{"filings":[{"id":2033486,"accession_number":"0001024478-26-000028","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-08-04T11:01:24+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 FY2026: sales up 8% YoY, EPS $3.65, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $2,313M (+8% YoY); organic sales +10%; diluted EPS $3.65, adjusted EPS $3.49 (+22% YoY).","Software & Control segment sales +19% YoY; Intelligent Devices +12%; Lifecycle Services -12% (organic -2%).","Updated FY2026 guidance: reported sales growth 7.5%-9.5% (midpoint ~$9.0B), adjusted EPS $13.00-$13.30 (prior $12.50-$13.10).","Completed Sensia JV dissolution on April 1; organic ARR +6% YoY; free cash flow $654M (+34% YoY).","Share repurchases $145M in Q3; $1.2B remaining authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90677,"accession_number":"0001024478-26-000020","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q2 beats; raises FY2026 guidance on strong sales growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $2.24B, up 12% YoY; organic sales up 9%.","Diluted EPS $3.10 (+40% YoY); Adjusted EPS $3.30 (+32% YoY).","Raises FY2026 reported sales growth to 5%-9% (from 3%-7%) and Adjusted EPS to $12.50-$13.10.","Intelligent Devices sales +13%, Software & Control +20%; Lifecycle Services +2%.","Sensia JV dissolution on April 1, 2026 excluded from second-half guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":5.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":4344000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90676,"accession_number":"0001024478-26-000014","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation elects AMETEK CEO David A. Zapico to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 10 to 11 directors; Zapico elected effective April 16, 2026.","Zapico is Chairman and CEO of AMETEK, a global industrial technology solutions provider.","Will serve on Compensation and Talent Management and Board Composition and Corporate Governance committees.","Receives standard director compensation including common stock valued at $92,055.","Term expires at 2027 Annual Meeting of Shareowners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100403,"accession_number":"0001193125-26-054744","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation shareholders approve 2026 Long-Term Incentives Plan with 10.6M new shares","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Plan authorizes 10.6 million common shares for equity awards, plus forfeited shares from prior plans.","Awards include stock options, SARs, restricted stock, restricted stock units, and performance shares.","Plan approved at annual meeting on February 10, 2026; replaces 2020 and 2012 long-term incentive plans.","Shares previously authorized under 2020 and 2012 plans that expire or are forfeited will roll into the new plan.","Plan complies with NYSE listing standards and federal tax rules for incentive stock options."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100402,"accession_number":"0001024478-26-000007","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rockwell Automation shareholders elect three directors and approve executive compensation at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["William P. Gipson elected for a term expiring 2029 with 72,192,220 affirmative votes.","Pam Murphy elected for a term expiring 2029 with 77,565,711 affirmative votes.","Robert W. Soderbery elected for a term expiring 2029 with 80,777,117 affirmative votes.","Advisory vote on executive compensation approved with approximately 87% of votes cast (73,410,035 affirmative).","Shareholders ratified Deloitte & Touche LLP as independent auditor for fiscal 2026 with 85,453,668 affirmative votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100401,"accession_number":"0001024478-26-000003","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q1 beat: sales +12%, adj EPS $2.75 (+49%); raises FY EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported sales $2,105M (+12% YoY, organic +10%); GAAP EPS $2.69 vs $1.61; adjusted EPS $2.75 vs $1.85.","Intelligent Devices sales +18%, Software & Control +19%, Lifecycle Services -4%; segment operating margin expanded to 20.7% from 17.1%.","FY2026 outlook: reaffirms reported sales growth 3%-7%; raises diluted EPS guidance to $10.75-$11.55 and adjusted EPS to $11.40-$12.20.","Total ARR +7% YoY; free cash flow $170M (vs $293M) due to incentive compensation payout and working capital."],"consensus_eps_estimate":null,"consensus_eps_actual":2.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":2105000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116728,"accession_number":"0001193125-25-291330","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["1.01","2.03","1.02","9.01"],"status":"ready","headline":"Rockwell Automation enters $1.5B five-year unsecured revolving credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.5B credit facility replaces June 2022 facility of same size; no early termination penalties.","Facility matures Nov 2025, with two one-year extension options and $750M accordion feature.","Borrowings bear interest at base rate plus 0.0%-0.125% or Term SOFR plus 0.695%-1.125%, based on credit ratings.","Proceeds used for general corporate purposes; covenant requires Consolidated EBITDA/Interest >= 3.00x.","Agreement contains customary covenants, events of default, and no restriction on dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116727,"accession_number":"0001024478-25-000112","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q4 adj EPS $3.34 (+32% YoY); FY2025 adj EPS $10.53 (+7%); guides FY2026 adj EPS $11.20-$12.