ROK SEC Filings

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.

Rockwell Automation, Inc. (ROK) filed an 8-K on February 13, 2026, detailing the results of its annual shareholder meeting held on February 10, 2026. The meeting saw decisive approval for the election of three directors, an advisory vote on executive compensation, the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2026, and the adoption of the 2026 Long-Term Incentives Plan. All key proposals presented to shareholders received strong affirmative votes, indicating broad support for the company's governance and strategic direction. The election of directors, advisory approval of executive compensation, and the ratification of the auditor demonstrate confidence from the shareholder base. The approval of the 2026 Long-Term Incentives Plan also signals continued investment in employee and executive motivation for future performance.

Rockwell Automation, Inc. (ROK) has filed a Form 8-K on February 5, 2026, to report its financial results for the quarter ended December 31, 2025. The core of this filing is the press release (Exhibit 99) containing the detailed financial performance and operational highlights for the period. Investors should review this press release for comprehensive information regarding the company's earnings, revenue, profitability, and any forward-looking statements or guidance provided. This report indicates that the company is adhering to its reporting schedule, with the results for the first fiscal quarter of 2026 now publicly available. While the 8-K itself is a procedural filing, the furnished press release is the primary source of critical financial data. Investors seeking to understand Rockwell Automation's recent performance, strategic initiatives, and future outlook should prioritize the information contained within the accompanying press release.

Rockwell Automation, Inc. reported strong financial results for the quarter ending December 31, 2025. Total sales increased by 12% year-over-year to $2.105 billion, with organic sales growing by 10%, driven primarily by robust performance in the Software & Control and Intelligent Devices segments. Net income attributable to Rockwell Automation surged to $305 million, or $2.69 per diluted share, a significant increase from $184 million, or $1.61 per diluted share, in the prior year's quarter. This growth was fueled by improved sales volume, effective pricing strategies exceeding input cost increases, and favorable product mix. The company's strategic focus on industrial automation and digital transformation appears to be resonating with the market, evidenced by strong segment operating margins, particularly in the Software & Control segment which achieved 31.2%. While the Lifecycle Services segment saw a slight decrease in sales, its operating margin improved due to productivity gains. Management highlighted ongoing investments in manufacturing capacity and digital infrastructure to support long-term growth, resilience, and margin expansion. The company also reaffirmed its commitment to returning capital to shareholders through share repurchases and dividends, with a substantial remaining authorization for share repurchases.

Rockwell Automation, Inc. (ROK) has announced the execution of a new $1.5 billion, five-year unsecured revolving credit agreement, effective November 18, 2025. This new facility replaces a previous agreement of the same size and replaces it. The Company has the flexibility to increase the credit line by an additional $750 million and has options to extend the maturity date by one year under specific conditions. The new credit agreement is primarily intended for general corporate purposes and replaces an older agreement without incurring early termination penalties. Key features of the new agreement include variable interest rates tied to either a base rate or SOFR rate, with margins dependent on Rockwell Automation's debt ratings. Standard covenants are in place, including restrictions on certain debt, mergers, asset sales, and a financial covenant requiring a minimum Consolidated EBITDA to Consolidated Interest Expense ratio of 3.00:1.00. Importantly, the agreement does not restrict the company's ability to pay dividends. This refinancing activity indicates prudent treasury management, ensuring robust liquidity for ongoing operations and strategic initiatives.

Rockwell Automation, Inc. reported modest sales growth of 1% for fiscal year 2025, primarily driven by pricing increases, while volume saw a slight decrease. The company experienced a decline in net income attributable to Rockwell Automation to $869 million from $953 million in the prior year, impacting diluted EPS to $7.67 from $8.28. However, Adjusted EPS saw a positive increase of 7% to $10.53, indicating operational improvements outside of certain charges. A significant factor influencing net income was a $224 million non-cash impairment charge related to the Sensia joint venture and a change in accounting for legacy asbestos liabilities. The Lifecycle Services segment's operating margin decreased, while the Software & Control segment showed strong margin expansion. Financially, the company demonstrated robust free cash flow generation of $1,358 million, a substantial increase from $639 million in the previous year, allowing for continued share repurchases and dividends. The company maintains a strong liquidity position with an undrawn revolving credit facility. Looking ahead, Rockwell Automation plans significant investments to support market share growth and operational resilience.

