Filing Flows › Rockwell Automation (ROK) › Q3 FY26 › vs Q3 FY25
Rockwell Automation (ROK) Q3 FY26 vs Q3 FY25 (year over year)
Rockwell Automation's revenue rose $169M (+8%) from $2.1B in Q3 FY25 to $2.3B in Q3 FY26. The biggest changes: Software & Control +$122M (+19%); Intelligent Devices +$112M (+12%); Lifecycle Services −$65.0M (-12%). Gross margin 49.5% against 48.8% (+0.7 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 Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 49.5% | 48.8% | +0.7 pts |
| Operating margin | 23.8% | 21.2% | +2.6 pts |
| Net margin | 17.6% | 13.7% | +4.0 pts |
| Free cash flow margin | 28.3% | 22.8% | +5.5 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Intelligent Devices | $1.1B | $968M | $112M | +12% |
| Software & Control | $751M | $629M | $122M | +19% |
| Lifecycle Services | $482M | $547M | −$65.0M | -12% |
| Revenue | $2.3B | $2.1B | $169M | +8% |
| Gross profit | $1.1B | $1.0B | $98.0M | +9% |
| Cost of revenue | $1.2B | $1.1B | $71.0M | +6% |
| Operating profit | $550M | $454M | $96.0M | +21% |
| Operating expenses | $594M | $592M | $2.0M | +0.3% |
| Pre-tax earnings | $470M | $342M | $128M | +37% |
| Other expense, net | $80.0M | $112M | −$32.0M | -29% |
| Net earnings | $408M | $293M | $115M | +39% |
| Income tax | $62.0M | $49.0M | $13.0M | +27% |
| Depreciation & amortization | $79.0M | $81.0M | −$2.0M | -2% |
| Share-based compensation | $24.0M | $21.0M | $3.0M | +14% |
| Working capital & other | $213M | $132M | $81.0M | +61% |
| Operating cash flow | $724M | $527M | $197M | +37% |
| Free cash flow (company-reported) | $654M | $489M | $165M | +34% |
| Capital expenditures | $70.0M | $38.0M | $32.0M | +84% |
Questions
How much did Rockwell Automation's revenue grow year over year in Q3 FY26?
Rockwell Automation's revenue rose $169M (+8%) from $2.1B in Q3 FY25 to $2.3B in Q3 FY26.
What drove Rockwell Automation's revenue change in Q3 FY26?
Software & Control +$122M (+19%); Intelligent Devices +$112M (+12%); Lifecycle Services −$65.0M (-12%).