Revenue segments as reported by the company.

Intelligent Devices

Software & Control

Lifecycle Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Change in fair value of investments

Other (expense) income

Interest expense

Goodwill impairment

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Rockwell Automation

Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Intelligent Devices, Software and Control, and Lifecycle Services. The Intelligent Devices segment combines a comprehensive portfolio of smart products that create the foundation of an agile, resilient, and sustainable production system. The Software and Control segment contains a comprehensive portfolio of production automation and production operations platforms, including hardware and software. The Lifecycle Services segment contains a complete portfolio of professionally delivered services and value-added solutions. The company was founded by Lynde Bradley and Stanton Allen in 1903 and is headquartered in Milwaukee, WI.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Rockwell Automation beats Q1 expectations, eyes margin expansion and growth

Rockwell Automation's Q1 performance exceeded expectations, driven by strong organic sales growth and profitability.
While facing challenges related to component access and order patterns, the company is poised for continued margin expansion and growth opportunities.
Key strengths include significant growth in key segments, successful partnerships, and improvements in key financial metrics.

Rockwell Automation excels in Q2, eyes growth in China and EV transition

Rockwell Automation delivered a stellar performance in Q2, with robust sales growth and an optimistic outlook for fiscal '23, driven by strong organic sales and acquisitions.
While facing challenges like backlog reduction and order moderation, the company's focus on execution, new product development, and strategic investments positions it well for sustained growth.
With opportunities in expanding industries, active M&A initiatives, and high-margin business prospects, Rockwell is poised for continued success and profitability in evolving markets.

Rockwell Automation reports robust Q3 growth, eyes software and manufacturing

Rockwell Automation delivered strong Q3 results with double-digit sales and earnings growth, driven by key segments like Software & Control and Information Solutions.
The company's focus on expanding annual recurring revenue and margin improvement positions it well for future growth and financial performance.
Challenges related to backlog reduction and managing lead times are being addressed, while opportunities in software growth and manufacturing trends offer avenues for expansion.
Overall, Rockwell Automation's performance reflects resilience and strategic positioning in a dynamic market landscape, with a positive outlook on future growth drivers.

Rockwell Automation reports record Q4 earnings, eyes software growth

Rockwell Automation delivered strong financial performance in Q4 2023, with record sales, earnings, and annual recurring revenue growth. While facing challenges in potential order cancellations and margin pressures, the company is strategically positioned to leverage acquisitions for future growth. Opportunities lie in software sales contribution, ClearPath acquisition benefits, and market demand for cybersecurity services.

Rockwell Automation reports solid Q1 growth amidst margin challenges

Rockwell Automation's Q1 performance reflected strong order growth and revenue increase, despite margin challenges. The company's focus on efficiency, capacity, and growth opportunities bode well for future prospects. Supply chain constraints and operational transitions remain key challenges to address for sustained growth.

Rockwell Automation exceeds Q2 expectations but faces challenges ahead

Rockwell Automation's Q2 performance was strong overall, with notable growth in certain segments despite challenges in others. The company is focusing on cost-saving initiatives, integrating acquisitions, and driving efficiency improvements to navigate market volatility and maintain profitability.

Rockwell Automation reports strong Q3 performance amidst order challenges

Rockwell Automation's Q3 showed strong operational performance and margin improvement.
Challenges include slower order growth and decline in certain sales segments.
Opportunities lie in acquisitions, cost-saving actions, and driving operational efficiency.
Overall focus on efficiency, cost reduction, and margin expansion for shareholder value.