Rockwell Automation, Inc. (ROK) has filed an 8-K report on November 6, 2025, primarily to furnish its press release announcing financial results for the fiscal year ended September 30, 2025. While the 8-K itself does not contain detailed financial figures, it directs investors to the press release (Exhibit 99) for a comprehensive overview of the company's performance. Investors should review this press release for key metrics such as revenue, earnings per share, and any forward-looking guidance provided by the company. The filing serves as the official notification that the company's annual financial results are now publicly available. The inclusion of the press release is a standard procedure for disseminating this crucial information. Investors looking for actionable insights into ROK's financial health, strategic initiatives, and future outlook will find the most relevant details within the furnished press release.

Rockwell Automation, Inc. (ROK) has filed an 8-K report detailing the execution of new Change of Control Agreements with key executives, including CEO Blake D. Moret. These agreements, effective from September 30, 2025, to October 1, 2028, supersede previous agreements that expired on September 30, 2025. The terms and conditions of the new agreements are substantially similar to the prior ones, providing a measure of continuity and stability in executive compensation and severance arrangements in the event of a change in control. Investors should note that while the specifics are not detailed in the filing itself, the company indicates that the new agreements mirror the terms of their predecessors. This suggests a reaffirmation of Rockwell Automation's approach to executive retention and alignment during potential corporate transition scenarios. The filing primarily serves to update these critical agreements and ensure ongoing protection for both the company and its leadership.

Rockwell Automation, Inc. (ROK) reported financial results for the third quarter and nine months ended June 30, 2025. For the quarter, the company saw a revenue increase of 5% to $2.144 billion, driven by growth in North America and favorable pricing, though total sales for the nine-month period saw a slight decrease of 3%. Net income attributable to Rockwell Automation increased significantly to $295 million in the quarter, up from $232 million in the prior year. Diluted Earnings Per Share (EPS) also rose to $2.60 from $2.02 year-over-year for the quarter. The company's performance was influenced by strong pricing realization across its Intelligent Devices and Software & Control segments. The Software & Control segment, in particular, showed robust growth with a 23% increase in sales for the quarter, accompanied by a significant expansion in operating margin. Conversely, the Lifecycle Services segment experienced a sales decline of 6% for the quarter, impacting its segment operating margin. Management highlights ongoing efforts in cost reduction and margin expansion, anticipating over $250 million in year-over-year benefits for 2025.

Rockwell Automation, Inc. (ROK) has filed an 8-K report on August 6, 2025, to announce its financial results for the quarter ended June 30, 2025. This filing primarily includes their earnings press release, which is incorporated by reference and represents the core of the update for investors. The press release, furnished as Exhibit 99, will detail the company's performance, including key financial metrics such as revenue, earnings per share (EPS), and any forward-looking guidance provided by management. Investors should review the furnished press release for a comprehensive understanding of Rockwell Automation's operational and financial condition during the second quarter of fiscal year 2025. The report itself does not contain extensive new financial data beyond what will be presented in the press release, but it officially disseminates that information to the public. Key areas of interest will likely be the company's ability to meet or exceed analyst expectations, commentary on market conditions impacting their business, and any strategic updates or outlook provided by the company.

This 8-K filing from Rockwell Automation, Inc. (ROK) reports on a trading plan established by its Chairman, President, and CEO, Blake D. Moret. The plan, entered into on May 30, 2025, is designed to facilitate the orderly sale of company stock to cover tax obligations and to diversify the CEO's holdings. Specifically, the plan involves shares from restricted stock units and performance shares scheduled to vest in December 2025, as well as shares from stock options awarded in 2016 which are set to expire in 2026. From an investor's perspective, this filing provides transparency regarding executive compensation and potential future selling pressure on the stock. The primary motivations cited are tax settlement and personal financial planning, including diversification and the liquidation of options nearing expiration. While such plans are common, investors should note the potential for these shares to enter the market and consider their impact on stock supply dynamics, particularly as the vesting and expiration dates approach.

Rockwell Automation, Inc. (ROK) has announced the execution of a new $500 million senior unsecured 364-day term loan credit agreement, effective May 16, 2025. The company has already drawn the full $500 million under this new facility, which matures on May 15, 2026. This short-term financing is intended for general corporate purposes and supplements the company's existing $1.5 billion credit facility, which remains undrawn. The new loan agreement includes standard covenants for such facilities, such as restrictions on certain debt, mergers, asset sales, and lease-back transactions. Notably, it contains a financial covenant requiring a minimum Consolidated EBITDA to Consolidated Interest Expense ratio of 3.00 to 1.00. The agreement also specifies acceleration clauses for events of default, including bankruptcy, non-payment of principal, covenant breaches, material misrepresentations, acceleration of other material debt, or a change of control.

