ROK · Industrials

ROCKWELL AUTOMATION, INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

• Capital Return ProgramImportance 64 · Surprise 42
  Rockwell Automation authorized a $1 billion share-repurchase program following its fiscal third-quarter 2026 results. The company also declared a quarterly dividend of $1.38 per share. Third-party reports did not…

News · 2026-08-06

• Macroeconomic Factors ImpactImportance 21 · Surprise 24
  Rockwell Automation said cost inflation remains a significant challenge, particularly for memory-related electronic components affected by a worldwide shortage. Third-party reporting also indicated that inflation and…

News · 2026-08-05

• Capital Return ProgramImportance 64 · Surprise 42
  Rockwell Automation authorized a $1 billion share-repurchase program following its fiscal third-quarter 2026 results. The company also declared a quarterly dividend of $1.38 per share. Third-party reports did not…
• Operating Margin DriversImportance 41 · Surprise 48
  Rockwell Automation expanded operating margins in fiscal third-quarter 2026 as higher sales volume and favorable mix more than offset input-cost pressure. Margin gains contributed to adjusted EPS of $3.49, compared…
• Macroeconomic Factors ImpactImportance 21 · Surprise 24
  Rockwell Automation said cost inflation remains a significant challenge, particularly for memory-related electronic components affected by a worldwide shortage. Third-party reporting also indicated that inflation and…

10-Q · 2026-08-04

• Capital Return ProgramImportance 75 · Surprise 64
  Rockwell repurchased approximately 2.0 million common shares for $754 million in the first nine months of fiscal 2026, compared with 1.3 million shares for $350 million in the prior-year period. Repurchases increased…
• Capital Expenditures ProgramImportance 64 · Surprise 42
  Rockwell confirmed New Berlin, Wisconsin as the location for a new greenfield manufacturing site expected to become its largest global manufacturing campus. The New Berlin project and the January 2026 purchase of the…
• Manufacturing Capacity ExpansionImportance 64 · Surprise 42
  Rockwell announced a new greenfield manufacturing site in Southeastern Wisconsin and subsequently selected New Berlin, Wisconsin as the location. The facility is expected to be the company’s largest manufacturing…
• Manufacturing Footprint OptimizationImportance 64 · Surprise 42
  Rockwell confirmed New Berlin, Wisconsin as the location for a new greenfield manufacturing site in the second quarter of fiscal 2026. The facility is expected to be the Company's largest global manufacturing campus…
• BEPS Pillar Two Tax RulesImportance 62 · Surprise 84
  Rockwell's effective tax rate was affected by the OECD-linked BEPS Pillar Two minimum-tax rules in fiscal 2026. The impact was specifically associated with Singapore and partially offset favorable discrete tax items…
• Revenue Performance and MixImportance 54 · Surprise 40
  Total sales increased 8% year over year to $2,313 million in the three months ended June 30, 2026, and increased 10% to $6,657 million for the nine months ended June 30, 2026. Intelligent Devices sales rose 12% to…
• Free Cash Flow and LiquidityImportance 54 · Surprise 40
  Cash provided by operating activities increased 17% to $1,278 million in the nine months ended June 30, 2026, from $1,090 million in the prior-year period. Free cash flow increased 15% to $1,099 million from $953…
• Product Portfolio DemandImportance 54 · Surprise 40
  Intelligent Devices sales increased 12% in the quarter and 14% for the first nine months, with organic growth in every region except Latin America for the nine-month period. Software & Control sales increased 19% in…
• Acquisition / Partnership / DivestitureImportance 51 · Surprise 50
  Rockwell completed the dissolution of the Sensia joint venture on April 1, 2026, including the divestiture of certain businesses to the joint venture partner. The dissolution reduced reported sales by 3% in the quarter…
• Operating Margin DriversImportance 48 · Surprise 40
  Enterprise operating margin increased from 19.5% to 22.3% in the quarter and from 18.0% to 21.4% for the nine months ended June 30, 2026. Quarterly segment margins increased to 20.0% for Intelligent Devices, 34.8% for…
• Trade Policy and TariffsImportance 47 · Surprise 60
  Rockwell continues to manage tariffs through pricing, alternative material sources, and redundant manufacturing locations. Management expects pricing actions to recover all tariff costs during fiscal 2026. Following a…
• Income Tax Rate ChangesImportance 39 · Surprise 50
  The effective tax rate declined to 13.2% from 14.3% in the quarter and to 15.3% from 15.8% for the nine months ended June 30, 2026. The lower GAAP rate primarily reflected favorable discrete tax items associated with…
• Supply Chain Tariff ImpactImportance 37 · Surprise 42
  Rockwell expects inflationary pressures to raise costs for memory-related electronic components, commodities, energy, and freight during the remainder of fiscal 2026. The company is using pricing actions, alternative…
• Geographic Market CommentaryImportance 37 · Surprise 6
  North America remained Rockwell Automation’s largest market, accounting for more than half of company sales and generating $4,233 million of sales in the first nine months of fiscal 2026. Europe, Middle East, and…
• Inflationary Cost PressuresImportance 32 · Surprise 24
  Rockwell expects continued inflationary pressures through the remainder of fiscal 2026, driven partly by strong demand for data centers and geopolitical volatility in the Middle East. Management expects the primary…
• Supply Chain ConstraintsImportance 29 · Surprise 24
  Rockwell expects continued inflationary pressure in memory-related electronic components, commodities, energy, and freight, driven partly by strong demand for data centers and geopolitical volatility. The company is…
• End-Market Demand TrendsImportance 17 · Surprise 24
  U.S. manufacturing demand strengthened in the third quarter of fiscal 2026, with the Manufacturing IP Index rising to 97.9 through June and the PMI reaching 53.3, its highest level in four years. Industrial output…

