Rockwell Automation(US:ROK) ZACKSยท2025-11-04 18:21Core Insights - Rockwell Automation Inc. is set to report its fourth-quarter fiscal 2025 results on November 6, with earnings per share (EPS) estimated at $2.94, reflecting a 19% year-over-year growth, and sales projected at $2.21 billion, indicating an 8.7% increase from the previous year [1][5]. Earnings Estimates - The Zacks Consensus Estimate for Rockwell Automation's earnings has increased by 1% over the past 60 days [1]. - The current EPS estimate is $2.94, with previous estimates showing a slight upward trend from $2.91 to $2.94 over the last 60 days [2]. - Rockwell Automation has a history of beating earnings estimates, with an average surprise of 9.7% over the last four quarters [2][3]. Segment Performance Expectations - The Intelligent Devices segment is expected to see a 3.7% year-over-year sales increase to $981 million, with an operating profit of $197.5 million, up 1.1% [12]. - The Software & Control segment is projected to achieve $596 million in sales, representing an 18.8% growth, although its operating profit is expected to decline by 20.3% to $135 million [13]. - The Lifecycle Services segment is anticipated to generate $620 million in sales, indicating a 5.5% growth, with an operating profit forecasted to rise by 35.1% to $138 million [14]. Market Conditions and Challenges - The manufacturing sector has been in contraction, as indicated by the Institute for Supply Management's manufacturing index, which recorded readings below 50% throughout the quarter [10]. - Rockwell Automation has faced challenges such as higher logistics costs and increased spending on talent, which are expected to impact margins negatively [11]. Stock Performance - Over the past year, Rockwell Automation's shares have increased by 40.1%, outperforming the industry average of 32.4% [15].