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ROK

ROCKWELL AUTOMATION (ROK) 10-Q Report Insights

Rockwell Automation, Inc. has recently released its 10-Q report, providing an insight into its operations and financial performance. The company, along with its subsidiaries, offers industrial automation and digital transformation solutions across various regions. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services, providing a range of products and services including drives, motion, safety, sensing, software, and digital consulting.

In the 10-Q report, Rockwell Automation, Inc. highlighted several factors that may impact its future performance, including macroeconomic conditions, trade policies, cybersecurity, and the availability of components and materials. The company also discussed its long-term strategy, emphasizing its focus on industrial automation and digital transformation, aiming to deliver value by helping customers optimize production, build resilience, and accelerate transformation.

In the first quarter of 2026, sales in the U.S. accounted for over half of Rockwell Automation, Inc.'s total sales. The company provided insights into various indicators used to gauge the direction and momentum of its served U.S. markets, including the Industrial Production Index and the Manufacturing Purchasing Managers' Index. Additionally, the report discussed the impact of inflation on input costs and pricing in the U.S.

Internationally, sales to customers outside the U.S. accounted for less than half of the company's total sales in the first quarter of 2026. Rockwell Automation, Inc. highlighted the indicators used to assess growth opportunities in international markets, including changes in key countries' gross domestic product, industrial production, and purchasing managers' indices.

The report also presented a summary of the company's results of operations for the three months ended December 31, 2025, compared to the same period in 2024. It showed a 12% increase in sales year over year, with organic sales growing by 10%. The table presented sales attributed to geographic regions and the percentage change from the same period a year ago, showing growth in North America, Europe, the Middle East, and Africa, and Asia Pacific, while Latin America experienced a slight decline in sales.

Following these announcements, the company's shares moved -1.33%, and are now trading at a price of $415.52. Check out the company's full 10-Q submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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