ROK · 10-Q · 2026Q2

ROCKWELL AUTOMATION, INC

Filed 2026-08-04 · Industrials · View original filing on EDGAR

Ranked Events

• Capital Return ProgramImportance 75 · Surprise 64
  Rockwell repurchased approximately 2.0 million common shares for $754 million in the first nine months of fiscal 2026, compared with 1.3 million shares for $350 million in the prior-year period. Repurchases increased…
• Manufacturing Footprint OptimizationImportance 64 · Surprise 42
  Rockwell confirmed New Berlin, Wisconsin as the location for a new greenfield manufacturing site in the second quarter of fiscal 2026. The facility is expected to be the Company's largest global manufacturing campus…
• Manufacturing Capacity ExpansionImportance 64 · Surprise 42
  Rockwell announced a new greenfield manufacturing site in Southeastern Wisconsin and subsequently selected New Berlin, Wisconsin as the location. The facility is expected to be the company’s largest manufacturing…
• Capital Expenditures ProgramImportance 64 · Surprise 42
  Rockwell confirmed New Berlin, Wisconsin as the location for a new greenfield manufacturing site expected to become its largest global manufacturing campus. The New Berlin project and the January 2026 purchase of the…
• BEPS Pillar Two Tax RulesImportance 62 · Surprise 84
  Rockwell's effective tax rate was affected by the OECD-linked BEPS Pillar Two minimum-tax rules in fiscal 2026. The impact was specifically associated with Singapore and partially offset favorable discrete tax items…
• Product Portfolio DemandImportance 54 · Surprise 40
  Intelligent Devices sales increased 12% in the quarter and 14% for the first nine months, with organic growth in every region except Latin America for the nine-month period. Software & Control sales increased 19% in…
• Free Cash Flow and LiquidityImportance 54 · Surprise 40
  Cash provided by operating activities increased 17% to $1,278 million in the nine months ended June 30, 2026, from $1,090 million in the prior-year period. Free cash flow increased 15% to $1,099 million from $953…
• Revenue Performance and MixImportance 54 · Surprise 40
  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…
• Acquisition / Partnership / DivestitureImportance 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…
• Operating Margin DriversImportance 48 · Surprise 40
  Enterprise operating margin increased from 19.5% to 22.3% in the quarter and from 18.0% to 21.4% for the nine months ended June 30, 2026. Quarterly segment margins increased to 20.0% for Intelligent Devices, 34.8% for…
• Trade Policy and TariffsImportance 47 · Surprise 60
  Rockwell continues to manage tariffs through pricing, alternative material sources, and redundant manufacturing locations. Management expects pricing actions to recover all tariff costs during fiscal 2026. Following a…
• Income Tax Rate ChangesImportance 39 · Surprise 50
  The effective tax rate declined to 13.2% from 14.3% in the quarter and to 15.3% from 15.8% for the nine months ended June 30, 2026. The lower GAAP rate primarily reflected favorable discrete tax items associated with…
• Geographic Market CommentaryImportance 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…
• Supply Chain Tariff ImpactImportance 37 · Surprise 42
  Rockwell expects inflationary pressures to raise costs for memory-related electronic components, commodities, energy, and freight during the remainder of fiscal 2026. The company is using pricing actions, alternative…
• Inflationary Cost PressuresImportance 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…
• Supply Chain ConstraintsImportance 29 · Surprise 24
  Rockwell expects continued inflationary pressure in memory-related electronic components, commodities, energy, and freight, driven partly by strong demand for data centers and geopolitical volatility. The company is…
• End-Market Demand TrendsImportance 17 · Surprise 24
  U.S. manufacturing demand strengthened in the third quarter of fiscal 2026, with the Manufacturing IP Index rising to 97.9 through June and the PMI reaching 53.3, its highest level in four years. Industrial output…

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