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What Rockwell Automation's latest 10-Q says: 4 signals

Rockwell Automation filed its latest 10-Q with the SEC on Aug 4, 2026. It discusses bookings decline, divestiture and platform strategy.

Public (ROK)Automation Machinery Manufacturing10,000+ employeesrockwellautomation.comLinkedIn

10-Q · latest 10

What Rockwell Automation's 10-Q filings say

  1. 10-Q

    Filed · 4 signals

    SEC EDGAR
  2. 10-Q

    Filed · 5 signals

    SEC EDGAR
  3. 10-Q

    Filed · 5 signals

    SEC EDGAR
    • Bookings declineNegative

      Lifecycle Services segment organic sales declined 5.9% YoY to $514M

      The Lifecycle Services operating segment experienced a year-over-year decline from $546 million to $514 million in organic sales.

      $514M

      Lifecycle Services organic sales for the three months ended Dec 31, 2025, down from $546M in the prior year period.

      -5.86%

      Year-over-year decline in Lifecycle Services organic sales.

    • Platform strategyPositive

      Software & Control segment sales surged 18.9% YoY to $629 million

      The company's Software & Control business is a primary growth engine, significantly outpacing other segments.

      $629M

      Reported sales for the Software & Control segment for the three months ended December 31, 2025

      18.9%

      Year-over-year growth in Software & Control segment sales

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Earnings calls

Rockwell Automation earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Strong growth from AI-driven data center and semiconductor demandSeeing strong demand and investment in Data Centers and Semiconductors, directly tied to AI infrastructure build-out. Customers are investing heavily in power, cooling, automation, and control systems for these complex facilities. This is driving opportunities for Rockwell's hardware (Logix, CUBIC), software, and services portfolio, with Logix controllers being increasingly standardized for...
Raising full-year revenue and EPS guidanceIncreased full-year fiscal 2026 guidance for both reported and organic sales growth to a range of 7.5% to 9.5%, up 150 basis points from prior guidance. Adjusted EPS guidance was also raised to a new range of $13.00 to $13.30, with the midpoint at $13.15 representing about 25% growth versus fiscal 2025.
E-commerce & Warehouse Automation sales up 30% YoYDiscrete sales grew high teens, led by strong double-digit growth in Semiconductor and Data Centers. E-commerce & Warehouse Automation was a standout performer, with sales up 30% year-over-year, showing continued strong performance across regions and customer segments. This growth is heavily weighted toward product and software offerings.
Q3 organic sales up 10%, EPS up over 20%Delivered strong Q3 results with reported sales up 8% and organic sales up 10%, exceeding expectations. Adjusted EPS was $3.49, up over 20% year-over-year. Growth was led by North America, which grew 12% YoY and is expected to be the fastest-growing region for the full fiscal year. Enterprise operating margin expanded to 22.3%.
New product introductions driving meaningful growthAn accelerated pace of new product launches is having a significant impact on results. New offerings such as PointMax I/O, additional PowerFlex drives, and FLEXLINE motor control centers are seeing strong customer adoption, particularly in E-commerce & Warehouse Automation and process industries. The company plans to showcase more innovation at the upcoming Automation Fair.
Confirming CapEx budget at 3% of sales for fiscal 2026Capital expenditures for fiscal 2026 are expected to be approximately 3% of sales. The company is also making significant investments in engineering and development (E&D), which represented about 8% of sales in Q3 and is expected to hold that level for the full year, indicating a strong commitment to innovation.

Signal API · MCP

Track Rockwell Automation with the Signal API

One POST /v1/companies/enrich call with rockwellautomation.com returns Rockwell Automation 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "domain": "rockwellautomation.com",
    "signal_types": ["sec-10q"],
    "limit": 20
  }'

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Questions about Rockwell Automation 10-Q

When did Rockwell Automation file its latest 10-Q?
Rockwell Automation filed its latest 10-Q on Aug 4, 2026. The one before it was filed on May 5, 2026.
What did Rockwell Automation disclose in its latest 10-Q?
From the filing dated Aug 4, 2026: Completed divestiture in Lifecycle Services segment, impacting reported sales by $62M.
What did Rockwell Automation say on its recent earnings calls?
Q3 FY2026: Strong growth from AI-driven data center and semiconductor demand (dated Aug 4, 2026).
Where can I read Rockwell Automation's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1024478/000102447826000030/rok-20260630.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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