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $2,316M (+14% YoY, organic +13%); diluted EPS $1.23 (down 41%), adj EPS $3.34 (up 32%).","Full year FY2025 sales $8,342M (+1% YoY); diluted EPS $7.67 (down 7%), adj EPS $10.53 (up 7%).","Q4 includes $0.91/share pre-tax charge for legacy asbestos accounting change and $0.97/share non-cash impairment for Sensia JV dissolution.","Dissolution of Sensia JV expected H1 FY2026; Rockwell to retain original process automation business.","FY2026 guidance: reported sales growth 3-7%, adj EPS $11.20-$12.20; free cash flow $1,358M in FY2025 (up 113%)."],"consensus_eps_estimate":null,"consensus_eps_actual":7.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":8342000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116726,"accession_number":"0001193125-25-230104","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation enters new change-of-control agreements with five executives through Sept 2028","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["New agreements effective Sept 30, 2025 through Oct 1, 2028, replacing expired 2022 agreements.","Executives covered: CEO Blake D. Moret, CFO Christian E. Rothe, and three others (Genereux, Myers, House).","Terms are substantially the same as prior agreements described in the December 2024 proxy statement.","Agreements provide severance protections if a change of control occurs during the three-year period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133179,"accession_number":"0001024478-25-000081","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 FY2025: sales +5% YoY, adj EPS $2.82; raises FY adj EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $2.144B (+5% YoY, organic +4%); diluted EPS $2.60 (+29%), adj EPS $2.82 (+4%).","Intelligent Devices +1% (margin 18.8%), Software & Control +23% (31.6%), Lifecycle Services -6% (13.3%).","FY25 guidance updated: organic sales growth (2)% to 1%; adj EPS $9.80-$10.20, up from prior $9.20-$10.20.","Total ARR grew 7% YoY; book-to-bill ~1.0 consistent with normal historical range.","Operating cash flow $527M, free cash flow $489M; repurchased $123M of shares in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":6.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":6026000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149788,"accession_number":"0001193125-25-134874","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CEO Blake Moret adopts Rule 10b5-1 trading plan for stock sales","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Plan covers restricted stock units vesting Dec 4,5 2025 and performance shares vesting Dec 9, 2025.","Plan also includes 24,400 and 61,700 shares from 2016 stock option awards.","Sales intended to cover taxes and diversify liquidate options expiring 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149787,"accession_number":"0001193125-25-122544","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Rockwell Automation enters $500M 364-day term loan credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $500M on May 16, 2025 under a senior unsecured 364-day term loan facility maturing May 15, 2026.","Interest rates: base rate plus 0.000%-0.250% margin or term SOFR plus 1.000%-1.250%, based on credit ratings.","Proceeds used for general corporate purposes; existing $1.5B five-year credit facility remains outstanding and undrawn.","Covenant requires Consolidated EBITDA to Consolidated Interest Expense ratio of at least 3.00:1.00 for four consecutive quarters.","Agreement includes customary events of default and acceleration provisions; no restriction on dividend payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149786,"accession_number":"0001024478-25-000033","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation beats Q2 expectations, raises FY2025 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 reported sales $2,001M (-6% YoY); organic sales -4%; diluted EPS $2.22, adjusted EPS $2.45.","Total segment operating margin 20.4% vs 19.0% a year ago; free cash flow $171M vs $69M.","FY2025 adjusted EPS guidance raised to $9.20-$10.20 from $8.60-$9.80; organic sales growth unchanged (4%-2%).","Total ARR grew 8% YoY; book-to-bill ~1.0; repurchased 0.5M shares for $129M in Q2.","Intelligent Devices sales -8%; Software & Control flat (org +2%); Lifecycle Services -8%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3882000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168808,"accession_number":"0001024478-25-000008","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q1 