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10-QPeriod: Q1 FY2015

ROCKWELL AUTOMATION, INC Quarterly Report for Q1 Ended Dec 31, 2014

Filed February 5, 2015For Securities:ROK

Summary

Rockwell Automation, Inc.'s (ROK) report for the quarter ended December 31, 2014, indicates a slight decrease in total sales by 1.1% year-over-year to $1.57 billion, primarily due to unfavorable currency translations impacting reported figures. However, on an organic basis, sales increased by 2.1%, highlighting underlying business growth. Net income rose by 7.6% to $214.2 million, or $1.56 per diluted share, compared to the prior year's $198.1 million, or $1.41 per diluted share. The company demonstrated solid operational execution, with total segment operating earnings increasing by 6% and segment operating margin expanding to 22.0% from 20.6%. This growth was driven by strong productivity and favorable mix, particularly within the Architecture & Software segment.

Financial Statements
Beta
Revenue$1.57B
Cost of Revenue$886.90M
Gross Profit$687.50M
SG&A Expenses$386.90M
Interest Expense$14.90M
Net Income$214.20M
EPS (Basic)$1.58
EPS (Diluted)$1.56
Shares Outstanding (Basic)135.60M
Shares Outstanding (Diluted)136.90M

Key Highlights

  • 1Total sales for the quarter were $1.57 billion, a slight decrease of 1.1% year-over-year, influenced by currency headwinds.
  • 2Organic sales grew by 2.1%, indicating underlying demand strength.
  • 3Net income increased by 7.6% to $214.2 million, with diluted EPS rising to $1.56 from $1.41.
  • 4Total segment operating earnings improved by 6% to $346.8 million.
  • 5The Architecture & Software segment saw a 1.7% increase in sales and a margin expansion to 31.3%.
  • 6Cash provided by operating activities significantly increased to $268.2 million, leading to robust free cash flow of $232.6 million.
  • 7The company repurchased approximately $167.3 million of its common stock during the quarter.

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