Every material Form 8-K Rockwell Automation has filed with the SEC since August 07, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rockwell Automation announced its fourth quarter and full year fiscal 2026 financial results alongside its fiscal 2027 guidance. The company reported full year sales of $8,989 million and diluted earnings per share of $12.54, while introducing full year fiscal 2027 diluted EPS guidance between $13.78 and $14.78.
Fourth quarter fiscal 2026 diluted EPS was $3.11 and adjusted EPS was $3.88.
Full year fiscal 2026 sales were $8,989 million, up 8% year over year.
Fiscal 2027 guidance projects reported sales growth of 4.5% to 7.5% and diluted EPS of $13.78 to $14.78.
The company repurchased 3.1 million shares at a cost of $1,254 million during fiscal 2026.
Rockwell Automation said Chief Revenue Officer Scott A. Genereux notified the company on September 21, 2026, that he will retire effective December 31, 2026. He will stop serving as Chief Revenue Officer on September 30, 2026, and will remain a Senior Vice President until his retirement date to support a smooth transition.
Scott A. Genereux notified the company of his retirement decision on September 21, 2026.
He ceases to be Chief Revenue Officer effective September 30, 2026.
He remains a Senior Vice President until his retirement effective December 31, 2026.
The filing does not name a successor for the Chief Revenue Officer role.
Rockwell Automation reported fiscal third-quarter 2026 sales of $2.3 billion, up 8% from a year earlier, and diluted EPS of $3.65 versus $2.60. The company raised its fiscal 2026 diluted EPS guidance to $12.72 to $13.02 from $11.88 to $12.48, which points to higher expected profit for shareholders.
Third-quarter sales were $2,313 million, up 8%; organic sales rose 10% year over year.
Diluted EPS was $3.65 versus $2.60 a year earlier; Adjusted EPS was $3.49 versus $2.85.
Fiscal 2026 diluted EPS guidance was raised to $12.72 to $13.02 from $11.88 to $12.48; Adjusted EPS guidance rose to $13.00 to $13.30 from $12.50 to $13.10.
The company repurchased about 0.3 million shares for $145 million and had about $1.2 billion left under share repurchase authorizations at June 30, 2026.
Rockwell Automation reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with sales of $2,239 million, up 12% from a year earlier, and diluted EPS of $3.10, up from $2.22. The company raised its fiscal 2026 diluted EPS guidance to $11.88 to $12.48 from $10.75 to $11.55, which matters to shareholders because it reflects higher expected earnings for the full year.
Q2 fiscal 2026 sales were $2,239 million, up 12%; organic sales rose 9%.
Diluted EPS was $3.10 versus $2.22, and Adjusted EPS was $3.30 versus $2.50, up 32%.
Fiscal 2026 diluted EPS guidance is now $11.88 to $12.48, up from $10.75 to $11.55; Adjusted EPS guidance is $12.50 to $13.10.
Sensia joint venture dissolved April 1, 2026; its divested businesses are excluded from second-half guidance.
Rockwell Automation's board increased its size from ten to eleven directors and elected David A. Zapico, Chairman and Chief Executive Officer of AMETEK, Inc., as a director effective April 16, 2026. He was also appointed to the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. The filing does not report financial results, and the change is a board addition rather than a change in company leadership.
Zapico elected effective April 16, 2026; term expires at the 2027 Annual Meeting of Shareowners
Board size increased from ten to eleven directors effective April 16, 2026
Initial compensation includes shares of common stock valued at $92,055 under the 2026 Long-Term Incentives Plan
At its annual meeting on February 10, 2026, Rockwell Automation shareowners approved the 2026 Long-Term Incentives Plan, which allows grants of stock options, stock appreciation rights, restricted stock, and other equity awards. The plan authorizes 10.6 million shares for delivery, plus certain shares from the 2020 and 2012 plans that are later forfeited, cancelled, or paid in cash, so it sets the share pool available for employee and director equity compensation.
Shareowners approved the 2026 Plan at the annual meeting on February 10, 2026.
The plan authorizes 10.6 million shares of common stock, plus eligible shares from the 2020 and 2012 plans.
The Board approved the plan subject to shareowner approval, which was needed for New York Stock Exchange rules and for incentive stock option tax treatment.
Full plan terms are in Appendix A to the Proxy Statement filed December 22, 2025, and as Exhibit 10.1.
