Highest-materiality recent filing
Rockwell Automation Q3 FY2026: sales up 8% YoY, EPS $3.65, raises FY guidance
Q3 sales $2,313M (+8% YoY); organic sales +10%; diluted EPS $3.65, adjusted EPS $3.49 (+22% YoY).
Rockwell Automation Q2 beats; raises FY2026 guidance on strong sales growth
Q2 sales $2.24B, up 12% YoY; organic sales up 9%.
Rockwell Automation elects AMETEK CEO David A. Zapico to board of directors
Board expanded from 10 to 11 directors; Zapico elected effective April 16, 2026.
Rockwell Automation shareholders approve 2026 Long-Term Incentives Plan with 10.6M new shares
Plan authorizes 10.6 million common shares for equity awards, plus forfeited shares from prior plans.
William P. Gipson elected for a term expiring 2029 with 72,192,220 affirmative votes.
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.
Rockwell Automation enters $1.5B five-year unsecured revolving credit facility
New $1.5B credit facility replaces June 2022 facility of same size; no early termination penalties.
Q4 sales $2,316M (+14% YoY, organic +13%); diluted EPS $1.23 (down 41%), adj EPS $3.34 (up 32%).
Rockwell Automation enters new change-of-control agreements with five executives through Sept 2028
New agreements effective Sept 30, 2025 through Oct 1, 2028, replacing expired 2022 agreements.
Rockwell Automation Q3 FY2025: sales +5% YoY, adj EPS $2.82; raises FY adj EPS guidance
Q3 sales $2.144B (+5% YoY, organic +4%); diluted EPS $2.60 (+29%), adj EPS $2.82 (+4%).
CEO Blake Moret adopts Rule 10b5-1 trading plan for stock sales
Plan covers restricted stock units vesting Dec 4,5 2025 and performance shares vesting Dec 9, 2025.
Rockwell Automation enters $500M 364-day term loan credit agreement
Borrowed $500M on May 16, 2025 under a senior unsecured 364-day term loan facility maturing May 15, 2026.
Rockwell Automation beats Q2 expectations, raises FY2025 EPS guidance
Q2 reported sales $2,001M (-6% YoY); organic sales -4%; diluted EPS $2.22, adjusted EPS $2.45.
Rockwell Automation Q1 sales down 8.4% YoY; adj EPS $1.83 misses prior year; orders up ~10%
Q1 sales $1.88B vs $2.05B YoY; organic sales down 7.6%; diluted EPS $1.61 vs $1.86 YoY.
James P. Keane, Blake D. Moret, Thomas W. Rosamilia, Patricia A. Watson elected as directors for 3-year term.
Rockwell Automation Q4 sales down 21% YoY; FY2025 guide flat to down
Q4 adj. EPS $2.47 (-32% YoY); diluted EPS $2.09 on sales $2,036M (-21% organic).
CEO Blake Moret adopts Rule 10b5-1 trading plan to sell shares for tax and diversification
Plan covers restricted stock units and performance shares vesting Dec 4, 7, and 9, 2024.
Rockwell Automation Q3 sales down 8.4% YoY; cuts FY2024 guidance
Q3 reported sales $2,051M (-8.4% YoY); diluted EPS $2.02 (down 41.4%) including $0.46 restructuring charge.
Rockwell Automation appoints Christian Rothe as CFO, effective Aug. 19, replacing retiring Gangestad
Christian Rothe, former Graco Inc. president of Global Industrial Division, named SVP and CFO of Rockwell Automation.
Rockwell Automation cuts FY2024 guidance; CFO retires; Q2 sales down 6.6% YoY
Q2 sales $2,126M (down 6.6% YoY); organic sales down 8.1%; diluted EPS $2.31, adjusted EPS $2.50.
Rockwell Automation CFO Nicholas Gangestad announces retirement; search underway
CFO Nicholas C. Gangestad plans to retire; will stay until successor is appointed.
Rockwell Automation shareholders elect two directors, approve say-on-pay at annual meeting
Alice L. Jolla elected with 80,646,596 affirmative votes; Lisa A. Payne with 81,663,206.
Rockwell Automation elects PPG CEO Timothy Knavish to board of directors
Board expanded from 10 to 11 directors effective Feb 7, 2024.
Rockwell Automation Q1 sales up 3.6% but diluted EPS falls 44% to $1.86; guidance narrowed
Reported sales $2.05B (+3.6% YoY), organic +1.0%; diluted EPS $1.86, adj. EPS $2.04 (down 17% YoY).
Rockwell Automation SVP Frank Kulaszewicz to retire effective March 31, 2024
Frank Kulaszewicz, Senior Vice President, confirmed retirement effective March 31, 2024.
Director Steven R. Kalmanson to retire at Feb 2024 annual meeting; board reduced to 10
Steven R. Kalmanson notified Board on Nov 16, 2023 he will not stand for re-election at Feb 6, 2024 annual meeting.
Rockwell Automation Q4 sales up 20.5% YoY, adj. EPS $3.64; FY2024 guides adj. EPS $12.00-$13.50
Q4 FY2023 sales $2,563M (+20.5% YoY); organic sales +17.7%.
Rockwell Automation Q3 sales up 13.7% YoY, beats EPS; raises FY2023 guidance
GAAP EPS $3.45 vs $2.55 YoY; adjusted EPS $3.01 vs $2.66, both up >13%.
Rockwell Automation Q2 sales up 25.8% YoY, raises FY2023 guidance across EPS and sales
Q2 sales $2,275M (+25.8% YoY); organic sales +27.3%; diluted EPS $2.59, adjusted EPS $3.01.
Rockwell Automation CEO Blake Moret adopts Rule 10b5-1 trading plan for shares and options
CEO Blake D. Moret entered a 10b5-1 plan covering RSUs vesting Dec 2023, options from 2013/2014, and 4,855 long shares.
