Our actual results may differ materially due to a wide range of risks and uncertainties described in our earnings release and SEC filings. We delivered a strong quarter with double-digit year-over-year growth in sales and earnings exceeding our expectations. We continue to see strong demand across semiconductor, data center, e-commerce, and warehouse automation. Reported sales were up 8%, and organic sales were up 10%, with the impact of the Sensia dissolution decreasing sales by 3% and currency contributing about a point of growth.

Products continue to outperform our longer cycle solutions business as smaller modernization projects across most industries drove the majority of our growth in the quarter. The verticals seeing the strongest capital investment, including semiconductor, data center, and e-commerce and warehouse, tend to be more heavily weighted toward our product and software offerings. Our Intelligent Devices organic sales grew 10% year-over-year, with broad-based growth across all product lines. We also delivered double-digit growth in our production logistics business with strategic wins across food and beverage, semiconductor, and life sciences.

Software & Control organic sales were up 18% versus prior year, driven by another quarter of strong double-digit growth in Logix. Lifecycle Services organic sales were down 2% versus prior year, generally in line with expectations. Organic annual recurring revenue grew 6% in the quarter, below our expectations. High single-digit software growth was partially offset by the slower growth in recurring Lifecycle Services.

What went well
  • Rockwell delivered a strong quarter with organic sales up 10% (reported up 8%) and adjusted EPS of $3.49 up more than 20% year over year, both exceeding expectations, with enterprise operating margin of 22.3%.
  • Software & Control organic sales rose 18% on another quarter of strong double-digit Logix growth, with segment margin up 320 basis points to 34.8% and ~50% incremental margins.
  • Discrete sales grew high teens, led by double-digit growth in semiconductor, data center, and e-commerce and warehouse automation (up 30%), with automotive up low double digits for another better-than-expected quarter.
  • Life sciences sales grew 10% with broad-based regional strength and competitive MES wins in drug substance, while energy rose high single digits on brownfield expansions and data-center-driven power build-out.
  • Total incremental margins were in the high 50s as reported (over 40% organic) for a fourth consecutive quarter above 40%, and free cash flow of $654 million beat expectations, up $165 million year over year.
  • The company raised full-year sales guidance to 7.5%-9.5% and adjusted EPS to $13.15 at the midpoint (~25% growth), with enterprise operating margin expanding 260 basis points to 21.5%.
What went wrong
  • Lifecycle Services organic sales fell 2% with a 0.97 book-to-bill, constrained by the lack of capital-spending recovery in food & beverage and parts of process, and full-year segment revenue will decline ~$150 million (partly the Sensia dissolution).
  • Organic annual recurring revenue grew only 6%, below expectations, as high-single-digit software growth was partly offset by slower recurring Lifecycle Services.
  • Core price/cost was unfavorable in Q3 on rising costs (memory and data-center-driven inflation) and the timing of price increases, with a late-Q3 increase realized only in Q4.
  • Inflation is a growing headwind — a double-digit-million drag in the second half, higher than the prior quarter — and management does not expect it to stabilize soon.
  • Large greenfield capital projects remain delayed by tariff/geopolitical uncertainty, cautious capital deployment, high decision-authority thresholds and (in Latin America) funding constraints; mining sales fell mid-single digits on project timing delays.
  • Q4 enterprise operating margin is guided roughly flat sequentially despite higher volume, as configure-to-order/solution mix peaks and inflation intensifies (Software & Control margin steps down sequentially as memory costs hit hardest).

