Rockwell Automation (ROK) Q1 2025 10-Q Quarterly Report

Filed: May 7, 2025Period ending Mar 31, 2025
Health Care
Measuring & Controlling Devices, NECSEC EDGAR

Rockwell Automation (ROK) 10-Q quarterly report for Q1 2025, filed with SEC EDGAR on May 7, 2025 for the fiscal period ending Mar 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Rockwell Automation Q1 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $2.001B for Q2 FY25, down 6.0% YoY from $2.126B in Q2 FY24
  • Operating segments: Intelligent Devices $896M (-8.0% YoY), Software & Control $568M (-0.2%), Lifecycle Services $537M (-7.9%)
  • Americas region flat sales $1.288B vs $1.294B YoY; largest decline in Latin America -21.5% YoY from $163M to $128M
  • Currency headwinds reduced sales by $39M in quarter; no acquisitions impact in quarter
  • No material change in financial condition or operations since last annual report as of March 31, 2025

Risk Factors

  • No material changes to risk factors from 10-K except those updated in 10-Q filed Feb 10, 2025
  • Trade policy changes and tariffs between US, Mexico, Canada, China could increase manufacturing costs and disrupt supply chain
  • Retaliatory tariffs and currency manipulation risks may increase operational complexity and delay shipments
  • Limited ability to pass cost increases to customers due to competitive and contractual constraints

Rockwell Automation Q1 2025 Quarterly Financials
XBRL

Revenue

$2.0B

-5.9% YoY +6.4% QoQ

Net Income

$252M

-5.3% YoY +37.0% QoQ

Net Margin

12.6%

+7bp YoY +281bp QoQ

Source: XBRL data from Rockwell Automation Q1 2025 10-Q filing on SEC EDGAR. All figures in USD.

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