ROK · 10-K · 2026A · Full report

Supply Chain Constraints

ROCKWELL AUTOMATION, INC · 2026-11-12 · Importance 32 · Surprise 24

Rockwell reported that strong market demand, including from data centers, could contribute to shortages of certain materials and components. The company said these shortages could constrain its ability to manufacture products and adversely affect product availability. It is managing supply risks through supply-chain resiliency actions, including alternative material sources and redundant manufacturing locations; certain high-value product lines can be manufactured in multiple geographic locations.

Key facts

• Rockwell Automation expects continued inflation, geopolitical tensions, and availability pressures for certain materials and components, partly driven by strong market demand for data centers. source
• Rockwell Automation warns that strong market demand, including for data centers, could create materials and components shortages, constrain manufacturing, and adversely affect product availability. source
• Rockwell Automation manages inflation and supply risks through pricing and supply chain resiliency actions. source