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Rockwell Automation10-Q: Market expansion

Intelligent Devices segment sales increased 18.2% YoY to $953 million

What happened

The company's largest segment, Intelligent Devices, posted substantial growth, indicating strong market demand for its core hardware products. This growth likely requires investment in supply chain optimization, manufacturing capacity, and R&D to sustain momentum and product innovation.

Source

SEC EDGARFeb 5, 2026

Quarterly report (Form 10-Q)

Rockwell Automation 10-Q

Filing excerpt

The following is a reconciliation of reported sales to organic sales by operating segment (in millions): Three Months Ended December 31, 2025... Intelligent Devices $953... Three Months Ended December 31, 2024... Reported Sales $806

sec.gov/Archives/edgar/data/1024478/000102447826000005/rok-20251231.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
12/31
Filed
Feb 5, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$953M (Reported sales for the Intelligent Devices segment for the three months ended December 31, 2025)
Percent
18.2% (Year-over-year growth in Intelligent Devices segment sales)

Details

CIK
1024478
Accession number
0001024478-26-000005
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling infrastructure needed

Extraction

Confidence
High
Relevance
75%
Sentiment
Positive
Detected
Feb 10, 2026
signal_type
sec-10q
signal_subtype
marketExpansion

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/ef9d304f-fbd3-4c70-a8c6-fbfbd3ef342d returns this record as JSON. POST /v1/companies/enrich returns every signal for rockwellautomation.com.

{
  "signal_id": "ef9d304f-fbd3-4c70-a8c6-fbfbd3ef342d",
  "signal_type": "sec-10q",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-02-10T08:21:50.806+00:00",
  "company": {
    "name": "Rockwell Automation",
    "domain": "rockwellautomation.com"
  },
  "data": {
    "detail": "The company's largest segment, Intelligent Devices, posted substantial growth, indicating strong market demand for its core hardware products. This growth likely requires investment in supply chain optimization, manufacturing capacity, and R&D to sustain momentum and product innovation.",
    "metrics": {
      "pct": 0.182,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year growth in Intelligent Devices segment sales",
      "dollar_context": "Reported sales for the Intelligent Devices segment for the three months ended December 31, 2025",
      "dollar_millions": 953
    },
    "summary": "Intelligent Devices segment sales increased 18.2% YoY to $953 million",
    "excerpts": "The following is a reconciliation of reported sales to organic sales by operating segment (in millions): Three Months Ended December 31, 2025... Intelligent Devices $953... Three Months Ended December 31, 2024... Reported Sales $806",
    "relevance": 0.75,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1024478/000102447826000005/rok-20251231.htm",
    "filing_date": "2026-02-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market"
  }
}

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