Every 8-K 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 8-K covers material events a company has to report between its quarterly 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, Inc. (ROK) said Scott A. Genereux notified the company on September 21, 2026, that he plans to retire from employment effective December 31, 2026. Effective September 30, 2026, he will cease serving as Chief Revenue Officer and remain a Senior Vice President through his retirement date to facilitate a smooth transition.
Rockwell Automation reported strong third quarter fiscal 2026 results, with sales of $2,313 million, up 8% year over year and 10% on an organic basis. Income before income taxes rose to $470 million and pre-tax margin improved to 20.3% from 16.0%. Net income attributable to Rockwell Automation increased to $408 million, or diluted EPS of $3.65, up from $2.60, while Adjusted EPS grew 22% to $3.49. Adjusted EBITDA reached $565 million, and organic annual recurring revenue grew 6%, aided by the completed dissolution of the Sensia joint venture on April 1.
Intelligent Devices sales grew 12% to $1.1 billion and Software & Control sales grew 19% to $751 million, while Lifecycle Services sales declined 12% to $482 million but expanded margin to 15.1%. The company generated $724 million of operating cash flow and $654 million of free cash flow, and repurchased about 0.3 million shares for $145 million. For fiscal 2026, Rockwell updated guidance to reported and organic sales growth of 7.5%–9.5%, diluted EPS of $12.72–$13.02, and Adjusted EPS of $13.00–$13.30, above prior ranges issued May 5, 2026.
Rockwell Automation reported a strong second quarter of fiscal 2026, with sales of $2,239 million, up 12% from $2,001 million a year earlier. Organic sales grew 9% and currency added 3%.
Income before income taxes rose to $440 million from $299 million, lifting pre-tax margin to 19.7% from 14.9%. Net income attributable to Rockwell Automation increased to $350 million, or $3.10 diluted EPS, compared with $252 million, or $2.22 per share. Adjusted EPS grew to $3.30 from $2.50.
Free cash flow improved to $275 million from $171 million, and Annual Recurring Revenue grew 6% year over year. The company raised its fiscal 2026 outlook, now guiding reported and organic sales growth of 5%–9%, diluted EPS of $11.88–$12.48, and Adjusted EPS of $12.50–$13.10.
Rockwell Automation, Inc. expanded its board and added a new director. The board increased its size from ten to eleven directors effective April 16, 2026, and elected David A. Zapico, Chairman and CEO of AMETEK, Inc., to fill the new seat.
Zapico will serve in the director class whose term expires at the 2027 Annual Meeting of Shareowners and joined the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. He will receive standard non-employee director compensation, including shares of common stock valued at $92,055 under the 2026 Long-Term Incentives Plan. The company states there is no arrangement behind his selection and no related-party transactions requiring disclosure.
Rockwell Automation, Inc. shareowners approved a new 2026 Long-Term Incentives Plan at the February 10, 2026 annual meeting. The plan authorizes delivery of 10.6 million shares of common stock for future equity awards, plus additional shares that may return from prior plans if awards expire, are forfeited, cancelled, or settled in cash.
The 2026 plan supports a wide range of incentives, including stock options, stock appreciation rights, restricted stock, restricted stock units, performance units, performance shares, and unrestricted stock for directors. Board approval was contingent on shareowner approval to meet New York Stock Exchange rules and federal tax requirements for incentive stock options.
Rockwell Automation, Inc. reported the results of its annual shareowner meeting held on February 10, 2026. Shareowners elected three directors — William P. Gipson, Pam Murphy, and Robert W. Soderbery — to terms ending at the 2029 annual meeting, each receiving strong majority support.
On an advisory basis, approximately 87% of votes cast approved the compensation of the company’s named executive officers, indicating broad backing for current pay practices. Shareowners also approved the Audit Committee’s selection of Deloitte & Touche LLP as independent registered public accounting firm for fiscal 2026.
In addition, shareowners approved the Rockwell Automation, Inc. 2026 Long-Term Incentives Plan, which is designed to govern future long-term equity and incentive awards. Overall, all management proposals on the agenda received clear majority approval.
Rockwell Automation, Inc. filed a current report to make public its latest quarterly financial results. The company furnished a press release dated February 5, 2026 that announces results for the quarter ended December 31, 2025. The press release is included as Exhibit 99 and incorporated by reference, while an inline XBRL cover page data file is included as Exhibit 104. This filing mainly serves as a formal channel to distribute the earnings news to investors and regulators.
Rockwell Automation, Inc. entered into a new $1,500,000,000 five-year unsecured revolving credit agreement with a bank syndicate led by Bank of America as administrative agent. The company can increase total commitments by up to an additional $750,000,000 and has two options to request one-year extensions of the maturity date, subject to lender consent and other conditions.
This new facility replaces Rockwell’s prior $1,500,000,000 five-year credit agreement from June 2022, which was terminated early with no early termination penalties. Borrowings will bear interest based on a base rate or adjusted term SOFR plus a margin that varies with the company’s senior unsecured credit ratings. The agreement includes customary covenants and events of default, including a requirement that the ratio of Consolidated EBITDA to Consolidated Interest Expense for any four-quarter period remain at least 3.00 to 1.00, but it does not restrict the company’s ability to pay dividends. Proceeds of borrowings are intended for general corporate purposes.
Rockwell Automation, Inc. filed a current report to furnish a press release announcing its financial results for the year ended September 30, 2025. The press release, dated November 6, 2025, is included as Exhibit 99 and incorporated by reference. The filing is made under the Securities Exchange Act of 1934 and relates to the company’s common stock listed on the New York Stock Exchange under the symbol ROK.
Rockwell Automation filed a Form 8-K to disclose newly executed Change of Control Agreements dated September 30, 2025. The filing names a specific agreement with CEO Blake D. Moret and a form agreement for other senior officers including Christian E. Rothe, Scott A. Genereux, Tessa M. Myers, and Rebecca W. House. The document is signed on behalf of the company by Rebecca W. House in her role as Senior Vice President, Chief People and Legal Officer and Secretary. The filing also includes a cover page interactive data file formatted in inline XBRL.