Back to top

Image: Bigstock

Don't Overlook Rockwell Automation (ROK) International Revenue Trends While Assessing the Stock

Read MoreHide Full Article

Have you evaluated the performance of Rockwell Automation's (ROK - Free Report) international operations for the quarter ending June 2024? Given the extensive global presence of this industrial equipment and software maker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.

The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.

Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.

While delving into ROK's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.

The company's total revenue for the quarter amounted to $2.05 billion, marking a decrease of 8.4% from the year-ago quarter. We will next turn our attention to dissecting ROK's international revenue to get a clearer picture of how significant its operations are outside its main base.

A Closer Look at ROK's Revenue Streams Abroad

During the quarter, Latin America contributed $166 million in revenue, making up 8.1% of the total revenue. When compared to the consensus estimate of $148.56 million, this meant a surprise of +11.74%. Looking back, Latin America contributed $163.6 million, or 7.7%, in the previous quarter, and $139.9 million, or 6.3%, in the same quarter of the previous year.

EMEA generated $355.3 million in revenues for the company in the last quarter, constituting 17.3% of the total. This represented a surprise of -6.03% compared to the $378.09 million projected by Wall Street analysts. Comparatively, in the previous quarter, EMEA accounted for $398.9 million (18.8%), and in the year-ago quarter, it contributed $494.4 million (22.1%) to the total revenue.

Asia Pacific accounted for 12.7% of the company's total revenue during the quarter, translating to $260.9 million. Revenues from this region represented a surprise of -4.64%, with Wall Street analysts collectively expecting $273.6 million. When compared to the preceding quarter and the same quarter in the previous year, Asia Pacific contributed $269.9 million (12.7%) and $343.5 million (15.3%) to the total revenue, respectively.

Revenue Forecasts for the International Markets

For the current fiscal quarter, it is anticipated by Wall Street analysts that Rockwell Automation will report a total revenue of $2.14 billion, which reflects a decline of 16.6% from the same quarter in the previous year. The revenue contributions are expected to be 9.5% from Latin America ($202.97 million), 20.1% from EMEA ($429.25 million) and 13.8% from Asia Pacific ($294.61 million).

For the full year, the company is expected to generate $8.28 billion in total revenue, down 8.6% from the previous year. Revenues from Latin America, EMEA and Asia Pacific are expected to constitute 7.9% ($656.23 million), 19.3% ($1.59 billion) and 13.5% ($1.11 billion) of the total, respectively.

In Conclusion

Relying on international markets for revenues, Rockwell Automation faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

In an era of growing international interdependencies and escalating geopolitical disputes, Wall Street analysts are vigilant in tracking these trends for businesses with a global reach, in order to refine their predictions of earnings. It should be noted, however, that a multitude of other elements, such as a company's domestic position, also play a significant role in shaping the earnings forecasts.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.

Currently, Rockwell Automation holds a Zacks Rank #4 (Sell), signifying its potential to underperform the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Rockwell Automation's Recent Stock Market Performance


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Rockwell Automation, Inc. (ROK) - free report >>

Published in