Rockwell Automation (ROK) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
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Rockwell Automation, Inc. delivered strong Q4 results, with double-digit revenue growth and a double-beat on both EPS and revenue. The Intelligent Devices segment rebounded with 15% revenue growth, driven by power control and the CUBIC acquisition, despite margin contraction from higher wages. Software & Control saw over 30% revenue growth and a significant margin expansion, fueled by strong Logix business and the new L9 processor.
Rockwell Automation, Inc. ( ROK ) Analyst/Investor Day November 19, 2025 11:00 AM EST Company Participants Kerri Richardson Aijana Zellner - Head of Investor Relations Blake Moret - President, Chairman & CEO Matheus De A G Bulho - Senior Vice President of Software & Control Tessa Myers - Senior Vice President of Intelligent Devices Matthew Fordenwalt - Senior Vice President of Lifecycle Services Christian Rothe - Senior VP & CFO Robert Buttermore - Senior VP & Chief Supply Chain Officer Conference Call Participants Gaetano Cantalupo Stefan Klebert Joel Stenson Giuseppe Del Duca Andrew Kaplowitz - Citigroup Inc., Research Division Julian Mitchell - Barclays Bank PLC, Research Division Jeffrey Sprague - Vertical Research Partners, LLC Christopher Snyder - Morgan Stanley, Research Division Andrew Buscaglia - BNP Paribas, Research Division Presentation Kerri Richardson Welcome to Rockwell Automation Investor Day 2025. Please give a round of applause for your Event MC, Aijana Zellner, Vice President, Investor Relations and Market Strategy.
Evaluate Rockwell Automation's (ROK) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
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Rockwell Automation, Inc. ( ROK ) Q4 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Aijana Zellner - Head of Investor Relations Blake Moret - President, Chairman & CEO Christian Rothe - Senior VP & CFO Conference Call Participants Scott Davis - Melius Research LLC Andrew Obin - BofA Securities, Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Julian Mitchell - Barclays Bank PLC, Research Division Christopher Snyder - Morgan Stanley, Research Division C. Stephen Tusa - JPMorgan Chase & Co, Research Division Nigel Coe - Wolfe Research, LLC Jeffrey Sprague - Vertical Research Partners, LLC Presentation Operator Thank you for holding, and welcome to Rockwell Automation's Quarterly Conference Call.
Although the revenue and EPS for Rockwell Automation (ROK) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Rockwell Automation (ROK) came out with quarterly earnings of $3.34 per share, beating the Zacks Consensus Estimate of $2.94 per share. This compares to earnings of $2.47 per share a year ago.
ROK is expected to post higher y/y earnings and sales in Q4, with improving organic growth and segment gains driving the results.
Beyond analysts' top-and-bottom-line estimates for Rockwell Automation (ROK), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.