ROK · 10-Q · 2026Q2 · Full report

Geographic Market Commentary

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 37 · Surprise 6

North America remained Rockwell Automation’s largest market, accounting for more than half of company sales and generating $4,233 million of sales in the first nine months of fiscal 2026. Europe, Middle East, and Africa and Asia Pacific benefited from mostly positive industrial output and broadly positive manufacturing PMI readings during the quarter. Latin America was comparatively weak for Intelligent Devices, with reported and organic sales declining in the quarter and organic sales declining for the first nine months, while Lifecycle Services increased in Latin America and Asia Pacific during the quarter but declined in Europe, Middle East, and Africa and North America.

Key facts

• Manufacturing IP Index for June 2026: 97.9 and PMI for June 2026: 53.3. source
• Manufacturing PMI reached its highest level in four years during the third quarter of fiscal 2026. source
• In the third quarter of 2026, sales in the U.S. accounted for over half of our total sales. source
• In the third quarter of 2026, sales to customers outside the U.S. accounted for less than half of our total sales. source