ROK · 10-Q · 2026Q2 · Full report

Inflationary Cost Pressures

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 32 · Surprise 24

Rockwell expects continued inflationary pressures through the remainder of fiscal 2026, driven partly by strong demand for data centers and geopolitical volatility in the Middle East. Management expects the primary effects on memory-related electronic components, commodities, energy, and freight costs. U.S. producer-price inflation increased to 5.5% in June 2026, and the Company plans to mitigate cost pressure through pricing and supply-chain actions.

Key facts

• PPI growth increased to 5.5% as of June 2026. source
• We expect continued inflationary pressures primarily to impact memory-related electronic components, commodities, energy, and freight costs. source