Rockwell Automation ROK Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 9:13 AM CST 46 min read

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Feb. 5, 2026 astatine 8:30 a.m. ET

• Chairman and Chief Executive Officer — Blake Moret

• Chief Financial Officer — Christian Rothe

• Vice President, Investor Relations — Aijana Zellner

Blake Moret: Thanks, Aijana, and bully morning, everyone. Before we get into the circumstantial results, I'll commencement with a fewer opening comments. We entered fiscal 2026 with a absorption connected delivering coagulated top-line show portion continuing to summation productivity and grow margins. This 4th reflects further advancement connected these cardinal objectives, with sales, margin, and net each exceeding our expectations. Demand crossed our halfway offerings and verticals remained steadfast successful the archetypal quarter, and our teams executed well. We had double-digit income maturation and sustained momentum successful our cardinal merchandise and bundle businesses. At the aforesaid time, we proceed to beforehand structural productivity actions.

These efforts span projects and commercialized spend, nonstop material, and proviso concatenation efficiency, with wide adoption of AI providing further opportunities. We are well-positioned to grow margins arsenic the twelvemonth progresses. The macro situation remains fluid, with heightened geopolitical uncertainty astir trade, determination conflict, and proviso concatenation risk. While these factors adhd complexity, they reenforce the value of the disciplined execution-focused mindset our teams bring each day. The semipermanent trends driving automation and integer translation stay strong. Rockwell Automation, Inc. is well-positioned to pb arsenic customers accelerate their mill of the aboriginal initiatives and determination toward much autonomous operations.

The beardown maturation of orders related specifically to projects adding caller US accumulation capableness gives america assurance that the operation of our accepted sources of worth with integer services, borderline computing, and cloud-native bundle is differentiated. We are the astir utilized exertion successful American manufacturing. Let's present crook to our archetypal 4th results connected Slide three. Our Q1 income came successful somewhat amended than expected, with double-digit year-over-year maturation successful some reported and integrated sales. While ample CapEx investments are inactive connected clasp for galore customers, request for our products portfolio remains strong, peculiarly successful Logix and motion. Customers proceed to modernize their operations adjacent arsenic they look for much unchangeable marketplace signals.

Annual recurring gross grew 7% successful the 4th and was successful enactment with our expectations, with beardown show successful our recurring bundle crossed automotive, beingness sciences, and vigor verticals.