographic Location
Revenue by Segment
Intelligent Devices 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 Automation expects strong double-digit year-over-year and sequential sales growth in Q4. The midpoint of fiscal year organic growth range is reduced to reflect ongoing supply chain volatility.
Positive Outlook
- Strong demand
- Record backlog
- Executing very well
- Teams are working together with partners
- Teams are working together with suppliers and customers
Challenges Ahead
- Ongoing supply chain volatility
- Macroeconomic factors, including inflation
- Global and regional business conditions
- Commodity prices
- Currency exchange rates
Revenue & Expenses
Visualization of income flow from segment revenue to net income