Rockwell Automation reports mixed Q4 performance, eyes growth opportunities

Rockwell Automation navigated a challenging quarter with mixed performance across segments but demonstrated resilience through cost savings and recurring revenue growth.
While facing order declines and segment-specific challenges, the company remains focused on driving profitability and anticipates sequential improvement in orders.
Opportunities lie in leveraging software and digital services growth, expanding recurring revenue streams, and sustaining cost reduction efforts to support future performance.
Investors should monitor Rockwell Automation's execution of its strategies amidst market uncertainties to assess its ability to deliver on its fiscal 2025 targets.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Intelligent Devices, Software and Control, and Lifecycle Services. The Intelligent Devices segment combines a portfolio of smart products that create the foundation of an agile, resilient, and sustainable production system. The Software and Control segment contains a portfolio of production automation and production operations platforms, including hardware and software. The Lifecycle Services segment offers a portfolio of professionally delivered services and value-added solutions. The company was founded by Lynde Bradley and Stanton Allen in 1903 and is headquartered in Milwaukee, WI.

Eaton

Industrial stocks as a whole are near record highs, but only a few are boosting the entire sector. Now a few others look ready to rise if the Delta wave subsides.

Eaton and Rockwell Have Exploded Higher. These Industrial Stocks Could Be Next.

ABB Ltd.

AMETEK

National Instruments

Watch out for the likes of ABB (ABB), National Instruments (NATI), AMETEK (AME) and Rockwell Automation (ROK) as the trend of industrial automation continues to gather steam.

4 Stocks to Watch as Industrial Automation Adoption Continues

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) today announced that on August 3, 2021, it priced notes in an aggregate principal amount of $1.5 billion, in an underwritten, registered public offering. One series, consisting of $600 million of notes, will mature on August 15, 2023 and will bear interest at an annual rate of 0.350 percent. A second series, consisting of $450 million of notes, will mature on August 15, 2031 and will bear interest at an annual rate of 1.750 perce

Rockwell Automation Prices $1.5 Billion of Notes Offering

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) today announced that it is offering three series of its notes, subject to market and other conditions. Rockwell Automation intends to use the net proceeds it receives from this offering to partially fund the purchase price in its anticipated acquisition of Plex Systems. BofA Securities, Inc., Goldman Sachs & Co. LLC, Loop Capital Markets, LLC and Wells Fargo Securities, LLC are acting as joint book-running managers for the of

Rockwell Automation Announces Notes Offering

Rockwell Automation, Inc. (ROK) CEO Blake Moret on Q3 2021 Results - Earnings Call Transcript

Rockwell Automation (NYSE: ROK) reported third-quarter sales growth of 32.6% year-over-year to $1.85 billion and 26.4% on an organic basis, beating the consensus of $1.78 billion. Sales by segments: Intelligent Devices $882.9 million (+33.8% Y/Y), Software & Control $509.6 million (+39.7% Y/Y) and Lifecycle Services $455.7 million (+23.4% Y/Y).

Rockwell Automation Beats Q3 Estimates, Narrows FY21 Adjusted EPS Guidance

Rockwell reported $2.32 in adjusted earnings per share for its fiscal third quarter, better than analysts projected. Management raised full-year earnings guidance too.

Rockwell Automation Beat Earnings. Why Its Stock Is Falling.

Shares of Rockwell Automation (NYSE:ROK) were unchanged after the company reported Q3 results. Quarterly Results Earnings per share increased 81.89% over the past year to $2.31, which beat the estimate of $2.07.

Recap: Rockwell Automation Q3 Earnings

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) today reported third quarter fiscal 2021 results. "Rockwell delivered an outstanding quarter, with record orders and organic sales growth of 26% exceeding our expectations. These results reflect the high demand we are seeing for Rockwell's core automation and digital transformation solutions, which provide our customers with the resiliency, agility and sustainability they need to be successful for the long term," said Blake Moret

Rockwell Automation Reports Third Quarter Fiscal 2021 Results; Updates Fiscal 2021 Guidance

Rockwell Automation's (ROK) third-quarter results are likely to reflect demand improvement in its end-markets, which are likely to be offset by higher costs.

Is a Beat in Store for Rockwell Automation (ROK) in Q3 Earnings?

Rockwell Automation (NYSE: ROK) has partnered with Kezzler AS, a cloud-based product digitization and traceability platform, to provide cloud-based supply chain solutions that focus on product traceability. Rockwell's supply chain capabilities combined with Kezzler's traceability technologies help connect suppliers, manufacturing, logistics, and consumers into one real-time traceability platform.

