Early Access

10-QPeriod: Q2 FY2020

ROCKWELL AUTOMATION, INC Quarterly Report for Q2 Ended Mar 31, 2020

Filed April 28, 2020For Securities:ROK

Summary

Rockwell Automation, Inc. (ROK) reported its financial results for the quarter ending March 31, 2020. The company experienced a decrease in net income and diluted EPS compared to the prior year, primarily impacted by fair value adjustments on its investment in PTC Inc. However, adjusted EPS showed an increase, indicating underlying operational improvements. The company has also been proactive in managing the impacts of the COVID-19 pandemic, implementing cost-saving measures and focusing on maintaining critical operations. Acquisitions of ASEM, S.p.A. and Kalypso, LP were announced, expected to close soon, aiming to enhance digital transformation capabilities. Looking ahead, Rockwell Automation provided guidance for fiscal year 2020, projecting a sales decline driven by the pandemic and oil price impacts, but expects sequential improvement. The company continues to invest selectively in high-priority areas to drive long-term value. Strong cash flow from operations and prudent financial management remain key focuses amidst the challenging economic environment.

Financial Statements
Beta
Revenue$1.68B
Cost of Revenue$982.50M
Gross Profit$698.80M
SG&A Expenses$352.00M
Interest Expense$25.50M
Net Income$132.20M
EPS (Basic)$1.14
EPS (Diluted)$1.13
Shares Outstanding (Basic)116.00M
Shares Outstanding (Diluted)116.60M

Key Highlights

  • 1Net income attributable to Rockwell Automation decreased to $132.2 million ($1.13/share) in Q2 FY2020 from $346.0 million ($2.88/share) in Q2 FY2019, largely due to investment fair value adjustments.
  • 2Adjusted Diluted EPS increased to $2.43 in Q2 FY2020 from $2.04 in Q2 FY2019, demonstrating operational resilience.
  • 3Total sales increased slightly by 1.5% to $1,681.3 million in Q2 FY2020, with organic sales experiencing a slight decrease of 0.2%.
  • 4The company announced two strategic acquisitions: ASEM, S.p.A. and Kalypso, LP, expected to close soon, to bolster digital automation and transformation capabilities.
  • 5Rockwell Automation provided fiscal year 2020 guidance anticipating a reported sales decline of -6.5% to -3.0% and adjusted EPS of $6.90 - $7.70, reflecting the impact of COVID-19.
  • 6Cash provided by operating activities was $448.5 million for the first six months of FY2020, an increase from $355.8 million in the prior year, and free cash flow was $391.9 million.
  • 7The company is implementing temporary cost actions, including salary reductions and suspension of 401(k) match, to mitigate the economic effects of the COVID-19 pandemic.

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