ROK · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 54 · Surprise 40 · In source text

Total sales increased 8% year over year to $2,313 million in the three months ended June 30, 2026, and increased 10% to $6,657 million for the nine months ended June 30, 2026. Intelligent Devices sales rose 12% to $1,080 million in the quarter and 14% to $3,041 million year to date, while Software & Control sales rose 19% to $2,064 million and 20% to $2,064 million, respectively. Lifecycle Services sales decreased 12% to $1,552 million in the quarter and 5% to $1,552 million year to date, including divestiture effects of 11% and 4%, respectively. North America generated $1,482 million of quarterly sales and $4,233 million of nine-month sales, representing more than half of total company sales in the quarter, while non-U.S. sales represented less than half.

Key facts

• Three months ended June 30, 2026 Total sales: $2,313 million. source
• Nine months ended June 30, 2026 Total sales: $6,657 million. source
• Software & Control sales for the three months ended June 30, 2026: $2,064 million. source
• Lifecycle Services sales for the three months ended June 30, 2026: $1,552 million. source
• Fiscal 2026 third quarter Net income attributable to Rockwell Automation: $408 million or $3.65 per share. source
• Nine months ended June 30, 2026 Net income attributable to Rockwell Automation: $1,063 million or $9.44 per share. source
• Intelligent Devices sales for the three months ended June 30, 2026: $1,080 million. source
• Adjusted EPS for the nine months ended June 30, 2026: $9.55, up 33% versus $7.20 in the prior-year period. source

Impact estimates