Rockwell Automation, Inc. (ROK) has filed an 8-K report on May 7, 2025, primarily furnishing its press release dated May 7, 2025, which discloses financial results for the quarter ended March 31, 2025. This filing is crucial for investors seeking the latest performance metrics and forward-looking statements from the company. While the 8-K itself does not contain the detailed financial data, it directs readers to the attached press release (Exhibit 99) which serves as the primary source of this quarter's operational and financial condition insights. Investors should carefully review this press release for key performance indicators, revenue figures, earnings per share, and any commentary on the company's outlook and segment performance.

Rockwell Automation, Inc. (ROK) reported its financial results for the quarter ending March 31, 2025, showing a decrease in total sales compared to the prior year, driven by volume declines across its segments, particularly in Intelligent Devices and Software & Control. While pricing initiatives provided a partial offset, currency translation also had a negative impact on reported sales. Despite the top-line pressure, the company's focus on cost reduction and margin expansion initiatives appears to be yielding some positive results, particularly in the Software & Control segment, which saw improved operating margin. However, the Intelligent Devices and Lifecycle Services segments experienced declines in operating earnings. The company also reported a decrease in both net income attributable to Rockwell Automation and diluted Earnings Per Share (EPS) year-over-year for both the three and six-month periods. Free cash flow generation improved significantly in the first six months of fiscal 2025 compared to the prior year, primarily due to a lack of incentive compensation payouts. Looking ahead, Rockwell Automation anticipates sequential improvement in sales and margins through the remainder of 2025.

Rockwell Automation, Inc. (ROK) reported a decrease in sales for the quarter ended December 31, 2024, with total sales falling by 8.4% to $1.88 billion compared to the same period last year. This decline was primarily driven by lower sales volume across the Intelligent Devices and Software & Control segments, partially offset by growth in Lifecycle Services. Despite the revenue dip, the company reported a net income of $184 million ($1.61 diluted EPS), a decrease from $215 million ($1.86 diluted EPS) in the prior year quarter, impacted by reduced sales volume. The company is actively managing costs and pursuing margin expansion initiatives. Management anticipates gradual sequential improvement in sales and margins throughout fiscal year 2025, projecting approximately $250 million in year-over-year benefits from these cost reduction and margin expansion actions. Free cash flow generation significantly improved, with $293 million in the current quarter compared to a negative $35 million in the prior year, largely due to the timing of incentive compensation payouts.

Rockwell Automation, Inc. (ROK) has filed a Current Report (8-K) on February 10, 2025, to announce its financial results for the fiscal quarter ended December 31, 2024. The key information is contained within the press release furnished as Exhibit 99, which provides details on the company's performance during the period. Investors should review this press release for specific revenue, earnings, and any forward-looking guidance provided by the company.

Rockwell Automation, Inc. (ROK) filed an 8-K on February 6, 2025, detailing the results of its annual shareholder meeting held on February 4, 2025. The primary focus of the filing is the outcome of several key shareholder votes, providing transparency on governance and executive compensation. Key takeaways include the overwhelming approval of director elections and the ratification of Deloitte & Touche LLP as the independent auditor. Additionally, shareholders provided advisory approval for the compensation of named executive officers, indicating general confidence in the company's remuneration strategies. These results suggest a stable governance structure and positive shareholder sentiment regarding the company's operational and financial oversight.

Rockwell Automation, Inc. (ROK) reported a decrease in sales for the fiscal year ended September 30, 2024, with total sales declining by 9% compared to the previous year. This downturn was driven by a significant 24% decrease in the Software & Control segment and a 7% decrease in the Intelligent Devices segment, partially offset by a 10% increase in the Lifecycle Services segment. Despite the sales challenges, the company continued to focus on its long-term strategy of industrial automation and digital transformation, aiming to enhance customer resilience, agility, and sustainability. The company's financial performance was impacted by macroeconomic factors and a shift in customer spending. While the company executed cost-optimization initiatives, including restructuring charges, the overall profitability decreased. Adjusted EPS fell to $9.71 from $12.12 in the prior year. However, Rockwell Automation maintained a strong commitment to returning capital to shareholders, with significant share repurchases during the period. The company also highlighted its ongoing investments in technology innovation and its strong talent management practices as key drivers for future growth.

