ROCKWELL AUTOMATION (ROK) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for ROCKWELL AUTOMATION.

Analyst Coverage

Research analysts who have asked questions during ROCKWELL AUTOMATION earnings calls.

Andrew Kaplowitz

Citigroup

9 questions for ROK

Also covers: ACM, AOS, APG +29 more

Christopher Snyder

Morgan Stanley

9 questions for ROK

Also covers: ALH, ALLE, AME +21 more

Julian Mitchell

Barclays Investment Bank

9 questions for ROK

Also covers: AIRJ, ALLE, AME +26 more

Scott Davis

Melius Research

9 questions for ROK

Also covers: CARR, DD, DHR +16 more

Nigel Coe

Wolfe Research, LLC

8 questions for ROK

Also covers: AME, CARR, CNM +28 more

Andrew Obin

Bank of America

6 questions for ROK

Also covers: ALH, ALLE, AME +17 more

Steve Tusa

JPMorgan Chase & Co.

4 questions for ROK

Also covers: AIN, ALTR, CARR +15 more

Jeffrey Sprague

Vertical Research Partners

3 questions for ROK

Also covers: ALLE, AME, AYI +23 more

Joseph O'Dea

Wells Fargo & Company

3 questions for ROK

Also covers: ALLE, ATMU, AYI +15 more

Andrew Buscaglia

BNP Paribas

2 questions for ROK

Also covers: AME, APH, CGNX +12 more

Stephen Tusa

J.P. Morgan

2 questions for ROK

Also covers: ALTR, DOV, ETN +3 more

Tommy Moll

Stephens Inc.

2 questions for ROK

Also covers: CARR, CGNX, DGII +12 more

Andre Stillman Adams

Oppenheimer & Co. Inc.

1 question for ROK

Also covers: ARRY, CSIQ, ORA

Cigusa Katuka

JPMorgan Chase & Co.

1 question for ROK

Noah Kaye

Oppenheimer & Co. Inc.

1 question for ROK

Also covers: AAON, AMRC, BWA +16 more

Robert Mason

Robert W. Baird & Co.

1 question for ROK

Also covers: AEIS, AME, ATMU +12 more

Latest news

Recent press releases and 8-K filings for ROK.

Rockwell Automation reports Q1 2026 results

ROK

Earnings

Guidance Update

Q1 reported sales grew 12% YoY, driven by price and currency, with organic sales up in double digits; segment margin was 20.7% and adjusted EPS was $2.75, all above expectations.
Intelligent Devices achieved 16% organic sales growth, Software & Control grew 17%, and annual recurring revenue increased 7%, while Lifecycle Services declined 6% (Book-to-Bill 1.16).
Productivity initiatives, price realization, and favorable mix drove 360 bps of segment margin expansion, with tariffs neutral on earnings.
FY 2026 outlook maintained: 2–6% organic sales growth; adjusted EPS midpoint raised to $11.80; segment margin to expand by 100 bps; free cash flow conversion targeted at ~100%.

1 day ago

Transcript

Rockwell Automation reports Q1 FY26 results

ROK

Earnings

Guidance Update

Rockwell Automation delivered $2,105 M in Q1 sales, up 12% YOY driven by 10% organic growth and a 2% currency tailwind.
Adjusted EPS rose to $2.75, a 49% increase from $1.85 in Q1 FY25.
Segment operating margin expanded to 20.7%, up 360 bps year-over-year.
FY26 guidance reaffirmed with 3%–7% reported sales growth, 2%–6% organic growth, and updated adjusted EPS range of $11.40–$12.20.

1 day ago

Presentation

Rockwell Automation reports Q1 2026 results

ROK

Earnings

Guidance Update

Revenue Acceleration/Inflection

Q1 reported sales rose 12% year-over-year, with double-digit organic growth, driving a 20.7% segment margin and $2.75 adjusted EPS, all above expectations.
By segment, Intelligent Devices organic sales increased 16%, Software & Control grew 17%, while Lifecycle Services declined 6% with a 1.16 book-to-bill ratio.
Annual recurring revenue grew 7%, Plex achieved its strongest quarter, and major wins included R.H. Sheppard on cloud-native Plex and Hindalco Industries for OT cybersecurity across six plants.
Fiscal 2026 guidance maintained: organic sales growth of 2–6%, adjusted EPS midpoint raised to $11.80, segment margin expansion over 100 bps, and free cash flow conversion near 100%.

1 day ago

Transcript

Rockwell reports Q1 2026 results

ROK

Earnings

Guidance Update

Rockwell reported Q1 2026 sales up 12% year-over-year, driven by 3% price realization and a 2% currency tailwind, with double-digit organic growth in key segments.
Total company segment margin expanded 360 bps to 20.7%, and adjusted EPS was $2.75.
Segment performance: Intelligent Devices organic sales up 16%, Software & Control up 17%, while Lifecycle Services declined 6% with a book-to-bill of 1.16.
Announced U.S. manufacturing investments, including a new “factory of the future” in New Berlin, WI, and the purchase of its Mequon, WI, facility.
Maintained FY 2026 guidance: 2–6% organic sales growth, raised adjusted EPS midpoint to $11.80, and expects >100 bps margin expansion with ~100% free cash flow conversion.

