Rockwell Automation, Inc. (ROK) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

A webcast of this call will be available on our website for replay for the next 30 days. For your convenience, a transcript of our prepared remarks will also be available on our website at the conclusion of today's call. Before we get started, I need to remind you that our comments will include statements related to the expected future results of our company and are therefore forward-looking statements. Our actual results may differ materially from our projections due to a wide range of risks and uncertainties that I described in our earnings release and detailed in all our SEC filings. So with that, I'll hand it over to Blake. Thanks, Ijana, and good morning, everyone. Thank you for joining us today. Before we turn to our third quarter results on slide three, I'll make a couple of initial comments. Rockwell had another good quarter as we returned to -over-year sales growth. We had a diverse set of strategic wins in the quarter across discrete, hybrid, and process industry segments. I'll highlight some of these in a few minutes. We're also making good progress on our journey to the segment margin goals we introduced at our November 2023 Investor Day. This is largely due to very good progress on our enterprise-wide productivity programs, even as more of the -over-year savings shifts from the initial SG&A reductions to direct material cost and indirect services cost savings and operational efficiencies. We have already achieved our full-year goal of $250 million in -over-year productivity, a quarter earlier than we anticipated, and I'm proud of how our organization has operationalized our ambitious productivity and continuous improvement targets. Price cost also remains favorable, including the net impact from tariffs, which was minimal in the quarter. Importantly, we ...