ROKRockwell Automation

Industrials · Measuring Instruments · NYSE

Rockwell Automation, Inc. (Rockwell Automation or the Company) is the world’s largest company dedicated to industrial automation and digital transformation. 10-K, Item 1

Headquarters: Milwaukee, WI
CEO: Blake D. Moret
Next results: around Feb 4, 2027

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The biggest changes in the 10-K filed 2025-11-12, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Cash from operations

+78.7% Big change FY to 2025-09-30 vs 2024-09-30

“The year-over-year increases in cash provided by operating activities and free cash flow were primarily due to cost reduction and other margin expansion initiatives, no payout of incentive compensation in the first quarter of fiscal 2025 related to fiscal 2024 performance, and lower tax payments, partially offset by a voluntary pre-tax contribution of $70 million to the company's U.S. pension plan.”
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Gross margin

46.6% → 48.1% (+1.5 pts) Big change FY to 2025-09-30 vs 2024-09-30

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Operating margin

19.3% → 20.4% (+1.1 pts) Big change FY to 2025-09-30 vs 2024-09-30

“Segment operating margin decreased to 18.0 percent in 2025 from 18.4 percent in 2024, primarily due to higher compensation, lower sales volume, and a prior year earnout accrual adjustment, partially offset by productivity and price realization.”
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“Segment operating margin increased to 29.7 percent in 2025 from 24.2 percent in 2024, primarily due to productivity, higher sales volume, and the positive impact of price realization, partially offset by higher compensation.”
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Net income

-8.8% FY to 2025-09-30 vs 2024-09-30

“The increase in the Adjusted Effective Tax Rate was primarily due to higher discrete tax benefits in 2024 as compared to 2025.”
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“The decreases in Net income attributable to Rockwell Automation and diluted EPS were primarily due to lower pre-tax margin and a higher effective tax rate.”
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Revenue

+0.9% FY to 2025-09-30 vs 2024-09-30

“Volume decreased total company sales by approximately 2 percentage points year over year driven by the Intelligent Devices segment.”
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“This required the use of several assumptions and estimates including forecasted revenue growth rates, margin, and cash flows attributable to existing customers, obsolescence factor, royalty rate, contributory asset charges, customer attrition rate, and discount rates.”
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Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

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