earnings
confidence high
sentiment neutral
materiality 0.80
Rockwell Automation Q4 adj EPS $3.34 (+32% YoY); FY2025 adj EPS $10.53 (+7%); guides FY2026 adj EPS $11.20-$12.20
ROCKWELL AUTOMATION, INC
2025-FY EPS reported
$7.67
revenue$8,342,000,000
- Q4 sales $2,316M (+14% YoY, organic +13%); diluted EPS $1.23 (down 41%), adj EPS $3.34 (up 32%).
- Full year FY2025 sales $8,342M (+1% YoY); diluted EPS $7.67 (down 7%), adj EPS $10.53 (up 7%).
- Q4 includes $0.91/share pre-tax charge for legacy asbestos accounting change and $0.97/share non-cash impairment for Sensia JV dissolution.
- Dissolution of Sensia JV expected H1 FY2026; Rockwell to retain original process automation business.
- FY2026 guidance: reported sales growth 3-7%, adj EPS $11.20-$12.20; free cash flow $1,358M in FY2025 (up 113%).