ROK Rockwell Automation (ROK) Q1 FY26 earnings call
Rockwell Automation delivered a strong Q1 FY26, surpassing expectations in sales, margin, and earnings, driven by double-digit organic growth and robust demand in core product lines like logics and motion. While large CapEx remains cautious, strategic investments in new U.S. production capacity and data centers are fueling growth, alongside significant productivity gains. The company raised its full-year adjusted EPS midpoint, maintaining its organic sales outlook, reflecting a prudent yet optimistic stance on market recovery.
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ROK operating KPIs by quarter
| KPI | Dec 2024 Q1 FY25 | Jun 2025 Q3 FY25 | Sep 2025 Q4 FY25 | This call 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.