Snapshot
Rockwell Automation, Inc reported $2.32B of revenue in Q4 2025, up 13.8% year over year, with diluted EPS of $1.23 and an operating margin of 49.1%.
- Revenue
- $2.32B
- YoY growth
- +13.8%
- Diluted EPS
- $1.23
- Operating margin
- 49.1%
$2.32B
Revenue
+13.8%
YoY growth
$1.23
Diluted EPS
49.1%
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.
- •With the top-line guidance range that included limited growth, we knew it would be a challenge to both absorb higher costs and expand margins.
- •With the very busy 12 months of fiscal year 25 in the books, I'm proud of the team's execution as we have returned to top-line growth and continued to reduce costs.
- •Rockwell is well positioned for sustained market-beating growth and profitability as we build on this success for fiscal 2026 and beyond.
- •We close the year with another strong quarter of outperformance versus our expectations, including double-digit year-over-year growth in both sales and operating earnings.
- •Free cash flow was also very good in the quarter and for the year.
- •As we will discuss, we're taking further steps to streamline the organization and increase efficiency in the service of customer value and expanded margins.
- •Both reported and organic Q4 sales were up double digits versus prior year.
- •While we did have favorable comps from a year-over-year standpoint, Q4 sales grew high single digits sequentially, which was better than we expected.
- •Organic year-over-year sales growth of 13% was led by continued strength in our product businesses.
- •On our last earnings call, we flagged the potential for Q4 pull-ins into Q3.
- •Based on our analysis of daily orders and sales trends, inventory levels in our channel, and machine builder surveys, pull-in orders were less than expected in Q3 and not evident in Q4.
SourcesCompany financials · earnings call
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