Core Viewpoint - Rockwell Automation Inc. reported adjusted earnings per share (EPS) of $1.83 for Q1 fiscal 2025, exceeding the Zacks Consensus Estimate of $1.61, despite a 10% year-over-year decline in the bottom line due to lower sales volume [1][2]. Financial Performance - The company’s total revenues for Q1 were $1.88 billion, an 8% decrease from the prior-year quarter, but still surpassing the Zacks Consensus Estimate of $1.87 billion [2]. - Organic sales declined by 7.6% year over year, slightly worse than the expected decline of 7.4% [2]. - The cost of sales decreased by 8% year over year to $1.16 billion, while gross profit fell by 9% to $722 million [3]. - Selling, general and administrative expenses decreased by 7% year over year to $476 million [3]. Segment Performance - Intelligent Devices segment reported net sales of $806 million, down 13% year over year, missing the estimate of $823 million [5]. - Software & Control segment saw a significant decline in net sales, plunging 34% year over year to $529 million, although it surpassed the estimate of $502 million [6]. - Lifecycle Services segment achieved net sales of $546 million, up 5% year over year, but below the projected $576 million [8]. Operating Income and Margins - Consolidated segment operating income totaled $321 million, down 9.8% from the prior-year quarter, with a total segment operating margin of 17.1%, slightly lower than 17.3% in the previous year [4]. - The Intelligent Devices segment's operating margin decreased to 14.9% from 16.2% year over year [6]. - The Software & Control segment's operating margin improved to 25.1% from 18.8% in the year-earlier quarter [7]. - Lifecycle Services segment's operating margin increased to 12.5% from 10.6% year over year [8]. Cash Position and Share Repurchase - At the end of Q1 fiscal 2025, cash and cash equivalents remained flat at $0.47 billion, with long-term debt unchanged at $2.56 billion [9]. - Cash flow from operations was $364 million, a significant increase from $33 million in the prior-year quarter [9]. - The company repurchased 0.4 million shares for $99 million during the quarter, with $1.2 billion remaining under the share-repurchase authorization [10]. Guidance for FY25 - Rockwell Automation updated its sales growth guidance to a decline of 5.5% to growth of 0.5%, previously projected as a decline of 4% to 2% growth [11]. - The company expects adjusted EPS for fiscal 2025 to be in the range of $8.60 to $9.80, indicating a year-over-year dip of 5% at the midpoint [11]. Stock Performance - Over the past year, Rockwell Automation shares have declined by 4.4%, compared to a 32.3% decline in the industry [12].

