NYSE$ROK

Rockwell Automation Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Rockwell Automation reported Q2 2025 sales of $2.0B with net income of $252M and diluted EPS of $2.22.

Second-quarter sales were $2.0 billion as products and solutions revenue eased on softer industrial demand. Net income attributable to Rockwell was $252 million, or $2.22 per diluted share, compared with $266 million and $2.31 a year ago; adjusted EPS was $2.45.

  • Q2 sales $2.0B; gross profit $810M.
  • Net income $252M; diluted EPS $2.22.
  • Adjusted EPS $2.45 vs $2.50 prior year.
  • Segment orders and backlog trends cited in MD&A.

Headline financials

Total Revenue

$2B

Previous: $2.13B-5.9%
EPS (adj)

$2.45

Previous: $2.31+6.1%
Pre-Tax Margin

14.9%

Previous: 14.6%+2.1%
Segment Operating Margin

20.4%

Previous: 19.0%+7.4%
Effective Tax Rate

17.1%

Previous: 14.5%+17.9%
Capital Expenditures

-$99M

Previous: -$119M+16.9%
Net Income

$248M

Previous: $266M-6.8%
Operating Income

$408M

Previous: $255M+60.1%
Gross Profit

$810M

Previous: $833M-2.8%

Revenue & EPS history

Rockwell Automation · Revenue · Quarterly

$2B

Q2 2025-5.9%vs Q2 2024
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

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

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 Q2 2025

Historical avgQ2 2025

-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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