For the quarter ended September 2025, Rockwell Automation (ROK) reported revenue of $2.32 billion, up 13.8% over the same period last year. EPS came in at $3.34, compared to $2.47 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.21 billion, representing a surprise of +4.64%. The company delivered an EPS surprise of +13.61%, with the consensus EPS estimate being $2.94.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Organic Sales - Total Growth: 13% compared to the 6.3% average estimate based on four analysts.
- Sales- Intelligent Devices: $1.09 billion versus the four-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +14.8%.
- Sales- Lifecycle Services: $573 million versus the four-analyst average estimate of $585.73 million. The reported number represents a year-over-year change of -2.5%.
- Sales- Software & Control: $657 million compared to the $612.81 million average estimate based on four analysts. The reported number represents a change of +31% year over year.
- Operating earnings- Intelligent Devices: $215 million versus $205.64 million estimated by three analysts on average.
- Operating earnings- Lifecycle Services: $100 million versus $99.6 million estimated by three analysts on average.
- Operating earnings- Software & Control: $205 million compared to the $174.44 million average estimate based on three analysts.
View all Key Company Metrics for Rockwell Automation here>>>
Shares of Rockwell Automation have returned +4.2% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Rockwell Automation, Inc. (ROK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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