ROK Rockwell Automation (ROK) Q3 FY26 earnings call
Rockwell Automation delivered a strong Q3 FY26, exceeding expectations with double-digit sales and earnings growth, primarily fueled by robust demand in semiconductor, data center, and e-commerce. While large capital projects remain cautious, the company's differentiated portfolio and disciplined execution are driving share gains and strong profitability, despite persistent inflation and geopolitical uncertainties.
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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 | 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.