sales down 8.4% YoY; adj EPS $1.83 misses prior year; orders up ~10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 sales $1.88B vs $2.05B YoY; organic sales down 7.6%; diluted EPS $1.61 vs $1.86 YoY.","Adjusted EPS $1.83 vs $2.04 YoY, down 10%; total segment op margin 17.1% vs 17.3%.","Orders up ~10% YoY; total ARR grew 11% YoY; free cash flow $293M vs ($35M) YoY.","Guidance: organic sales growth reaffirmed (4)%–2%; reported sales growth reduced to (5.5)%–0.5% on FX.","Lifecycle Services up 5% YoY, but Intelligent Devices down 13% and Software & Control down 12%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":1881000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168807,"accession_number":"0001024478-25-000006","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rockwell Automation annual meeting results: all director nominees elected, say-on-pay approved, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["James P. Keane, Blake D. Moret, Thomas W. Rosamilia, Patricia A. Watson elected as directors for 3-year term.","Advisory vote on executive compensation approved with ~86% of votes cast (74.0M affirmative vs 10.7M negative).","Ratification of Deloitte & Touche as independent auditor for FY2025 approved with 89.2M affirmative votes.","Broker nonvotes were 10.2M for director elections and say-on-pay; no broker nonvotes on auditor ratification.","Annual meeting held February 4, 2025; all proposals passed as recommended by the Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185931,"accession_number":"0001024478-24-000105","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q4 sales down 21% YoY; FY2025 guide flat to down","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adj. EPS $2.47 (-32% YoY); diluted EPS $2.09 on sales $2,036M (-21% organic).","FY2024 adj. EPS $9.71 (-20%); sales $8,264M (-10% organic); free cash flow $639M (-47%).","FY2025 guidance: diluted EPS $7.65-$8.85, adj. EPS $8.60-$9.80; sales growth -4% to 2%.","Lifecycle Services Q4 sales +3% with margin 17.4%; Software & Control sales -39%.","Total ARR +16% YoY; restructuring charges $97M in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":8.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":8264200000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202505,"accession_number":"0001193125-24-211207","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CEO Blake Moret adopts Rule 10b5-1 trading plan to sell shares for tax and diversification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan covers restricted stock units and performance shares vesting Dec 4, 7, and 9, 2024.","Includes 26,700 shares of common stock from 2015 stock options.","Plan effective Nov 25, 2024; shares sold to cover taxes and for diversification.","No change in company outlook or operations disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202504,"accession_number":"0001024478-24-000086","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 sales down 8.4% YoY; cuts FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 reported sales $2,051M (-8.4% YoY); diluted EPS $2.02 (down 41.4%) including $0.46 restructuring charge.","Adjusted EPS $2.71 (-10.0%); total segment operating margin 20.8% vs 21.1% a year ago.","Software & Control segment sales dropped 31.8% to $512M; segment margin fell to 23.6% from 34.8%.","FY2024 guidance lowered: reported sales growth ~(8.5)% (prior -6% to -4%), adjusted EPS ~$9.60 (prior $10.00-$11.00).","Total ARR up 17% YoY; Lifecycle Services sales grew 11.8% with margin expansion to 19.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":6.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":6228700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202503,"accession_number":"0001193125-24-179983","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation appoints Christian Rothe as CFO, effective Aug. 19, replacing retiring Gangestad","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christian Rothe, former Graco Inc. president of Global Industrial Division, named SVP and CFO of Rockwell Automation.","Rothe replaces Nick Gangestad, who announced retirement on May 7 and served as CFO since 2021.","Compensation includes $800,000 annual salary, 100% annual incentive target, and $1M each in stock options and RSUs vesting over 3 years.","Sign-on cash payments of $500,000 (within 30 days) and $250,000 (six-month anniversary), subject to repayment if resignation or termination for cause within 2 years.","Rothe received a change of control agreement and standard relocation assistance; he will be based in Milwaukee, WI."