Rockwell Automation, Inc. (ROK) filed an 8-K on November 7, 2024, primarily to furnish its press release announcing financial results for the year ended September 30, 2024. While the 8-K itself does not contain detailed financial figures, it directs investors to the press release (Exhibit 99) for comprehensive information on the company's performance. Investors should review this press release for key metrics such as revenue, earnings per share, profitability, and any forward-looking guidance provided by the company for the upcoming fiscal year.

This 8-K filing reports that Rockwell Automation's Chairman, President, and CEO, Blake D. Moret, has adopted a Rule 10b5-1 trading plan. This plan outlines the future sale of shares related to his equity compensation, specifically restricted stock units, performance shares, and stock options. The primary motivations for entering this plan are to cover tax liabilities associated with the vesting of these awards and to diversify and liquidate stock options that are nearing their expiration date. Investors should note that this is a pre-scheduled trading plan designed to comply with SEC regulations and does not necessarily indicate a change in Mr. Moret's or the company's outlook. The plan becomes effective on November 25, 2024, with the actual sales occurring as shares vest or options are exercised, primarily in early December 2024. The plan covers shares vesting on December 4, 7, and 9, 2024, and the exercise of 26,700 stock options awarded in 2015.

Rockwell Automation, Inc. (ROK) reported a decrease in sales for the third quarter of fiscal year 2024 compared to the same period in the prior year, driven primarily by lower sales volume across its Intelligent Devices and Software & Control segments. While the company announced significant restructuring charges of $69.8 million to optimize its cost structure and expand margins, it also saw substantial growth in its Lifecycle Services segment. Despite the top-line decline, the company's financial position remains solid, with adequate liquidity and ongoing share repurchase programs. Management is focused on navigating macroeconomic headwinds, including inflation and varying global economic conditions, by emphasizing its long-term strategy of expanding human possibility through industrial automation and digital transformation, aiming for accelerated growth and margin expansion.

Rockwell Automation, Inc. (ROK) filed an 8-K on August 7, 2024, primarily to furnish its press release announcing financial results for the quarter ended June 30, 2024. While the 8-K itself does not contain detailed financial figures, it directs investors to the accompanying press release (Exhibit 99) for this critical information. Investors should refer to this press release for specifics on revenue, earnings, segment performance, and any forward-looking guidance provided by the company. The filing signifies the official release of the company's quarterly performance update. Key metrics, management's commentary on business trends, and outlook for future periods are all expected to be detailed within the furnished press release. This is a standard disclosure mechanism for publicly traded companies to disseminate their latest financial performance to the market.

Rockwell Automation, Inc. (ROK) has announced a significant leadership change in its finance department through an 8-K filing. Christian Rothe has been appointed as the new Senior Vice President and Chief Financial Officer (CFO), effective August 19, 2024, succeeding Nicholas Gangestad. Mr. Rothe brings extensive experience to ROK, having held senior finance and operational roles at Graco Inc., including President of its Global Industrial Division and previous CFO tenure. This transition also details Mr. Rothe's comprehensive compensation package, which includes a base salary, incentive targets, and long-term equity awards (stock options and RSUs) valued at $1 million, vesting over three years. Additionally, he will receive substantial sign-on bonuses, relocation assistance, and standard employee benefits, along with change of control and financial restatement protection agreements. Investors should monitor the integration of Mr. Rothe into the leadership team and the impact of his financial stewardship on future performance.

Rockwell Automation, Inc. (ROK) has filed an 8-K report on May 7, 2024, primarily furnishing its press release dated May 7, 2024, which details its financial results for the second quarter ended March 31, 2024. Investors should refer to this press release (Exhibit 99) for specific financial performance data, including revenue, earnings per share, and any forward-looking guidance provided by the company. The 8-K itself does not contain the detailed financial figures but serves as the official notification of their public release.

Rockwell Automation, Inc. (ROK) reported a decline in sales and net income for the second quarter and first six months of fiscal year 2024 compared to the same periods in fiscal year 2023. Sales decreased primarily due to lower volume across most segments, particularly in Intelligent Devices and Software & Control, although this was partially offset by pricing increases and growth in Lifecycle Services, driven by acquisitions. Profitability also saw a reduction, with net income and diluted EPS declining year-over-year. This was influenced by lower sales, reduced segment operating margins (especially in Software & Control), and a lack of the significant mark-to-market gains on investments that boosted prior year results. The company is implementing cost-saving measures, including restructuring and headcount reductions, expected to yield savings in the latter half of fiscal 2024. Despite the current headwinds, Rockwell Automation is focused on its long-term strategy of expanding human possibility through industrial automation and digital transformation.

