Core Insights - Rockwell Automation reported revenue of $2.14 billion for the quarter ended June 2025, reflecting a year-over-year increase of 4.6% and a surprise of +3.67% over the Zacks Consensus Estimate of $2.07 billion [1] - The company's EPS for the quarter was $2.82, up from $2.71 in the same quarter last year, surpassing the consensus EPS estimate of $2.69 by +4.83% [1] Financial Performance Metrics - Organic Sales showed a total growth decline of -4%, compared to an estimated -0.5% by analysts [4] - Sales in Intelligent Devices were reported at $896 million, below the average estimate of $930.34 million, marking a year-over-year decrease of -6.4% [4] - Lifecycle Services sales reached $537 million, slightly below the average estimate of $552.24 million, representing a year-over-year decline of -7.6% [4] - Software & Control sales were reported at $568 million, exceeding the average estimate of $585.5 million, with a year-over-year increase of +10.9% [4] - Operating earnings for Intelligent Devices were $159 million, below the average estimate of $182.98 million [4] - Operating earnings for Lifecycle Services were $78 million, compared to the average estimate of $85.83 million [4] - Operating earnings for Software & Control were $171 million, slightly above the average estimate of $165.25 million [4] Stock Performance - Over the past month, Rockwell Automation shares have returned +2.3%, outperforming the Zacks S&P 500 composite's +0.5% 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]

Q3 FY25 Financial Performance - Total company Book-to-bill was approximately 10, consistent with the normal historical range[7] - Reported sales increased by 5% year-over-year, with organic sales up over 4%[7] - Total Annual Recurring Revenue (ARR) grew by 7% year-over-year[7] - GAAP pretax margin was 160% and diluted EPS was $260[7] - Segment operating margin was 212% and Adjusted EPS was $282, exceeding expectations[7] - Achieved approximately $250 million in year-over-year productivity benefits, ahead of schedule[7] - Free Cash Flow was $489 million, compared to $238 million in Q3 FY24[14] Segment Performance - Discrete segment sales increased by approximately 10% organically, with Automotive up low teens and e-Commerce & Warehouse Automation up approximately 30%[8] - Software & Control segment sales increased by 23% due to 22% organic growth[15] - Lifecycle Services segment sales decreased by 6% organically[15] Regional Performance - North America is expected to be the strongest region in FY25, with Q3 FY25 organic sales growth of 7%[10, 11] - Latin America organic sales decreased by 14%[10] Full Year Outlook - Updated reported and organic sales growth range to (2)% to 1% year-over-year[13] - Adjusted EPS range updated to $980 - $1020[13] - Expect segment margin of approximately 20%, including over $250 million benefit from cost reduction and margin expansion actions[13] - Expect Free Cash Flow conversion of approximately 100%[13]

Core Insights - Emerson Electric (EMR) is expected to report quarterly earnings of $1.51 per share, reflecting a year-over-year increase of 5.6% [1] - Revenue projections stand at $4.58 billion, indicating a 4.6% increase from the previous year [1] - Analysts have revised the consensus EPS estimate 0.4% lower over the last 30 days, indicating a reevaluation of initial estimates [1][2] Revenue Estimates - Analysts project 'Net Sales- Intelligent Devices- Total' to reach $3.10 billion, a change of +3.5% year-over-year [3] - 'Net Sales- Software And Control- Total' is expected to be $1.49 billion, suggesting a +6.9% change year-over-year [4] - 'Net Sales- Intelligent Devices- Safety & Productivity' is estimated at $345.21 million, indicating a -1.7% change [4] - 'Net Sales- Intelligent Devices- Measurement & Analytical' is projected at $1.02 billion, reflecting a +4.3% change [4] - 'Net Sales- Intelligent Devices- Final Control' is expected to be $1.10 billion, a +5.5% change year-over-year [5] - 'Net Sales- Intelligent Devices- Discrete Automation' is estimated at $633.56 million, indicating a +2.5% change [5] - 'Net Sales- Software and Control- Test & Measurement' is projected at $369.82 million, reflecting a +4.2% change [6] - 'Revenue- Software And Control- Control Systems & Software' is expected to reach $1.11 billion, indicating a significant +59.2% change [6] EBIT Estimates - 'EBIT- Intelligent Devices- Total' is estimated at $757.44 million, compared to $693.00 million from the previous year [7] - 'EBIT- Intelligent Devices- Measurement & Analytical' is projected at $275.03 million, up from $252.00 million year-over-year [7] - 'EBIT- Intelligent Devices- Discrete Automation' is expected to reach $119.99 million, compared to $109.00 million in the same quarter last year [8] - 'EBIT- Software and Control- Total' is projected at $228.46 million, up from $129.00 million year-over-year [8] Stock Performance - Over the past month, shares of Emerson Electric have returned +4.1%, outperforming the Zacks S&P 500 composite's +2.3% change [9] - Currently, EMR holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [9]

