Organic Sales Growth Accelerates
Total company organic sales grew 10% in Q3, led by Software & Control at 18%, with pricing contributing 1 percentage point.
Source: 10-Q Item 2 MD&A
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Rockwell Automation's third quarter of fiscal 2026 was defined by broad-based organic growth, particularly in Software & Control, which saw organic sales rise 18% as demand for digital transformation and automation solutions remained robust. The dissolution of the Sensia joint venture contributed approximately $18 million in net gains, boosting margins, while pricing actions helped offset persistent input cost inflation. However, Lifecycle Services organic sales contracted 2% due to divestiture impacts, and the company continues to navigate tariff uncertainties — though it has submitted refund claims for previously paid IEEPA tariffs following a Supreme Court ruling. Overall, the quarter highlighted strong operational momentum, tempered by mixed demand in services and ongoing cost pressures.
Revenue
$2.31B
+7.88% YoY
EPS (Diluted)
$3.65
+40.38% YoY
Gross Margin
49.5%
+0.7 pts YoY
Operating Income
$550M
+21.15% YoY
Source: SEC XBRL
Rockwell Automation (ROK) reported Q3 FY2026 revenue of $2.31B, up 7.9% year over year. Operating margin was 23.8%, up 2.6 points from 21.2% a year earlier. ROK's fiscal Q3 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 3.49 | 3.41 | Beat +2.4% |
| Mar 2026 | 3.30 | 2.92 | Beat +13.1% |
| Dec 2025 | 2.75 | 2.49 | Beat +10.5% |
| Sep 2025 | 3.34 | 2.96 | Beat +12.7% |
Adjusted (non-GAAP) EPS of $3.49 versus the $3.41 analyst consensus — a +2.4% beat for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $3.65.
3 reported segments · SEC XBRL
Segment revenue totals $2.31B, which is the $2.31B of consolidated revenue on the income statement. The profit column adds up to the consolidated figure as well.
Profit above is reported as operating income, the measure ROK itself discloses in this filing. Each company chooses its own measure here, so these margins are not comparable with another company's.
Compiled by AI from 10-Q Item 2 of this filing
Total company organic sales grew 10% in Q3, led by Software & Control at 18%, with pricing contributing 1 percentage point.
Source: 10-Q Item 2 MD&A
Lifecycle Services organic sales declined 2% year over year as lower volume outweighed favorable project execution, though segment margin improved to 15.1%.
Source: 10-Q Item 2 MD&A
The dissolution of the Sensia joint venture netted an $18 million gain in Q3 and provided a margin tailwind across segments.
Source: 10-Q Item 2 MD&A
Following a U.S. Supreme Court ruling, the Company submitted claims to U.S. Customs and Border Protection for refunds of previously paid IEEPA tariffs, though no asset has been recognized yet.
Source: 10-Q Item 2 MD&A
The Company confirmed New Berlin, Wisconsin as the site for its largest global manufacturing campus, part of a $2 billion investment plan to expand capacity and drive long‑term margin growth.
Source: 10-Q Item 2 MD&A
Compiled by AI from this SEC filing · 1 high, 3 medium, 1 low
The Lifecycle Services segment saw organic sales fall 2% in Q3 and 3% YTD, potentially signaling weaker demand in aftermarket services or increased competition, which could pressure overall growth if the trend continues.
Source: 10-Q Segment Data (XBRL)
North America accounted for 64% of total sales in Q3, making the company vulnerable to regional economic slowdowns, policy changes, or supply chain disruptions specific to this market.
Source: 10-Q Segment Data (XBRL)
Despite pricing actions, the MD&A notes that input costs exceeded price realization in some segments, partially offsetting volume gains; sustained inflation could erode margins further.
Source: 10-Q Income Statement (XBRL)
The company continues to manage tariff impacts through pricing and alternative sourcing, but ongoing trade disputes and uncertain tariff resolutions could disrupt supply chains or increase costs.
Source: 10-Q MD&A (Tariff Commentary)
Software & Control segment organic sales surged 18% and now represents 32.5% of total revenue; a slowdown in this high-margin segment could disproportionately affect overall profitability.
Source: 10-Q Segment Data (XBRL)
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 2.31 $B | 2.14 $B | +7.88% |
Cost of Revenue $B | 1.17 $B | 1.10 $B | +6.47% |
Gross Profit $B | 1.14 $B | 1.05 $B | +9.37% |
Operating Income $M | 550.00 $M | 454.00 $M | +21.15% |
Net Income $M | 408.00 $M | 295.00 $M | +38.31% |
EPS (Basic) $ | 3.66 $ | 2.61 $ | +40.23% |
EPS (Diluted) $ | 3.65 $ | 2.60 $ | +40.38% |
R&D Expense $M | 173.00 $M | 170.00 $M | +1.76% |
SG&A Expense $M | 490.00 $M | 498.00 $M | -1.61% |
Answers draw on this SEC filing and the data on this page
Expected release date, analyst estimates & what to watch
ROK reported strong financial performance in Q2 FY2026, with significant growth in revenue, operating income, and net income, driven by improved margins and increased efficiency.
Rockwell Automation delivered a strong Q1 FY2026, with revenue rising 11.9% YoY to $2.11B and net income surging 65.8% to $305M, driven by significant margin expansion across gross, operating, and net profit lines.
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