Cognex Corporation (NASDAQ: CGNX ) is at the beginning stages of a growing opportunity for industrial automation across all markets. With its new AI-enabled scanning technologies, Cognex may be in a position to expand across a wider variety of customersMichael 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 O&G, OFS, Midstream, I ...

Rockwell Automation Inc. (ROK) is anticipated to witness declines in sales and earnings when it reports second-quarter fiscal 2025 results on May 7, before the opening bell.The Zacks Consensus Estimate for Rockwell Automation’s earnings has been unchanged in the past 60 days at $2.09 per share. The consensus mark implies a 16.4% plunge from the year-ago actual. The consensus estimate for sales is pegged at $1.96 billion, indicating a 7.6% year-over-year decline.  Image Source: Zacks Investment Research ROK’ ...

Core Insights - Emerson Electric Co. (EMR) is expected to report growth in both revenue and earnings for the second quarter of fiscal 2025, with revenue estimated at $4.38 billion, reflecting a 0.1% increase year-over-year, and earnings per share projected at $1.42, a 4.4% rise from the previous year [1][3]. Group 1: Performance Expectations - The Intelligent Devices segment is anticipated to see a slight revenue decrease of 0.1% to $3.06 billion, influenced by strong performance in the final control business and solid momentum in power end markets [3][4]. - The Software and Control segment is expected to grow by 0.6% year-over-year to $1.34 billion, driven by robust growth in the Control Systems & Software business and increased license revenues from AspenTech [5]. Group 2: Recent Acquisitions - The acquisition of Afag and Flexim in Q4 of fiscal 2023 has enhanced Emerson's capabilities in factory automation and flow measurement, expanding its reach into high-demand markets such as battery manufacturing and automotive [6]. - The recent acquisition of National Instruments in October 2023 is likely to further strengthen Emerson's position in high-growth sectors, including semiconductors and electric vehicles [7]. Group 3: Cost and Margin Considerations - Rising costs associated with acquisitions and restructuring efforts may negatively impact EMR's margin performance, alongside potential foreign currency headwinds affecting profitability [8]. Group 4: Earnings Predictions - The company has a positive Earnings ESP of +2.42%, with the most accurate estimate at $1.45 per share, suggesting a strong likelihood of an earnings beat [10].

Core Viewpoint - Honeywell International has demonstrated resilience amid tariff-related uncertainties, raising its earnings guidance for 2025, which positions the stock as a good value for patient investors [1][4][14] Group 1: Honeywell's Guidance - Honeywell raised its 2025 earnings per share (EPS) guidance from a range of $10.10 to $10.50 to a new range of $10.20 to $10.50, reflecting management's estimate of current tariff impacts [4] - Despite the overall positive guidance, Honeywell lowered its full-year sales expectations in industrial automation to a mid-single-digit decline from a prior low-single-digit decline [5] - The company's first-quarter organic sales growth of 4% exceeded internal expectations, particularly in the commercial aerospace aftermarket, and management increased its sales guidance in building automation [6] Group 2: Tariff Management - Honeywell's guidance accounts for a $500 million impact from increased tariffs, but management is implementing pricing actions and seeking alternative sourcing to mitigate this impact [7] - More than 80% of Honeywell's sales in the U.S. and Europe are produced locally, which aids in managing tariff impacts [8] - As a net exporter to China, Honeywell's earnings could benefit from any easing of U.S./China trade tensions, given that the company has already incorporated existing tariffs into its guidance [9] Group 3: Future Growth Catalysts - Honeywell plans to spin off its advanced materials business as Solstice Advanced Materials in late 2025/early 2026, with expected growth improvements in the latter half of 2025 [10] - Honeywell Aerospace is experiencing high-single-digit growth due to ongoing demand in the commercial aftermarket and original equipment sales [11] - The separation into three standalone companies—Solstice Advanced Materials, Honeywell Aerospace, and Honeywell Automation—will likely enhance growth potential, particularly in aerospace and automation sectors [12] Group 4: Investment Appeal - Honeywell's stock is attractive for both near-term and long-term investors, with potential to exceed guidance in 2025 and operational improvements expected from the planned business breakups [14]

Wall Street analysts forecast that Rockwell Automation (ROK) will report quarterly earnings of $2.09 per share in its upcoming release, pointing to a year-over-year decline of 16.4%. It is anticipated that revenues will amount to $1.96 billion, exhibiting a decline of 7.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their init ...

Matthews International (MATW) Q2 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Steven Nicola - CFO & TreasurerJoseph C. Bartolacci - President and CEODaniel Moore - Director of ResearchColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization Research Conference Call Participants Justin Bergner - Portfolio Manager, Research Analyst Operator Greetings, and welcome to the Matthews International Second Quarter Fiscal twenty twenty five Financial Results. At this ti ...

Matthews International (MATW) Q2 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Steven Nicola - CFO & TreasurerJoseph C. Bartolacci - President and CEODaniel Moore - Director of ResearchColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization Research Conference Call Participants Justin Bergner - Portfolio Manager, Research Analyst Operator Greetings, and welcome to the Matthews International Second Quarter Fiscal twenty twenty five Financial Results. At this ti ...

Belden (BDC) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Aaron Reddington - VP, IRAshish Chand - President and CEOJeremy Parks - Senior VP of Finance & CFORobert Jamieson - Industrial Tech Equity ResearchSteven Fox - Founder & CEO Conference Call Participants William Stein - Managing Director/Senior Research Analyst - TechnologyDavid Williams - Equity Research AnalystMark Delaney - Analyst Operator Ladies and gentlemen, thank you for standing by. Welcome to this morning's Belden Repo ...

Matthews International (MATW) Q2 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Greetings, and welcome to the Matthews International Second Quarter Fiscal twenty twenty five Financial Results. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Steven Nicola, Chief Financial Officer. Please go ahead. Speaker1 All right. Good morning. Thank you, P ...

Core Insights - Johnson Controls is celebrating its 140th anniversary, marking a significant milestone in its history of innovation and leadership in the building technology sector [1][2][3] Company Achievements - The company has a rich history of achievements, including the introduction of the first automatic sprinkler and room thermostat, and currently holds nearly 8,000 patents [1][2] - Johnson Controls has invested billions of dollars in engineering, research, and development to enhance its product offerings and services [2] Product and Service Portfolio - Johnson Controls offers one of the largest portfolios of heating, ventilation, and air conditioning (HVAC) equipment and controls globally, along with fire protection and smart security solutions [1][4] - The company is focused on serving a diverse range of customers, including data centers, advanced manufacturing, education, hospitals, and pharmaceutical labs [1][4] Future Outlook - The CEO emphasized the company's commitment to accelerating technology-based innovation and continuous improvement, aiming to transform the industry for the next 140 years [4] - Johnson Controls is integrating IoT, AI, and machine learning into its services, providing enhanced real-time analytics to create smarter buildings [4][7] Digital Transformation - The company is leveraging its OpenBlue digital offering to deliver comprehensive solutions for various industries, including healthcare, schools, and manufacturing [7] - Johnson Controls aims to simplify its portfolio while enhancing customer service, ultimately helping customers save money, energy, and time [4]