Companies · ROK
Rockwell Automation
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Latest analysis
Updated Aug 4, 2026
Rockwell Automation raises full-year guidance 150bps as Q3 organic growth hits 10%, led by Semiconductor, Data Center, and E-commerce outperformance.
Rockwell Automation delivered Q3 FY2026 organic sales growth of 10% year-over-year, above expectations, with double-digit EPS growth and enterprise operating margin of 22.3% — the fourth consecutive quarter of incrementals above 40%. Strength in Semiconductor, Data Center, and E-commerce & Warehouse more than offset ongoing softness in Lifecycle Services and large capital project deferrals in Food & Beverage and certain process industries. Management raised full-year organic and reported revenue growth guidance to 7.5%–9.5% and adjusted EPS guidance to $13.00–$13.30, citing broadening end-market participation and disciplined operating model execution.
Tone: bullishRevenue
$8.3B
ROK 10-K · FY 2025
Revenue FY2024
$8.3B
Founded
1903
Headquarters
Milwaukee, WI
Profile
ROK 10-K Item 1 · Nov 12, 2025Rockwell Automation is the world's largest company dedicated to industrial automation and digital transformation, serving discrete, hybrid, and process end markets across more than 100 countries. The company operates through three segments — Intelligent Devices, Software & Control, and Lifecycle Services — offering an integrated portfolio of hardware, software, and services. Its strategy centers on the Connected Enterprise, combining domain expertise with technology to help manufacturers become more resilient, agile, and sustainable.
Read filing description ↓ Collapse description ↑
Rockwell Automation, Inc. is the world's largest company dedicated to industrial automation and digital transformation. We understand and simplify our customers' complex production challenges and deliver the most valued solutions that combine technology and industry expertise. As a result, we make our customers more resilient, agile, and sustainable, creating more ways to win. The Company continues the business founded as the Allen-Bradley Company in 1903. We have three operating segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment includes drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment includes control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure. The Lifecycle Services segment includes digital consulting, professional services including engineered-to-order solutions, recurring services including cybersecurity, safety, remote monitoring, and asset management, and the Sensia joint venture. Our operating segments share common sales, supply chain, and functional support organizations and conduct business globally. Major markets served by all segments consist of discrete end markets (e.g., Automotive including Electric Vehicle and Battery, Semiconductor, and e-Commerce & Warehouse Automation), hybrid end markets (e.g., Food & Beverage, Life Sciences, and Tire), and process end markets (e.g., Energy, Mining, and Chemicals). Over the past decade, our investments in technology and globalization have enabled us to expand our addressed market to approximately $120 billion.
Primary products
- Drives
- Motion
- Advanced material handling
- Safety
- Sensing
- Industrial components
Business segments
End markets
Geographies
Named customers
Sales to our two largest distributors in 2025, 2024, and 2023, which are attributable to all three segments, were approximately 20 percent of our total sales.
Named competitors
“Rockwell Automation, Inc. is the world's largest company dedicated to industrial automation and digital transformation.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total sales increased modestly from $8,264 million in fiscal 2024 to $8,342 million in fiscal 2025, with both Products and solutions and Services revenues rising year over year.
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