Every 10-Q that Rockwell Automation, Inc. (ROK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ROK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROK filings page.
Rockwell Automation reported solid growth for the quarter and nine months ended June 30, 2026. Sales were $2,313 million for the quarter and $6,657 million year to date, increasing 8 percent and 10 percent, with organic sales up 10 percent and 9 percent; pricing contributed 1 and 3 percentage points to organic growth.
Pre-tax margin improved to 20.3 percent in the quarter and 18.8 percent year to date, while Enterprise operating margin reached 22.3 percent and 21.4 percent. Net income attributable to Rockwell Automation was $408 million for the quarter and $1,063 million year to date; diluted EPS was $3.65 and $9.44, with Adjusted EPS of $3.49 and $9.55, up 22 percent and 33 percent versus a year earlier.
Intelligent Devices sales rose 12 percent and Software & Control 19 percent in the quarter, both with higher segment operating margins. Lifecycle Services sales declined 12 percent but margin increased to 15.1 percent, helped by strong project execution and the April 1 dissolution of the Sensia joint venture, which generated a $20 million pre-tax gain. Operating cash flow of $1,278 million funded $179 million of capital expenditures, $464 million of dividends, and $754 million of share repurchases. The company highlighted inflation and BEPS Pillar Two tax headwinds, potential refunds of IEEPA tariffs, and a new New Berlin, Wisconsin manufacturing campus within a $2 billion multi-year investment in capacity and digital infrastructure.
Rockwell Automation delivered strong growth in its quarter ended March 31, 2026. Sales rose to $2,239 million, up 12% year over year, with organic sales up 9% and pricing adding three percentage points. All three segments grew sales, led by Software & Control and Intelligent Devices.
Net income attributable to Rockwell Automation increased to $350 million from $252 million, and diluted EPS climbed to $3.10 from $2.22. Enterprise operating margin improved to 22.5%, driven by higher volume, pricing above input costs, and favorable mix, partly offset by higher compensation. The company is dissolving its Sensia joint venture, has classified related assets as held for sale, and is investing in a new manufacturing campus in Wisconsin as part of a $2 billion multi‑year investment plan.
Rockwell Automation reports strong first-quarter fiscal 2026 results for the three months ended December 31, 2025, with sales of $2.105 billion, up 12% year over year. Net income attributable to the company rose to $305 million, and diluted EPS increased to $2.69 from $1.61.
Adjusted EPS reached $2.75, up 49%, as total segment operating margin improved to 20.7% from 17.1%, driven by higher volume, favorable pricing versus input costs, and mix. Intelligent Devices and Software & Control posted double-digit organic growth, while Lifecycle Services margins improved despite lower sales.
Cash provided by operating activities was $234 million and free cash flow was $170 million, both below the prior year mainly due to incentive compensation payouts and higher working capital. The company ended the quarter with $444 million of cash and cash equivalents and maintained 112.4 million shares outstanding, after repurchasing about 0.4 million shares.
Rockwell Automation (ROK) reported Q3 FY25 results (three months ended 30 Jun 2025) that show modest top-line growth but strong earnings leverage. Quarterly sales rose 4.5% YoY to $2.14 bn, driven by a 22.6% jump in Software & Control revenue while Intelligent Devices was flat and Lifecycle Services fell 5.9%. Gross profit increased 10% to $876 m, lifting gross margin 200 bp to 40.8%. Tight cost control kept SG&A slightly lower, expanding operating leverage: segment operating earnings climbed 6.6% to $454 m.
Net income attributable to ROK advanced 27% to $295 m; diluted EPS reached $2.60 versus $2.02. The effective tax rate normalised to 14.3% (prior-year 9.4%). Nine-month free cash flow surged to roughly $953 m (CFO $1.09 bn less capex $137 m), up from $272 m, reflecting working-capital improvements.
The balance sheet shows $495 m cash and $3.46 bn equity. Debt increased: short-term borrowings rose to $846 m and a new $500 m 364-day term loan lifted total debt to $2.62 bn. Inventory fell 3% YoY to $1.25 bn. The company repurchased $356 m of stock YTD and retired 40 m treasury shares, reducing shares outstanding to 112.4 m.
Segment highlights:
- Software & Control: sales +22.6%, operating earnings +64.5% to $199 m (margin ~31.7%).
- Intelligent Devices: sales +1.1%, earnings -5.7% to $182 m.
- Lifecycle Services: sales -5.9%, earnings -34.8% to $73 m.
Management continues to execute on cost-optimisation initiatives begun in FY24 (remaining accrual $34 m) and is assessing impacts of the newly enacted OBBBA tax law. No material litigation or impairment issues were noted.