ROK Rockwell AutomationcompanySEC Filings & Insider Trading Activity 2026
Latest Rockwell Automation (ROK) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on November 12, 2025, a 10-Q quarterly report filed on February 5, 2026, an 8-K current report filed on April 17, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Rockwell Automation (ROK) (SEC CIK 1024478), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-09-30)
Management Discussion & Analysis
- • Revenue $8.34B, up 1% YoY from $8.26B driven by Software & Control growth; Intelligent Devices and Lifecycle Services declined
- • Adjusted income $1.20B up 5.5% YoY from $1.13B; adjusted EPS $10.53 vs $9.85; effective tax rate 18.3% vs 13.8%
Business Overview
- • Core business model: Industrial automation and digital transformation solutions
- • Emphasis on combining technology with industry expertise to enhance customer resilience, agility, and sustainability
Risk Factors
- • Regulatory risk: BEPS Pillar Two tax law enactments (e.g., Singapore) effective fiscal 2026, expected to increase effective tax rate by ~3%
- • Macroeconomic exposure: North America sales 63% of total, with U.S. Manufacturing PMI below 50 in all Q4 2025 months indicating contraction in manufacturing activity
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-12-31)
Management Discussion & Analysis
- • Revenue $2,105M, up 11.9% YoY from $1,881M, organic sales $2,070M vs $1,881M prior year
- • Operating segment growth led by Intelligent Devices $953M vs $806M YoY; Lifecycle Services declined $523M vs $546M YoY
Risk Factors
- • New non-GAAP adjustment excludes Sensia dissolution cost in fiscal 2026, aligning reporting with joint venture dissolution decision in fiscal 2025
- • Effective tax rate increased approx. 3% due to 15% minimum tax under OECD Pillar Two effective fiscal 2026, largest impact from Singapore enactment
Annual Reports Archive10-K
AI-powered analysis of Rockwell Automation (ROK) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Rockwell Automation (ROK) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $7.8B | $9.1B | $8.3B | $8.3B |
| Gross Profit | — | $3.7B | $3.2B | $4.0B |
| Operating Income | — | $1.9B | $1.6B | $1.7B |
| Net Income | $932.2M | $1.4B | $952.5M | $869.0M |
| Gross Margin | — | 41.0% | 38.6% | 48.1% |
| Op. Margin | — | 21.3% | 19.3% | 20.4% |
| Net Margin | 12.0% | 15.3% | 11.5% | 10.4% |
| Balance Sheet | ||||
| Total Assets | — | $11.3B | $11.2B | $11.2B |
| Equity | — | $3.6B | $3.5B | $3.7B |
| ROE | — | 39.0% | 27.2% | 23.8% |
Source: XBRL financial data from Rockwell Automation (ROK) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 17, 2026 | — | — | — |
8-K | Feb 17, 2026 | — | — | |
8-K | Feb 13, 2026 | — | — | |
10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 5, 2026 | — | — | |
10-K | Nov 12, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 6, 2025 | Jun 30, 2025 | Analysis | |
10-Q | May 7, 2025 | Mar 31, 2025 | Analysis | |
10-Q | Feb 10, 2025 | Dec 31, 2024 | — | |
10-K | Nov 12, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 7, 2024 | Jun 30, 2024 | — | |
10-Q | May 7, 2024 | Mar 31, 2024 | — | |
10-Q | Jan 31, 2024 | Dec 31, 2023 | — | |
10-K | Nov 8, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 1, 2023 | Jun 30, 2023 | — | |
10-Q | Apr 27, 2023 | Mar 31, 2023 | — | |
10-Q | Jan 26, 2023 | Dec 31, 2022 | — | |
10-K | Nov 8, 2022 | Sep 30, 2022 | — | |
10-Q | Jul 27, 2022 | Jun 30, 2022 | — | |
10-Q | May 3, 2022 | Mar 31, 2022 | — | |
10-Q | Jan 27, 2022 | Dec 31, 2021 | — | |
10-K | Nov 9, 2021 | Sep 30, 2021 | — | |
10-Q | Jul 27, 2021 | Jun 30, 2021 | — | |
10-Q | Apr 28, 2021 | Mar 31, 2021 | — | |
10-Q | Jan 26, 2021 | Dec 31, 2020 | — |
Frequently Asked Questions
What are the latest ROK SEC filings in 2026?
Rockwell Automation (ROK) has filed a 10-K annual report on November 12, 2025, a 10-Q quarterly report on February 5, 2026, an 8-K current report on April 17, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did ROK file its most recent 10-K annual report?
Rockwell Automation (ROK) filed its most recent 10-K annual report on November 12, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view ROK 10-Q quarterly reports?
Rockwell Automation (ROK)'s most recent 10-Q quarterly report was filed on February 5, 2026. SignalX displays every ROK 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has ROK filed recently?
Rockwell Automation (ROK)'s most recent 8-K was filed on April 17, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find ROK insider trading activity (Form 4)?
SignalX aggregates every ROK Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does ROK file with the SEC?
Rockwell Automation (ROK) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ROK filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Rockwell Automation (ROK).
What is ROK's SEC CIK number?
Rockwell Automation (ROK)'s SEC CIK (Central Index Key) number is 1024478. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1024478 to look up all ROK filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find ROK return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Rockwell Automation (ROK) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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