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Dollar General: The Rural Retailer Playbook
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Rockwell Automation
Rockwell Automation (ROK) investor relations material
Rockwell Automation Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary18 Feb, 2026
Business performance and growth outlook
Achieved increased resilience through diversified verticals, with process now the largest served market.
Annual recurring revenue from software and services exceeds 10%, with profitable growth.
Focus on operational excellence has led to expanding margins, with plans to continue margin improvement.
Organic growth guidance for the year is 4% at midpoint, with potential to reach 5%-8%.
Growth is broad-based across traditional and new verticals, including data centers and e-commerce.
Market trends and customer demand
Customer sentiment is positive, with increased orders in e-commerce, warehouse automation, and chemicals.
U.S. markets show higher orders for new capacity, especially in data centers and traditional industries.
Double-digit order growth for new capacity is expected to be broad-based across industries.
Lifecycle Services backlog is stabilizing, with a strong Book-to-Bill Ratio of 1.16.
Product and technology innovation
Logix platform saw over 20% global year-over-year growth in Q1, with North America exceeding 25%.
Destocking in PLCs is complete, and growth is expected to align with segment trends.
Continued R&D investment, especially in Software and Control, supports ongoing product innovation.
Data center vertical could reach 5% of business in the near future.
Integration of mobile robots and advanced automation is driving new value in manufacturing.
Data center growth drivers to 5% revenue
Rockwell's software moat against AI-only systems
Future margin expansion beyond current corridors
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Next Rockwell Automation earnings date
Q2 20266 May, 2026
Rockwell Automation
Next Rockwell Automation earnings date
Q2 20266 May, 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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