secwatch.observer — SEC 8-K summary
======================================

Issuer:     ROCKWELL AUTOMATION, INC (ROK)
CIK:        0001024478
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001024478-26-000003
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Rockwell Automation Q1 beat: sales +12%, adj EPS $2.75 (+49%); raises FY EPS guidance
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1024478/000102447826000003/0001024478-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1024478/000102447826000003/rok-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001024478-26-000003

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer