Rockwell Automation, Inc. (NYSE:ROK ) Q2 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Aijana Zellner - Head of IR and Market Strategy Blake Moret - Chairman and CEO Christian Rothe - CFO Conference Call Participants Andrew Obin - Bank of America Scott Davis - Melius Research Chris Snyder - Morgan Stanley Andy Kaplowitz - Citigroup Julian Mitchell - Barclays Joe O'Dea - Wells Fargo Nigel Coe - Wolfe Research Operator 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.
The headline numbers for Rockwell Automation (ROK) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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.
Rockwell Automation raised its annual profit forecast on Wednesday after cost cuts helped boost margins in the second quarter, sending its shares up nearly 8% in premarket trade.
Get a deeper insight into the potential performance of Rockwell Automation (ROK) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Rockwell Automation (ROK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Rockwell Automation (ROK) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Rockwell Automation specializes in industrial automation and digital transformation with three segments: Intelligent Devices, Lifecycle Services, and Software and Control. Revenue per share has grown modestly at 4.6% over the past decade, but recent fluctuations and an 8% drop in FY24 are concerning. The dividend growth has slowed over the past five years, while the payout ratio is trending higher.
Rockwell Automation (ROK) reported earnings 30 days ago. What's next for the stock?
One of the key goals of President Trump's import tariffs is to bolster the manufacturing sector in the United States. By levying import tariffs like the 25% on Canadian and Mexican goods and the additional 10% on China, imported products become more expensive as business flows to domestic products, in theory.
Examine the evolution of Rockwell Automation's (ROK) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Shares in Rockwell Automation (ROK -1.09%) rose by 11.3% in the week to Friday morning. The move was catalyzed by its first-quarter 2025 earnings report, released Monday.