Rockwell Automation, Inc. (ROK) Earnings Call Transcripts
Rockwell Automation, Inc.'s Latest Earnings Call - September 16, 2026
In the fiscal Q3 2026 earnings call for Rockwell Automation, Inc. (ROK:US), management reported a revenue of $2.1 billion, reflecting a 10% year-over-year growth, driven by strong demand across various sectors, particularly in automotive and life sciences. Earnings per share (EPS) came in at $2.30, beating expectations by $0.15. Management maintained its full-year guidance, projecting a revenue growth rate of 8-10% for the fiscal year, signaling confidence in ongoing modernization investments and resilience in key markets despite inflationary pressures and supply chain challenges.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $2.1B (beat) |
| EPS | $2.30 (beat) |
| Revenue Growth Guidance | 8-10% (inline) |
| Automotive Growth | Low double-digit growth (positive) |
| Life Sciences Growth | 10% growth (positive) |
| Food and Beverage Growth | High single-digit growth (positive) |
Guidance from management
Management maintained its full-year revenue growth guidance of 8-10%, indicating confidence in continued demand and market conditions.
What management said
Yes. Look, I think across the board, we're seeing good progress across industries. And operational efficiency and driving productivity in plants is always a top priority for the customers that we serve and that drives demand for the products and services that we have.
Yes. I think a reduction in the uncertainty as there's a lot of active headline grabbing trade discussions going on. I was in Washington yesterday. And it is a very active moment, certainly for the U.S.'s most important trading partners here with Canada and Mexico and a reduction in the volatility there particularly in industries like automotive, where the supply chains are so integrated across those 3 countries, I t...
What analysts pressed on
Analysts expressed concerns regarding inflationary pressures and the potential impact on margins, particularly related to semiconductor costs. Additionally, there were questions about the sustainability of growth in key sectors amidst economic uncertainties.
Main topics on the call
- Positive Customer Sentiment — Management noted a 'distinctly positive' tone from customers across various sectors, particularly in North America, which is driving demand for automation solutions. Blake Moret highlighted that 'we're seeing a generally...
- Growth in Key Sectors — The automotive sector showed low double-digit growth, contributing significantly to revenue. Moret mentioned '10% of our total business' comes from automotive, with additional growth noted in life sciences and food and b...
- Concerns Over Inflation and Supply Chain — Management acknowledged ongoing inflation and supply chain challenges, particularly regarding semiconductor costs. Moret stated, 'we're not counting on any near-term moderation of the pace of increases,' indicating poten...
- Investment in Modernization — Rockwell is focusing on modernization investments to enhance operational efficiency. Moret emphasized that 'having the right amount of technology for the scarce resources' is crucial, which aligns with customer prioritie...
Read the full Rockwell Automation, Inc. transcript (September 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Rockwell Automation, Inc.
Rockwell Automation, Inc. (ROK) is a publicly listed company in the Electrical Equipment industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 129 calls on record spanning January 29, 2020 to September 16, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 129 Rockwell Automation, Inc. earnings call transcripts on record, spanning January 29, 2020 to September 16, 2026. Based on this history, Rockwell Automation, Inc. reports quarterly. The most recent call on file is dated September 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ROK
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Electrical Equipment
- Calls on record
- 129
- First call
- January 29, 2020
- Most recent
- September 16, 2026
- Reporting cadence
- quarterly