Guidance Changes

MetricPeriodCurrent guidance
Reported & organic sales growthFY20267.5%-9.5% (8.5% midpoint; raised ~150 bps); ~150 bps FX offset by Sensia dissolution
Adjusted EPSFY2026$13.00-$13.30 ($13.15 midpoint; up $0.35; ~25% growth)
Enterprise operating marginFY202621.5% (+260 bps YoY)
Organic ARRFY2026Mid-single-digit growth
Price realizationFY2026~250 bps (~100 bps tariff-related, ~150 bps underlying); tariffs EPS-neutral for the year
Segment revenue/marginFY2026Intelligent Devices low-double-digit growth / ~20% margin; Software & Control high-teens growth / low-30s margin; Lifecycle Services down ~$150M / margin flat-to-slightly-up
Incremental marginsFY2026>50% as-reported, high-40s organic
Capital / buybacksFY2026CapEx ~3% of sales; ~$850M buybacks; ~112.2M average diluted shares; ~100% FCF conversion

Performance Breakdown

MetricYoYNote
Organic sales +10% (reported +8%) Broad-based product/software strength (Sensia dissolution -3%, currency +1%); ex-data-center growth still 8%.
GAAP diluted EPS $3.65 GAAP figure above the $3.49 adjusted EPS, reflecting the Sensia dissolution and other items excluded from adjusted results.
Adjusted EPS $3.49 (+20%+) Strong volume and favorable mix, partially offset by negative price/cost and a $0.20 tax headwind from BEPS Pillar Two.
Enterprise operating margin 22.3% (+280 bps) Higher volume and favorable mix, plus ~40 bps from the Sensia dissolution, partly offset by negative price/cost.
Intelligent Devices +10% organic; 20% margin (+120 bps) Broad-based growth (PointMax I/O, PowerFlex, FLEXLINE) with 30% incrementals, partly offset by inflation.
Software & Control +18% organic; 34.8% margin (+320 bps) Strong double-digit Logix growth with ~50% incremental margins.
Lifecycle Services -2% organic; 15.1% margin (+180 bps) Good project execution and a Sensia benefit offset by lower volume amid soft food & beverage/process CapEx.
Free cash flow $654M (+$165M) Higher pre-tax income from strong Q3 results and good working-capital management.

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Data-center growth engineEmerging driverThree participation areas — power distribution (modular Cubic design), power controls for chiller OEMs (motor control centers, medium-voltage drives), and Logix increasingly standardized in central utility plants (emergency/backup-generator control with inherent redundancy vs traditional DDCs) — drive share gains atop a strong end market as hyperscalers seek repeatable, faster-to-capacity designs.
Broadening end-market demandData-center-ledEx-data-center organic growth was still 8%; automotive (low double digits) and life sciences (+10%, including GLP-1 oral-solid-dose and drug-substance MES wins) show renewed project activity, energy is up high single digits, and even food & beverage grows mid-single digits without a CapEx inflection.
Inflation and pricing managementMemory-driven inflationData-center-driven inflation (memory chief among many inputs) is a growing double-digit-million second-half headwind; Rockwell uses structural tools from the prior shortage era — fixed-discount pricing through distribution for faster realization, more frequent price changes, and alternate material sources — plus productivity to offset, with price/cost positive for the full year.
Large-project delays vs short-cycle strengthGreenfield pausedGrowth is being driven by smaller modernization projects (products outperforming longer-cycle solutions), while large greenfield projects stay delayed on caution, high decision authority, T&Cs and (LATAM) funding — but management sees the broadening verticals and reshoring/labor-shortage tailwinds sustaining momentum into fiscal 2027.
Software & Control / LogixVolume-led margin expansionLogix unit volume is only now reaching pre-COVID levels with share gains on top; two years of margin expansion have been volume-led, and while memory inflation hits this segment hardest in fiscal 2027, management sees continued opportunity to build off low-30s full-year margins.
Production logistics / OTTOIntegrating mobile robotsIndependent cart technology (iTRAK, MagneMotion) is having a good year and OTTO mobile robots see another year of strong double-digit growth (Clearpath expected profitable in Q4); Rockwell is early in a broad opportunity across CPG, semiconductor wafer transport and life sciences, focused on commercial coverage.
Capital investment / capacity$2B investment planCapEx ~3% of sales in FY2026, rising toward ~4% (or south) in FY2027-2028 with a New Berlin, Wisconsin greenfield project; ROIC has recovered nicely and management expects strong returns on both legacy operations and new investments.