Rockwell Automation reported fiscal first quarter 2026 results for the quarter ended December 31, 2025, with reported sales up 12% to $2,105 million and diluted EPS of $2.69, compared with $1.61 a year earlier. The company raised its fiscal 2026 diluted and Adjusted EPS guidance, which it said reflects an updated full-year tax rate, and reaffirmed its sales growth ranges. Operating cash flow fell to $234 million from $364 million, mainly due to incentive compensation payouts.
Reported sales were $2,105 million, up 12% from $1,881 million; organic sales rose 10%.
Diluted EPS was $2.69 versus $1.61; Adjusted EPS was $2.75 versus $1.85.
Fiscal 2026 diluted EPS guidance rose to $10.75-$11.55 from $10.40-$11.40; Adjusted EPS guidance is $11.40-$12.20 versus $11.20-$12.20.
Lifecycle Services sales fell 4% to $523 million, while Intelligent Devices and Software & Control sales rose 18% and 19%.
On November 18, 2025, Rockwell Automation entered a $1.5 billion five-year unsecured revolving credit agreement with Bank of America as administrative agent. It replaces a $1.5 billion agreement dated June 29, 2022, which ended early with no early termination penalties, and the proceeds will fund general corporate purposes. The facility keeps the same size, so the filing describes a refinancing rather than new borrowing capacity.
$1.5 billion unsecured revolving credit agreement dated November 18, 2025, with a five-year term
Replaces the June 29, 2022 $1.5 billion agreement, which terminated early with no penalties
Company may increase commitments by up to $750 million, subject to conditions, and has two one-year extension options
Interest margins range from 0.695% to 1.125% for SOFR loans, based on credit ratings; covenant requires a ratio of Consolidated EBITDA to interest expense of at least 3.00 to 1.00
Rockwell Automation reported fiscal fourth-quarter 2025 sales of $2,316 million, up 14%, but diluted EPS fell to $1.23 from $2.09 after a $110 million Sensia impairment and $136 million in legacy asbestos charges. Adjusted EPS rose 32% to $3.34 under a revised definition, and the company introduced fiscal 2026 diluted EPS guidance of $10.40 to $11.40 while agreeing with SLB to dissolve the Sensia joint venture.
Fiscal Q4 2025 sales were $2,316 million, up 14% from $2,035 million; diluted EPS was $1.23 versus $2.09, and Adjusted EPS was $3.34 versus $2.53.
Full fiscal 2025 sales were $8,342 million, up 1%; diluted EPS was $7.67 versus $8.28 and Adjusted EPS was $10.53 versus $9.85.
Fiscal 2026 guidance calls for reported sales growth of 3% to 7%, diluted EPS of $10.40 to $11.40, and Adjusted EPS of $11.20 to $12.20.
Sensia dissolution is expected to close in the first half of fiscal 2026, and Q4 included a $110 million non-cash impairment charge tied to it.
On September 30, 2025, Rockwell Automation entered into change of control agreements with Blake D. Moret, Christian E. Rothe, Scott A. Genereux, Tessa M. Myers, Rebecca W. House and certain other officers, replacing agreements that expired on September 30, 2025. The new agreements take effect if a change of control occurs between September 30, 2025 and October 1, 2028, and their terms are described as substantially the same as the expired agreements. The filing is a routine renewal of existing executive protections rather than a change in leadership.
Agreements dated September 30, 2025 replace Change of Control Agreements dated September 30, 2022, which expired by their terms on September 30, 2025.
Agreements take effect on a change of control occurring on or after September 30, 2025 and before October 1, 2028.
Filing includes the Moret agreement (Exhibit 99.1) and the form of agreement for other officers (Exhibit 99.2).
Rockwell Automation reported fiscal third-quarter 2025 sales of $2,144 million, up 5%, and diluted EPS of $2.60, up from $2.02 a year earlier. The company raised the low end of its fiscal 2025 Adjusted EPS guidance to $9.80-$10.20 and narrowed its organic sales growth range to (2)% to 1%, which matters to shareholders because it changes the company's earnings outlook for the full year.
Q3 fiscal 2025 sales were $2,144 million, up 5% from $2,051 million; organic sales rose over 4%.
Diluted EPS was $2.60 versus $2.02 a year ago; Adjusted EPS was $2.82, up 4% from $2.71.
Fiscal 2025 Adjusted EPS guidance is $9.80-$10.20, up from $9.20-$10.20; diluted EPS guidance is $8.89-$9.29, up from $8.23-$9.23.