Financial Data and Key Metrics Changes - Q1 reported sales decreased by approximately 8.5% year-over-year, with a negative impact of 90 basis points from currency translation [35][36] - Adjusted EPS for Q1 was $1.83, exceeding expectations primarily due to better segment operating margins [37] - Free cash flow reached $293 million, significantly higher than the previous year, with a conversion rate of 140% [38] Business Line Data and Key Metrics Changes - Intelligent Devices segment saw organic sales decline by 12% year-over-year, while recent acquisitions CUBIC and ClearPath experienced double-digit growth [15][40] - Software and Control segment's organic sales also declined by 12% year-over-year, but margins remained flat at 25.1% [16][41] - Lifecycle Services margin decreased by 190 basis points year-over-year to 12.5%, slightly below expectations [42] Market Data and Key Metrics Changes - Orders grew by 10% year-over-year, with mid-single-digit sequential growth across all regions and business segments [11][13] - E-commerce and warehouse automation sales increased over 30% year-over-year, driven by strong customer activity in North America and Europe [24] - EMEA sales declined by 14%, with notable weakness in Germany and France, while Asia Pacific sales fell by 9%, led by a double-digit decline in China [30][31] Company Strategy and Development Direction - The company aims to achieve $250 million in productivity benefits for fiscal 2025 through cost reduction and margin expansion initiatives [21][56] - Focus on operational excellence and cost discipline is expected to create a solid foundation for market-beating growth [8][72] - The company is adapting to recent tariffs by implementing price changes and exploring alternative sourcing strategies [65][68] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in handling macroeconomic uncertainties and believes Rockwell Automation is a net beneficiary of policies that enhance US manufacturing [10][72] - The company anticipates gradual sequential sales improvement throughout fiscal 2025, maintaining an organic sales growth range of -4% to +2% [32][49] - Management noted that while there are near-term disruptions, the overall outlook remains positive due to strong order performance and project activity [11][71] Other Important Information - The company repurchased approximately 400,000 shares at a cost of $99 million during the quarter [39] - Return on invested capital for Q1 was 14.5%, down 400 basis points from the prior year due to lower pretax income [39] Q&A Session Summary Question: Can you elaborate on the SKU rationalization and its impact on 2025? - Management indicated that the SKU rationalization process is aimed at streamlining operations and that the 21,000 SKUs removed primarily consisted of low-sales items, expecting minimal impact on top-line revenue [78][80] Question: What are the expectations for organic growth guidance considering the recent orders? - Management acknowledged a strong start to the year and indicated that the guidance remains conservative, but they expect continued growth throughout the year [84][85] Question: Can you provide insights on the improvement in orders and the impact of the election? - Management noted a general optimism post-election, contributing to increased project activity and orders, particularly in the US market [105][106] Question: What should be expected for software and control margins for the rest of the year? - Management expects margins to gradually improve as revenue builds throughout the year, with a focus on maintaining a favorable mix [108] Question: How is the company addressing cost reduction and margin expansion? - Management confirmed that significant actions are already in place, with expectations for continued ramp-up in cost savings as the year progresses [122][126]

Core Viewpoint - Rockwell Automation's recent efficiency initiatives have led to strong quarterly results, boosting investor confidence and stock performance [1][4]. Financial Performance - Rockwell reported a revenue decline of 8% year over year, totaling $1.88 billion for the fiscal first quarter ending December 31 [3]. - Earnings per share (EPS) were $1.83, surpassing Wall Street's consensus estimate of $1.58, attributed to lower-than-expected costs [3]. Operational Insights - The CEO highlighted that Q1 margins and EPS exceeded expectations, reflecting the benefits of a renewed focus on operational excellence and cost discipline [4]. - New orders increased by 10% year over year, indicating improved demand across all regions and business segments [4]. Market Conditions - Despite the positive earnings report, Rockwell faces ongoing macroeconomic and policy uncertainties that may impact capital expenditure plans among large industrial customers [5]. - The company’s long-term prospects remain strong due to its portfolio of efficiency-enhancing tools, which are expected to see sustained demand over time [6].

