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
- Filed
- Aug 4, 2026
- Filings
- 3
- Signals
- 14
10-Q · latest 10
What Rockwell Automation's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 4 signals
Completed divestiture in Lifecycle Services segment, impacting reported sales by $62M.
The company's divestiture of a business unit within Lifecycle Services is causing a significant year-over-year decline in the segment's reported sales.
$62M
Sales value of divested business unit from prior year comparison period
Software & Control segment surges 18% organically to $742M, driving company growth.
The Software & Control division is a key growth engine, with organic sales jumping to $742M from $629M YoY.
$742M
Q3 2026 organic sales for Software & Control segment
18%
YoY organic sales growth for Software & Control segment
Software
Lifecycle Services segment sales declined 11.9% YoY to $482M, signaling performance issues.
The Lifecycle Services segment is significantly underperforming the rest of the company, with reported sales dropping from $547M to $482M year-over-year.
$65M
YoY decline in Lifecycle Services segment reported sales ($547M in Q3'25 vs $482M in Q3'26)
-11.9%
YoY percentage decline in Lifecycle Services segment reported sales
Rockwell completes divestiture impacting Lifecycle Services prior-year comps by $62M.
The company divested a business unit, reflected as a $62M reduction in prior-year comparable sales, primarily within the Lifecycle Services segment.
$62M
Impact of divestiture on prior year's quarterly sales comparison, primarily within the Lifecycle Services segment.
- SEC EDGAR
10-Q
Filed · 5 signals
Rockwell Automation reports 9.2% organic sales growth in North America, reaching $1.41B.
$1.4B
Q2 2026 organic sales in North America
9.2%
YoY organic sales growth in North America for the quarter
A 3.6% organic sales decline over six months in the $1B+ Lifecycle Services segment (from $1.083B to $1.044B) points to a significant business pain point.
$-39M
Year-over-year organic sales decrease for the Lifecycle Services segment for the six months ended March 31.
-3.6%
Year-over-year organic sales change for the Lifecycle Services segment for the six months ended March 31.
Software & Control segment organic sales surged 17.1% YoY to $665M
The significant 17.1% year-over-year growth in the Software & Control segment, from $568M to $665M, highlights a key area of strategic focus and investment.
$665M
Software & Control segment organic sales for the three months ended March 31, 2026
17.1%
YoY growth in organic sales for the Software & Control segment
Software
Lifecycle Services segment organic sales declined 1.3% YoY to $530M
The year-over-year decline in the Lifecycle Services segment's organic sales to $530M from $537M indicates a specific business pain point, contrasting with strong growth in other segments.
$-7M
YoY decline in Lifecycle Services organic sales
-1.3%
YoY change in organic sales for the Lifecycle Services segment
- SEC EDGAR
10-Q
Filed · 5 signals
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.
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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Rockwell Automation earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What 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. |
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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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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 .