Rockwell Automation Inc
NYSE:ROK

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Rockwell Automation Inc Logo
Rockwell Automation Inc
NYSE:ROK
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Price: 411.04 USD 0.2%
Market Cap: 46.1B USD

Rockwell Automation Inc
Investor Relations

In the bustling arena of industrial automation, Rockwell Automation Inc. has carved out a distinctive niche. Founded over a century ago, the journey of Rockwell Automation is not merely a chronological sequence but a dynamic evolution towards technological prowess. Headquartered in Milwaukee, Wisconsin, the company has developed an extensive portfolio, encompassing everything from hardware—including programmable logic controllers and industrial control systems—to sophisticated software and services that drive plant operations. Their cutting-edge solutions are pivotal for optimizing production processes, ensuring operational safety, and boosting overall efficiency across a myriad of industries such as manufacturing, oil and gas, and pharmaceuticals.

At the heart of Rockwell Automation's business model lies a symbiotic relationship between innovation and integration. The company generates revenue by selling its hardware products, enhanced by its software systems that provide added value through analytics and real-time data insights for plant operators. Furthermore, Rockwell has strategically positioned itself by offering comprehensive lifecycle services, which extend from system design and integration to training and maintenance, providing a continuous revenue stream. In an era where digitization and the Industrial Internet of Things (IIoT) are reshaping traditional industrial landscapes, Rockwell leverages these trends to expand its footprint, emphasizing smart manufacturing and sustainable solutions. This dual focus not only bolsters their bottom line but also fortifies their role as a trusted partner in the journey towards a more connected, efficient industrial future.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Nov 6, 2025
AI Summary
Q4 2025

Strong Quarter: Rockwell reported double-digit year-over-year growth in both sales and operating earnings, finishing fiscal 2025 above expectations.

Margin Expansion: Segment margin hit 22.5% in Q4, and 20.4% for the full year, both exceeding guidance due to cost reduction and productivity actions.

Guidance Raised: Fiscal 2026 outlook calls for 3–7% reported sales growth, over 100 basis points margin expansion, and adjusted EPS of $11.20–$12.20.

Sensia JV Dissolution: Rockwell and SLB will dissolve their Sensia joint venture, with Rockwell expecting a margin boost and simplified operations but lower revenue.

Segment Highlights: Software & Control sales up 30% in Q4; Intelligent Devices grew 14%; Lifecycle Services declined 4% but maintained healthy margins.

Cash Flow Outperformance: Free cash flow conversion was 114% for the year, exceeding expectations.

CapEx Projects Delayed: Customer CapEx investments remain sluggish, though gradual sequential improvement is expected through fiscal 2026.

Key Financials
Reported Sales (Q4)
$2.2B
Organic Sales Growth (Q4)
13%
Segment Margin (Q4)
22.5%
Adjusted EPS (Q4)
$3.34
Free Cash Flow (Q4)
$405M
Reported Sales (FY25)
$8.3B
Segment Margin (FY25)
20.4%
Adjusted EPS (FY25)
$10.53
Free Cash Flow Conversion (FY25)
114%
Annual Recurring Revenue (Q4)
Up 8%
Software & Control Organic Sales Growth (Q4)
30%
Intelligent Devices Organic Sales Growth (Q4)
14%
Lifecycle Services Organic Sales Growth (Q4)
-4%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Blake D. Moret
President, Chairman & CEO
No Bio Available
Ms. Rebecca W. House J.D.
Senior VP, Chief People & Legal Officer and Corporate Secretary
No Bio Available
Mr. Scott A. Genereux
Senior VP & Chief Revenue Officer
No Bio Available
Mr. Cyril P. Perducat
Senior VP & CTO
No Bio Available
Mr. Christopher Nardecchia
Senior VP of Information Technology & Chief Information Officer
No Bio Available
Ms. Aijana Zellner
Head of Investor Relations
No Bio Available
Ms. Veena M. Lakkundi
Senior Vice President of Strategy & Corporate Development
No Bio Available
Mr. Brian Hovey
VP of Global Marketing & Chief Marketing Officer
No Bio Available
Mr. John M. Miller
Chief Intellectual Property Counsel & VP
No Bio Available
Ms. Tessa M. Myers
Senior Vice President of Intelligent Devices
No Bio Available

Contacts

Address
WISCONSIN
Milwaukee
1201 S 2nd St
Contacts