Citable filing context
ROK's research view summarizes recent SEC filing context, starting with earnings from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | earnings | Rockwell Automation reported third quarter fiscal 2026 sales of $2.313 billion and updated its full-year guidance. |
| May 5, 2026 | earnings | Rockwell Automation reported Q2 2026 sales of $2,239 million and adjusted EPS of $3.30. |
| Apr 17, 2026 | management_change | Rockwell Automation elected David A. Zapico to its Board of Directors, effective April 16, 2026. |
| Aug 4, 2026 | Guidance: adjusted_eps | 13.00 to 13.30 |
| Aug 4, 2026 | Guidance: diluted_eps | 12.72 to 13.02 |
| Aug 4, 2026 | Guidance: organic_sales_growth | 7.50 to 9.50 |
| Aug 4, 2026 | mda_quarterly | Rockwell Automation reported strong financial performance for the third quarter of fiscal 2026, with total sales of $2.31 billion, an 8% increase year-over-year. Organic sales grew 10%, driven by robust demand in the Intelligent Devices and Software & Control segments, which saw organic growth of 10% and 18%, respectively. Enterprise operating margin expanded to 22.3%, up from 19.5% in the prior-year period, benefiting from higher sales volume and favorable product mix, despite input cost pressures. A significant operational development was the April 2026 dissolution of the Sensia joint venture. This transaction resulted in a $20 million pre-tax gain and contributed to margin improvement in the Lifecycle Services segment. The company continues to execute a $2 billion multi-year investment strategy in manufacturing capacity, including a new greenfield site in Southeastern Wisconsin. Management noted that inflationary pressures, particularly in data center-related components and commodities, remain a headwind. While the company is utilizing pricing actions to mitigate these costs, it also expects potential tariff refunds following a February 2026 U.S. Supreme Court ruling. Rockwell maintains a disciplined financial framework, ending the quarter with $479 million in cash and $1.2 billion remaining under its share repurchase authorization. |
| May 5, 2026 | mda_quarterly | Rockwell Automation reported sales of $2.239 billion for the quarter ended March 31, 2026, a 12% year-over-year increase, with organic growth of 9%. Net income rose to $350 million, and diluted EPS increased to $3.10. Enterprise operating margin expanded to 22.5%, driven by higher sales volume and price realization exceeding input costs. The Software & Control segment led profitability with a 34.9% operating margin, while Intelligent Devices generated $1.008 billion in sales. U.S. market momentum is supported by a Manufacturing PMI above 50, though Mexico and Brazil remain in contraction. Strategic priorities include a $2 billion five-year investment in digital infrastructure and plants, highlighted by a new manufacturing campus in New Berlin, Wisconsin. The company also dissolved the Sensia joint venture on April 1, 2026. Looking ahead, Rockwell anticipates inflationary pressures in the second half of the year stemming from data center demand and Middle East geopolitical volatility, specifically impacting freight, energy, and memory-related electronic components. Additionally, the company is monitoring a potential tariff refund following a February 2026 Supreme Court ruling regarding the International Emergency Economic Powers Act. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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