Vendor Insights

Rockwell Automation

Emerson

Schneider Electric

Siemens

On a positive note, Rockwell Automation reported a book to bill of 1.0 which has the orders in line with the sales. The downside is that sales contracted 4% year over year which means orders also declined. Their cost reduction and margin expansion actions and positive price/cost efforts over the quarter have led to improvement in operating margin, but you can’t cut your way to growth.

The outlook for the rest of 2025 still shows a change in sales ranging from a contraction of 4% to growth of 2%. They intend to achieve this by offsetting existing and any additional tariff costs through a combination of pricing and supply chain actions.

Other Vendor Specific Take Aways

Emerson reported a 4% year-over-year increase in orders for Q2, accompanied by a 2% rise in sales. The company projects full-year sales growth of 4% and has outlined a solid strategy to offset a $455 million tariff impact.

Schneider Electric achieved 7% overall revenue growth, though its Industrial Automation segment declined by 1%, largely due to weakness in Western Europe. Meanwhile, the Energy Management division is benefiting from strong demand in the data center sector. For 2025, Schneider forecasts revenue growth between 7% and 10%.

Siemens believes customer inventory destocking has concluded. Although revenue in its Digital Industries (automation) segment declined this quarter, signs point to a bottoming out, with strong automation demand emerging in China. Siemens anticipates 2025 revenue to range from a 6% decline to a 1% increase.