ROK Q2 2025 Earnings
Reported May 7, 2025 at 7:01 AM ET · SEC Source
Q2 25 EPS
$2.45
BEAT +15.76%
Est. $2.12
Q2 25 Revenue
$2.00B
BEAT +1.49%
Est. $1.97B
vs S&P Since Q2 25
+19.3%
BEATING MARKET
ROK +47.7% vs S&P +28.4%
Market Reaction
Did ROK Beat Earnings? Q2 2025 Results
Rockwell Automation delivered a stronger-than-expected fiscal second quarter, posting adjusted EPS of $2.45 against a consensus estimate of $2.12, a beat of 15.76%, even as reported sales of $2.00 billion slipped 5.9% year over year and edged just 1.… Read more Rockwell Automation delivered a stronger-than-expected fiscal second quarter, posting adjusted EPS of $2.45 against a consensus estimate of $2.12, a beat of 15.76%, even as reported sales of $2.00 billion slipped 5.9% year over year and edged just 1.49% above the $1.97 billion Wall Street had anticipated. The headline driver behind the earnings outperformance was a meaningful expansion in profitability, with total segment operating margin widening to 20.4% from 19.0% a year ago, fueled by cost reduction initiatives and favorable price-cost dynamics that more than compensated for softer volumes. Free cash flow more than doubled to $171.00 million from $69.00 million, adding further weight to the margin story. With shares already attracting bullish analyst sentiment ahead of the print, the results reinforced confidence in management's execution. Looking ahead, Rockwell raised its adjusted EPS guidance to a range of $9.20 to $10.20 while reaffirming organic sales growth of (4)% to 2% for fiscal 2025, with tariff offsets through pricing and supply chain actions already embedded in the updated outlook.
Key Takeaways
- • Cost reduction and margin expansion actions driving segment margin improvement
- • Positive price/cost dynamics across segments
- • Total ARR grew 8% year over year
- • Book-to-bill approximately 1.0, consistent with historical norms
- • Lower tax payments drove significant free cash flow improvement
- • Software & Control organic sales grew 2% with operating margin expanding to 30.1%
- • Structural productivity from the Rockwell Operating Model
ROK YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ROK Revenue by Segment
With YoY comparisons, source: SEC Filings
ROK Revenue by Geography
With YoY comparisons, source: SEC Filings
“Rockwell delivered another quarter of strong operating performance with sales, margins, and EPS all above our expectations. We saw a healthy intake of orders across most of our lines of business, with total company book-to-bill in-line with our historical average of about 1.0. We also continue to add resiliency to our operations as we navigate a highly dynamic environment. I'm proud of how our employees and partners are working together to position Rockwell as the automation leader of choice for our customers in the U.S. and around the world.”
— Blake Moret, Q2 2025 Earnings Press Release
ROK Earnings Trends
ROK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ROK EPS Trend
Earnings per share: estimate vs actual
ROK Revenue Trend
Quarterly revenue: estimate vs actual
ROK Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.48 | $2.75 | +10.73% | $2.11B | +0.96% |
| Q4 25 BEAT FY | $2.94 | $3.34 | +13.61% | $2.32B | +5.63% |
| FY Full Year | $10.03 | $10.53 | +4.94% | $8.34B | +1.48% |
| Q3 25 BEAT | $2.67 | $2.82 | +5.66% | $2.14B | +3.66% |
| Q2 25 BEAT | $2.12 | $2.45 | +15.76% | $2.00B | +1.49% |