Rockwell Automation, Inc. (ROK) has announced a significant leadership change with the planned retirement of its Senior Vice President and Chief Financial Officer, Nicholas C. Gangestad. Mr. Gangestad will remain in his position until a successor is appointed, facilitating a smooth transition for the company. This announcement, filed on May 6, 2024, regarding an event on May 5, 2024, signals a pivotal moment for the company's financial leadership. Investors should monitor the company's communication regarding the search for a new CFO and the timeline for this transition, as the CFO role is critical to financial strategy, investor relations, and operational oversight. While the filing itself is brief and solely focused on the CFO's retirement, it prompts investors to consider the implications of this change. The departure of a key executive like the CFO can sometimes lead to a period of uncertainty, but Rockwell Automation's commitment to a structured transition aims to mitigate this. The company's ability to identify and onboard a strong financial leader will be crucial for maintaining investor confidence and executing its strategic objectives moving forward.

Rockwell Automation, Inc. (ROK) filed an 8-K on February 9, 2024, detailing the results of its Annual Shareowner Meeting held on February 6, 2024. The meeting saw the election of two directors, Alice L. Jolla and Lisa A. Payne, for terms expiring in 2027, with both receiving strong affirmative votes from shareholders. Additionally, shareowners provided advisory approval for the compensation of named executive officers with approximately 88% of votes cast in favor, indicating general shareholder satisfaction with executive pay. Furthermore, the shareowners ratified the Audit Committee's decision to appoint Deloitte & Touche LLP as the company's independent registered public accounting firm for fiscal year 2024. This approval, with a significant majority of affirmative votes, signals confidence in the integrity and oversight of Rockwell Automation's financial reporting and auditing processes. The filing provides transparency on key governance matters and shareholder voting outcomes.

Rockwell Automation, Inc. (ROK) announced a change to its Board of Directors composition. The Board has been expanded from ten to eleven directors, effective February 7, 2024. This strategic expansion aims to enhance board oversight and governance capabilities. Timothy M. Knavish has been elected as the new director, with his term set to expire at the 2027 Annual Meeting of Shareowners. Mr. Knavish has also been appointed to key committees, including the Audit Committee and the Compensation and Talent Management Committee. These appointments signal a commitment to leveraging experienced leadership in critical areas of corporate governance and financial oversight.

Rockwell Automation, Inc. (ROK) has filed an 8-K report on January 31, 2024, primarily to furnish its press release announcing financial results for the quarter ended December 31, 2023. This filing incorporates the press release by reference, making it the central piece of information for investors regarding the company's recent performance. While the 8-K itself does not contain the detailed financial figures, it directs investors to the accompanying press release (Exhibit 99) for comprehensive data on revenue, earnings, and any forward-looking guidance or strategic updates provided by management. Investors should review the furnished press release for critical insights into Rockwell Automation's operational and financial condition for the December 2023 quarter. Key aspects to look for include year-over-year and sequential performance comparisons, segment-specific results, commentary on macroeconomic influences, and management's outlook for upcoming periods. This information is vital for assessing the company's growth trajectory, profitability, and overall market position.

Rockwell Automation, Inc. reported net sales of $2,052.1 million for the fiscal first quarter ended December 31, 2023, a 3.6% increase compared to the prior year period. While overall sales showed growth, driven by acquisitions and currency translation, organic sales saw a modest 1.0% increase. Profitability experienced a significant year-over-year decline, with net income attributable to Rockwell Automation falling to $215.2 million from $384.0 million in the prior year's quarter. This was reflected in a substantial decrease in diluted earnings per share (EPS) to $1.86 from $3.31. The reduction in profitability was attributed to lower segment operating earnings, increased investment spending, and a substantial decrease in pre-tax margin, impacted by the prior year's favorable investment gains. The company completed two acquisitions in the current fiscal year: Clearpath Robotics and Verve Industrial Protection, contributing to goodwill and intangible assets on the balance sheet. Despite the near-term pressure on profitability, the company's long-term strategy focuses on expanding human possibility and creating the future of industrial operations through digital transformation, automation, and sustainability initiatives. Investors should monitor ongoing supply chain improvements, macroeconomic factors affecting industrial demand, and the company's ability to leverage its strategic acquisitions to drive future growth and profitability.

