Jun 2026 (Q3 FY26) — Aug 4, 2026
Rockwell Automation Q3 FY26 — Strong Growth Driven by Data Center and Semiconductor Demand
Read the full callRockwell Automation (ROK) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Rockwell Automation earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,313 | +7.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 23.8 | +2.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 408 | +38.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
25 of 25 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q3 FY26 segment margin (sequential) | roughly flat sequentially vs. Q2 (22.5%) | Mar 2026 | Enterprise operating margin of 22.3% and adjusted EPS of $3.49 were up double digits versus prior year, led by strong volume and favorable mix. | Achieved |
| Full-year adjusted EPS | $11.20 to $12.20, $11.70 at the midpoint | Sep 2025 | We are increasing our adjusted EPS guidance range to $13 to $13.30. The new midpoint of $13.15 per share is up $0.35 from the midpoint of our prior guide. | Revised Up |
| Full-year adjusted effective tax rate | 20%, reflecting BEPS Pillar Two implementation | Sep 2025 | We continue to expect an adjusted EPR of 19.5% for the full year. | On Track |
22 of ROCKWELL AUTOMATION, INC's 47 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 44 more targets are in the full ledger.
Claimed
- Reported sales were up 8% and organic sales were up 10% year-over-year.
- Adjusted EPS of $3.49 was up more than 20% year-over-year.
- Enterprise operating margin expanded 280 basis points year-over-year to 22.3%.
- Free cash flow in Q3 was $654 million, $165 million higher than the prior year.
- e-Commerce & Warehouse Automation sales were up 30% year-over-year, with Semiconductor and Data Center also showing strong growth.
Qualified
- Lifecycle Services organic sales were down 2% versus prior year, with a book-to-bill of 0.97.
- Organic annual recurring revenue grew 6% in the quarter, below expectations.
- Mining sales were down mid-single digits, reflecting measured capital deployment and project timing delays.
- Core price/cost was unfavorable in the quarter, reflecting rising costs and timing of price increases.
- Inflation continues to be a growing headwind, noted as a double-digit million headwind for the second half of the fiscal year.
Price
$424.47 −0.41% · −$1.76
Performance +22.1% 1Y
1Y: $347.66 on 17 Oct 2025 → $424.47. High $495.08 (30 Jun 2026), low $347.66 (17 Oct 2025).
- Previous close
- $426.23
- 52-week range
- $348.51 – $495.08
- One year
- +20.32%
Overview
- Symbol
- ROK
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
25 of 25 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q3 FY26 segment margin (sequential) | roughly flat sequentially vs. Q2 (22.5%) | Mar 2026 | Enterprise operating margin of 22.3% and adjusted EPS of $3.49 were up double digits versus prior year, led by strong volume and favorable mix. | Achieved |
| Full-year adjusted EPS | $11.20 to $12.20, $11.70 at the midpoint | Sep 2025 | We are increasing our adjusted EPS guidance range to $13 to $13.30. The new midpoint of $13.15 per share is up $0.35 from the midpoint of our prior guide. | Revised Up |
| Full-year adjusted effective tax rate | 20%, reflecting BEPS Pillar Two implementation | Sep 2025 | We continue to expect an adjusted EPR of 19.5% for the full year. | On Track |
Claimed
- Reported sales were up 8% and organic sales were up 10% year-over-year.
- Adjusted EPS of $3.49 was up more than 20% year-over-year.
- Enterprise operating margin expanded 280 basis points year-over-year to 22.3%.
- Free cash flow in Q3 was $654 million, $165 million higher than the prior year.
- e-Commerce & Warehouse Automation sales were up 30% year-over-year, with Semiconductor and Data Center also showing strong growth.
Qualified
- Lifecycle Services organic sales were down 2% versus prior year, with a book-to-bill of 0.97.
- Organic annual recurring revenue grew 6% in the quarter, below expectations.
- Mining sales were down mid-single digits, reflecting measured capital deployment and project timing delays.
- Core price/cost was unfavorable in the quarter, reflecting rising costs and timing of price increases.
- Inflation continues to be a growing headwind, noted as a double-digit million headwind for the second half of the fiscal year.
