The company posted adjusted EPS of $2.82, beating the consensus estimate of $2.66. Total sales were $2.144 billion, up 5% from $2.051 billion in the prior year, exceeding the $2.07 billion estimate.

GAAP diluted EPS was $2.60, an increase of 29% year over year. Annual recurring revenue (ARR) grew 7% year over year, while the book-to-bill ratio remained at approximately 1.0, in line with historical norms.

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Intelligent Devices segment sales were $968 million, up 1% year over year on an organic basis. Segment operating margin was 18.8%, down from 20.2% in the prior year, driven by higher compensation and unfavorable currency, partially offset by productivity and price realization.

Software & Control segment sales grew 23% year over year to $629 million, or 22% on an organic basis. Segment operating margin increased to 31.6% from 23.6%, primarily due to higher volume, price realization, and productivity, partially offset by higher compensation.

Lifecycle Services sales were $547 million, a 6% decline year over year on an organic basis. The segment’s operating margin declined to 13.3% from 19.3%, reflecting lower volume and higher compensation, partially offset by productivity.

Income before income taxes was $342 million, up from $255 million in the prior year, and pre-tax margin increased to 16.0% from 12.4%, primarily due to the absence of prior-year restructuring charges.

During the quarter, Rockwell Automation repurchased ~0.5 million shares for $123 million. As of June 30, 2025, the company had approximately $1.0 billion remaining under its existing share repurchase authorization.

Return on invested capital (ROIC) for the twelve months ending June 30, 2025, was 15.0%, compared to 16.0% for the prior twelve months.

The company generated $527 million in cash from operations and $489 million in free cash flow, up from $279 million and $238 million, respectively, in the third quarter of fiscal 2024.

Outlook

Rockwell Automation raised its fiscal 2025 adjusted EPS guidance from $9.20–$10.20 to $9.80–$10.20, compared to the $9.82 consensus estimate.

Reported sales growth guidance was raised from approximately $8.1 billion to approximately $8.2 billion, versus the prior $8.128 billion estimate. Organic sales growth is now expected to be between (2)% and 1%, unchanged from the previous outlook.

Price Action: ROK shares were down 9.13% at $314.22 at the last check on Wednesday.

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