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July 2, 2025

5 Must-Read Analyst Questions From Rockwell Automation’s Q1 Earnings Call

Rockwell’s first quarter results were well-received by the market, driven by strong execution on cost control and margin expansion despite a challenging sales environment. Management credited robust performance to effective pricing, ongoing cost reduction programs, and resiliency investments made during recent supply chain disruptions. CEO Blake Moret highlighted sequential improvement in customer demand and cited particularly strong growth in e-commerce and warehouse automation solutions, which offset declines in automotive and process sectors. He noted, “Our value proposition is stronger than ever before,” pointing to recent share gains in power control and increased adoption of Rockwell’s automation and robotics offerings.

Is now the time to buy ROK? Find out in our full research report (it’s free).

Rockwell Automation (ROK) Q1 CY2025 Highlights:

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions Rockwell Automation’s Q1 Earnings Call

Catalysts in Upcoming Quarters

Heading into the next quarters, the StockStory team will closely monitor (1) execution of tariff offset strategies and supply chain moves, (2) progress in automation, robotics, and software adoption across key verticals like e-commerce and life sciences, and (3) the pace of recovery in delayed capital projects, especially in automotive and energy. Continued improvement in recurring software revenue and the impact of cost actions will also be key indicators.

Rockwell Automation currently trades at $342.74, up from $252.78 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free) .

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