Rockwell Automation Stock Is Falling Tuesday: What's Going On?
Rockwell Automation, Inc. (NYSE: ROK ) stock fell Tuesday after the industrial automation company reported fiscal third-quarter results. CEO Blake Moret said continued strength in semiconductor, data center and warehouse automation, along with improving demand in automotive and life sciences, drove growth across the business. The company reported adjusted earnings of $3.49 per share, up 22% from a year earlier and above the analyst consensus estimate of $3.38. Revenue increased 8% year over year to $2.313 billion, beating estimates of $2.243 billion. Organic sales rose 10%, while currency translation added 1% to sales. Organic annual recurring revenue (ARR) increased 6%. Pre-tax income climbed to $470 million from $342 million a year earlier, and the pre-tax margin expanded to 20.3% from 16.0%. Growth was supported by strong demand for products including POINT I/O and PowerFlex drives...
Rockwell Automation, Inc. (NYSE: ROK ) stock fell Tuesday after the industrial automation company reported fiscal third-quarter results. CEO Blake Moret said continued strength in semiconductor, data center and warehouse automation, along with improving demand in automotive and life sciences, drove growth across the business. 38.
243 billion. Organic sales rose 10%, while currency translation added 1% to sales. Organic annual recurring revenue (ARR) increased 6%. 0%.
Growth was supported by strong demand for products including POINT I/O and PowerFlex drives, as well as expansion in production logistics and software. The company also cited customer wins in the food and beverage and life sciences markets. Rockwell said Lifecycle Services growth remained weak because of subdued capital spending in some industries. It also pointed to inflationary pressures and geopolitical uncertainty as ongoing challenges.
5%, helped by higher sales volume, a favorable product mix and benefits from the dissolution of the Sensia joint venture. Enterprise operating margin expanded 280 basis points, including an estimated 40-basis-point benefit from the Sensia transaction. 2 billion remaining under its existing buyback authorization as of June 30. Operating cash flow totaled $724 million, while free cash flow reached $654 million during the fiscal third quarter.
8%, driven by favorable currency translation, higher sales volume and product mix. Software & Control revenue climbed 19% to $751 million. 6%, primarily due to higher sales volume. Lifecycle Services revenue declined 12% to $482 million.
3%, aided by strong project execution and margin gains following the Sensia joint venture dissolution. 10. 02. 093 billion.
974 billion. 5%, 150 basis points higher than its previous forecast. The updated outlook includes about 150 basis points of favorable currency impact. The company continues to expect mid-single-digit organic ARR growth and free cash flow conversion of 100%.
Management said fiscal 2026 pricing is expected to contribute about 250 basis points, including 100 basis points from tariff-related pricing and 150 basis points from underlying pricing. Tariffs are expected to have a neutral impact on earnings as pricing actions offset related costs. Rockwell also expects to repurchase about $850 million of shares during fiscal 2026. 32 at the time of publication on Tuesday, according to Pro data.
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