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10-QPeriod: Q1 FY2018

ROCKWELL AUTOMATION, INC Quarterly Report for Q1 Ended Dec 31, 2017

Filed January 31, 2018For Securities:ROK

Summary

Rockwell Automation, Inc. (ROK) reported its financial results for the fiscal quarter ending December 31, 2017. The company experienced a net loss of $236.4 million, or -$1.84 per diluted share, a significant shift from the net income of $214.7 million, or $1.65 per diluted share, in the same period last year. This loss was primarily influenced by the provisional tax effects of the Tax Cuts and Jobs Act of 2017, including a deemed repatriation tax on foreign earnings and the revaluation of deferred tax assets, which together amounted to a substantial expense. Despite the reported net loss, the company's operations showed underlying strength. Total sales increased by 6.5% to $1.59 billion, driven by a 5.3% increase in organic sales, reflecting broad-based regional growth and strength in heavy industries. Both the Architecture & Software and Control Products & Solutions segments reported sales growth, with improved segment operating margins. Adjusted Diluted EPS, which excludes certain one-time charges including those related to the Tax Act, increased to $1.96 from $1.75 in the prior year, indicating operational resilience.

Financial Statements
Beta
Revenue$1.59B
Cost of Revenue$886.40M
Gross Profit$700.20M
SG&A Expenses$386.60M
Interest Expense$20.00M
Net Income-$236.40M
EPS (Basic)$-1.84
EPS (Diluted)$-1.84
Shares Outstanding (Basic)128.20M
Shares Outstanding (Diluted)128.20M

Key Highlights

  • 1Reported a net loss of $236.4 million ($1.84/share) for the quarter, a significant decline from a net income of $214.7 million ($1.65/share) in the prior year, largely due to tax reform impacts.
  • 2Total sales increased 6.5% to $1.59 billion, with organic sales up 5.3%, showing broad-based demand across regions and industries.
  • 3Architecture & Software segment sales grew 7.3%, with a segment operating margin of 30.1%.
  • 4Control Products & Solutions segment sales increased 5.8%, with segment operating margin improving to 15.6% from 13.6%.
  • 5Adjusted Diluted EPS (excluding tax reform impacts and other charges) increased to $1.96 from $1.75 in the prior year, highlighting operational performance.
  • 6Cash provided by operating activities was $212.7 million, though free cash flow decreased to $178.6 million from $271.4 million year-over-year, mainly due to higher incentive compensation payments.
  • 7The company announced an additional $1.0 billion share repurchase authorization, underscoring its commitment to returning capital to shareholders.

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