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218635,"accession_number":"0001193125-24-132552","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Rockwell Automation CFO Nicholas Gangestad announces retirement; search underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Nicholas C. Gangestad plans to retire; will stay until successor is appointed.","Gangestad will assist Board and executive team with transition.","No specific retirement date or replacement name provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218634,"accession_number":"0001024478-24-000050","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation cuts FY2024 guidance; CFO retires; Q2 sales down 6.6% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $2,126M (down 6.6% YoY); organic sales down 8.1%; diluted EPS $2.31, adjusted EPS $2.50.","FY2024 guidance slashed: reported sales growth (6.0)% to (4.0)% (prior 0.5%-6.5%); adjusted EPS $10.00-$11.00 (prior $12.00-$13.50).","Segment operating margin fell to 19.0% from 21.3% a year ago on lower sales volume.","CFO Nicholas Gangestad to retire; search for successor underway; he will serve until replacement appointed.","Total ARR up 20% YoY; free cash flow $68.6M vs $156M in prior-year quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":4.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":4178100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238529,"accession_number":"0001024478-24-000018","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-02-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rockwell Automation shareholders elect two directors, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Alice L. Jolla elected with 80,646,596 affirmative votes; Lisa A. Payne with 81,663,206.","Advisory vote on executive compensation approved with ~88% of votes cast (75.5M affirmative, 8.6M negative).","Selection of Deloitte & Touche as auditor for FY2024 ratified with 91,831,189 affirmative votes.","About 11.6M broker nonvotes on director elections and say-on-pay, none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238528,"accession_number":"0001193125-24-027531","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation elects PPG CEO Timothy Knavish to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 10 to 11 directors effective Feb 7, 2024.","Timothy Knavish elected as director, term expiring at 2027 annual meeting.","Appointed to Audit Committee and Compensation and Talent Management Committee.","Receives standard director compensation including $129,508 in common stock.","Knavish is Chairman and CEO of PPG (NYSE: PPG)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238527,"accession_number":"0001024478-24-000006","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q1 sales up 3.6% but diluted EPS falls 44% to $1.86; guidance narrowed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported sales $2.05B (+3.6% YoY), organic +1.0%; diluted EPS $1.86, adj. EPS $2.04 (down 17% YoY).","Total segment operating margin 17.3% vs 20.2% a year ago; free cash flow negative $(35.3)M.","FY2024 diluted EPS guidance narrowed to $11.24-$12.74 (from $11.49-$12.99); adj. EPS reaffirmed $12.00-$13.50.","Intelligent Devices sales down 1.0% (organic -4.5%); Software & Control up 5.3%; Lifecycle Services up 10.5%.","Total ARR grew 20% (organic 18%); share repurchases $120.3M in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":2052100000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238526,"accession_number":"0001193125-24-007527","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2024-01-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Rockwell Automation SVP Frank Kulaszewicz to retire effective March 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Frank Kulaszewicz, Senior Vice President, confirmed retirement effective March 31, 2024.","He will continue as Senior Vice President until his retirement date.","Retirement is consistent with prior plan announced in 2024; no replacement named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256044,"accession_number":"0001193125-23-281504","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Steven R. Kalmanson to retire at Feb 2024 annual meeting; board reduced to 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven R. Kalmanson notified Board on Nov 16, 2023 he will not stand for re-election at Feb 6, 2024 annual meeting.","Kalmanson will serve until his term ends immediately before the annual meeting.","Board reduced number of directors from 11 to 10, effective immediately before the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256043,"accession_number":"0001024478-23-000122","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q4 sales up 20.5% YoY, adj. EPS $3.64; FY2024 guides adj. EPS $12.00-$13.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2023 sales $2,563M (+20.5% YoY); organic sales +17.7%.","Q4 adjusted EPS $3.64 (+20% YoY); GAAP EPS $2.61 (down 10% due to Sensia goodwill impairment).","Full year FY2023 sales $9,058M (+16.7%); adjusted EPS $12.12 (+28% YoY).","FY2024 guidance: reported sales growth 0.5%-6.5%; organic sales growth (-2.0%) to 4.0%; adjusted EPS $12.00-$13.50.","Total ARR grew 16% YoY; company repurchased 1.2M shares for $311M in FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":11.