Filings monitor · ROK

What ROCKWELL AUTOMATION, INC's SEC filings said

10-K for 2026, filed 12 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance / Outlook74 · importance in its document · 8-K exhibit · 5 Nov 2026
   On November 5, 2026, Rockwell introduced fiscal 2027 guidance for reported sales growth of 4.5%–7.5% and organic sales growth of 6%–9%. Both reported and organic sales growth guidance includes an approximately 1 percentage-point benefit…
2. Capital Return Program69 · importance in its document · 10-K · 2026
   Rockwell repurchased approximately 3.1 million shares in fiscal 2026 for $1.254 billion at an average $401.04 per share, compared with 1.5 million shares for $419 million at $279.43 per share in fiscal 2025. At September 30, 2026,…
3. Income Tax Expense58 · importance in its document · 8-K exhibit · 5 Nov 2026
   For the three months ended September 30, 2026, income tax provision was $87 million, compared with $33 million in the prior-year period. For the twelve months ended September 30, 2026, the provision was $278 million, up from $168 million…
4. Operating Cash Flow Trends53 · importance in its document · 10-K · 2026
   Cash provided by operating activities increased to $1.958 billion in fiscal 2026 from $1.544 billion in fiscal 2025. Free cash flow rose to $1.701 billion from $1.358 billion over the same period. The increases primarily reflected higher…
5. Supply Chain Tariff Impact52 · importance in its document · 10-K · 2026
   Rockwell manages tariffs through pricing, alternative material sources, and redundant manufacturing locations, and expects these actions to mostly offset tariff-related costs, although it may not fully recover costs in the dynamic tariff…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 12 Nov 2026

Full report · Filing on EDGAR

• Capital Return ProgramImportance 69
  Rockwell repurchased approximately 3.1 million shares in fiscal 2026 for $1.254 billion at an average $401.04 per share, compared with 1.5 million shares for $419 million at $279.43 per share in fiscal 2025. At…
• Operating Cash Flow TrendsImportance 53
  Cash provided by operating activities increased to $1.958 billion in fiscal 2026 from $1.544 billion in fiscal 2025. Free cash flow rose to $1.701 billion from $1.358 billion over the same period. The increases…
• Supply Chain Tariff ImpactImportance 52
  Rockwell manages tariffs through pricing, alternative material sources, and redundant manufacturing locations, and expects these actions to mostly offset tariff-related costs, although it may not fully recover costs in…
• Capital Expenditures ProgramImportance 51
  Rockwell expects capital expenditures of approximately $400 million in 2027. The expected spending is among planned uses of cash that also include working capital, dividends, share repurchases, debt repayment,…
• Liquidity and Cash PositionImportance 48
  At September 30, 2026, commercial paper borrowings were $707 million, up from $522 million a year earlier; the 2026 weighted-average interest rate was 4.06% and weighted-average maturity was 19 days. Rockwell replaced…
• Operating Margin DriversImportance 47
  Enterprise operating profit increased to $1.997 billion from $1.578 billion, and Enterprise operating margin rose to 22.2% from 18.9% in fiscal 2025. Growth in sales volume, pricing, favorable mix, productivity, and…
• Distribution ChannelsImportance 43
  Rockwell’s direct sales force works with OEMs and machine builders, system integrators, technology partners, end users, and independent distributors in most countries. Approximately 70 percent of global sales are…
• Revenue Performance and MixImportance 42
  Fiscal 2026 reported sales were $8.989 billion, up from $8.342 billion in 2025, while organic sales were $8.858 billion, up from $8.369 billion in 2025. By operating segment, 2026 reported sales were $4.185 billion for…
• Interest Rate EnvironmentImportance 41
  Rockwell’s U.S. pension discount rate is expected to rise to 6.70% for 2027 from 5.35% for 2026, based on the September 30 measurement date. The company says discount-rate changes move inversely with pension expense…
• Manufacturing Capacity ExpansionImportance 37 · +1 more on this subject
  Rockwell announced plans in 2026 to build a greenfield manufacturing site in New Berlin, Wisconsin. The facility is expected to become the company’s largest manufacturing campus globally and is designed with a…
• Sensia Joint Venture DissolutionImportance 36
  Rockwell and its Sensia joint venture partner decided in the fourth quarter of fiscal 2025 to pursue an orderly dissolution after Sensia’s historical financial performance fell short of expectations. The decision led…
• Strategic InitiativesImportance 34
  Rockwell’s long-term strategy is to grow through technology differentiation, industry focus, go-to-market acceleration, expanded offerings, and new markets. Its long-term profitable growth framework targets an…

8-K filings last 12 months

• Guidance issued5 Nov 2026 · 8-K Item 2.02 · Routine · rule score 25
  “Introduces Fiscal 2027 Guidance”
  Read from the attached exhibit: Guidance / Outlook · Income Tax Expense · Operating Margin Drivers
• Management change (filing not read)24 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Capital Return Program · Acquisition / Partnership / Divestiture · Operating Cash Flow Trends
• Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Board change17 Apr 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On April 15, 2026, the Board elected David A. Zapico as a director of the Company effective April 16, 2026, and designated him as a member of the class of directors with a term expiring at our 2027 Annual Meeting of Shareowners.”
• Management change (filing not read)17 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)5 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt21 Nov 2025 · 8-K Items 1.01, 2.03 · Routine · rule score 25

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Capital Return Program · Capital Expenditures Program · Manufacturing Capacity Expansion

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.