Short answer
Rockwell Automation (ROK) filed its Q1 2026 10-Q quarterly report on May 5, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $2.2B (up 11.9% year over year) with net income of $350M.
Q1 2026 key financials · XBRL
- Revenue
- $2.2B
- +11.9% YoY · +6.4% QoQ
- Net income
- $350M
- +38.9% YoY · +14.8% QoQ
- Operating margin
- 23.7%
- Gross margin
- 50.2%
- EPS (diluted)
- $3.10
- +39.6% YoY · +15.2% QoQ
Source: XBRL data from the Rockwell Automation (ROK) Q1 2026 10-Q on SEC EDGAR. USD.
Rockwell Automation Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $2,239M vs $2,001M YoY, up $238M
- Best segment Software & Control $684M vs $568M YoY
- Worst segment Lifecycle Services $547M vs $537M YoY
- Cash uses: capital expenditures, dividends, repurchases, debt repayment, acquisitions
- New $1.5B revolving facility expiring November 2030; no borrowings during quarter
Risk Factors
- Newly triggered cyber risk: April 2026 advisory on Iranian-affiliated actors exploiting internet-facing OT devices, including programmable logic controllers
- Most materially updated risk: AI adoption enabling more sophisticated cyberattacks and expanding exposure across products, manufacturing, and enterprise operations
- Regulatory and compliance risk: AI integration creating evolving obligations involving safety, data governance, intellectual property, and ethical use
- Operational risk: Customer system security depends on design, configuration, updates, and monitoring largely outside Rockwell’s control
- Supply-chain risk: Vulnerabilities at software, hardware, cloud, and other third-party providers could compromise Rockwell or customer networks
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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