earnings
confidence high
sentiment positive
materiality 0.70
Rockwell Automation beats Q2 expectations, raises FY2025 EPS guidance
ROCKWELL AUTOMATION, INC
2025-Q2 EPS reported
$3.83
revenue$3,882,000,000
- Q2 reported sales $2,001M (-6% YoY); organic sales -4%; diluted EPS $2.22, adjusted EPS $2.45.
- Total segment operating margin 20.4% vs 19.0% a year ago; free cash flow $171M vs $69M.
- FY2025 adjusted EPS guidance raised to $9.20-$10.20 from $8.60-$9.80; organic sales growth unchanged (4%-2%).
- Total ARR grew 8% YoY; book-to-bill ~1.0; repurchased 0.5M shares for $129M in Q2.
- Intelligent Devices sales -8%; Software & Control flat (org +2%); Lifecycle Services -8%.