Form 10-Q · Quarterly report
Rockwell Automation 10-Q, filed Aug 4, 2026
- Filed
- CIK
- 0001024478
- Accession no.
- 0001024478-26-000030
Summary
Rockwell Automation said in its fiscal third-quarter 2026 quarterly report that it expects continued inflationary pressure from strong data-center demand and Middle East geopolitical tensions to affect memory-related electronic components, commodities, energy and freight costs, and that pricing actions should recover all tariff costs this year. After a February 2026 U.S. Supreme Court ruling, the company submitted claims to U.S. Customs and Border Protection in July 2026 to recover IEEPA tariffs it had paid on imported products.
Key points
- U.S. sales accounted for over half of Rockwell Automation's total sales in the third quarter of fiscal 2026.
- U.S. manufacturing PMI rose to 53.3 in June 2026, its highest level in four years, while Producer Price Index growth reached 5.5%.
- Rockwell Automation expects to mitigate cost pressures through price increases and supply-chain actions, and to build certain high-value product lines in more than one geographic location.
- The company says it has taken steps to preserve IEEPA tariff refund eligibility and has filed claims through the applicable refund process for a large portion of tariffs paid it believes are eligible.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management's Discussion Results of Operations Forward-Looking Statements This Quarterly Report on Form 10-Q contains statements (including certain projections and business trends) that are “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. Words such as “believe”, “estimate”, “project”, “plan”, “expect”, “anticipate”, “will”, “intend”, and other similar expressions may identify forward-looking statements. …
An excerpt of the text as filed with the SEC, cut for length.
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