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":9058000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273441,"accession_number":"0001024478-23-000088","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 sales up 13.7% YoY, beats EPS; raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.45 vs $2.55 YoY; adjusted EPS $3.01 vs $2.66, both up >13%.","Total ARR grew 17% YoY; Software & Control sales up 23.7% to $751M.","Raises FY2023 diluted EPS guidance to $12.46-$12.86 (from $11.71-$12.41).","Free cash flow $240M, down from $327M due to higher working capital and taxes.","Intelligent Devices sales $968M (+10.2%) but segment margin down to 16.8% from 19.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":9.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":6495100000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290394,"accession_number":"0001024478-23-000042","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q2 sales up 25.8% YoY, raises FY2023 guidance across EPS and sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $2,275M (+25.8% YoY); organic sales +27.3%; diluted EPS $2.59, adjusted EPS $3.01.","Segment operating margin 21.3% vs 15.7% YoY; Software & Control sales +38.5%, Intelligent Devices +26.5%.","Raises FY2023 guidance: reported sales growth 12.5%-16.5%, adjusted EPS $11.50-$12.20.","ARR grew 15% YoY; free cash flow $156M vs $45.9M; ROIC 19.7% vs 13.2%.","Share repurchases $38.4M in Q2; $1.1B remaining under authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":5.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":4256400000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311288,"accession_number":"0001193125-23-053802","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Rockwell Automation CEO Blake Moret adopts Rule 10b5-1 trading plan for shares and options","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Blake D. Moret entered a 10b5-1 plan covering RSUs vesting Dec 2023, options from 2013/2014, and 4,855 long shares.","Plan effective May 15, 2023; designed to cover tax obligations and diversify nearly expiring options.","Plan includes 23,600 shares from 2014 options, 1,700 incentive stock options, and 4,855 long shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311287,"accession_number":"0001024478-23-000026","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-02-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rockwell Automation shareholders elect four directors, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four directors elected: Gipson, Murphy, Parfet, Soderbery; each received >75M affirmative votes.","Advisory vote on executive compensation approved with ~86% of votes cast (75.8M affirmative).","Shareholders selected 1-year frequency for future say-on-pay votes (86.0M votes for 1 year).","Deloitte & Touche ratified as independent auditor for FY2023 with 93.9M affirmative votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311286,"accession_number":"0001193125-23-029193","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation board change: director Holloman retires; Microsoft exec Jolla elected","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["J. Phillip Holloman retired from board on Feb. 8, 2023, not due to any disagreement.","Alice L. Jolla, Microsoft's Chief Accounting Officer and Corporate VP, elected to board effective Feb. 8, 2023.","Jolla appointed to Audit Committee and Board Composition & Corporate Governance Committee.","Jolla will receive standard non-employee director compensation including $129,167 in equity under 2020 LTIP.","Jolla brings over 30 years finance/accounting experience from Microsoft, Dow, and Union Carbide."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311285,"accession_number":"0001024478-23-000008","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q1 sales up 6.7% to $1.98B; adj. EPS $2.46; raises FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported sales $1,981M (+6.7% YoY); organic sales +9.9%; diluted EPS $3.31, adjusted EPS $2.46 (+15% YoY).","Intelligent Devices sales $936M (+4%), margin 22.4%; Software & Control sales $573M (+11.6%), margin 29.2%; Lifecycle Services sales $472M (+6.4%), margin 5.2%.","FY23 guidance raised: reported sales growth 10-14% (prior 7.5-11.5%); organic 11-15%; adjusted EPS $10.70-$11.50 (prior $10.20-$11.00).","Free cash flow $42.1M vs -$49.1M YoY; share repurchases $156M; organic ARR up 14%.","Pre-tax margin 23.6% (up from 15.2%) driven by PTC fair value adjustments; total segment operating margin 20.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1981000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329901,"accession_number":"0001024478-22-000089","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Q4 organic sales up 20.5%, Adj. EPS $3.04; FY23 guide Adj. EPS $10.20-$11.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $2,126M (+17.6% reported, +20.5% organic YoY); diluted EPS $2.91, Adj. EPS $3.04 (+30% YoY).","FY22 sales $7,760M (+10.9% reported, +11.3% organic); Adj. EPS $9.49 (+0.6% YoY).","ARR grew 14% YoY; full year orders over $10B, up >20% YoY.","FY23 guidance: reported sales growth 7.5%-11.5%; organic growth 9%-13%; Adj. EPS $10.20-$11.00.","FY22 share repurchases $301M (1.3M shares); $1.3B remaining authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":7.