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Rockwell Automation (ROK) Reports Q2 Earnings: What Key Metrics Have to Say

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Rockwell Automation (ROK - Free Report) reported $2.13 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 6.6%. EPS of $2.50 for the same period compares to $3.01 a year ago.

The reported revenue represents a surprise of +4.22% over the Zacks Consensus Estimate of $2.04 billion. With the consensus EPS estimate being $2.15, the EPS surprise was +16.28%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Sales- Intelligent Devices: $973.50 million compared to the $921.06 million average estimate based on three analysts. The reported number represents a change of -4.9% year over year.
  • Sales- Lifecycle Services: $582.50 million compared to the $512.17 million average estimate based on three analysts. The reported number represents a change of +14% year over year.
  • Sales- Software & Control: $570 million versus the three-analyst average estimate of $615.67 million. The reported number represents a year-over-year change of -23.1%.
  • Operating earnings- Intelligent Devices: $161 million versus the three-analyst average estimate of $146.10 million.
  • Operating earnings- Lifecycle Services: $96.90 million versus the three-analyst average estimate of $60.37 million.
  • Operating earnings- Software & Control: $146.30 million versus the three-analyst average estimate of $143.86 million.
View all Key Company Metrics for Rockwell Automation here>>>

Shares of Rockwell Automation have returned -1.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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