NYSE$ROK

Rockwell Automation Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Rockwell Automation reported encouraging start to fiscal year 2024, with sales and customer order activity up.

Rockwell Automation's Q1 2024 results showed a 3.6% increase in reported sales year-over-year, with organic sales up by 1.0%. The company saw an upward inflection in customer order activity, with total orders up double digits sequentially. Diluted EPS was $1.86, and adjusted EPS was $2.04, which were down 44% and 17% year-over-year, respectively.

  • Reported sales increased by 3.6% year-over-year, with organic sales up by 1.0%.
  • Acquisitions contributed 1.4% to sales growth.
  • Total Annual Recurring Revenue (ARR) increased by 20% year-over-year.
  • Diluted EPS was $1.86, and adjusted EPS was $2.04, representing decreases of 44% and 17% year-over-year, respectively.

Headline financials

Total Revenue

$2.05B

Previous: $1.98B+3.6%
EPS

$1.86

Previous: $2.46-24.4%
Pre-Tax Margin

12.7%

Previous: 23.6%-46.2%
Segment Operating Margin

17.3%

Previous: 20.2%-14.4%
Effective Tax Rate

18.1%

Previous: 19.1%-5.2%
Capital Expenditures

-$67.9M

Previous: -$24.2M-180.6%
Free Cash Flow

$147M

Previous: $360M-59.1%
Net Income

$215M

Previous: $384M-44.0%
Operating Income

$243M

Previous: $316M-23.1%
Gross Profit

$795M

Previous: $814M-2.3%
Cash & Equivalents

$440M

Previous: $460M-4.5%
Total Assets

$11.3B

Previous: $11.1B+1.6%
Stock-Based Comp

$24.2M

Previous: $18.4M+31.5%

Revenue & EPS history

Rockwell Automation · Revenue · Quarterly

$2.05B

Q1 2024+3.6%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Rockwell Automation · $1.74B total across 2 segments · Q4 2023

  • Intelligent Devices
    $1.17B+22.4%
  • Lifecycle Services
    $571M+11.5%

Forward guidance

Rockwell Automation expects low-single-digit topline growth in FY24, with modest EPS growth weighted to the second half of the year as orders continue to rebound.

Tailwinds

  • Reaffirms fiscal 2024 reported sales growth guidance of 0.5% - 6.5%.
  • Reaffirms fiscal 2024 organic sales growth of (2.0)% - 4.0%.
  • Updates fiscal 2024 diluted EPS guidance to $11.24 - $12.74.
  • Reaffirms adjusted EPS guidance of $12.00 - $13.50.
  • Focused on winning share, meeting near-term profitability targets, and investing for the most attractive future opportunities.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.1%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.1%

Avg return

30 days after

44%

32 / 73 earnings

Positive

+12.7%

Q3 2022

Best reaction

-14.4%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+4.6%+13.2%+14.4%
Q1 2026-5.4%-4.0%-14.0%
Q4 2025+2.8%+8.1%+11.5%
Q3 2025-5.0%-4.7%-1.8%
Q2 2025+12.0%+18.5%+28.2%
Q1 2025+12.6%+9.7%-2.4%
Q4 2024-7.4%-5.5%+0.5%
Q3 2024+3.3%+0.9%+2.0%
Q2 2024-1.4%-1.4%-8.0%
Q1 2024-14.4%-13.3%-5.9%
Q4 2023-1.2%-3.7%+5.4%
Q3 2023-9.5%-11.1%-7.2%
Q2 2023+4.7%+3.1%+5.8%
Q1 2023+3.0%+1.4%+4.4%
Q4 2022-5.0%-1.9%+3.8%
Q3 2022+12.7%+15.1%+8.0%
Q2 2022-11.1%-14.2%-12.0%
Q1 2022-4.5%-2.7%-9.6%
Q4 2021+6.1%+6.0%+7.4%
Q3 2021+0.5%+3.2%+7.4%
Q2 2021-0.3%-2.8%-1.8%
Q1 2021-7.6%-4.7%-6.3%
Q4 2020-4.9%-5.9%-3.1%
Q3 2020-3.5%-4.7%+1.3%
Q2 2020+8.4%+0.8%+19.1%
Q1 2020-0.9%-1.1%-6.7%
Q4 2019+10.5%+11.8%+14.7%
Q3 2019-2.5%-2.1%-12.4%
Q2 2019-5.5%-4.3%-18.1%
Q1 2019+5.3%+3.5%+9.4%
Q4 2018-2.7%-6.3%-8.8%
Q3 2018+8.0%+7.2%+2.7%
Q2 2018+2.0%+1.6%+9.9%
Q1 2018-2.4%-2.4%-9.4%
Q4 2017-5.5%-4.1%-4.0%
Q3 2017+1.1%+1.2%-2.1%
Q2 2017-0.5%-2.3%-0.5%
Q1 2017+7.7%+5.1%+6.4%
Q4 2016+6.4%+12.0%+18.2%
Q3 2016-3.7%-5.5%-2.3%
Q2 2016-1.4%
Q1 2016-1.4%
Q4 2015-3.6%
Q3 2015-1.8%
Q2 2015+7.9%
Q1 2015+2.6%
Q4 2014-4.2%
Q3 2014-6.9%
Q2 2014-4.3%
Q1 2014+0.1%
Q4 2013+2.5%
Q3 2013+7.0%
Q2 2013+2.1%
Q1 2013-0.8%
Q4 2012+4.5%
Q3 2012-0.5%
Q2 2012+0.1%
Q1 2012-5.1%
Q4 2011-0.3%
Q3 2011-11.8%
Q2 2011+2.0%
Q1 2011+4.5%
Q4 2010+3.8%
Q3 2010+0.4%
Q2 2010-4.3%
Q1 2009+2.0%
Q1 2010+1.2%
Q2 2009-1.3%
Q4 2009-1.3%
Q4 2007-1.3%
Q3 2009-1.3%
Q3 2008-1.3%
Q4 2008-1.3%

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