ROK · 10-K · 2026A · Full report

Revenue Performance and Mix

ROCKWELL AUTOMATION, INC · 2026-11-12 · Importance 42 · Surprise 14 · No source text

Fiscal 2026 reported sales were $8.989 billion, up from $8.342 billion in 2025, while organic sales were $8.858 billion, up from $8.369 billion in 2025. By operating segment, 2026 reported sales were $4.185 billion for Intelligent Devices, $2.818 billion for Software & Control, and $2.071 billion for Lifecycle Services, compared with $3.756 billion, $2.383 billion, and $2.203 billion, respectively, in 2025. By geography, 2026 reported sales were $5.801 billion in North America, $1.603 billion in Europe, Middle East and Africa, and $1.108 billion in Asia Pacific; North America sales were $5.270 billion in 2025, while EMEA sales were $1.488 billion and Asia Pacific sales were $1.024 billion. The 2026 organic-sales reconciliation includes an $85 million reduction for estimated customer refunds under the customer tariff refund program, and Lifecycle Services 2025 sales exclude $128 million of divestitures.

Key facts

• Rockwell Automation’s reported and organic sales increased 8 percent in fiscal 2026 compared with 2025; divestitures reduced sales 2 percent, currency translation increased sales 2 percent, and the customer tariff refund program reduced reported and organic sales 1 percent. source
• Rockwell Automation’s fiscal 2026 Intelligent Devices reported sales increased 11 percent, organic sales increased 10 percent, and currency translation increased sales 1 percent; all regions except Latin America had reported and organic sales increases. source
• Rockwell Automation’s fiscal 2026 Software & Control reported sales increased 18 percent, organic sales increased 17 percent, and currency translation increased sales 1 percent; all regions except Latin America had reported and organic sales increases, while Latin America organic sales were flat. source
• Rockwell Automation’s fiscal 2026 Lifecycle Services reported sales decreased 6 percent; organic sales decreased 2 percent, divestitures decreased sales 6 percent, and currency translation increased sales 2 percent. All regions except Asia Pacific had reported and organic sales decreases. source
• Volume increased Rockwell Automation’s total company sales by approximately 6 percentage points year over year in fiscal 2026, driven by Software & Control and Intelligent Devices. source
• Pricing increased Rockwell Automation’s total company sales by approximately 3 percentage points year over year in fiscal 2026, realized in Intelligent Devices and Software & Control. source

Impact estimates