ROK · 10-K · 2026A · Full report

Geographic Revenue Trends

ROCKWELL AUTOMATION, INC · 2026-11-12 · Importance 17 · Surprise 24

The U.S. accounted for over half of Rockwell’s total sales in 2026, while sales to customers outside the U.S. accounted for less than half. The company said U.S. manufacturing PMI rose during fiscal 2026’s fourth quarter to 54.5, its highest level in over four years, while the Manufacturing IP Index was 98.4 in September. Outside the U.S., industrial output was mostly positive in the fourth quarter, and manufacturing PMI readings were mostly positive, with many countries across all regions above 50 in September. By segment, Intelligent Devices and Software & Control reported sales increases in all regions except Latin America; Lifecycle Services increased in Asia Pacific but decreased in other regions.

Key facts

• In 2026, U.S. sales accounted for over half of Rockwell Automation’s total sales. source
• In 2026, sales to customers outside the U.S. accounted for less than half of Rockwell Automation’s total sales. source
• For 2026, reported sales were $5,801 million in North America, $1,603 million in Europe, Middle East and Africa, and $1,108 million in Asia Pacific. source
• Rockwell Automation reported that U.S. Manufacturing PMI increased during fiscal 2026’s fourth quarter, reaching its highest level in over four years. source
• Industrial output outside the U.S. was mostly positive in fiscal 2026’s fourth quarter, and manufacturing PMI readings outside the U.S. were mostly positive, with many countries across all regions above 50 in September. source