Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Jonathan Poyer
Aug 5
1 min read

Earnings season is in full swing and robotics companies are reporting strong growth and guidance. Biggest issues seem to be navigating rates and market volatility around the Middle East conflict:

Zebra delivered 20% sales growth and raised its annual outlook, producing the strongest combination of growth and earnings leverage in the group.
Rockwell posted 10% organic growth and raised guidance, supported by warehouse automation, data centers and semiconductor demand.
Kratos reported $458.8 million of revenue and $492.2 million of bookings, while increasing full-year revenue expectations.

Rockwell Automation — ROK

Rockwell reported fiscal Q3 sales of $2.313 billion, up 8% year over year, with organic sales growth of 10%. Adjusted EPS increased 22% to $3.49, while enterprise operating profit rose 23% to $516 million.

Zebra Technologies — ZBRA

Zebra reported Q2 net sales of $1.557 billion, up 20.4% year over year. Organic sales increased approximately 9.2%, and adjusted diluted EPS rose 76% to $6.35.

Kratos Defense & Security Solutions — KTOS

Kratos reported Q2 revenue of $458.8 million, up from $351.1 million a year earlier. Adjusted EPS increased to $0.21, versus $0.11 in the prior-year period.