Core Insights - Rockwell Automation has launched the EtherNet/IP In-cabinet Solution, aimed at enhancing manufacturing efficiency and connectivity [1][2] - The new solution can reduce wiring time by up to 80%, significantly speeding up production processes [1][8] Product Features - The EtherNet/IP In-cabinet Solution streamlines communication between devices, simplifying system integration and improving real-time data access [2][3] - It leverages single-pair Ethernet/IP technology to enhance operational efficiency and reduce installation time [3][4] - The solution features a plug-and-play design for easy configuration, commissioning, and maintenance, minimizing production disruptions [5][8] Benefits for Manufacturers - Early adopters, such as Volga, report assembly time reductions of over 65%, allowing for quicker wiring of starters and panel operators [4] - The compact design optimizes cabinet space, enabling more devices to be installed within the same footprint and reducing overall panel size [8] - The system enhances communication, diagnostics, and maintenance, providing significant advantages for both panel builders and end users [4][8]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Summary of Rockwell Automation Conference Call Company Overview - **Company**: Rockwell Automation - **Event**: Oppenheimer's 20th Annual Industrial Growth Conference Key Industry Insights - **Demand Trends**: - Strong global demand with North America outperforming other regions [3][6] - No significant evidence of demand pull forward due to tariffs; inventory levels stable or slightly down [4][9] - Double-digit sequential growth observed in food and beverage, home and personal care markets [7] - **Regional Performance**: - North America expected to remain the strongest region for the year [6] - Sequential growth noted in Europe, particularly in Italy and Germany [6] - **E-commerce and Warehouse Automation**: - E-commerce and warehouse automation markets are experiencing strong demand, driven by modernization and labor cost issues [20][22] - Growth in data centers attributed to the acquisition of Cubic, contributing positively to the business [26] Financial Performance - **Revenue Guidance**: - Full-year revenue growth guidance increased from high single digits to 45% year-over-year [27] - **Cost Management**: - $125 million in tariff cost impacts anticipated, with mitigation strategies in place [45][46] - Structural productivity improvements expected to yield $250 million in year-over-year savings [59][62] - **Margin Insights**: - Margins expected to improve sequentially, with continued productivity benefits anticipated in Q3 and Q4 [63][70] - Focus on optimizing pricing and SKU rationalization to enhance margins [57][71] Strategic Initiatives - **Supply Chain Resilience**: - Enhanced supply chain flexibility and redundancy established during the supply chain crisis [17][18] - Ongoing monitoring of pre-buy activities to prevent inventory issues [9][10] - **Technological Advancements**: - Emphasis on AI capabilities within automation systems, including partnerships with NVIDIA and Microsoft [74][79] - Introduction of generative AI tools to streamline PLC programming and reduce deployment times by up to 30% [85] - **Portfolio Evolution**: - Transition towards a more software-defined portfolio, integrating AI and cloud capabilities to enhance customer offerings [74][91] Additional Considerations - **Trade Dynamics**: - Trade tensions impacting EMEA and APAC share dynamics, but overall low cancellations observed [34][36] - Uncertainty around tariffs affecting customer CapEx decisions, particularly in automotive and energy sectors [39][42] - **Market Diversification**: - Continued diversification of end markets and technologies to enhance resilience and growth opportunities [72] This summary encapsulates the key points discussed during the conference call, highlighting Rockwell Automation's performance, strategic initiatives, and market dynamics.

Rockwell Automation, Inc. (NYSE: ROK ) reported exceptionally strong Q2 ’25 financial results as management works to mitigate any financial risks resulting from tariff policies. With the majority of manufacturing being located in the U.S., Rockwell has significant flexibilityMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include ...

To paraphrase Rockwell Automation’s NYSE: ROK CEO, Blake Moret, the company’s home-field advantage ideally positions it to benefit from onshoring U.S. manufacturing. Its manufacturing footprint is North American-centric, with more than 70% located within the continental US. The company is a leader in automation; its products are devices and tools to automate processes and increase efficiency, which businesses and industries need to manufacture domestically and succeed. Rockwell Automation TodayROKRockwell A ...

