Rockwell Automation Bets Big on Digital Infrastructure—What’s The Future Revenue Impact?

Rockwell Automation’s third-quarter fiscal year 2025 results indicate a return to year-over-year sales growth, demonstrating strategic wins across discrete, hybrid, and process industry segments. The company’s enterprisewide productivity programs contributed significantly to this growth, achieving a year-over-year savings goal of $250 million a quarter earlier than anticipated. However, annual recurring revenue grew only by 7%, which was below expectations, affected mainly by delays in cybersecurity investments.