ROK · 8-K · 20261105PR000045
Operating Margin Drivers
ROCKWELL AUTOMATION, INC · 2026-11-05 · Importance 53 · Surprise 48 · No source text
Fiscal 2026 Enterprise operating profit increased 27% to $1,997 million, and Enterprise operating margin rose to 22.2% from 18.9%. The increase reflected higher sales volume, price realization, favorable mix, productivity, and the net impact of IEEPA tariff refund items, partly offset by higher compensation. Fourth-quarter Enterprise operating margin increased to 24.5% from 21.3%, driven by volume, favorable mix, tariff refund-related items, and the Sensia joint venture dissolution benefit, partly offset by higher compensation. Full-year segment margins increased to 20.0% in Intelligent Devices and 33.8% in Software & Control, while Lifecycle Services margin rose to 15.1%.
Key facts
- Q4 FY2026 income before income taxes was $433 million, compared with $63 million a year earlier; pre-tax margin was 18.6%, compared with 2.7%. source
- FY2026 pre-tax income was $1,685 million versus $917 million in FY2025; pre-tax margin was 18.7% versus 11.0%. source
- FY2026 enterprise operating profit was $1,997 million, up 27% from $1,578 million; enterprise operating margin was 22.2%, compared with 18.9%. source
- Adjusted EBITDA was $620 million for the three months ended September 30, 2026, compared with $538 million in 2025; for the twelve months ended September 30, 2026 and 2025 it was $2,182 million and $1,753 million, respectively. source
- Q4 FY2026 enterprise operating profit was $572 million, up 16% from $493 million; enterprise operating margin was 24.5%, compared with 21.3%. source
- Net profit margin was 14.8% for the three months ended September 30, 2026, compared with 1.3% in 2025; for the twelve months ended September 30, 2026 and 2025 it was 15.7% and 9.0%, respectively. source
- Net legacy asbestos and environmental charges were a $5 million credit for the three months ended September 30, 2026, compared with $141 million of charges in 2025; for the twelve months ended September 30, 2026, they were a $2 million credit, compared with $154 million of charges in 2025. source
- Interest expense, net, for the three months ended September 30, 2026 and 2025 was $26 million and $34 million, respectively; for the twelve months ended September 30, 2026 and 2025 it was $118 million and $143 million, respectively. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +18.1% | FY2026 enterprise operating profit was $1,997 million, up 27% from $1,578 million; enterprise operating margin was 22.2%, compared with… |
| margin | positive | realized | +15.9% | Q4 FY2026 income before income taxes was $433 million, compared with $63 million a year earlier; pre-tax margin was 18.6%, compared with… |
| margin | positive | realized | +7.7% | FY2026 pre-tax income was $1,685 million versus $917 million in FY2025; pre-tax margin was 18.7% versus 11.0%. |
| operating_income | positive | realized | +3.4% | Q4 FY2026 enterprise operating profit was $572 million, up 16% from $493 million; enterprise operating margin was 24.5%, compared with… |
| margin | positive | realized | +3.3% | FY2026 enterprise operating profit was $1,997 million, up 27% from $1,578 million; enterprise operating margin was 22.2%, compared with… |
| margin | positive | realized | +3.2% | Q4 FY2026 enterprise operating profit was $572 million, up 16% from $493 million; enterprise operating margin was 24.5%, compared with… |