earnings
confidence high
sentiment positive
materiality 0.80
Rockwell Automation Q3 FY2025: sales +5% YoY, adj EPS $2.82; raises FY adj EPS guidance
ROCKWELL AUTOMATION, INC
2025-Q3 EPS reported
$6.43
revenue$6,026,000,000
- Q3 sales $2.144B (+5% YoY, organic +4%); diluted EPS $2.60 (+29%), adj EPS $2.82 (+4%).
- Intelligent Devices +1% (margin 18.8%), Software & Control +23% (31.6%), Lifecycle Services -6% (13.3%).
- FY25 guidance updated: organic sales growth (2)% to 1%; adj EPS $9.80-$10.20, up from prior $9.20-$10.20.
- Total ARR grew 7% YoY; book-to-bill ~1.0 consistent with normal historical range.
- Operating cash flow $527M, free cash flow $489M; repurchased $123M of shares in Q3.