Core Insights - Rockwell Automation reported revenue of $1.88 billion for the quarter ended December 2024, reflecting an 8.3% decline year-over-year, while EPS was $1.83 compared to $2.04 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.87 billion by 0.44%, and the EPS surpassed the consensus estimate of $1.61 by 13.66% [1] Financial Performance Metrics - Organic Sales showed a total growth of -7.6%, slightly better than the -8.3% estimated by analysts [4] - Sales in Intelligent Devices were reported at $806 million, below the estimated $814.05 million, marking a year-over-year decline of 13.1% [4] - Lifecycle Services sales reached $546 million, exceeding the estimate of $563.01 million, with a year-over-year increase of 4.8% [4] - Software & Control sales were $529 million, surpassing the average estimate of $496.02 million, but represented a 12.4% decline year-over-year [4] - Operating earnings for Intelligent Devices were $120 million, above the average estimate of $109.64 million [4] - Operating earnings for Lifecycle Services were $68 million, below the average estimate of $74.30 million [4] - Operating earnings for Software & Control were $133 million, exceeding the average estimate of $107.22 million [4] Stock Performance - Over the past month, Rockwell Automation's shares returned -1.8%, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Rockwell Automation reported quarterly earnings of $1.83 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, but down from $2.04 per share a year ago, indicating a 10.3% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $1.88 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.44%, but down from $2.05 billion in the same quarter last year, reflecting an 8.3% decrease [2] - Over the last four quarters, Rockwell Automation has exceeded consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - Rockwell Automation shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 2.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.11 on revenues of $2 billion, and for the current fiscal year, it is $9.32 on revenues of $8.12 billion [7] - The trend of estimate revisions for Rockwell Automation is mixed, which could change following the recent earnings report [6] Industry Context - The Electronics - Miscellaneous Products industry, to which Rockwell Automation belongs, is currently ranked in the bottom 47% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Financial Performance - Orders increased by approximately 10% year-over-year and grew by mid-single digits sequentially[5] - Reported sales decreased by 8.4% year-over-year, with organic sales down by 7.6% year-over-year[5] - Currency translation negatively impacted sales by 0.9 percentage points year-over-year[5] - Total Annual Recurring Revenue (ARR) increased by 11% year-over-year[5] - Adjusted EPS was $1.83, a 10% decrease year-over-year compared to $2.04 in Q1 FY24[5, 12] Segment Performance - Intelligent Devices segment sales were $806 million, with organic sales down 12% year-over-year and a segment margin of 14.9%[13] - Software & Control segment sales were $529 million, with organic sales down 12% year-over-year and a segment margin of 25.1%[13] - Lifecycle Services segment sales were $546 million, with organic sales up 5% year-over-year and a segment margin of 12.5%[13] Regional Performance - North America sales decreased by 8% year-over-year[8] - EMEA (Europe, Middle East, and Africa) sales decreased by 14% year-over-year[8] - Asia Pacific sales decreased by 9% year-over-year[8] - Latin America sales increased by 15% year-over-year[8] Full Year Outlook - The company updated its reported sales midpoint to approximately $8.1 billion due to currency headwinds[11] - The company reaffirmed its organic sales growth range of (4)% - 2% year-over-year[11] - The company expects total ARR to grow approximately 10% year-over-year[11] - The company reaffirmed its adjusted EPS range of $8.60 - $9.80[11]

Core Insights - Rockwell Automation's shares increased after reporting adjusted earnings per share of $1.83 for Q1 fiscal 2025, surpassing analysts' expectations of $1.58 [2] - The company's sales reached $1.88 billion, slightly below the analyst consensus by approximately $10 million [2] Financial Performance - The adjusted earnings per share of $1.83 indicates a strong performance driven by effective cost reduction and margin expansion initiatives [3] - Sales forecast for the full year has been revised, now expecting a decline of up to 5.5% or growth of up to 0.5%, compared to the previous forecast of a 4% decline to a 2% increase [3] Management Commentary - CEO Blake Moret highlighted ongoing cost-cutting efforts and acknowledged macroeconomic and policy uncertainties affecting customer spending [3][4] - The company anticipates gradual sequential improvement in sales and profit margins as uncertainties, such as proposed tariffs, are resolved [4]

Exhibit 99 1201 S. Second Street Milwaukee, WI 53204 USA News Release Contact Ed Moreland Media Relations Rockwell Automation 571.296.0391 Aijana Zellner Investor Relations Rockwell Automation 414.382.8510 Rockwell Automation Reports First Quarter 2025 Results MILWAUKEE (February 10, 2025) — Rockwell Automation, Inc. (NYSE: ROK) today reported first quarter fiscal 2025 results. "Q1 margins and EPS came in well above our expectations this quarter, reflecting some early benefits of Rockwell's renewed focus on ...

In its upcoming report, Rockwell Automation (ROK) is predicted by Wall Street analysts to post quarterly earnings of $1.61 per share, reflecting a decline of 21.1% compared to the same period last year. Revenues are forecasted to be $1.87 billion, representing a year-over-year decrease of 8.7%.The consensus EPS estimate for the quarter has undergone a downward revision of 0.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ...

Leading automotive tier-one supplier leverages 'single source of truth' software platform to accelerate digital transformation, empower employees, and optimize production BRUSSELS, Feb. 5, 2025 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that Bayrak Technik GmbH, a leading supplier of interior, exterior and chassis components for the global automotive industry, has expanded its deployment of ...