Rockwell Automation, Inc

Company facts

Industry

Measuring & Controlling Devices, NEC

Headquarters

Milwaukee, Wisconsin

Most recent report

8-K, filed Sep 24, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 1024478

Fiscal year ends

September

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 2 positive, 8 notable, and 1 negative flags.

• Financial Statements (Item 1)

  Core financial data and notes with Sensia dissolution, revenue growth, buyback ramp.
  Notable

  • One-time $20M gain from Sensia dissolution closed April 2026, net assets of $94M derecognized.
  • New $1.5B revolver expires Nov 2030, SOFR-based, undrawn; can be increased by $750M.
  • Supreme Court ruling may allow tariff refunds; no asset recognized yet.

• Management's Discussion (Item 2)

  Strong earnings growth, margin expansion, cash flow, and segment details; numerous company-specific numbers.
  Positive

  • Total sales rose 8% reported, 10% organic in Q3 2026 vs Q3 2025, with North America up 9%.
  • Enterprise operating margin expanded to 22.3% in Q3 2026 from 19.5% a year ago.
  Notable

  • PPI growth accelerated to 5.5% as of June 2026, up from low single digits, signaling cost pressures.
  • Company submitted claims for IEEPA tariff refunds in July 2026, but no asset recognized as of June 30.
  • New greenfield manufacturing site in New Berlin, Wisconsin planned as largest campus globally.
  • Commercial paper rose to $684M from $522M, with weighted average rate 3.89% vs 4.24%.
  • Company repurchased 2.0M shares for $754M in first nine months of 2026, up from 1.3M shares for $350M.
  Negative

  • Lifecycle Services sales fell 12% reported and 2% organic in Q3 2026, with divestitures cutting 11%.

What changed: Jun 2026 vs. Mar 2026

About 2% of ROK's Jun 2026 10-Q is new information. 6 paragraphs were added, 126 changed, and 40 removed. Below are the most important lines SECSift identified.

• Item 2 43
• Item 1 37
• Item 5 3
• Item 6 2
• Item 3 1
• Item 1A 1