Skip to content
AnalystLens

Rockwell AutomationROK

Legal name
Rockwell Automation, Inc.
Sector
Other
Industry
Measuring & Controlling Devices, NEC
Exchange
NYSE

Stock Price $ROK

Latest filings

You are here#43 of 87 in Industrials by market cap

Filing record · 2016–202610-K1010-Q338-K110

ROK filed 10 annual reports (10-K), 33 quarterly reports (10-Q) and 110 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jun ’17Jun ’17
  2. FY2019 annual report10-K · Nov ’19Nov ’19
  3. Leadership change8-K · Feb ’22Feb ’22
  4. Material agreement8-K · Nov ’25Nov ’25

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $8.34B
YoY changeLargest recent move+16.7%in FY23Latest +0.9%

2 older moves run past ±20% (largest −24.0%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

View full history →
All ROK Financial Metrics60 metrics

Income Statement14

Balance Sheet26

Cash Flow15

Per Share5

02—Overview

Rockwell Automation Financial Overview 2021–2025

Updated Nov 3, 2026

In a year plagued by volume declines and a $224 milliona joint venture impairment charge, Rockwell Automation still generated a massive $1,358 million in free cash flow during FY2025. This capital efficiency highlights a central investment reality: Rockwell’s aggressive shift toward recurring industrial software gives it the pricing power to insulate profitability against cyclical manufacturing downturns. Operating through supply chain chaos and shifting industrial demand, the company's free cash flow expanded from $1,140.7 million in FY2021 to $1,358 million in FY2025.

The company's top line has faced significant turbulence, highlighted by a 9% total sales drop in FY2024 when its core Software & Control segment plummeted 24%. Rockwell countered this by raising prices in FY2025, which successfully offset a 2% volume contraction and drove a 7% increase in adjusted earnings to $10.53b per share. This turnaround accelerated rapidly into the first half of FY2026, with total sales jumping 12% to $4.34 billion and enterprise operating margins widening to 20.9%. The market heavily rewarded this operational resilience. At the close of FY2025, the company commanded a $39.3 billion market capitalization and traded at 45.6x earnings with a share price of $349.53.

Recent Developments (Q2 and Q3 2026)

Rockwell raised guidance twice and kept expanding margins through Q3 2026. Sales rose 8% to $2,313 millionc, with organic growth of 10%. Software & Control grew 18% organically at a 34.8% segment margin. Enterprise operating margin reached 22.3%, up from 19.5%, and quarterly free cash flow hit $654 million, versus $489 million a year earlier. Management lifted FY2026 Adjusted EPS guidance to $13.00-$13.30. The Sensia joint venture dissolution closed April 1, 2026. On September 23, 2026, Chief Revenue Officer Scott Genereux announced his retirement, effective December 31, 2026.

Bull case: Software & Control momentum and 6% organic ARR growth support durable margin gains. Bear case: at 58.0x earnings as of the August 3, 2026 quarterly report, the stock is richly valued, and a higher adjusted tax rate of 19.2% from global minimum tax rules weighs on margins.

What to watch: Lifecycle Services trends after the Sensia exit; revenue leadership transition following the CRO retirement

