Rockwell Automation reported robust financial results for fiscal year 2025, with fourth-quarter performance significantly exceeding analyst expectations. The industrial automation company demonstrated strong execution across key business segments, achieving double-digit growth while expanding margins and generating record cash flow.
Fourth-quarter sales reached $2.32 billion, up 14 percent year-over-year, with organic sales growth of 13 percent. This performance surpassed analyst estimates of $2.21 billion. Adjusted earnings per share of $3.34 beat forecasts of $2.94 by over 13 percent, reflecting strong operational execution and margin expansion.
Segment wise performance varied significantly across industry segments. The Discrete segment showed the strongest growth at approximately 20 percent, driven by a remarkable 70 percent increase in e-Commerce and Warehouse Automation. This surge reflects the continued expansion of logistics automation as retailers and distributors invest in capacity and efficiency.
The Hybrid and Process segments also performed well, with growth rates of low double digits and approximately 10 percent, respectively. While these segments grew more modestly than Discrete, they demonstrated resilience in challenging industrial markets.
Geographically, North America led with Q4 organic sales growth of 19 percent, continuing its role as Rockwell’s strongest region. International markets showed more modest growth, with some regions still recovering from earlier economic headwinds.