8-K · 2026-08-04

• Capital Return ProgramImportance 83 · Surprise 82
  Rockwell repurchased approximately 0.3 million shares for $145 million during Q3 fiscal 2026. Treasury-stock purchases totaled $754 million during the first nine months, compared with $356 million in the prior-year…
• Acquisition / Partnership / DivestitureImportance 69 · Surprise 76
  Rockwell completed the dissolution of the Sensia joint venture on April 1, 2026. The transaction included the divestiture of certain businesses to the joint venture partner, reducing Q3 sales by 3% overall and…
• Portfolio Reshaping (M&A / Divestiture)Importance 69 · Surprise 76
  On April 1, 2026, Rockwell completed the dissolution of the Sensia joint venture and divested certain businesses to the joint venture partner. The transaction reduced third-quarter sales by 3% overall and reduced…
• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Q3 cash provided by operating activities increased to $724 million from $527 million, a $197 million year-over-year improvement. Q3 free cash flow increased to $654 million from $489 million, a $165 million…
• Guidance and OutlookImportance 62 · Surprise 68
  Rockwell raised its fiscal 2026 reported-sales growth range to 7.5%-9.5% from 5%-9%, with a reported-sales midpoint of approximately $9.0 billion. The organic-sales growth range was also raised to 7.5%-9.5% from 5%-9%,…
• Guidance / OutlookImportance 62 · Surprise 68
  Rockwell updated fiscal 2026 reported and organic sales growth guidance to 7.5%-9.5%, from the prior 5%-9% range, with a reported sales midpoint of approximately $9.0 billion. Diluted EPS guidance increased to…
• Operating Margin DriversImportance 59 · Surprise 48
  Enterprise operating profit increased 23% to $516 million, and Enterprise operating margin expanded to 22.3% from 19.5%. Pre-tax margin increased to 20.3% from 16.0%, while income before taxes rose to $470 million from…
• OECD Global Minimum TaxImportance 59 · Surprise 66
  Rockwell reported that BEPS Pillar Two minimum tax rules increased its third-quarter Adjusted Effective Tax Rate to 19.2% from 15.3% a year earlier. The company said the rules partially offset favorable discrete tax…
• Income Tax Rate ChangesImportance 55 · Surprise 66
  The GAAP effective tax rate declined to 13.2% in Q3 fiscal 2026 from 14.3% in Q3 fiscal 2025. The lower GAAP rate primarily reflected favorable discrete tax items related to the Sensia dissolution, partly offset by…
• Geographic Market CommentaryImportance 54 · Surprise 40
  North America was the strongest reported regional market, with third-quarter sales of $1.482 billion increasing 9% year over year and organic sales increasing 12%. EMEA sales rose 3% reported and 7% organically, while…
• Geographic Revenue ShiftImportance 49 · Surprise 22
  North America generated $1,482 million of Q3 sales, up 9% reported and 12% organically, representing approximately 64% of total company sales. EMEA generated $404 million, up 3% reported and 7% organically, while Asia…
• Revenue Performance and MixImportance 47 · Surprise 22
  Fiscal Q3 2026 sales were $2,313 million, up 8% year over year, while organic sales increased 10%; currency added 1% and divestitures reduced sales by 3%. Intelligent Devices sales increased 12% to $1,080 million,…
• Segment Revenue PerformanceImportance 47 · Surprise 22
  Intelligent Devices generated $1,080 million of Q3 sales, up 12% year over year and 10% organically, with currency contributing 2%. Software & Control generated $751 million, up 19% year over year and 18% organically,…
• FX / Currency ImpactImportance 36 · Surprise 14
  Currency translation increased third-quarter reported sales by 1%, equivalent to $27 million, and increased reported sales for the nine-month period by 2%, or $127 million. The quarterly currency benefit included $12…
• End-Market Demand TrendsImportance 33 · Surprise 40
  Rockwell reported healthy customer demand, with semiconductor, data center, and warehouse automation driving continued strength. Automotive and life sciences activity improved during the quarter. Company-wide organic…

