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Jun 30
Rockwell Automation Q3 2025 Earnings Report
Rockwell Automation reported solid third quarter results with revenue and earnings growth driven by Software & Control, despite declines in Lifecycle Services.
Key Takeaways
Rockwell Automation delivered revenue of $2.14 billion and net income of $295 million in Q3 2025, supported by strong performance in Software & Control and higher productivity. The company also raised its full-year adjusted EPS outlook.
Revenue grew to $2.14 billion, a 5% increase year-over-year.
Adjusted EPS rose to $2.82, up from $2.71 last year.
Software & Control segment revenue jumped 23% YoY.
Free cash flow more than doubled compared to Q3 2024.
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 fiscal 2025 guidance, increasing its adjusted EPS range while maintaining a cautious outlook on revenue growth.
Positive Outlook
- Adjusted EPS guidance raised to $9.80–$10.20.
- Diluted EPS guidance raised to $8.89–$9.29.
- Expecting productivity and margin improvements to continue.
- Increased customer value delivery cited by management.
- Capital investment and digital infrastructure expansion planned.
Challenges Ahead
- Organic sales growth guidance remains soft at (2)% to 1%.
- Lifecycle Services revenue declined 6% YoY in Q3.
- Effective tax rate increased from prior year.
- Compensation costs and FX impacted Intelligent Devices margins.
- Book-to-bill ratio flat at ~1.0, indicating stable but not growing backlog.
Revenue & Expenses
Visualization of income flow from segment revenue to net income