Rockwell Automation, Kezzler Combine Expertise To Offer Cloud-Based Industrial Traceability Solutions

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced a partnership with Kezzler AS, a cloud-based product digitization and traceability platform, to help manufacturers capture the journey of their products from raw material sources to point-of-sale or beyond using cloud-based supply chain solutions that focus on product traceability. The combined offering is ideal for custome

Rockwell Automation and Kezzler Partner to Offer End-to-End Cloud-Based Industrial Traceability Solutions

Bloom Energy

Weyerhaeuser

From renewable energy stocks to dividend stocks, these companies are worth watching heading into earnings.

3 Stocks That Could Soar After They Report Earnings

The bank highlighted three underlying trends driving long-term capex: "near-shoring" supply chains closer to home, automation, and decarbonization.

Stocks in the construction and industrial sectors are set to soar as a 'red hot capex cycle' kicks in, Morgan Stanley says

Rockwell Automation stock is up almost 20% since the beginning of this year, and at the current price of $291 per share, we believe that Rockwell Automation stock has over 10% potential downside. Why is that?

Mixed Earnings Trend Could Take Rockwell Automation Stock To As Low As $255

MILWAUKEE--(BUSINESS WIRE)--Earnings Advisory with Conference Call Information

Rockwell Automation to Report Third Quarter Fiscal 2021 Results

Rockwell Automation continues to be long-term quality, driven by a sound positioning.

Rockwell Automation: Adding More Software, More Growth

Raytheon Technologies

These three stocks all have upside potential and for very different reasons.

3 Stocks to Watch in July

Honeywell

Roper Technologies

These companies could surprise investors in the next decade.

The Key Reason These 3 Stocks Can Soar in the Future

The latest buyout is likely to boost Rockwell's (ROK) software revenue growth and strengthen annual recurring revenue streams.

Rockwell (ROK) Inks Deal to Buy Plex, Expand Cloud Solutions

MILWAUKEE--(BUSINESS WIRE)--Announcement of Cyril Perducat

Rockwell Automation Names Cyril Perducat as New Chief Technology Officer

Rockwell Automation Inc (NYSE: ROK) agreed to acquire cloud-native innovative manufacturing platform Plex Systems for $2.22 billion in cash. Plex Systems' subscription-based innovative manufacturing platform accelerates customers' digital transformation and improves visibility into end-to-end production systems with easy-to-deploy, cloud-native solutions.

Rockwell Automation To Acquire Cloud Based Smart Manufacturing Platform Plex Systems For $2.22B

SAN FRANCISCO & LONDON--(BUSINESS WIRE)--Francisco Partners, a global investment firm that specializes in partnering with technology businesses, today announced it has signed a definitive agreement to sell Plex Systems, the leading cloud-native smart manufacturing software platform, to Rockwell Automation, Inc. (NYSE: ROK) for $2.22 billion in cash. Plex's software solutions help manufacturers streamline and modernize their global operations by leveraging the power of shop-floor data to drive i

Francisco Partners Sells Plex Systems to Rockwell Automation for $2.22 Billion

Rockwell Automation Inc. announced Friday an agreement to buy Michigan-based privately held software-as-a-service smart manufacturing platform company Plex Systems for $2.22 billion in cash. The deal, which will be financed with a combination of cash and debt, is expected to be completed in Rockwell's fourth quarter.

Rockwell Automation to buy Plex Systems for $2.2 billion in cash

MILWAUKEE & TROY, Mich.--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, and Plex Systems, the leading cloud-native smart manufacturing platform operating at scale, today announced that Rockwell has entered into an agreement to acquire Plex for $2.22 billion in cash. Plex offers the only single-instance, multi-tenant SaaS manufacturing platform operating at scale, including advanced manufacturing

News for Rockwell Automation Stock (ROK)