Rockwell Automation (ROK) Q4 2025 10-Q Quarterly Report

Filed: Feb 5, 2026Period ending Dec 31, 2025
Health Care
Measuring & Controlling Devices, NECSEC EDGAR

Rockwell Automation (ROK) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 5, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Rockwell Automation Q4 2025 10-Q Analysis

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
  • Currency changes added $35M to reported sales, notably $26M in EMEA and $16M in Intelligent Devices segment
  • No profitability or margin data provided in excerpt
  • No cash flow, capital deployment, or updated guidance disclosed in provided text

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
  • Settlement and repayment plan for Sensia intercompany and line of credit debt upon joint venture dissolution expected by April 1, 2026
  • North America sales up 16% organic, Asia Pacific mixed with 2% organic growth; Latin America organic sales declined 12% impacting near-term revenue
  • Short-term commercial paper borrowings rose to $671 million at 3.89% average interest, weighted maturity extended to 32 days from 16 days prior quarter

Rockwell Automation Q4 2025 Quarterly Financials
XBRL

Revenue

$2.1B

+11.9% YoY

Net Income

$305M

+65.8% YoY

Net Margin

14.5%

+471bp YoY

Source: XBRL data from Rockwell Automation Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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