ROK · 10-Q · 2026Q2 · Full report

Acquisition / Partnership / Divestiture

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 51 · Surprise 50

Rockwell completed the dissolution of the Sensia joint venture on April 1, 2026, including the divestiture of certain businesses to the joint venture partner. The dissolution reduced reported sales by 3% in the quarter and 1% for the nine-month period through June 30, 2026, with Lifecycle Services sales reduced by 11% and 4%, respectively. The transaction produced an $18 million after-tax attributable gain in the quarter and an $11 million gain for the nine months, while related tax and tax items totaled $23 million and $44 million, respectively. Management cited the dissolution as a margin benefit, particularly for Lifecycle Services, and excluded the gain from adjusted earnings.

Key facts

• On April 1, 2026 the Company completed the dissolution of the Sensia joint venture, which included divestiture of certain businesses to the joint venture partner. source
• For the three months ended June 30, 2026, divestitures decreased Lifecycle Services sales by 11% year over year and decreased Lifecycle Services sales by 4% year over year for the nine months ended June 30, 2026. source
• Divestitures decreased sales by 3 percent and 1 percent in the three and nine months ended June 30, 2026, respectively. source