罗克韦尔自动化公司预报年度利润低于预期后，其股价下跌8.1%。 来源：滚动播报 ...

Rockwell Automation (NYSE:ROK) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAijana Zellner - VP of Investor Relations and Market StrategyAndrew Kaplowitz - Managing DirectorBlake Moret - Chairman and CEOChris Snyder - Executive DirectorChristian Rothe - CFONigel Coe - Managing DirectorScott Davis - Chairman and CEOSteve Tusa - Managing DirectorTommy Moll - Managing DirectorConference Call ParticipantsAndrew Buscaglia - Senior AnalystJulian Mitchell - Equity Research AnalystOperato ...

Financial Data and Key Metrics Changes - The company reported a 12% year-over-year increase in sales for Q1, with approximately 2 points of growth attributed to currency and 3 points from organic growth driven by price increases [17][18] - Adjusted EPS for Q1 was $2.75, exceeding expectations, with a favorable tax rate contributing to this performance [10][19] - Total company segment margin was 20.7%, reflecting improvements driven by higher volume, favorable mix, and strong productivity [10][18] Business Segment Performance Changes - Intelligent Devices segment saw organic sales growth of 16% year-over-year, with strong performance in drives and motion [8][21] - Software and Control segment experienced a 17% increase in organic sales, with North American sales of Logix up over 25% year-over-year [9][21] - Lifecycle Services segment organic sales declined by 6% year-over-year, consistent with expectations, but margins improved to 14.1% [10][21] Market Data and Key Metrics Changes - Discrete sales were up low double digits year-over-year, driven by strong demand in e-commerce and warehouse automation, which grew over 60% [11][12] - The process industries segment reported a 10% increase in sales, with notable growth in chemicals, water, and energy [14][15] - Life sciences sales declined low single digits year-over-year, primarily due to project delays, but the pipeline remains strong [14] Company Strategy and Development Direction - The company aims to expand margins while maintaining solid top-line performance, focusing on productivity and structural efficiency [4][5] - Investments in new manufacturing facilities and digital infrastructure underscore the company's commitment to the U.S. market [16] - The company is well-positioned to lead in automation and digital transformation as customers accelerate their Factory of the Future initiatives [5] Management's Comments on Operating Environment and Future Outlook - The macro environment remains fluid with geopolitical uncertainties impacting capital spending, but there are positive signals in certain sectors [5][28] - The company maintains an organic sales growth outlook of 2%-6% for fiscal 2026, with expectations for gradual improvement throughout the year [16][24] - Management expressed cautious optimism regarding capital expenditures, noting that while there are positive indicators, a broad-based release of orders is still needed [36][96] Other Important Information - The company plans to close the Sensia joint venture on April 1, which is expected to have no significant impact on adjusted EPS but will reduce annualized sales by approximately $250 million [25] - Free cash flow in Q1 was $170 million, which was lower than the previous year due to changes in working capital and incentive compensation payments [20][86] Q&A Session Summary Question: CapEx budgets and spending behavior - Management noted that while there is optimism in certain areas, a broad-based release of orders is needed before adjusting guidance higher [36][37] Question: Margin drivers and segment performance - Management expects slight sequential improvement in margins across segments, with Lifecycle Services maintaining around 14% margin [44][45] Question: Demand trends and project orders - Management indicated good demand for modernizations and new capacity, but orders are not coming through at the expected speed [71][73] Question: Semiconductor market opportunities - Management acknowledged a tough comp in Q1 for semiconductors but noted ongoing opportunities in industrial applications and AI-related investments [66][68] Question: Process market outlook - Management highlighted strong performance in the process segment, particularly in energy and specialty chemicals, while remaining cautious about capital spending in oil and gas [91][92]

Rockwell Automation (NYSE:ROK) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker3Thank you for holding, and welcome to Rockwell Automation's quarterly conference call. I need to remind everyone that today's conference call is being recorded. Later in the call, we will open up the lines for questions. If you have a question at that time, please press star one. At this time, I would like to turn the call over to Ajana Zellner, Head of Investor Relations and Market Strategy. Ms. Zellner, please go ah ...

Rockwell Automation (ROK) came out with quarterly earnings of $2.75 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $1.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.45%. A quarter ago, it was expected that this industrial equipment and software maker would post earnings of $2.94 per share when it actually produced earnings of $3.34, delivering a surprise of +13.61%.Over ...

Q1 Fiscal 2026 Earnings Presentation February 5, 2026 PUBLIC 1 This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are included in the appendix. All information should be read ...

Rockwell Automation lifted its full-year guidance as rising demand boosted profits in the fiscal first quarter. ...

1201 S. Second Street Milwaukee, WI 53204 USA News Release Exhibit 99 Contact Ed Moreland Media Relations Rockwell Automation 571.296.0391 Aijana Zellner Investor Relations Rockwell Automation 440.289.8439 Rockwell Automation Reports First Quarter 2026 Results MILWAUKEE (February 5, 2026) — Rockwell Automation, Inc. (NYSE: ROK) today reported first quarter fiscal 2026 results. "I'm pleased with Rockwell's start to fiscal 2026, with sales, margins, and earnings all exceeding our expectations. Demand across o ...

Rockwell Automation, Inc. (NYSE:ROK) is included among the 12 Best HVAC Stocks to Buy Now. Oppenheimer Sees Rockwell Automation, Inc. (ROK)'s Operational Gains Largely Priced In On January 20, Oppenheimer analyst Noah Kaye downgraded Rockwell Automation, Inc. (NYSE:ROK) to Perform from Outperform. The firm pointed to Rockwell’s steady progress on operational excellence initiatives. The company has delivered meaningful margin expansion despite weak end markets and has outlined a technology roadmap that su ...

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