Rockwell Automation Q4 sales rise 14%, GAAP EPS falls to $1.23 on charges
Rockwell Automation reported fiscal fourth-quarter 2025 sales of $2,316 million, up 14%, but diluted EPS fell to $1.23 from $2.09 after a $110 million Sensia impairment and $136 million in legacy asbestos charges. Adjusted EPS rose 32% to $3.34 under a revised definition, and the company introduced fiscal 2026 diluted EPS guidance of $10.40 to $11.40 while agreeing with SLB to dissolve the Sensia joint venture.
Key points
- Fiscal Q4 2025 sales were $2,316 million, up 14% from $2,035 million; diluted EPS was $1.23 versus $2.09, and Adjusted EPS was $3.34 versus $2.53.
- Full fiscal 2025 sales were $8,342 million, up 1%; diluted EPS was $7.67 versus $8.28 and Adjusted EPS was $10.53 versus $9.85.
- Fiscal 2026 guidance calls for reported sales growth of 3% to 7%, diluted EPS of $10.40 to $11.40, and Adjusted EPS of $11.20 to $12.20.
- Sensia dissolution is expected to close in the first half of fiscal 2026, and Q4 included a $110 million non-cash impairment charge tied to it.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 06, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.