[PART I. FINANCIAL INFORMATION](index=4&type=section&id=PART%20I.%20FINANCIAL%20INFORMATION) [Financial Statements](index=4&type=section&id=Item%201.%20Financial%20Statements) This section presents the unaudited Consolidated Financial Statements for Rockwell Automation, Inc. for the quarterly period ended March 31, 2025, showing a year-over-year decrease in sales and net income but a significant increase in cash from operations [Consolidated Balance Sheet](index=4&type=section&id=Consolidated%20Balance%20Sheet) As of March 31, 2025, total assets were **$10.99 billion**, a slight decrease from **$11.23 billion** at September 30, 2024, primarily due to lower inventories and currency translation effects on goodwill, with total liabilities and shareowners' equity also showing slight changes Consolidated Balance Sheet Highlights (in millions) | Account | March 31, 2025 | September 30, 2024 | | :--- | :--- | :--- | | **Total Current Assets** | $3,770 | $3,881 | | Inventories | $1,175 | $1,293 | | Goodwill | $3,938 | $3,993 | | **Total Assets** | **$10,993** | **$11,232** | | **Total Current Liabilities** | $3,584 | $3,604 | | Long-term debt | $2,568 | $2,561 | | **Total Liabilities** | $7,388 | $7,557 | | **Total Shareowners' Equity** | **$3,605** | **$3,675** | [Consolidated Statement of Operations](index=5&type=section&id=Consolidated%20Statement%20of%20Operations) For the three months ended March 31, 2025, total sales decreased to **$2.00 billion** from **$2.13 billion** in the prior-year period, with net income attributable to Rockwell Automation at **$252 million**, or **$2.22** per diluted share, reflecting a similar declining trend for the six-month results Statement of Operations Summary (in millions, except per share amounts) | Metric | Three Months Ended Mar 31, 2025 | Three Months Ended Mar 31, 2024 | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | :--- | :--- | | **Total Sales** | $2,001 | $2,126 | $3,882 | $4,178 | | Gross Profit | $810 | $833 | $1,532 | $1,628 | | Income before income taxes | $299 | $310 | $512 | $570 | | **Net income attributable to Rockwell** | **$252** | **$266** | **$436** | **$481** | | **Diluted EPS** | **$2.22** | **$2.31** | **$3.83** | **$4.17** | [Consolidated Statement of Cash Flows](index=7&type=section&id=Consolidated%20Statement%20of%20Cash%20Flows) For the six months ended March 31, 2025, cash provided by operating activities significantly increased to **$563 million** from **$153 million** in the prior-year period, primarily due to favorable changes in working capital, while cash used for investing and financing activities totaled **$122 million** and **$445 million** respectively Cash Flow Summary (in millions) | Activity | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | | **Cash provided by operating activities** | **$563** | **$153** | | Cash used for investing activities | ($122) | ($876) | | Cash (used for) provided by financing activities | ($445) | $109 | | Decrease in cash and cash equivalents | ($21) | ($609) | [Notes to Consolidated Financial Statements](index=10&type=section&id=Notes%20to%20Consolidated%20Financial%20Statements) The notes provide detailed information on accounting policies, including revenue recognition, 2024 acquisitions of Clearpath Robotics and Verve Industrial Protection, goodwill balances, debt structure, restructuring activities, and segment-level performance, with **$1.365 billion** in unfulfilled performance obligations as of March 31, 2025 - As of March 31, 2025, the company expects to recognize approximately **$1.365 billion** of revenue from unfulfilled performance obligations, with about **$805 million** expected in the next 12 months[45](index=45&type=chunk) - In fiscal 2024, the company acquired Clearpath Robotics for a net consideration of **$609 million** and Verve Industrial Protection for **$183 million**[55](index=55&type=chunk)[59](index=59&type=chunk) - In 2024, the company recorded restructuring charges of **$97 million** related to an enterprise-wide cost optimization program, primarily for severance benefits[90](index=90&type=chunk) Segment Sales (in millions) | Segment | Three Months Ended Mar 31, 2025 | Three Months Ended Mar 31, 2024 | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | :--- | :--- | | Intelligent Devices | $896 | $974 | $1,702 | $1,901 | | Software & Control | $568 | $569 | $1,097 | $1,173 | | Lifecycle Services | $537 | $583 | $1,083 | $1,104 | | **Total** | **$2,001** | **$2,126** | **$3,882** | **$4,178** | [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=26&type=section&id=Item%202.%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management discusses the financial results, highlighting a **6%** decrease in sales for Q2 2025 driven by volume declines, an improved total segment operating margin due to cost reduction actions, and a substantial year-over-year increase in free cash flow, with expectations for sequential improvement in sales and margins through 2025 [Results of Operations](index=27&type=section&id=Results%20of%20Operations) Total sales for Q2 2025 decreased **6%** to **$2.0 billion**, with organic sales down **4%**, primarily due to lower volumes, while total segment operating margin for Q2 improved to **20.4%** from **19.0%** year-over-year, driven by strong performance in the Software & Control segment Sales Change vs. Prior Year (Q2 2025) | Metric | Total Company | Intelligent Devices | Software & Control | Lifecycle Services | | :--- | :--- | :--- | :--- | :--- | | **Reported Sales Change** | **(6)%** | (8)% | <(1)% | (8)% | | Organic Sales Change | (4)% | (6)% | 2% | (6)% | Segment Operating Margin (Q2) | Segment | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Intelligent Devices | 17.7% | 16.5% | | Software & Control | 30.1% | 25.7% | | Lifecycle Services | 14.5% | 16.6% | | **Total Segment Operating Margin** | **20.4%** | **19.0%** | - The company expects over **$250 million** of year-over-year benefits from cost reduction and margin expansion actions in 2025[118](index=118&type=chunk) [Financial Condition, Liquidity and Capital Resources](index=36&type=section&id=Financial%20Condition,%20Liquidity%20and%20Capital%20Resources) The company's financial condition remains solid, with operating cash flow significantly increasing to **$563 million** and free cash flow rising sharply to **$464 million** for the first six months of fiscal 2025, while maintaining a **$1.5 billion** undrawn revolving credit facility Free Cash Flow (in millions) | Description | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | | Cash provided by operating activities | $563 | $153 | | Capital expenditures | ($99) | ($119) | | **Free cash flow** | **$464** | **$34** | - In the first six months of 2025, the company repurchased approximately **0.8 million shares** for **$228 million**. As of March 31, 2025, **$1.119 billion** remained available for share repurchases under board authorizations[149](index=149&type=chunk) - The company has a **$1.5 billion** unsecured revolving credit facility expiring in June 2027, which was **not borrowed against** during the period[152](index=152&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=40&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company states that there has been **no material change** to the information regarding its exposure to foreign currency risk and interest rate risk since its Annual Report on Form 10-K for the fiscal year ended September 30, 2024 - There has been **no material change** in the company's exposure to market risks, including foreign currency and interest rate risk, as of March 31, 2025[167](index=167&type=chunk) [Controls and Procedures](index=40&type=section&id=Item%204.%20Controls%20and%20Procedures) Management, including the CEO and CFO, concluded that the company's disclosure controls and procedures were **effective** as of the end of the quarter, with **no material changes** in internal control over financial reporting during the period - The Chief Executive Officer and Chief Financial Officer concluded that the company's disclosure controls and procedures were **effective** as of March 31, 2025[168](index=168&type=chunk) - **No material changes** to the company's internal control over financial reporting occurred during the quarter ended March 31, 2025[169](index=169&type=chunk) [PART II. OTHER INFORMATION](index=41&type=section&id=PART%20II.%20OTHER%20INFORMATION) [Legal Proceedings](index=41&type=section&id=Item%201.%20Legal%20Proceedings) The company reports **no material changes** to the information on its legal proceedings since its Annual Report on Form 10-K for the year ended September 30, 2024 - As of March 31, 2025, there has been **no material change** to the company's legal proceedings information[171](index=171&type=chunk) [Risk Factors](index=41&type=page&id=Item%201A.%20Risk%20Factors) The company states that there have been **no material changes** to its most significant risk factors since its last Annual Report, with the exception of an **updated** risk factor concerning the potential **adverse impact** of changes in trade policies on its cost structure and profitability - The risk factor related to trade policies has been **updated** to emphasize that changes in tariffs between the U.S., Mexico, Canada, China, or other countries could **adversely affect** the company's cost structure, supply chain, and profitability[173](index=173&type=chunk) [Unregistered Sales of Equity Securities and Use of Proceeds](index=41&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) This section details the company's share repurchase activity for the three months ended March 31, 2025, with a total of **467,848** shares repurchased at an average price of **$275.35** per share, and approximately **$1.12 billion** remaining available for future repurchases Share Repurchases (Three Months Ended March 31, 2025) | Period | Total Shares Purchased | Average Price Paid Per Share | Maximum Dollar Value Remaining for Purchase | | :--- | :--- | :--- | :--- | | Jan 2025 | 147,029 | $281.90 | $1,205,897,454 | | Feb 2025 | 119,424 | $284.80 | $1,171,979,031 | | Mar 2025 | 201,395 | $264.97 | $1,118,615,185 | | **Total** | **467,848** | **$275.35** | | [Other Information](index=42&type=section&id=Item%205.%20Other%20Information) During the quarter ended March 31, 2025, **no director or officer adopted or terminated** a Rule 10b5-1 trading arrangement or a non-Rule 10b5-1 trading arrangement - **No director or officer adopted or terminated** a Rule 10b5-1 trading arrangement during the quarter[175](index=175&type=chunk) [Exhibits](index=43&type=section&id=Item%206.%20Exhibits) This section lists the exhibits filed with the Form 10-Q, including the letter from the independent registered public accounting firm, certifications by the CEO and CFO, and Interactive Data Files (XBRL)