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":7760400000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329900,"accession_number":"0001193125-22-266269","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-10-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation enters new change of control agreements with CEO and four other top officers.","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New change of control agreements entered with CEO Blake D. Moret and four other top officers.","Effective Sept 30, 2022 through Oct 1, 2025; replaces September 2019 agreements that expired.","Terms substantially similar to prior agreements as detailed in the December 2021 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347470,"accession_number":"0001024478-22-000061","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 adjusted EPS $2.66 beats; updates FY2022 guidance with higher EPS range","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total orders up 17% YoY; reported sales $1.97B (+6.5%), organic +7.1%; currency headwind -3.1%.","Diluted EPS $2.55 (+10%); adjusted EPS $2.66 (+15%); price/cost positive.","Software & Control sales +19.1% (organic +13.4%); margin expanded to 31.4% from 25.2%.","FY2022 guidance: organic sales growth 10-12% (prior 10-14%); adjusted EPS $9.30-$9.70 (from $9.20-$9.80).","Free cash flow $327M, down from $437M due to working capital buildup."],"consensus_eps_estimate":null,"consensus_eps_actual":5.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":5634100000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347469,"accession_number":"0001193125-22-187275","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-07-01T23:59:59+00:00","items":["1.01","2.03","1.02","9.01"],"status":"ready","headline":"Rockwell Automation enters $1.5B revolving credit facility, replaces $1.25B prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.5B unsecured five-year credit agreement dated June 29, 2022, replaces $1.25B 2018 facility.","Option to increase total commitments by up to $750M subject to conditions.","Borrowings bear interest at Base Rate plus margin or adjusted Term SOFR plus margin based on credit ratings.","Financial covenant requires Consolidated EBITDA to Consolidated Interest Expense ratio of at least 3.00:1.","Proceeds used for general corporate purposes; no early termination penalties on old facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363927,"accession_number":"0001193125-22-167308","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CEO Blake Moret adopts Rule 10b5-1 plan to sell shares for tax withholding","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan covers restricted stock, RSUs, and performance shares vesting in Dec 2022.","Plan effective Aug 9, 2022; shares sold only to cover withholding taxes.","No discretionary trading; plan adopted per SEC Rule 10b5-1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363926,"accession_number":"0001024478-22-000036","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q2 adj EPS $1.66 (-31% YoY); slashes FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 reported sales $1,808M, +1.8% YoY; organic sales +1.3%; orders up 37% YoY.","GAAP diluted EPS $0.46; adjusted EPS $1.66, down 31.1% from $2.41; total segment op margin 15.7% vs 22.0%.","Fiscal 2022 guidance cut: reported sales growth 11-15% (prior 16-19%); adj EPS $9.20-$9.80 (prior $10.50-$11.10).","Total ARR up 58% organically; board authorized additional $1.0B share repurchase.","Intelligent Devices sales -4.9% YoY; Software & Control +6.5%; Lifecycle Services +9.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3665400000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383663,"accession_number":"0001024478-22-000021","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-02-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rockwell Automation shareholders elect four directors, approve say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four directors elected for terms expiring 2025: James P. Keane, Blake D. Moret, Thomas W. Rosamilia, Patricia A. Watson.","Advisory say-on-pay vote approved with ~85% of votes cast in favor (74,993,924 for, 10,094,868 against).","Auditor Deloitte & Touche ratified for FY2022 with 93,737,144 votes for, 5,279,280 against, 518,178 abstentions.","All director nominees received majority affirmative votes; broker nonvotes ranged from 11.2M to 11.3M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383662,"accession_number":"0001193125-22-026976","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rockwell Automation elects Robert Soderbery to board of directors, effective Feb 2, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased to 11; Soderbery fills vacancy with term expiring at 2023 annual meeting.","Soderbery is EVP and GM, Flash Business Unit at Western Digital, managing $10B flash memory segment.","He brings 30+ years tech experience from Western Digital, Cisco, and Symantec; appointed to Technology Committee.","Standard non-employee director compensation includes shares valued at $98,334 under 2020 LTIP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383661,"accession_number":"0001024478-22-000007","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q1 sales up 18.7% to $1.86B; record orders $2.