Shares of Rockwell Automation (ROK) soared 7.48% in pre-market trading on Wednesday following the release of its impressive second-quarter 2025 results and an upward revision of its full-year outlook. The industrial automation and digital transformation company significantly outperformed analyst expectations, demonstrating resilience in a challenging economic environment.

Rockwell reported adjusted earnings per share (EPS) of $2.45 for Q2, handily beating the analyst consensus estimate of $2.09. While this represents a slight 2% decrease from the same period last year, it showcases the company's ability to maintain strong profitability. Sales for the quarter came in at $2.001 billion, surpassing the expected $1.962 billion, despite a 5.88% year-over-year decline. The company's net income for Q2 stood at $248 million, with free cash flow reaching $171 million.

In a move that particularly excited investors, Rockwell Automation updated its fiscal year 2025 outlook, raising its adjusted EPS guidance range to $9.20-$10.20. This optimistic forecast, coupled with an expected full-year revenue growth of 1.5%, signals management's confidence in the company's future performance. Additionally, Rockwell announced its intention to offset existing and additional tariff costs through a combination of pricing adjustments and supply chain actions, demonstrating proactive measures to protect margins in the face of ongoing trade challenges.