1 day ago

Transcript

Rockwell Automation reports Q1 FY26 results and updates guidance

ROK

Earnings

Guidance Update

Share Buyback

Rockwell Automation reported Q1 FY26 sales of $2,105 M, up 12% y/y; organic sales grew 10%.
Diluted EPS was $2.69, Adjusted EPS was $2.75, up 67% and 49% y/y, respectively.
The company reaffirms FY26 reported sales growth guidance of 3–7% and organic sales growth of 2–6%, and updates Adjusted EPS guidance to $11.40–$12.20.
Executed Q1 share repurchases of 0.4 M shares at a cost of $154 M, with $773 M remaining under authorization.

1 day ago

8-K

Rockwell Automation reports Q1 2026 results

ROK

Earnings

Guidance Update

Rockwell Automation reported Q1 FY2026 sales of $2.105 B, up 12% year-over-year (organic +10%).
GAAP diluted EPS of $2.69 (+67% yoy) and adjusted EPS of $2.75 (+49% yoy).
Total ARR grew 7% compared to Q1 FY2025.
Updated FY 2026 EPS guidance to $10.75–$11.55 (GAAP) and $11.40–$12.20 (adjusted).

1 day ago

Press Release

Rockwell Automation expands collaboration with UWM CSI

ROK

New Projects/Investments

Rockwell Automation reaffirmed its founding partnership with the University of Wisconsin–Milwaukee’s Connected Systems Institute with a $1 million commitment over five years (bringing its total investment to $5 million since 2017).
The company plans a new one-million-square-foot manufacturing site in Southeast Wisconsin as part of a $2 billion investment in plants, digital infrastructure, and talent.
The collaboration focuses on workforce development through hands-on learning in AI, robotics, and software-defined automation to prepare the future manufacturing workforce.
Over the past year, 500 students engaged in CSI programs, advanced controls course capacity rose 30%, and CSI-supported students completed 15 industry-directed projects and launched a new MS in Connected Systems Engineering.

Jan 21, 2026, 12:00 PM

Press Release

Rockwell Automation secures $1.5 billion revolver

ROK

Debt Issuance

$1.5 billion five-year unsecured revolving credit facility signed November 18, 2025, with a $750 million upsizing option and two one-year extension options.
Facility replaces the prior June 29, 2022 $1.5 billion credit agreement, terminated early with no penalty.
Loans bear interest at base rate plus a 0.00%–0.125% margin or term SOFR plus a 0.695%–1.125% margin, tied to senior unsecured debt ratings.
Covenants include a minimum 3.0× interest coverage ratio (Consolidated EBITDA/Interest Expense for any four consecutive quarters) and customary debt‐financing provisions, with no dividend restrictions.

Nov 21, 2025, 9:02 PM

8-K

Rockwell Automation outlines Investor Day 2025 growth and margin targets

ROK

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Strong topline momentum: expecting FY26 capacity orders up strong double-digits and targeting 6–9% annual growth through the cycle via expanded ARR, share gains, and acquisitions.
FY26 financial guidance: sales of ~$8.8 B (vs. $8.3 B in FY25), organic growth 2–6%, segment operating margin ~21.5%, and adjusted EPS $11.20–$12.20.
Margin expansion roadmap: driving price discipline and productivity to deliver $325 M incremental benefit, with medium-term targets of 22–24% product margins, 31–34% software margins, and 13–15% services margins.
Capital allocation & investments: capex at 2.5–4% of sales, free cash flow ~100% of adjusted income, maintain “A” credit rating (adj. debt/EBITDA ~2.0×), invest in next-gen motor control and cloud-native software, and target 1 pt annual growth from acquisitions.

Nov 19, 2025, 4:00 PM

Presentation

Rockwell Automation outlines FY26 growth, margin expansion, and strategic investments at Investor Day 2025

ROK

Guidance Update

New Projects/Investments

Management reaffirmed a mid-single-digit revenue growth outlook and +100 bps margin expansion for FY 2026, supported by 2 points of price realization (1 pt underlying, 1 pt tariff).
Annual Recurring Revenue now exceeds 10% of total revenue and is more profitable than company average; expects high single-digit profitable ARR growth in FY 2026.
Achieved $435 million in structural cost savings over 18 months and rolled out cost-to-produce metrics plus a unified ROI model to institutionalize margin discipline.
Plans 3% of sales capital expenditure for FY 2026 (up from 2–2.5%), within a new 2.5–4% range, including $2 billion of investments over five years to modernize digital infrastructure and manufacturing.
Announced a 100-acre greenfield plant in southeastern Wisconsin using digital-twin design with a low double-digit ROI; insourcing projects (e.g., motor contactor housing) to save ~$1 million in FY 2026.