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly orders of $2.5B (+40% YoY); reported sales $1.86B (+18.7% YoY); organic sales +16.8%.","Diluted EPS $2.05 (GAAP); Adjusted EPS $2.14, down 10.1% YoY but up 11% excluding prior-year legal settlement gain.","All segments delivered double-digit sales growth: Intelligent Devices +24.7%, Software & Control +16.5%, Lifecycle Services +10.1%.","Fiscal 2022 guidance: reaffirms reported sales growth 16-19% and organic 14-17%; raises diluted EPS guidance to $10.01-$10.61.","Free cash flow -$49M vs $319M prior year; driven by bonus payout, working capital, and income tax timing."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":1857300000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401498,"accession_number":"0001193125-21-348460","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-12-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Rockwell Automation director Lawrence Kingsley resigns; board reduces size to ten","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lawrence D. Kingsley resigned from Board effective Dec 1, 2021, due to other commitments; no disagreement with company.","Board reduced size from 11 to 10 directors in accordance with charter and bylaws.","Thomas W. Rosamilia appointed Chair of Technology Committee, replacing Kingsley.","James P. Keane moved to Board Composition and Corporate Governance Committee, leaving Compensation and Talent Management Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401497,"accession_number":"0001024478-21-000075","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q4 sales up 15.1%; record orders $2.2B; FY2022 guided above $8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1,807.8M (+15.1% YoY); organic sales +12.6%; record orders $2.2B (+40%+).","Q4 GAAP EPS $0.67; adjusted EPS $2.33 (+20.7% YoY).","Full-year GAAP EPS $11.58; adjusted EPS $9.43 (+19.8% YoY); FCF conversion 103%.","FY2022 guidance: reported sales growth 16-19%, organic 14-17%; adjusted EPS $10.50-$11.10.","Organic ARR grew 18%; total ARR now over 8% of revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":11.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":6997400000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420448,"accession_number":"0001193125-21-262553","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-09-01T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Rockwell Automation completes $2.15B acquisition of Plex Systems Holdings","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate merger consideration of $2.22B in cash, adjusted to estimated $2.15B at close.","Plex provides cloud-native smart manufacturing platforms.","Acquisition financed with cash and debt, including notes offering completed Aug 17, 2021.","Transaction closed on Aug 31, 2021; Plex becomes a wholly-owned subsidiary of Rockwell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420447,"accession_number":"0001193125-21-249221","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-08-17T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Rockwell Automation closes $1.5B note offering to fund Plex Systems acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M at 0.350% due 2023, $450M at 1.750% due 2031, $450M at 2.800% due 2061.","Net proceeds of ~$1.4868B after underwriting discounts and expenses.","Proceeds to partially fund the previously announced Plex Systems acquisition.","Special mandatory redemption at 101% if Plex acquisition not consummated by Jan 31, 2022.","Change-of-control repurchase event triggers repurchase at 101% of principal plus interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420446,"accession_number":"0001193125-21-236336","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Rockwell Automation prices $1.5B notes offering to fund Plex Systems acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M 0.35% notes due 2023, $450M 1.75% notes due 2031, $450M 2.8% notes due 2061.","Net proceeds of ~$1.487B to partially fund planned Plex Systems acquisition.","If Plex acquisition not closed by Jan 31, 2022, mandatory redemption of 2031 & 2061 notes at 101%.","Change of control repurchase event allows holders to require repurchase at 101%.","Offering expected to close Aug 17, 2021; BofA, Goldman Sachs, Loop, Wells Fargo lead."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":50749824631.26907,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420445,"accession_number":"0001024478-21-000033","cik":1024478,"company_name":"ROCKWELL AUTOMATION, INC","ticker":"ROK","form_type":"8-K","filed_at":"2021-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rockwell Automation Q3 sales up 32.6%, adjusted EPS $2.31 (+75% YoY); raises FY2021 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1,848M (+32.6% YoY); organic sales +26.4%; record orders >$2B.","GAAP diluted EPS $2.32; 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