Welcome to our dedicated page for Rockwell Automat SEC filings (Ticker: ROK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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T. Rowe Price Associates, Inc. reports beneficial ownership of 4,997,025 shares of Rockwell Automation common stock, equal to 4.4% of the class. The filing shows sole voting power for 4,722,542 shares and sole dispositive power for 4,985,165 shares, with no shared voting or dispositive powers. The filer is identified as an investment adviser (IA) and certifies the securities are held in the ordinary course of business and not to influence control. No subsidiaries, groups, or holdings on behalf of another person are reported.
Rockwell Automation (ROK) reported Q3 FY25 results (three months ended 30 Jun 2025) that show modest top-line growth but strong earnings leverage. Quarterly sales rose 4.5% YoY to $2.14 bn, driven by a 22.6% jump in Software & Control revenue while Intelligent Devices was flat and Lifecycle Services fell 5.9%. Gross profit increased 10% to $876 m, lifting gross margin 200 bp to 40.8%. Tight cost control kept SG&A slightly lower, expanding operating leverage: segment operating earnings climbed 6.6% to $454 m.
Net income attributable to ROK advanced 27% to $295 m; diluted EPS reached $2.60 versus $2.02. The effective tax rate normalised to 14.3% (prior-year 9.4%). Nine-month free cash flow surged to roughly $953 m (CFO $1.09 bn less capex $137 m), up from $272 m, reflecting working-capital improvements.
The balance sheet shows $495 m cash and $3.46 bn equity. Debt increased: short-term borrowings rose to $846 m and a new $500 m 364-day term loan lifted total debt to $2.62 bn. Inventory fell 3% YoY to $1.25 bn. The company repurchased $356 m of stock YTD and retired 40 m treasury shares, reducing shares outstanding to 112.4 m.
Segment highlights:
- Software & Control: sales +22.6%, operating earnings +64.5% to $199 m (margin ~31.7%).
- Intelligent Devices: sales +1.1%, earnings -5.7% to $182 m.
- Lifecycle Services: sales -5.9%, earnings -34.8% to $73 m.
Management continues to execute on cost-optimisation initiatives begun in FY24 (remaining accrual $34 m) and is assessing impacts of the newly enacted OBBBA tax law. No material litigation or impairment issues were noted.
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