Q&A Summary

Scott Davis (Melius) asked to clarify the price components and how tariff pricing is managed, plus a Plex update.
Rothe reiterated ~250 bps of full-year price (100 tariff-related, 150 underlying); Q3 tariff price was 1% and underlying near nil on timing, with an inflationary price change coming through in Q4, and tariff price is designed for EPS neutrality (not incremental conversion). Moret said Plex is performing well (part of high-single-digit software ARR), adding logos, embedding agentic AI, and integrating with mobile-robot fleet management.
Andrew Obin (Bank of America) asked how Rockwell adapts to a persistent inflationary environment and what structural countermeasures exist.
Rothe prioritized component availability (ensuring shipments), then price and productivity to offset a growing double-digit-million second-half inflation headwind, aided by a growing-volume environment; Moret cited structural tools from the shortage era — fixed-discount pricing through distribution, more frequent price changes, and alternate material sources.
Andrew Obin (Bank of America) asked why the installation/services ARR has not picked up with organic growth.
Moret attributed it to cautious capital deployment, high green-lighting authority, LATAM funding constraints and tariff/inflation-driven caution, with root causes tied to which industries are spending — food & beverage (a strong Lifecycle/ARR contributor) has yet to inflect.
Andy Kaplowitz (Citi) asked about book-to-bill and why automotive and life sciences are unlocking.
Rothe said Q3 book-to-bill was back inside the normal corridor and orders are in good shape; Moret cited green shoots in automotive (model-change-driven projects and competitive standardizations on Rockwell architecture) and life sciences (GLP-1 oral-solid-dose, drug-substance MES wins), noting ex-data-center organic growth was still 8%.
Chris Snyder (Morgan Stanley) asked how short-cycle and large-project businesses track into 2027 and about the Q4 margin cadence.
Moret said broadening verticals (data center, automotive, life sciences, energy, CPG home/personal care) plus reshoring, new products and productivity are durable tailwinds hard to pin to a cycle point; Rothe said Q4 enterprise margin is flattish sequentially as configure-to-order/solution mix peaks and inflation continues even as volume rises.
Jeff Sprague (Vertical) asked to quantify the Q3 price/cost headwind, the Q4 expectation and the 2027 jumping-off point.
Rothe declined exact figures but said Q3 core growth was led by volume then mix with a small price/cost offset, price/cost turns positive year over year in Q4 against rising inflation, and confirmed sequential Q4 volume ticks lower on mix (Software & Control flat sequentially but up teens year over year with ~200 bps segment-margin expansion).
Andrew Buscaglia (BNP Paribas) asked about the 2027 setup for Software & Control margins and whether automotive/food & beverage growth is easy comps or real demand.
Moret said Logix units are only now surpassing pre-COVID levels with share gains and ample runway; Rothe said memory inflation hits Software & Control hardest in 2027 with pricing and volume as offsets off a low-30s FY2026 base; Moret read automotive (teens) and food & beverage (mid-single digits without CapEx) as genuine demand plus offering strength.
Noah Kaye (Oppenheimer) asked for an update on production logistics/OTTO and the CapEx trajectory.
Moret said production logistics (iTRAK, MagneMotion, OTTO mobile robots) is early in a broad multi-industry opportunity with strong double-digit robot growth and Clearpath profitable in Q4; Rothe said CapEx rises next year toward ~4% or south (New Berlin greenfield into 2028) with ROIC recovered and strong expected returns.
Joe Ritchie (Goldman Sachs) asked to bridge the sequential Q3-to-Q4 Software & Control margin decline.
Rothe corrected that Q4 Software & Control margin stays in the low 30s (~33%, near the full-year average), not the high 20s, with the sequential step-down driven by inflation against flat sequential top line.

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Reported 2026-08-04 · figures from the Rockwell Automation, Inc Q3 2026 earnings call.

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