Filing Flows › Rockwell Automation (ROK) › Q3 FY26 › vs Q2 FY26
Rockwell Automation (ROK) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Rockwell Automation's revenue rose $74.0M (+3%) from $2.2B in Q2 FY26 to $2.3B in Q3 FY26. The biggest changes: Intelligent Devices +$72.0M (+7%); Software & Control +$67.0M (+10%); Lifecycle Services −$65.0M (-12%). Gross margin 49.5% against 50.2% (-0.8 pts).
Rockwell Automation, Q3 FY26: revenue $2.3B (+8% year over year), operating margin 23.8%, net earnings $408M, operating cash flow $724M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 49.5% | 50.2% | -0.8 pts |
| Operating margin | 23.8% | 23.7% | +0.1 pts |
| Net margin | 17.6% | 15.7% | +2.0 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Intelligent Devices | $1.1B | $1.0B | $72.0M | +7% |
| Software & Control | $751M | $684M | $67.0M | +10% |
| Lifecycle Services | $482M | $547M | −$65.0M | -12% |
| Revenue | $2.3B | $2.2B | $74.0M | +3% |
| Gross profit | $1.1B | $1.1B | $19.0M | +2% |
| Cost of revenue | $1.2B | $1.1B | $55.0M | +5% |
| Operating profit | $550M | $530M | $20.0M | +4% |
| Operating expenses | $594M | $595M | −$1.0M | -0.2% |
| Pre-tax earnings | $470M | $440M | $30.0M | +7% |
| Other expense, net | $80.0M | $90.0M | −$10.0M | -11% |
| Net earnings | $408M | $351M | $57.0M | +16% |
| Income tax | $62.0M | $89.0M | −$27.0M | -30% |
| Depreciation & amortization | $79.0M | $79.0M | $0 | 0% |
| Share-based compensation | $24.0M | $24.0M | $0 | 0% |
| Working capital & other | $213M | −$134M | $347M | — |
| Operating cash flow | $724M | $320M | $404M | +126% |
Questions
How much did Rockwell Automation's revenue grow quarter over quarter in Q3 FY26?
Rockwell Automation's revenue rose $74.0M (+3%) from $2.2B in Q2 FY26 to $2.3B in Q3 FY26.
What drove Rockwell Automation's revenue change in Q3 FY26?
Intelligent Devices +$72.0M (+7%); Software & Control +$67.0M (+10%); Lifecycle Services −$65.0M (-12%).