Q3 2026 Rockwell Automation Inc Earnings Call Transcript

Aug 4, 2026 / 12:30 PM GMT

Release Date Price: MXN8020

Transcript 8-K

Key Points

Positve

Rockwell Automation Inc (ROK) delivered a strong quarter with double-digit year-over-year growth in sales and earnings, exceeding expectations.
Organic sales grew 10% year-over-year, driven by strong demand across semiconductor, data center, e-commerce, and warehouse automation.
Software and Control segment saw organic sales up 18% year-over-year, with strong double-digit growth in Logix controllers.
Enterprise operating margin expanded 280 basis points year-over-year to 22.3%, with adjusted EPS of $3.49, up over 20%.
The company raised its full-year fiscal 2026 guidance for both reported and organic sales growth to 7.5%-9.5% and adjusted EPS to $13.00-$13.30.

Negative

Inflation remains a growing headwind, with costs increasing sequentially and impacting margins, particularly in the Software and Control segment.
Lifecycle Services organic sales declined 2% year-over-year, constrained by lack of capital spending recovery in food and beverage and certain process industries.
Organic annual recurring revenue (ARR) grew only 6% in the quarter, below expectations, due to slower growth in recurring lifecycle services.
Core price cost was unfavorable in Q3, reflecting rising costs and timing of price increases, though expected to turn positive in Q4.
Large capital projects remain sluggish, with customers delaying investments due to geopolitical volatility, trade uncertainty, and funding constraints, particularly in mining and Latin America.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ROK.N - Rockwell Automation Inc
Q3 2026 Rockwell Automation Inc Earnings Call
Aug 04, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for holding and welcome to Rockwell Automation's quarterly conference call.

I need to remind everyone that today's conference call is being recorded.

Later in the call, we will open up the lines for questions.

If you have a question at that time, please press star 1.

At this time, I would like to turn the call over to Aijana Zellner, Head of Investor Relations and Market Strategy. Ms. Zellner, please go ahead.

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Unidentified_2 [2]
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Thank you, Julianne. Good morning, and thank you for joining us for

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