10:20 AM EDT, 05/07/2025 (MT Newswires) -- Rockwell Automation ( ROK ) raised its full-year earnings guidance as the industrial automation company's fiscal second-quarter results came in above Wall Street projections.

The company now expects adjusted per-share earnings of $9.20 to $10.20 for fiscal 2025, compared with its prior outlook of $8.60 to $9.80. The consensus on FactSet is for non-GAAP EPS to fall to $9.21 from the previous year's $9.71.

Rockwell continues to expect reported sales of $8.1 billion at the midpoint. Analysts are looking for $8.03 billion, down from the prior year's $8.26 billion. Rockwell shares were up 12% intraday Wednesday.

"The EPS guidance increase reflects our performance in (the second quarter) as well as the currency change from a headwind to a tailwind," Chief Financial Officer Christian Rothe said during an earnings call, according to a FactSet transcript. "Under normal circumstances, we would have narrowed ranges for both sales and EPS, but it seems prudent to keep a wider range due to ongoing uncertainty."

The updated EPS guidance takes into account expected pricing and supply chain actions that will offset tariff costs, the company said in a statement. "Due to the dynamic nature of the tariff environment, the Company has not adjusted its full-year guidance for organic sales, which could increase as a result of tariff-based price realization," according to Rockwell.

Last month, US President Donald Trump declared a 90-day pause on certain tariffs for non-retaliating countries. Washington and China have been in a deadlock over tariffs, though officials from both sides are due to meet in Switzerland this weekend to discuss economic and trade matters.

Adjusted EPS for the quarter ended March 31 fell to $2.45 from $2.50 a year earlier, but exceeded the $2.10 consensus estimate. Revenue dropped 6% year on year to $2 billion, above the Street's $1.97 billion expectation.

Sales in Rockwell's intelligent devices segment fell to $896 million in the second quarter from $974 million in the prior-year period. Software and control revenue dropped to $568 million from $569 million, while lifecycle services declined 8% to $537 million.

"Rockwell delivered another quarter of strong operating performance with sales, margins, and EPS all above our expectations," Chief Executive Blake Moret said in the statement. "We saw a healthy intake of orders across most of our lines of business."

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