Filing Flows › Rockwell Automation (ROK) › Q3 FY26
Rockwell Automation (ROK) Q3 FY26 earnings results (third quarter fiscal 2026)
10-Q filed Aug 4, 2026
Rockwell Automation (ROK) reported revenue of $2.3B for the third quarter fiscal 2026 (Q3 FY26), +8% from a year earlier and +3% from the quarter before. Operating margin was 23.8%, net earnings $408M (17.6% of revenue).
Rockwell Automation, Q3 FY26: revenue $2.3B (+8% year over year), operating margin 23.8%, net earnings $408M, operating cash flow $724M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $2.3B | +3% | +8% |
| Gross profit | $1.1B | +2% | +9% |
| Operating profit | $550M | +4% | +21% |
| Net earnings | $408M | +16% | +39% |
| Operating cash flow | $724M | +126% | +37% |
| Free cash flow | $654M | — | +34% |
What changed
Revenue was $2.3B in Q3 FY26, up 8% year over year and up 3% from the previous quarter. Intelligent Devices was the largest line at 47% of revenue. Software & Control added $0.12B year over year (up 19%), 72% of the total change. Lifecycle Services declined 12%.
Gross margin was 49.5%, up 0.7 points from Q3 FY25. Operating profit was $0.55B, a 23.8% margin (up 2.6 points year over year). Of the extra revenue versus Q3 FY25, 57% reached operating profit, above the 21% margin then. Operating expenses grew 0% against revenue growth of 8%. Net earnings were $0.41B, up 38% year over year. The effective tax rate was 13.2%.
Operating cash flow was $0.72B (up 37% year over year), 177% of net earnings. Non-cash charges added back $0.08B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items added $0.21B. After capital expenditures ($0.07B), free cash flow as the company reports it was $0.65B.
Questions
What was Rockwell Automation's revenue in the third quarter fiscal 2026?
Rockwell Automation (ROK) reported revenue of $2.3B for the third quarter fiscal 2026 (Q3 FY26), +8% from a year earlier and +3% from the quarter before.
Was Rockwell Automation profitable in the third quarter fiscal 2026?
Operating profit was $550M (23.8% of revenue) and net earnings $408M.