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]

Core Insights - Emerson Electric reported revenue of $4.43 billion for the quarter ended March 2025, a year-over-year increase of 1.3% and an EPS of $1.48, up from $1.36 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company’s stock has returned +13.9% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change, and currently holds a Zacks Rank 3 (Hold) [3] Financial Performance Metrics - Net Sales- Eliminations: -$18 million, better than the -$19.67 million average estimate, representing a +5.9% year-over-year change [4] - Net Sales- Software And Control- Total: $1.42 billion, exceeding the average estimate of $1.35 billion, with a year-over-year change of +6.7% [4] - Net Sales- Intelligent Devices- Total: $3.03 billion, slightly below the average estimate of $3.06 billion, showing a -1.1% year-over-year change [4] - Net Sales- Software and Control- Test & Measurement: $359 million, above the average estimate of $355.83 million, with a -2.2% year-over-year change [4] - Net Sales- Intelligent Devices- Safety & Productivity: $339 million, below the average estimate of $355.61 million, reflecting a -7.1% year-over-year change [4] - Net Sales- Intelligent Devices- Measurement & Analytical: $1 billion, below the average estimate of $1.02 billion, with a -1.1% year-over-year change [4] - Net Sales- Intelligent Devices- Final Control: $1.07 billion, matching the average estimate, with a +2.1% year-over-year change [4] - Net Sales- Intelligent Devices- Discrete Automation: $615 million, slightly above the average estimate of $610.20 million, showing a -2.7% year-over-year change [4] - EBIT- Intelligent Devices- Total: $725 million, below the average estimate of $746.93 million [4] - EBIT- Intelligent Devices- Measurement & Analytical: $266 million, below the average estimate of $275.70 million [4] - EBIT- Intelligent Devices- Discrete Automation: $117 million, slightly below the average estimate of $120.07 million [4] - EBIT- Software and Control- Test & Measurement: -$24 million, significantly below the average estimate of $133.64 million [4]

Core Viewpoint - Emerson Electric (EMR) is expected to report quarterly earnings of $1.42 per share, reflecting a 4.4% increase year-over-year, with revenues projected at $4.38 billion, a slight increase of 0.1% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Net Sales- Intelligent Devices- Total' at $3.06 billion, indicating a year-over-year change of -0.1% [5]. - 'Net Sales- Software And Control- Total' is expected to reach $1.35 billion, reflecting a 1% increase from the prior-year quarter [5]. - 'Net Sales- Intelligent Devices- Discrete Automation' is projected at $610.20 million, showing a decline of 3.5% from the year-ago quarter [5]. - 'Net Sales- Intelligent Devices- Safety & Productivity' is estimated at $355.61 million, down 2.6% year-over-year [6]. - 'Net Sales- Software and Control- Test & Measurement' is expected to be $355.83 million, indicating a 3% decrease from the prior-year quarter [6]. - 'Net Sales- Intelligent Devices- Final Control' is projected to reach $1.07 billion, reflecting a 1.8% increase from the prior-year quarter [7]. - 'Net Sales- Software and Control- Control Systems & Software' is expected at $696.17 million, indicating a 1.3% year-over-year change [7]. - 'Net Sales- Software and Control- AspenTech' is projected at $293.30 million, reflecting a 5.5% increase year-over-year [8]. - 'Net Sales- Intelligent Devices- Measurement & Analytical' is expected to be $1.02 billion, indicating a 0.7% increase from the prior-year quarter [8]. Stock Performance - Over the past month, Emerson Electric shares have recorded a return of +3.9%, contrasting with the Zacks S&P 500 composite's -0.5% change [8]. - Based on its Zacks Rank 3 (Hold), EMR is expected to perform in line with the overall market in the upcoming period [8].