ROK · 8-K · 20260804PR000028

Revenue Performance and Mix

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 47 · Surprise 22 · No source text

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, Software & Control sales increased 19% to $751 million, and Lifecycle Services sales decreased 12% to $482 million. Software & Control represented approximately 32% of total sales versus 29% in the prior-year quarter, while Lifecycle Services declined to approximately 21% from 26%. Organic ARR increased 6% year over year, with software ARR increasing at a high-single-digit rate.

Key facts

• Three months ended June 30, 2026 reported sales growth was 8% total, with organic sales growth 10% and effect of currency 1% and effect of divestiture (3)%. source
• Fiscal Q3 2026 sales were $2,313 million, up 8% from $2,144 million in the third quarter of fiscal 2025. source
• Organic sales increased 10% in the third quarter of fiscal 2026. source
• Fiscal 2026 third quarter Net income attributable to Rockwell Automation was $408 million or $3.65 per share. source
• Nine months ended June 30, 2026 sales were $6,657 million compared to $6,026 million for the nine months ended June 30, 2025. source
• Gross profit for the three months ended June 30, 2026 was $1,144 million compared to $1,046 million for the three months ended June 30, 2025. source
• Organic ARR grew 6% compared to the end of the third quarter of fiscal 2025. source

Impact estimates