Rockwell Automation Inc. (ROK) has reported adjusted earnings per share (EPS) of $2.45 in second-quarter fiscal 2025 (ended March 31, 2025), surpassing the Zacks Consensus Estimate of $2.09. The bottom line declined 2% year over year due to lower sales volume.Including one-time items, earnings were $2.22 per share compared with $2.31 in the year-ago quarter.Total sales were $2.00 billion, down 5.9% from the prior-year quarter. The top line beat the Zacks Consensus Estimate of $1.96 billion. Organic sales mo ...

Core Insights - Rockwell Automation reported $2 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 5.9% and an EPS of $2.45 compared to $2.50 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.96 billion by +1.85%, while the EPS surpassed the consensus estimate of $2.09 by +17.22% [1] Financial Performance Metrics - Organic Sales showed a total growth of -4%, better than the -6.3% average estimate from four analysts [4] - Sales in Intelligent Devices reached $896 million, exceeding the average estimate of $849.78 million, but represented an 8% decline year over year [4] - Lifecycle Services sales were $537 million, below the average estimate of $573.37 million, marking a 7.8% year-over-year decline [4] - Software & Control sales were $568 million, surpassing the average estimate of $537.17 million, with a minimal year-over-year decline of -0.4% [4] Operating Earnings - Operating earnings for Intelligent Devices were $159 million, exceeding the average estimate of $134.45 million from four analysts [4] - Operating earnings for Lifecycle Services were $78 million, slightly below the average estimate of $83.93 million [4] - Operating earnings for Software & Control reached $171 million, significantly above the average estimate of $134.75 million [4] Stock Performance - Rockwell Automation shares returned +15.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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]

Rockwell Automation (ROK) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Thank you for holding, and welcome to Rockwell Automation's Quarterly Conference Call. I need to remind everyone that today's conference call is being recorded. Later in the call, we will open up the lines for questions. If you have a question at that time, please press star one. At this time, I'd like to turn the call over to Aizhana Zelner, Head of Investor Relations and Market Strategy. S, our home market. Another strategic ...

Rockwell Automation (ROK) came out with quarterly earnings of $2.45 per share, beating the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $2.50 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 17.22%. A quarter ago, it was expected that this industrial equipment and software maker would post earnings of $1.61 per share when it actually produced earnings of $1.83, delivering a surprise of 13.66%.Over t ...