Rockwell Automation, Inc. (ROK) has filed an 8-K report detailing the retirement of Senior Vice President Frank Kulaszewicz, effective March 31, 2024. This departure aligns with a previously announced plan for Mr. Kulaszewicz to retire in 2024. He will continue in his role until the effective retirement date. While this filing primarily concerns a change in executive personnel, investors should note that such transitions are common within large organizations. The company has confirmed Mr. Kulaszewicz's intention to retire, indicating a planned succession process is in place. Further details regarding the succession plan and any impact on operational continuity or strategic direction are not provided in this specific filing.

This 8-K filing from Rockwell Automation, Inc. (ROK) announces the planned retirement of director Steven R. Kalmanson. Mr. Kalmanson has informed the Board of Directors of his intention not to stand for re-election at the upcoming Annual Meeting of Shareowners scheduled for February 6, 2024. He will continue to serve in his current capacity until the expiration of his term just before the meeting. In response to Mr. Kalmanson's upcoming departure, the Board has approved a reduction in the size of the Board from eleven to ten directors. This change will become effective immediately prior to the Annual Meeting of Shareowners. This filing is primarily administrative and related to board composition, with no immediate financial or operational impacts disclosed.

Rockwell Automation, Inc. (ROK) reported strong performance in its fiscal year 2023, with total sales increasing by 16.7% to $9.06 billion. This growth was driven by broad-based demand across its three operating segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company also saw significant growth in its annual recurring revenue (ARR), up approximately 16%. Despite a goodwill impairment charge of $157.5 million related to its Sensia joint venture, net income attributable to Rockwell Automation increased to $1.39 billion, and diluted Earnings Per Share (EPS) rose to $11.95, up from $7.97 in the prior year. Adjusted EPS showed a similar upward trend, increasing by 27.7% to $12.12. The company's strategy focuses on expanding human possibility and creating the future of industrial operations through its 'Connected Enterprise' vision, leveraging megatrends like digitization, AI, and sustainability. Management highlighted investments in technology innovation, domain expertise, and market expansion, particularly in Asia Pacific and EMEA, as key drivers for future profitable growth. The company also continued its share repurchase program, demonstrating a commitment to returning capital to shareholders.

Rockwell Automation, Inc. (ROK) has filed a Current Report (8-K) on November 2, 2023, primarily to furnish its press release announcing financial results for the fiscal year ended September 30, 2023. Investors should refer to the press release (Exhibit 99) for detailed financial performance, including revenue, earnings per share, and any forward-looking guidance. While the 8-K itself does not contain the results, it serves as the official notification that these results have been made public.

Rockwell Automation, Inc. (ROK) filed an 8-K on August 1, 2023, to report its financial results for the quarter ended June 30, 2023. The key information for investors is contained within the press release dated August 1, 2023, which is furnished as part of this filing. This press release details the company's performance and financial condition for the period. While the 8-K itself doesn't contain the detailed financial figures, it directs investors to the accompanying press release for a comprehensive overview of revenue, earnings, and other critical financial metrics for the fiscal third quarter of 2023. Investors should consult this press release for specific performance indicators, any forward-looking statements, and management's commentary on the results.

Rockwell Automation, Inc. (ROK) reported a strong financial performance for the third quarter and the first nine months of fiscal year 2023, demonstrating robust sales growth and improved profitability. Sales increased significantly year-over-year, driven by strong demand across its segments, particularly Software & Control, and supported by pricing initiatives. The company saw substantial growth in both diluted and adjusted Earnings Per Share (EPS), reflecting operational efficiencies and the positive impact of investment gains, notably from its stake in PTC Inc. Management highlighted the company's strategic execution, with organic sales growth exceeding market expectations. Despite ongoing supply chain challenges, Rockwell Automation continues to invest in capacity and resilience. The company also provided an optimistic outlook for the full fiscal year 2023, projecting solid sales growth and a strong EPS range, underscoring management's confidence in its strategic direction and ability to navigate economic conditions. The company's financial position remains solid, with healthy cash flow generation supporting its capital allocation priorities, including share repurchases and dividends.

Rockwell Automation, Inc. (ROK) filed an 8-K on April 26, 2023, to report its financial results for the quarter ended March 31, 2023. The accompanying press release, furnished as Exhibit 99, contains the detailed financial performance for the period. Investors should refer to this press release for specific metrics such as revenue, earnings per share, and segment performance, as these are the primary data points driving the update. This filing serves as the official notification of the company's quarterly performance. While the 8-K itself is brief, it directs stakeholders to the press release for the substance of the financial disclosure. Key areas to examine would include year-over-year and sequential changes in financial results, any commentary on future outlook or guidance provided by management, and any significant factors impacting the company's operations during the quarter.