03—Filings

Recent SEC Filings

  1. 8-KRockwell Automation 8-K Report, Executive Changes (Sep 24, 2026)Rockwell Automation, Inc. (ROK) announced that Scott A. Genereux, Chief Revenue Officer, will retire effective December 31, 2026. He will step down from his Chief Revenue Officer role on September 30, 2026, and will continue as a Senior Vice President until his retirement to ensure a seamless transition. This change at a key executive level signals a potential shift in the company's revenue generation leadership and strategy.
  2. 8-KRockwell Automation 8-K Report, Financial Results (Aug 4, 2026)Rockwell Automation (ROK) reported fiscal third-quarter 2026 results (quarter ended June 30, 2026) that were strong across the board. Reported sales rose 8% year over year to $2,313 million, and organic sales grew 10%, led by Software & Control (+18% organic) and Intelligent Devices (+10% organic). Diluted EPS was $3.65 (up 40%, boosted by the Sensia joint venture gain and higher margins), while Adjusted EPS was $3.49 (up 22%). Enterprise operating margin expanded to 22.3% from 19.5%, reflecting higher volume, favorable mix, and the margin benefit from the Sensia dissolution, partly offset by negative price/cost. Free cash flow was $654 million, and free cash flow conversion was 167% of Adjusted Income. Management raised fiscal 2026 guidance: reported and organic sales growth are now expected at 7.5%-9.5% (up from 5%-9%), diluted EPS at $12.72-$13.02, and Adjusted EPS at $13.00-$13.30 (from $12.50-$13.10). Guidance excludes the divested Sensia businesses in the second half. Organic ARR grew 6%, with software ARR up high single digits. The Adjusted Effective Tax Rate rose to 19.2% from 15.3% because of BEPS Pillar Two minimum tax rules, a headwind investors should monitor. Lifecycle Services was the weak spot, with reported sales down 12% due to the divestiture, and organic sales down 2%. The quarter also included a one-time gain from the Sensia dissolution, which the company excluded from Adjusted EPS. Investors should note that the GAAP EPS upside is partly non-recurring. Overall, the update points to solid demand in semiconductor, data center, and warehouse automation, along with margin expansion, while the tax rate increase and divestiture effects shape the near-term earnings picture.
  3. 8-KRockwell Automation 8-K Report, Financial Results (May 5, 2026)Rockwell Automation (ROK) reported fiscal Q2 2026 (quarter ended March 31, 2026) results that beat expectations, with reported sales up 12% year over year to $2,239 million and organic sales up 9%. Currency translation contributed roughly 3 points. Diluted EPS rose 40% to $3.10 and Adjusted EPS rose 32% to $3.30. The improvement was driven mainly by higher sales volume, positive price/cost inclusive of productivity, and favorable mix. Enterprise operating margin expanded about 350 basis points to 22.5%, and pre-tax margin rose to 19.7% from 14.9%. Management cited improving demand in warehouse automation, data center, semiconductor, and energy, while noting that capital investment remains muted in other key verticals. Software & Control was the standout, with organic growth of 17% and a 34.9% segment margin. Lifecycle Services was flat to down, with organic sales down 1%. The company raised fiscal 2026 guidance. Reported sales growth is now expected at 5% to 9%, up from 3% to 7%, and diluted EPS at $11.88 to $12.48, up from $10.75 to $11.55. Adjusted EPS guidance rose to $12.50 to $13.10, from $11.40 to $12.20. The updated outlook excludes the Sensia joint venture, which was dissolved on April 1, 2026, and the guidance includes a roughly 1.5% divestiture drag on sales. Cash generation was solid, with free cash flow of $275 million and free cash flow conversion of 74% of Adjusted Income. The company also repurchased about $454 million of stock in the quarter and has roughly $318 million remaining under its authorization. Investors should weigh the strong margin expansion and guidance raise against several watch items. Income tax rates rose because of BEPS Pillar Two minimum tax rules. The Sensia dissolution introduces portfolio change and one-time costs that are excluded from non-GAAP results. Short-term debt rose to $1,118 million from $610 million, and cash on hand is modest at $423 million. The company also introduced new Enterprise operating profit and margin metrics that include corporate expenses, which makes the new measures a useful but non-standard lens.
  4. 8-KRockwell Automation 8-K Report, Executive Changes (Apr 17, 2026)Rockwell Automation (ROK) filed an 8-K on April 17, 2026 disclosing a board expansion and a new director appointment. Effective April 16, 2026, the Board increased its size from ten to eleven members and elected David A. Zapico, Chairman and CEO of AMETEK, Inc., as a director. He was assigned to the class with a term expiring at the 2027 Annual Meeting of Shareowners and joined the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. The filing contains no financial results, guidance, or operational updates. The most investor-relevant element is the governance signal: adding a sitting CEO of a peer industrial technology company, with a background in margin expansion, disciplined capital deployment, and acquisitions, may strengthen board perspective on profitability and capital allocation. Zapico's initial compensation includes shares valued at $92,055 under the 2026 Long-Term Incentives Plan, which is consistent with the standard non-employee director package. The filing states there is no arrangement or understanding tied to his selection and no related-party transactions under Item 404(a). For investors, this is a routine, low-impact disclosure. It does not change the company's financial outlook, but it is worth noting for shareholders focused on board independence, committee composition, and the governance benefits of cross-industry experience.
  5. 8-KRockwell Automation 8-K Report, Executive Changes (Feb 17, 2026)Rockwell Automation, Inc. (ROK) filed an 8-K on February 16, 2026, reporting on the outcome of its annual shareowner meeting held on February 10, 2026. The most significant development was the shareowner approval of the Rockwell Automation, Inc. 2026 Long-Term Incentives Plan (the “2026 Plan”). This new plan is crucial for the company's ability to attract and retain key talent by offering various equity-based compensation awards. The 2026 Plan authorizes the issuance of up to 10.6 million shares of common stock, with provisions for utilizing unused shares from previous incentive plans. This shareholder approval is essential for compliance with New York Stock Exchange listing standards and to ensure the tax-qualified status of incentive stock options granted under the plan. Investors should note that this filing primarily concerns executive compensation structure and share dilution potential rather than immediate financial performance.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.