ROK Filings — Rockwell Automation, Inc. - FilingSpy
ROK
Rockwell Automation, Inc.
A maker of industrial automation gear and software, this is one of the world's largest pure-play companies in the field. Its products—brands like Allen-Bradley, ControlLogix, PowerFlex, and FactoryTalk—help factories run everything from car assembly lines and food plants to mines. It began in 1903 when Lynde Bradley and Dr. Stanton Allen founded the Compression Rheostat Company in Milwaukee to control electric motor speeds; it was later bought by Rockwell International and renamed Rockwell Automation in 2001. Fun fact: its roots trace to a carbon-disc motor controller that launched a whole industry of factory automation.
Q3 FY2026 revenue rose 7.9% to $2.313B with diluted EPS up 40.4% to $3.65
Three quarters of growth have now reset the baseline. rose 7.9% to $2.313B and rose 40.4% to $3.65 as volume and mix expanded enterprise to 22.3%, with a benefit from the Sensia joint venture dissolution. The company has returned to sustained top-line growth with margin recovery intact.
Key takeaways
Enterprise expanded 280 to 22.3% from 19.5% a year ago, driven by higher sales volume, favorable mix, and a benefit from the Sensia joint venture dissolution, partially offset by input costs exceeding price realization.
rose 7.9% to $2.313B and 3.3% from the prior quarter, with up 10% led by 18% in Software & Control and 10% in Intelligent Devices, while Lifecycle Services organic sales fell 2%.
Section summaries
Management's Discussion and Analysis
Q3 FY2026 sales rose 8% to $2.3B with Enterprise operating margin expanding 280 bps to 22.3%, driven by volume and mix.
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Total sales grew 8% to $2.3B in Q3, with up 10%, led by 18% in Software & Control and 10% in Intelligent Devices, while Lifecycle Services organic sales fell 2%.
was $3.65, up from $2.60 a year earlier, and rose 22% to $3.49 on higher operating performance; the increased to 19.2% due to BEPS Pillar Two rules.
Software & Control improved to 34.8% on 19% reported sales growth, Intelligent Devices margin rose to 20.0% on 12% sales growth, and Lifecycle Services margin increased to 15.1% despite a 12% reported sales decline.
for the first nine months was $1,099M, up from $953M, driven by higher pre-tax income partially offset by incentive compensation payouts and increased .
The company expects continued inflationary pressure on memory components, commodities, and freight, aims to recover all tariff costs through pricing, and submitted claims for IEEPA tariff refunds following a Supreme Court ruling.
What changed
Q3 FY2026 Lifecycle Services margin rose to 15.1% from 14.6% in Q2 FY2026, reversing the compensation-driven decline flagged after Q1 and answering the prior watch item on whether productivity gains lift it.
was $724.0M in Q3, up 126.2% from Q2 FY2026 and above the $454.0M Q3 FY2025 figure, as incentive payouts and normalized against the year-ago comparison.
Software & Control sales rose 19% in Q3 after 19% in Q1 and 20% in Q2 FY2026, sustaining the volume gains that prior filings questioned would lap or reverse.
No Sensia dissolution proceeds or further charges were reported in this filing after the $224M FY2025 ; the Q3 benefit from the dissolution was a margin item, not a cash proceeds event.
The rose to 19.2% from the FY2025 baseline as OECD Pillar Two rules phased in, the tax-risk item flagged since FY2023.
What to watch
Q4 FY2026 Lifecycle Services margin after the 15.1% Q3 level to see if it holds or returns toward the 16.6% Q2 FY2024 level
Q4 FY2026 Software & Control sales trajectory after three quarters of 19-20% rises to see if volume gains sustain or lap
Any Sensia dissolution proceeds or further charges in upcoming filings after the $224M FY2025
Resolution of IEEPA tariff refund claims and whether tariff costs remain neutral to as management expects for fiscal 2026
expanded to 22.3% from 19.5% a year ago, primarily due to higher sales volume, favorable mix, and a benefit from the Sensia joint venture dissolution, partially offset by input costs exceeding price realization.
Software & Control improved to 34.8% on 19% reported sales growth, while Intelligent Devices margin rose to 20.0% on 12% sales growth; Lifecycle Services margin increased to 15.1% despite a 12% reported sales decline.
was $3.65, up from $2.60, and rose 22% to $3.49, reflecting higher operating performance; the increased to 19.2% due to rules.
for the first nine months was $1,099 million, up from $953 million, driven by higher pre-tax income, partially offset by incentive compensation payouts and increased .
The company expects continued inflationary pressure on memory components, commodities, and freight, and aims to recover all tariff costs through pricing; it also submitted claims for IEEPA tariff refunds following a Supreme Court ruling.
Quantitative and Qualitative Disclosures About Market Risk
Information with respect to our exposure to foreign currency risk and interest rate risk is contained in Item 7A. Quantitative and Qualitative Disclosures About Market Risk, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026…
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Information with respect to our exposure to foreign currency risk and interest rate risk is contained in Item 7A. Quantitative and Qualitative Disclosures About Market Risk, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026, there has been no material change to this information.
Information with respect to our legal proceedings is contained in Item 3. Legal Proceedings, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026, there has been no material change to this information.
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Information with respect to our legal proceedings is contained in Item 3. Legal Proceedings, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026, there has been no material change to this information.
Information about our most significant risk factors is contained in Item 1A. Risk Factors, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026, there has been no material change to this information, except as updated in our Q…
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Information about our most significant risk factors is contained in Item 1A. Risk Factors, of our Annual Report on Form 10-K for the year ended September 30, 2025. We believe that at June 30, 2026, there has been no material change to this information, except as updated in our Quarterly Report on Form 10-Q filed May 5, 2026.