Rockwell Automation, Inc. (ROK) reported a strong second quarter of fiscal year 2023, demonstrating significant year-over-year growth in sales and profitability. Sales increased by 25.8% to $2.275 billion, driven by robust demand across its segments, particularly Intelligent Devices and Software & Control. This growth was fueled by price increases and strong volume, even amidst ongoing supply chain challenges. The company's strategic focus on industrial automation and digital transformation appears to be yielding positive results, with a notable increase in segment operating margin to 21.3%. Profitability saw a substantial improvement, with Net Income attributable to Rockwell Automation rising to $300.3 million, up from $53.9 million in the prior year period. Diluted Earnings Per Share (EPS) also jumped to $2.59 from $0.46. This enhanced performance was supported by the favorable impact of investment gains in PTC Inc. and improved operational efficiencies. The company also maintained a healthy outlook, reaffirming its full-year sales growth guidance and providing a positive range for diluted EPS, indicating continued confidence in its market position and growth strategy.

Rockwell Automation, Inc. (ROK) filed an 8-K on February 27, 2023, to disclose that its CEO, Blake D. Moret, has entered into a Rule 10b5-1 trading plan. This plan outlines the future sale of a portion of his company stock holdings, including shares from vested restricted stock units, performance shares, and the exercise of stock options. The primary stated purposes for these sales are to cover tax obligations arising from the vesting of equity awards and to diversify his personal holdings, particularly for options that are nearing their expiration. It is important for investors to note that this is a pre-planned trading strategy, established under a Rule 10b5-1 plan, which provides an affirmative defense against allegations of insider trading. The plan becomes effective on May 15, 2023, and covers shares that will vest on various dates in December 2023, as well as shares from options awarded in 2013 and 2014. While the CEO is diversifying and planning for tax obligations, the actual sales will occur in the future based on the plan's parameters.

Rockwell Automation, Inc. (ROK) filed an 8-K on February 10, 2023, detailing the final results of their annual shareholder meeting held on February 7, 2023. The filing confirms that all proposed matters received substantial shareholder approval, indicating continued confidence in the company's governance and executive oversight. Key outcomes include the election of four directors for a term expiring in 2026, a strong advisory approval of executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2023. The overwhelming support across these votes suggests a stable operational and strategic direction for Rockwell Automation.

Rockwell Automation, Inc. (ROK) announced a change in its Board of Directors. J. Phillip Holloman, a long-standing director since 2013, has retired from the Board effective February 8, 2023. His retirement was not due to any disagreements with the company or its management, and the company expressed gratitude for his contributions. In a related development, Alice L. Jolla was elected to the Board of Directors effective February 8, 2023. Ms. Jolla has been appointed to the Audit Committee and the Board Composition and Corporate Governance Committee. Her appointment is effective immediately and she will receive standard director compensation, including equity awards under the company's incentive plan. This change in board composition is the primary focus of this 8-K filing.

Rockwell Automation, Inc. (ROK) filed an 8-K on January 26, 2023, to report its financial results for the fiscal quarter ended December 31, 2022. The core of this filing is the press release (Exhibit 99) detailing these results, which provides investors with crucial performance indicators and management's commentary on the company's operational and financial condition. This report serves as the official notification of the company's performance during the specified period, enabling investors to assess the company's trajectory and make informed decisions.

Rockwell Automation, Inc. reported strong financial results for the quarter ended December 31, 2022. Total sales increased by 6.7% year-over-year to $1.98 billion, with organic sales showing a robust 9.9% increase. This growth was driven by broad-based demand across all geographic regions and segments, particularly in Software & Control and Lifecycle Services, with pricing contributing significantly to revenue. Net income attributable to Rockwell Automation surged by 59% to $384.0 million, translating to a diluted Earnings Per Share (EPS) of $3.31, a substantial increase from $2.05 in the prior year period. The company also demonstrated improved cash flow generation, with operating cash flow significantly improving and free cash flow turning positive.

Rockwell Automation, Inc. (ROK) reported a strong fiscal year 2022, with total sales increasing by 10.9% to $7.76 billion. The company's performance was driven by robust demand across its segments, particularly in Intelligent Devices and Software & Control, with organic sales growth of 11.3%. This growth was supported by strategic acquisitions and a focus on integrating advanced industrial automation with information technology to deliver customer value. Despite facing supply chain pressures and increased input costs, Rockwell Automation demonstrated resilience through pricing actions and cost productivity initiatives. The company highlights its strategic focus on driving organic sales growth above the automation market, expanding its recurring revenue streams, and enhancing market access through its partner network. Management provided positive outlook guidance for fiscal year 2023, anticipating continued sales growth and earnings per share improvement, supported by a record order backlog. Key risks identified include macroeconomic volatility, supply chain disruptions, and cybersecurity threats, which the company actively manages through its Enterprise Risk Management process. Investors should note the significant impact of the change in fair value of its investment in PTC Inc. on reported earnings.