Rockwell Automation shareholders elect four directors, approve say-on-pay at annual meeting
Four directors elected: Gipson, Murphy, Parfet, Soderbery; each received >75M affirmative votes.
Rockwell Automation board change: director Holloman retires; Microsoft exec Jolla elected
J. Phillip Holloman retired from board on Feb. 8, 2023, not due to any disagreement.
Rockwell Automation Q1 sales up 6.7% to $1.98B; adj. EPS $2.46; raises FY23 guidance
Reported sales $1,981M (+6.7% YoY); organic sales +9.9%; diluted EPS $3.31, adjusted EPS $2.46 (+15% YoY).
Rockwell Q4 organic sales up 20.5%, Adj. EPS $3.04; FY23 guide Adj. EPS $10.20-$11.00
Q4 sales $2,126M (+17.6% reported, +20.5% organic YoY); diluted EPS $2.91, Adj. EPS $3.04 (+30% YoY).
Rockwell Automation enters new change of control agreements with CEO and four other top officers.
New change of control agreements entered with CEO Blake D. Moret and four other top officers.
Rockwell Automation Q3 adjusted EPS $2.66 beats; updates FY2022 guidance with higher EPS range
Total orders up 17% YoY; reported sales $1.97B (+6.5%), organic +7.1%; currency headwind -3.1%.
Rockwell Automation enters $1.5B revolving credit facility, replaces $1.25B prior facility
New $1.5B unsecured five-year credit agreement dated June 29, 2022, replaces $1.25B 2018 facility.
CEO Blake Moret adopts Rule 10b5-1 plan to sell shares for tax withholding
Plan covers restricted stock, RSUs, and performance shares vesting in Dec 2022.
Rockwell Automation Q2 adj EPS $1.66 (-31% YoY); slashes FY2022 guidance
Q2 reported sales $1,808M, +1.8% YoY; organic sales +1.3%; orders up 37% YoY.
Rockwell Automation shareholders elect four directors, approve say-on-pay and auditor
Four directors elected for terms expiring 2025: James P. Keane, Blake D. Moret, Thomas W. Rosamilia, Patricia A. Watson.
Rockwell Automation elects Robert Soderbery to board of directors, effective Feb 2, 2022
Board size increased to 11; Soderbery fills vacancy with term expiring at 2023 annual meeting.
Rockwell Automation Q1 sales up 18.7% to $1.86B; record orders $2.5B
Record quarterly orders of $2.5B (+40% YoY); reported sales $1.86B (+18.7% YoY); organic sales +16.8%.
Rockwell Automation director Lawrence Kingsley resigns; board reduces size to ten
Lawrence D. Kingsley resigned from Board effective Dec 1, 2021, due to other commitments; no disagreement with company.
Rockwell Automation Q4 sales up 15.1%; record orders $2.2B; FY2022 guided above $8B
Q4 sales $1,807.8M (+15.1% YoY); organic sales +12.6%; record orders $2.2B (+40%+).
Rockwell Automation completes $2.15B acquisition of Plex Systems Holdings
Aggregate merger consideration of $2.22B in cash, adjusted to estimated $2.15B at close.
Rockwell Automation closes $1.5B note offering to fund Plex Systems acquisition
Issued $600M at 0.350% due 2023, $450M at 1.750% due 2031, $450M at 2.800% due 2061.
Rockwell Automation prices $1.5B notes offering to fund Plex Systems acquisition
Issued $600M 0.35% notes due 2023, $450M 1.75% notes due 2031, $450M 2.8% notes due 2061.
Rockwell Automation Q3 sales up 32.6%, adjusted EPS $2.31 (+75% YoY); raises FY2021 guidance
Q3 sales $1,848M (+32.6% YoY); organic sales +26.4%; record orders >$2B.
Christian Rothe has been named Senior Vice President and Chief Financial Officer of the Company, effective August 19, 2024.
Mr. Rothe succeeds Nicholas Gangestad, who has served as Senior Vice President and Chief Financial Officer of the Company since March 2021.
Rockwell Automation, Inc. (the “Company”) today announced that Nicholas C. Gangestad, Senior Vice President and Chief Financial Officer, notified the Company that he plans to retire.
On February 7, 2024, the Board elected Timothy M. Knavish as a director of the Company effective February 7, 2024, and designated him as a member of the class of directors with a term expiring at our 2027 Annual Meeting of Shareowners.
Frank Kulaszewicz, Senior Vice President of Rockwell Automation, Inc. (the “Company”), confirmed with the Company his intention to retire effective March 31, 2024.
On November 16, 2023, Steven R. Kalmanson notified the Board of Directors (the “Board”) of Rockwell Automation, Inc. (the “Company”) that he plans to retire and not stand for re-election as director at the Annual Meeting of Shareowners to be held on February 6, 2024 (the “Annual Meeting”).
On February 8, 2023, the Board elected Alice L. Jolla as a director of the Company effective February 8, 2023 and designated her as a member of the class of directors with a term expiring at our 2024 Annual Meeting of Shareowners.
J. Phillip Holloman, who has served on the Board of Directors (the “Board”) of Rockwell Automation, Inc. (the “Company’) since 2013, informed the Company on February 7, 2023 of his intention to retire from the Board, with the retirement effective February 8, 2023.
On February 2, 2022, the Board elected Robert W. Soderbery as a director of the Company effective February 2, 2022, to fill the vacancy created by the increase in the number of directors.
On December 1, 2021, Lawrence D. Kingsley provided notice to the Board of Directors (the “Board”) of Rockwell Automation, Inc. (the “Company”) of his decision to resign from the Board effective December 1, 2021.
Max materiality 0.90 · Median 0.62 · Most common event earnings