ROK Rockwell Automation (ROK) Q2 FY26 earnings call
Rockwell Automation delivered strong Q2 FY26 results, with sales, margins, and EPS all exceeding expectations, driven by broadening customer demand in e-commerce, data centers, and semiconductors. The company achieved significant operating leverage and margin expansion, while navigating persistent trade volatility and geopolitical uncertainties that continue to delay large capital investments in some sectors. Management is focused on managing inflationary pressures and accelerating new technology releases, including AI capabilities, to sustain growth and profitability.
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ROK operating KPIs by quarter
| KPI | Dec 2024 Q1 FY25 | Jun 2025 Q3 FY25 | Sep 2025 Q4 FY25 | Dec 2025 Q1 FY26 | This call Mar 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Book-to-bill ratio Lifecycle Services | 1.05 ratioBook-to-bill in this segment was 1.05, led by strong orders in our solutions business and tied to some of the larger multiyear project wins I mentioned earlier.Source: earnings call transcript | 1.06 ratioBook-to-bill in this segment was 1.06 and was above 1.0 across all the contributing businesses.Source: earnings call transcript | 0.9 ratioBook-to-bill in this segment was 0.9, consistent with our historical Q4 seasonality.Source: earnings call transcript | 1.16 ratioBook-to-bill in this segment was 1.16.Source: earnings call transcript | 1.07 ratioBook-to-bill in this segment was 1.07.Source: earnings call transcript | -7.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.