Rockwell Automation, Inc. (ROK) filed an 8-K on November 2, 2022, to furnish its press release announcing financial results for the fiscal year ended September 30, 2022. This filing primarily serves as a notification to the market regarding the company's performance and provides investors with access to the detailed earnings information. The press release itself, incorporated by reference, contains the crucial data points for understanding ROK's financial condition and operational results during the reported period.

This 8-K filing from Rockwell Automation, Inc. (ROK) announces the execution of new Change of Control Agreements for key executives, including CEO Blake D. Moret, CFO Nicholas C. Gangestad, and other senior officers. These new agreements replace existing ones that expired on September 30, 2022, and are effective for a period of three years, from September 30, 2022, to October 1, 2025, contingent upon a change of control event. While the terms and conditions of the new agreements are substantially similar to the previous ones, this event signifies the company's ongoing commitment to retaining and incentivizing its leadership team by providing continued security in the event of a change in corporate control. Investors should note that these agreements are standard practice for publicly traded companies and are designed to ensure executive focus on long-term shareholder value, even amidst potential acquisition or merger scenarios.

Rockwell Automation, Inc. (ROK) reported its third quarter fiscal year 2022 results, showcasing robust sales growth driven by strong demand and effective pricing strategies across its segments. Total sales increased by 6.5% year-over-year to $1.97 billion, with organic sales up 7.1%. This growth was supported by solid performance in North America and Latin America, though Asia Pacific experienced some headwinds due to COVID-19 related shutdowns. The company's focus on integrating industrial automation with information technology, as part of its 'The Connected Enterprise' strategy, continues to drive its value proposition. Despite facing supply chain constraints and increased input costs, Rockwell Automation demonstrated resilience, with diluted Earnings Per Share (EPS) rising to $2.55 from $2.32 in the prior year's quarter. The company also provided an optimistic outlook for the full fiscal year 2022, projecting sales growth between 10.5% and 12.5% and diluted EPS between $7.74 and $8.14, signaling confidence in its ability to navigate current economic challenges and capitalize on market opportunities.

Rockwell Automation, Inc. (ROK) filed an 8-K on July 27, 2022, to report its financial results for the quarter ended June 30, 2022. The key information is contained within the press release furnished as Exhibit 99, which details the company's performance and financial condition for the period. Investors should review this press release for specific metrics regarding revenue, earnings, and any forward-looking statements or guidance provided by the company. While the 8-K itself is a notification of the filing, the substantive details regarding ROK's quarterly performance are in the accompanying press release. This filing serves as the official mechanism for disseminating these crucial financial updates to the market, enabling investors to assess the company's operational success and its implications for future investments. Investors are encouraged to access the furnished press release for a comprehensive understanding of the reported financial results.

Rockwell Automation, Inc. (ROK) has entered into a new $1.5 billion, five-year unsecured revolving credit agreement, effective June 29, 2022. This new agreement replaces a previous $1.25 billion credit facility and was terminated early without any penalties. The Company has the flexibility to increase the credit line by an additional $750 million and to request two one-year extensions on the maturity date, subject to lender approval. Proceeds from this revolving credit facility are designated for general corporate purposes, providing Rockwell Automation with enhanced financial flexibility and liquidity. The agreement includes standard covenants, such as restrictions on incurring secured debt and maintaining a minimum Consolidated EBITDA to Consolidated Interest Expense ratio of 3.00 to 1.00. The interest rates are tied to the base rate or SOFR, with margins determined by the Company's long-term debt ratings, indicating a link between financial performance and borrowing costs.

This 8-K filing from Rockwell Automation, Inc. (ROK) primarily discloses a Rule 10b5-1 trading plan established by CEO Blake D. Moret. The plan allows for the sale of company stock that will vest in late 2022 to cover anticipated tax liabilities arising from such vesting. The plan is set to become effective on August 9, 2022, and involves shares tied to restricted stock, performance shares, and restricted stock units. This action by a key executive is a routine, pre-planned approach to managing tax obligations related to equity compensation.