Rockwell Automation This fall Earnings Beat Estimates, Revenues Rise Y/Y

Rockwell Automation Inc. (ROK) has reported adjusted earnings per share (EPS) of $3.34 in fourth-quarter fiscal 2025 (ended Sept. 30, 2025), beating the Zacks Consensus Estimate of $2.94. The corporate disclosed an adjusted EPS of $2.53 for the prior-year quarter, excluding web legacy asbestos and environmental costs, that are being thought-about as unrelated to present operations.

Together with one-time gadgets, earnings had been $1.23 per share within the fiscal fourth quarter in contrast with the prior-year quarter’s $2.09.

Rockwell Automation, Inc. Value, Consensus and EPS Shock

Rockwell Automation, Inc. price-consensus-eps-surprise-chart | Rockwell Automation, Inc. Quote

ROK’s whole revenues had been $2.32 billion, up 13.8% from the prior-year quarter. The highest line beat the Zacks Consensus Estimate of $2.21 billion. Natural gross sales within the quarter had been up 13% yr over yr. We anticipated natural gross sales to rise 5.9% within the quarter.

ROK’s This fall Operational Replace

The price of gross sales elevated 7.7% yr over yr to $1.2 billion. The gross revenue grew 21.1% yr over yr to $1.12 billion. The gross margin got here in at 48.4% in contrast with the prior-year quarter’s 45.5%.

Promoting, normal and administrative bills moved down 2.9% yr over yr to $471 million. Consolidated phase working revenue totaled $520 million, up 27.1% from the prior-year quarter. The whole phase working margin was 22.5% within the fiscal fourth quarter, increased than the prior-year interval’s 20.1%. The upside was pushed by increased gross sales quantity, worth realization and favorable combine.

Rockwell Automation’s This fall Segmental Outcomes

Clever Units: Internet gross sales amounted to $1.09 billion within the fiscal fourth quarter, up 15% yr over yr. The reported determine beat our estimate of $981 million.

The phase’s working earnings totaled $215 million in contrast with the year-earlier quarter’s $196 million. We predicted the phase working earnings of $198 million for the quarter. The phase’s working margin decreased to 19.8% within the quarter from the year-ago quarter’s 20.7%.

Software program & Management: Internet gross sales elevated 31% yr over yr to $657 million within the reported quarter. Reported gross sales beat our estimate of $596 million.

The phase’s working earnings grew 83% yr over yr to $205 million. We predicted segmental working earnings of $135 million. The phase’s working margin was 31.2% in contrast with 22.4% within the year-earlier quarter.

Lifecycle Providers: Internet gross sales for the phase had been $573 million within the reported quarter, down 3% yr over yr. We projected the phase’s gross sales to be $620 million for the quarter. The phase’s working earnings totaled $100 million in contrast with the prior-year quarter’s $101 million.

Our estimate for the phase’s working earnings was $138 million. The phase’s working margin was 17.5% within the reported quarter in contrast with the year-earlier quarter’s 17.2%.

ROK’s FY25 Efficiency

The corporate has reported an adjusted EPS of $10.53 in fiscal 2025, beating the Zacks Consensus Estimate of $9.96. The underside line rose 7% yr over yr. Together with one-time gadgets, earnings had been $7.67 per share within the yr in contrast with the prior yr’s $8.28.

In fiscal 2025, whole revenues had been $8.34 billion, up 0.9% from fiscal 2024. The highest line beat the Zacks Consensus Estimate of $8.24 billion. Natural gross sales for the yr rose 1%.

Rockwell Automation’s Money Place & Stability Sheet Updates

On the finish of fiscal 2025, money and money equivalents had been $468 million in contrast with $471 million as of the top of fiscal 2024. The long-term debt was $2.61 billion on the finish of fiscal 2025, up from $2.56 million on the finish of fiscal 2024.

Money circulation from operations within the yr ended Sept. 30, 2025, was $1.54 billion in contrast with the prior yr’s $0.86 billion. Return on invested capital was 14.6% as of Sept. 30, 2025.

In fiscal 2025, ROK repurchased 1.5 million shares for $419 million. As of the top of the quarter, $927 million was accessible beneath the prevailing share-repurchase authorization.

ROK’s FY26 Steerage

The corporate expects reported gross sales to develop 3-7% in 2026. Natural gross sales development is anticipated between 2% and 6% for the fiscal yr.

Rockwell Automation expects adjusted EPS of $11.20-$12.20 for fiscal 2026.

Different Updates

Along with its three way partnership accomplice, SLB, Rockwell Automation has introduced the dissolution of its Sensia three way partnership. ROK plans on taking again the possession of the method automation enterprise it had beforehand contributed to Sensia.

The deal is anticipated to shut within the first half of fiscal 2026, topic to closing circumstances.

ROK’s Value Efficiency

Previously yr, ROK shares have gained 25.5% in contrast with the trade’s 24.3% development.

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Rockwell Automation’s Zacks Rank

The corporate at the moment carries a Zacks Rank #3 (Maintain). You’ll be able to see the whole checklist of right now’s Zacks #1 Rank (Sturdy Purchase) shares right here.

ROK’s Peer Performances

Teradyne, Inc. (TER) reported third-quarter 2025 adjusted earnings of 85 cents per share, which beat the Zacks Consensus Estimate of 78 cents however plunged 6% yr over yr.

Teradyne’s gross sales of $769 million beat the Zacks Consensus Estimate of $745 million and elevated 4.3% yr over yr.

KLA Company (KLAC) registered first-quarter fiscal 2026 adjusted earnings of $8.81 per share, beating the Zacks Consensus Estimate by 3.04%. The determine jumped 20.2% yr over yr.

KLA Corp’s gross sales elevated 13% yr over yr to $3.21 billion, surpassing the Zacks Consensus Estimate by 1.72%.

The Timken Firm (TKR) posted an adjusted EPS of $1.37 in third-quarter 2025, beating the Zacks Consensus Estimate of $1.25. The underside line improved 11% yr over yr from the EPS of $1.23 within the year-ago quarter.

Timken’s whole gross sales had been $1.16 billion, up 2.7% from gross sales of $1.13 billion within the year-ago quarter. The highest line beat the Zacks Consensus Estimate of $1.13 billion.

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