Snapshot
Rockwell Automation, Inc reported $2.14B of revenue in Q3 2025, up 4.5% year over year, with diluted EPS of $2.60 and an operating margin of 17.6%.
- Revenue
- $2.14B
- YoY growth
- +4.5%
- Diluted EPS
- $2.60
- Operating margin
- 17.6%
$2.14B
Revenue
+4.5%
YoY growth
$2.60
Diluted EPS
17.6%
Operating margin
01 Key takeaways
What management said
- •Our actual results may differ materially from our projections due to a wide range of risks and uncertainties that are described in our earnings release and detailed in all our SEC filings.
- •Rockwell had another good quarter as we returned to year-over-year sales growth.
- •We're also making good progress on our journey to the segment margin goals we introduced at our November 2023 Investor Day.
- •These investments will complement our robust productivity programs to drive our global growth and margin expansion goals.
- •Similar to last quarter, our total company book-to-bill was about 1.0, with year-over-year orders growth in the Americas, EMEA, and Asia.
- •Reported sales were up 5%, and our organic sales were up over 4% year-over-year, with currency contributing less than a point of growth in the quarter.
- •Similar to last quarter, product sales were better than some of the longer cycle businesses, which tend to be more capital intensive.
- •Double-digit growth in our cloud-native software business was offset by relative weakness in recurring services, mainly driven by delays in cybersecurity investments.
- •Software and control organic sales grew 22% year-over-year, driven by strong growth in our hardware business.
- •Our SaaS business grew 10% year-over-year with strategic wins across Plex and Fix.
- •One of our important software wins in Q3 was with Beam Therapeutics, a leader in manufacturing of cell and gene therapies.
- •FactoryTalk PharmaSuite MES software will help this customer automate their production process and ensure quality control as they continue to expand their commercial operations in this fast-growing vertical.
SourcesCompany financials · earnings call
Last updated