ROK Q4 2025 Earnings
Reported Nov 6, 2025 at 7:02 AM ET · SEC Source
Q4 25 EPS
$3.34
BEAT +13.61%
Est. $2.94
Q4 25 Revenue
$2.32B
BEAT +5.63%
Est. $2.19B
vs S&P Since Q4 25
+1.2%
BEATING MARKET
ROK +8.6% vs S&P +7.4%
Full Year 2025 Results
FY 25 EPS
$10.53
BEAT +4.94%
Est. $10.03
FY 25 Revenue
$8.34B
BEAT +1.48%
Est. $8.22B
Market Reaction
Did ROK Beat Earnings? Q4 2025 Results
Rockwell Automation closed fiscal Q4 2025 on a decisive high note, posting adjusted EPS of $3.34 against a consensus estimate of $2.94, a beat of 13.61%, while revenue of $2.32 billion cleared expectations of $2.19 billion by 5.63% and grew 13.8% yea… Read more Rockwell Automation closed fiscal Q4 2025 on a decisive high note, posting adjusted EPS of $3.34 against a consensus estimate of $2.94, a beat of 13.61%, while revenue of $2.32 billion cleared expectations of $2.19 billion by 5.63% and grew 13.8% year over year. The headline driver was a powerful 31% surge in Software & Control, which helped lift organic sales growth to 13% for the quarter and underscored Rockwell's standing as a high-quality pure-play automation franchise in North America. GAAP diluted EPS came in at just $1.23, weighed down by $1.88 per share in one-time charges including a $224 million non-cash impairment tied to the planned dissolution of the Sensia joint venture with SLB and $136 million in legacy asbestos-related accounting adjustments. Free cash flow more than doubled for the full fiscal year, reaching $1.36 billion with 114% conversion. Looking ahead, management guided fiscal 2026 organic sales growth of 2% to 6% and adjusted EPS of $11.20 to $12.20, projecting a seasonally soft first quarter followed by gradual improvement through the year.
Key Takeaways
- • Software & Control segment organic sales grew 30% driven by higher volume and price realization
- • North America organic sales grew 19% year over year in Q4
- • Total segment operating margin expanded to 22.5% from 20.1% year over year
- • Productivity, price realization, and favorable mix drove margin expansion
- • Cost reduction and margin expansion actions drove strong cash flow generation
- • Total ARR grew 8% year over year
ROK YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ROK Revenue by Segment
With YoY comparisons, source: SEC Filings
ROK Revenue by Geography
With YoY comparisons, source: SEC Filings
“We entered fiscal 2025 with a clear view of the challenges ahead, and we delivered. Rockwell finished the year with growth in sales and adjusted earnings, strong cash flow, and continued margin expansion. We also took proactive steps to streamline financial reporting and simplify our operating model. With our differentiated portfolio and relentless focus on execution, we are well positioned for continued profitable growth in FY26 and beyond.”
— Blake Moret, Q4 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% |