The full ledger
Open ROCKWELL AUTOMATION, INC’s full ledger
A free account opens 5 company ledgers a month. All 47 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — May 5, 2026
Rockwell Automation, Inc. Q2 FY26 — Strong Operating Performance and Broadening Demand
Read the full callDec 2025 (Q1 FY26) — Feb 5, 2026
Rockwell Automation Q1 FY26 — Exceeds Q1 Expectations on Product Demand & Margin Expansion
Read the full callEvery analysed call
Rockwell Automation earnings calls (ROK)
Financials
What the filings say
Net profit, year on year: +38% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,036 | 1,881 | 2,001 | 2,144 | 2,316 | 2,105 | 2,239 | 2,313 |
| Operating profit | — | 321 | 408 | 454 | 520 | 435 | 530 | 550 |
| Operating margin | — | 17.1% | 20.4% | 21.2% | 22.4% | 20.7% | 23.7% | 23.8% |
| Interest | 41 | 39 | 39 | 41 | 37 | 32 | 36 | 33 |
| Profit before tax | 274 | 213 | 299 | 342 | 63 | 342 | 440 | 470 |
| Tax rate | 13.1% | 16.4% | 17.1% | 14.3% | 52.4% | 11.7% | 20.2% | 13.2% |
| Net profit | 239 | 184 | 252 | 295 | 138 | 305 | 350 | 408 |
| EPS ($ per share) | — | 1.62 | 2.22 | 2.61 | — | 2.71 | 3.11 | 3.66 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 181 | 181 | 181 | 181 | 181 | 181 | 181 | 141 |
| Reserves | 6,198 | 6,440 | 7,140 | 8,000 | 8,412 | 9,255 | 9,635 | 5,422 |
| Total liabilities | 4,645 | 5,709 | 5,918 | 8,008 | 7,743 | 7,561 | 7,557 | 7,508 |
| Fixed assets | 577 | 572 | 574 | 582 | 587 | 684 | 777 | 797 |
| Investments | 291 | 40 | 1 | 1 | 13 | 1 | 0 | — |
| Total assets | 6,262 | 6,113 | 7,265 | 10,702 | 10,759 | 11,304 | 11,232 | 11,219 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,300 | 1,182 | 1,121 | 1,261 | 823 | 1,374 | 864 | 1,544 |
| Cash from investing | -170 | 225 | -618 | -2,627 | -8 | 854 | -982 | -216 |
| Cash from financing | -1,889 | -986 | -799 | 1,298 | -934 | -1,676 | -503 | -1,335 |
| Net cash flow | -792 | 400 | -288 | -51 | -171 | 572 | -609 | -3 |
| Capital expenditure | -125 | -133 | -114 | -120 | -141 | -160 | -225 | -186 |
| Free cash flow | 1,175 | 1,049 | 1,007 | 1,141 | 682 | 1,214 | 639 | 1,358 |
ROK revenue by segment
Software and Control grew from 25% to 32% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Intelligent Devices | 47% | 43% | 45% | 45% | 47% | 45% | 45% | 47% | +11.6% |
| Software and Control | 25% | 28% | 28% | 29% | 28% | 30% | 31% | 32% | +19.4% |
| Lifecycle Services | 28% | 29% | 27% | 26% | 25% | 25% | 24% | 21% | -11.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
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.
Revenue by region
Q3 FY2026 · share of revenue
- North America 64% ↑ 2 pt
- US 60%
- EMEA 17%
- Asia Pacific 12%
- Latin America 6% ↓ 2 pt
As ROK cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
263 filings between Oct 29, 2025 and Sep 8, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$64.93M
165 sales by 14 insiders
98% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 8
- Award — granted as compensation
- 89
- Option exercise — converted options into shares
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Moret Blake D. | — | $27.77M | Dec 10, 2025 |
| GENEREUX SCOTT | — | $8.07M | May 5, 2026 |
| Nardecchia Christopher | — | $7.55M | May 5, 2026 |
| House Rebecca W | — | $5.86M | Feb 25, 2026 |
| Buttermore Robert L. | — | $3.90M | Mar 2, 2026 |
| Bulho Matheus De A G Viera | — | $3.51M | Sep 2, 2026 |
| Riesterer Terry L. | — | $2.40M | Jul 16, 2026 |
| Fordenwalt Matthew W. | — | $1.86M | Jun 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 8, 2026 | Woods Isaac Vice President and Treasurer | Sale 10b5-1 plan | 110 | $47.6K |
| Sep 8, 2026 | Woods Isaac Vice President and Treasurer | Sale 10b5-1 plan | 44 | $19.0K |
| Sep 5, 2026 | Woods Isaac Vice President and Treasurer | Option exercise 10b5-1 plan | 325 | $0 |
| Sep 2, 2026 | Bulho Matheus De A G Viera SVP Software and Control | Sale 10b5-1 plan | 400 | $168.1K |
| Aug 31, 2026 | Bulho Matheus De A G Viera SVP Software and Control | Sale 10b5-1 plan | 467 | $199.4K |
| Aug 27, 2026 | Watson Patricia A Director | Sale | 1,100 | $474.6K |
| Aug 20, 2026 | Rothe Christian E Sr. VP and CFO | Sale 10b5-1 plan | 590 | $256.2K |
