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Sep 30, 2025
Rockwell Automation Q4 2025 Earnings Report
Rockwell Automation reported solid revenue growth and adjusted earnings in Q4 2025, despite one-time charges impacting GAAP results.
Key Takeaways
Rockwell Automation delivered strong top-line growth in Q4 2025 with a 14% increase in sales and a 32% rise in adjusted EPS. Net income was impacted by one-time impairment and asbestos-related charges. Segment margins improved across the board.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Rockwell expects modest sales and earnings growth in fiscal 2026, with continued focus on execution and margin expansion.
Positive Outlook
- Projected adjusted EPS of $11.20–$12.20
- Organic sales growth forecasted at 2%–6%
- Margin expansion expected from cost and productivity actions
- Strong cash flow generation supporting investments
- Well-positioned with a differentiated portfolio
Challenges Ahead
- Dissolution of Sensia JV could bring short-term transition challenges
- Expectations of a seasonally low Q1 FY26
- Macro and geopolitical uncertainty remains
- Headwinds from currency translation may persist
- Higher compensation pressures may continue to impact margins
Historical Earnings Impact
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Avg. Return Before/After Earnings
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