Fiscal 2025 organic sales growth guidance is (2)% to 1%, down from (4)% to 2%.
Rockwell Automation entered a $500 million 364-day senior unsecured term loan credit agreement on May 16, 2025, and the banks advanced the full amount that day. The loan is in addition to the company's existing $1.5 billion five-year credit facility, which the filing says remains outstanding and undrawn, so the new borrowing adds to the company's debt obligations.
$500 million advanced to the company on May 16, 2025, with borrowings maturing on or before May 15, 2026
Proceeds will be used for general corporate purposes
Interest is priced off term SOFR with a margin of 1.000% to 1.250%, set by the company's credit ratings
Covenant default if the ratio of Consolidated EBITDA to Consolidated Interest Expense falls below 3.00 to 1.00 over four consecutive quarters
Rockwell Automation reported fiscal second-quarter 2025 sales of $2,001 million, down 6% from $2,126 million a year earlier, and diluted EPS of $2.22, down from $2.31. The company raised its fiscal 2025 diluted EPS guidance to $8.23 to $9.23 from $7.65 to $8.85, while its reported sales growth guidance range moved to (4.5)% to 1.5% from (5.5)% to 0.5%.
Q2 fiscal 2025 reported sales were $2,001 million, down 6%; organic sales fell 4% and currency reduced sales by 2%.
Diluted EPS was $2.22 versus $2.31 a year earlier; adjusted EPS was $2.45 versus $2.50.
Fiscal 2025 diluted EPS guidance rose to $8.23 to $9.23 and adjusted EPS guidance to $9.20 to $10.20, versus prior ranges of $7.65 to $8.85 and $8.60 to $9.80.
The company repurchased about 0.5 million shares for $129 million in the quarter, with about $1.1 billion remaining under authorizations.
Rockwell Automation reported fiscal first-quarter 2025 sales of $1,881 million, down 8.4% from a year earlier, with diluted EPS of $1.61, down 13%. The company lowered its fiscal 2025 reported sales growth range to (5.5)% to 0.5%, citing about (1.5)% of currency impact, while reaffirming its EPS guidance. Shareholders face lower quarterly sales and profit, though the company's EPS guidance was unchanged.
Sales were $1,881 million, down 8.4% from $2,052 million; organic sales fell 7.6%.
Diluted EPS was $1.61 versus $1.86 a year ago; adjusted EPS was $1.83 versus $2.04.
Fiscal 2025 reported sales growth guidance cut to (5.5)% to 0.5% from (4)% to 2%; diluted EPS guidance of $7.65 to $8.85 reaffirmed.
Orders rose about 10% year over year, and the company repurchased shares for $99 million in the quarter.
Rockwell Automation reported fiscal fourth-quarter 2024 sales of $2,036 million, down 21% from a year earlier, and diluted EPS of $2.09, down 20%. Full-year fiscal 2024 sales were $8,264 million, down 9%, and diluted EPS was $8.28, down 31%. The company also issued fiscal 2025 guidance of reported sales growth between a 4% decline and 2% growth, with the CEO saying fiscal first-quarter sales are expected to be down from fourth-quarter levels.
Q4 fiscal 2024 sales $2,036 million vs. $2,563 million a year earlier; adjusted EPS $2.47, down 32%
Full-year fiscal 2024 sales $8,264 million, down 9%; diluted EPS $8.28 vs. $11.95 in fiscal 2023
Fiscal 2025 guidance: reported sales growth of (4)% to 2%; diluted EPS $7.65 to $8.85; adjusted EPS $8.60 to $9.80
Total ARR grew 16% year over year; the company repurchased $594 million of stock in fiscal 2024
Rockwell Automation reported fiscal third-quarter 2024 sales of $2.05 billion, down 8.4% from a year earlier, and diluted EPS of $2.02, down from $3.45. The company lowered its fiscal 2024 guidance, citing customer project delays tied to weaker consumer demand, high interest rates, and policy uncertainty.
Q3 sales were $2,051 million, down 8.4% from $2,239 million; organic sales also fell 8.4%.
Diluted EPS was $2.02 versus $3.45, and adjusted EPS was $2.71, down 10.0%; diluted EPS includes a $0.46 restructuring charge.
Fiscal 2024 diluted EPS guidance was cut to about $8.32 from $8.80-$9.80; adjusted EPS guidance is now about $9.60 versus $10.00-$11.00.
Reported sales growth guidance was cut to about (8.5)% from (6.0)%-(4.0)%; total ARR rose 17%.
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