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Rockwell Automation (ROK) investor relations material
Rockwell Automation Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary19 Nov, 2025
Strategic growth framework and market outlook
Maintains 2023 growth framework, targeting 5% CAGR in served markets over the next five years, with strong U.S. home market advantage and global expansion focus.
Process segment now 40% of business, with growth in discrete, hybrid, and process markets, and new verticals like data centers and e-commerce logistics.
Emphasizes resilience, agility, and sustainability as key drivers, with improved price realization and rapid implementation since 2022.
Annual recurring revenue (ARR) now over 10% of total, with high single-digit profitable growth expected in FY26.
Acquisition priorities updated: industrial AI, recurring revenue software/services, and geographic/product expansion in Europe and Asia.
Technology innovation and autonomy
Focuses on three pillars: software-defined automation, artificial intelligence, and robotics, with broad application across the production stack.
Logix SDA enables scalable, resilient virtual control, integrating safety, motion, and robotics in a software-defined environment.
AI is embedded in design, optimization, and plant information systems, with generative and agentic AI driving productivity and autonomy.
Robotics portfolio spans integration, software-defined control, and full-stack solutions, targeting fastest-growing robot geometries.
Customer examples (Lucid, global F&B, GAIA, UPS, Ferrero) highlight digital transformation, autonomous operations, and ROI-driven deployments.
Margin expansion and operational excellence
Achieved 110 bps margin expansion in FY24 with only 1% top-line growth; targets another 100 bps in FY26.
Structural cost reduction program delivered $435M savings in 18 months, now institutionalized as ongoing practice.
Capital deployment updated: CapEx now 2.5–4% of sales, with FY26 guide at 3%; $500M share buybacks and 5% dividend increase announced.
Innovation spending clarified at 8% of sales, with new engineering and development line item for transparency.
Segment margin targets: 23.5% medium-term, with Lifecycle Services on target, software/control nearing, and intelligent devices progressing.
How do new services drive customer engagement?
How does AI differentiate Rockwell's offerings?
What are the outcomes of $2B investment?
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Next Rockwell Automation earnings date
Q1 20269 Feb, 2026
Next Rockwell Automation earnings date
Q1 20269 Feb, 2026
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Frequently asked questions
Rockwell Automation Inc is a provider of industrial automation and digital transformation solutions. The company offers hardware, software, and services for control systems, intelligent devices, and analytics platforms. It serves industries such as manufacturing, energy, life sciences, and logistics. Rockwell Automation Inc is headquartered in Milwaukee, Wisconsin, and its shares are listed on the NYSE.
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