| Aug 19, 2026 | Rothe Christian E Sr. VP and CFO | Option exercise 10b5-1 plan | 1,257 | $0 |
| Jul 16, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise 10b5-1 plan | 849 | $0 |
| Jul 16, 2026 | Riesterer Terry L. Vice President and Controller | Sale 10b5-1 plan | 281 | $127.4K |
| Jun 4, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Sale 10b5-1 plan | 377 | $173.6K |
| Jun 2, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Sale 10b5-1 plan | 218 | $99.5K |
| Jun 1, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Option exercise 10b5-1 plan | 595 | $0 |
| May 20, 2026 | MILLER JOHN M VP and Chief IP Counsel | Sale 10b5-1 plan | 354 | $150.8K |
| May 20, 2026 | MILLER JOHN M VP and Chief IP Counsel | Sale 10b5-1 plan | 700 | $298.2K |
| May 20, 2026 | MILLER JOHN M VP and Chief IP Counsel | Option exercise 10b5-1 plan | 700 | $95.5K |
| May 8, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise | 400 | $98.7K |
| May 8, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise | 500 | $98.2K |
| May 7, 2026 | Riesterer Terry L. Vice President and Controller | Sale | 2,924 | $1.32M |
| May 7, 2026 | Riesterer Terry L. Vice President and Controller | Sale | 1,100 | $497.0K |
| May 7, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise | 778 | $217.5K |
| May 7, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise | 1,246 | $323.7K |
| May 7, 2026 | Riesterer Terry L. Vice President and Controller | Option exercise | 900 | $222.1K |
| May 5, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Sale 10b5-1 plan | 460 | $207.0K |
| May 5, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Sale 10b5-1 plan | 140 | $62.8K |
| May 5, 2026 | GENEREUX SCOTT Sr.VP, Chief Revenue Officer | Sale 10b5-1 plan | 550 | $246.3K |
| May 5, 2026 | Nardecchia Christopher SVP, Chief Information Officer | Sale 10b5-1 plan | 550 | $247.5K |
| May 5, 2026 | Nardecchia Christopher SVP, Chief Information Officer | Sale 10b5-1 plan | 1,402 | $627.2K |
| May 5, 2026 | Nardecchia Christopher SVP, Chief Information Officer | Sale 10b5-1 plan | 586 | $258.3K |
| May 5, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Option exercise 10b5-1 plan | 600 | $148.1K |
| May 5, 2026 | Nardecchia Christopher SVP, Chief Information Officer | Option exercise 10b5-1 plan | 2,538 | $890.2K |
| Apr 16, 2026 | ZAPICO DAVID A Director | Award | 229 | $0 |
| Apr 13, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Sale 10b5-1 plan | 1,200 | $480.0K |
| Apr 13, 2026 | Fordenwalt Matthew W. SVP Lifecycle Services | Option exercise 10b5-1 plan | 1,200 | $235.7K |
| Apr 10, 2026 | Perducat Cyril SVP, Chief Technology Officer | Sale 10b5-1 plan | 198 | $78.2K |
| Apr 9, 2026 | Perducat Cyril SVP, Chief Technology Officer | Option exercise 10b5-1 plan | 581 | $0 |
| Apr 8, 2026 | Bulho Matheus De A G Viera SVP Software and Control | Sale 10b5-1 plan | 1,250 | $484.4K |
| Apr 2, 2026 | Bulho Matheus De A G Viera SVP Software and Control | Sale 10b5-1 plan | 299 | $107.3K |
| Apr 1, 2026 | Bulho Matheus De A G Viera SVP Software and Control | Option exercise 10b5-1 plan | 882 | $0 |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 960 | $381.3K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 400 | $159.1K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Option exercise 10b5-1 plan | 1,050 | $259.1K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 1,084 | $434.3K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 3,427 | $1.37M |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 1,672 | $666.0K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 410 | $164.9K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Option exercise 10b5-1 plan | 800 | $157.1K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Sale 10b5-1 plan | 979 | $387.9K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Option exercise 10b5-1 plan | 1,611 | $478.6K |
| Mar 2, 2026 | Buttermore Robert L. SVP,Chief Supply Chain Officer | Option exercise 10b5-1 plan | 3,525 | $985.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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