News · 2026-08-04

• Capital Return ProgramImportance 64 · Surprise 42
  Rockwell Automation authorized a $1 billion share-repurchase program following its fiscal third-quarter 2026 results. The company also declared a quarterly dividend of $1.38 per share. Third-party reports did not…
• Guidance / OutlookImportance 57 · Surprise 60
  Rockwell Automation raised its fiscal 2026 sales outlook to a midpoint of $9.0 billion, above the FactSet estimate of $8.97 billion. The company projected fiscal 2026 adjusted EPS of $13.00 to $13.30, with a midpoint…
• Products and TechnologyImportance 44 · Surprise 58
  Rockwell modernized Ken’s Foods’ end-of-line operations with an on-machine architecture using PowerFlex 350 variable frequency drives. The implementation improved equipment performance, reduced system complexity, and…
• Operating Margin DriversImportance 41 · Surprise 48
  Rockwell Automation expanded operating margins in fiscal third-quarter 2026 as higher sales volume and favorable mix more than offset input-cost pressure. Margin gains contributed to adjusted EPS of $3.49, compared…
• Revenue Performance and MixImportance 38 · Surprise 32
  Rockwell Automation reported fiscal third-quarter 2026 sales of $2.31 billion, up 8% year over year. Organic sales increased 10%, driven by strength in semiconductor, data center, and warehouse automation, with…
• End-Market Demand TrendsImportance 38 · Surprise 32
  Rockwell Automation reported healthy customer demand, with strength in semiconductor, data center, and warehouse automation. Automotive and life sciences activity improved during the quarter. Organic sales growth…
• Memory Cost PressureImportance 21 · Surprise 24
  Worldwide shortages of memory-related electronic components increased Rockwell Automation’s input costs during the quarter ended June 2026. The company also faced inflation and tariff-related cost pressure across its…
• Macroeconomic Factors ImpactImportance 21 · Surprise 24
  Rockwell Automation said cost inflation remains a significant challenge, particularly for memory-related electronic components affected by a worldwide shortage. Third-party reporting also indicated that inflation and…