Rockwell Automation Reports Third Quarter 2025 Results

Rockwell Automation, a global leader in industrial automation and digital transformation, has released its third quarter fiscal 2025 results. The company, headquartered in Milwaukee, Wisconsin, employs approximately 27,000 individuals and operates in over 100 countries.

Financial Highlights

For the third quarter of fiscal 2025, Rockwell Automation reported a 5% increase in sales, reaching $2.144 billion compared to $2.051 billion in the same period last year. Organic sales grew by over 4%, while currency translation contributed less than 1% to the sales increase. The company achieved a diluted EPS of $2.60, up 29% year-over-year, and an adjusted EPS of $2.82, marking a 4% increase from the previous year.

Income before income taxes rose to $342 million, up from $255 million in the third quarter of fiscal 2024, with a pre-tax margin of 16.0% compared to 12.4% last year. Net income attributable to Rockwell Automation was $295 million, or $2.60 per share, compared to $232 million, or $2.02 per share, in the same period last year. The company also reported a significant increase in cash flow from operating activities, which amounted to $527 million, up from $279 million in the third quarter of fiscal 2024.

Business and Operational Highlights

Rockwell Automation's business segments showed varied performance. The Intelligent Devices segment reported sales of $968 million, a 1% increase from the previous year, while the Software & Control segment saw a substantial 23% increase in sales, reaching $629 million. However, the Lifecycle Services segment experienced a 6% decline in sales, totaling $547 million.

The company is investing over $2 billion in its plants, talent, and digital infrastructure over the next five years, with a significant focus on capital investment in the United States.

Strategic Initiatives and Corporate Developments

During the third quarter, Rockwell Automation repurchased approximately 0.5 million shares of its common stock at a cost of $123 million. As of June 30, 2025, approximately $1.0 billion remained available under the existing share repurchase authorization. The company also updated its fiscal 2025 guidance, projecting reported and organic sales growth in the range of (2)% to 1% and adjusted EPS between $9.80 and $10.20.

Management's Perspective

Blake Moret, Chairman and CEO, commented, "Q3 marked another quarter of strong execution and significant progress toward our long-term margin expansion goals. We returned to year-over-year sales growth with a broad set of customer wins in the quarter, including significant brownfield and greenfield opportunities. Rockwell is also investing over $2 billion in our plants, talent, and digital infrastructure over the next five years. The majority of this spend is focused on capital investment in the United States."

Future Outlook

Rockwell Automation has updated its fiscal 2025 guidance, with reported sales expected to be around $8.2 billion and organic sales growth projected between (2)% and 1%. The company also revised its diluted EPS guidance to a range of $8.89 to $9.29 and adjusted EPS to a range of $9.80 to $10.20. Management remains optimistic about achieving its productivity and margin targets despite the uncertain macroeconomic environment.

SEC Filing: ROCKWELL AUTOMATION, INC [ ROK ] - 8-K - Aug. 06, 2025