ROK · Q2 FY26 · Jan 1 – Mar 31, 2026
Rockwell Automation Q2 FY26: where the revenue came from and where it went
Rockwell Automation Q2 FY26: revenue $2.2B (+12% year over year). Net profit $0.35B. Largest cohort Products & solutions $2.0B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jan 1 – Mar 31, 2026
- Reported
- May 5, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.24B
+12% year over year
Gross profit$1.13B
50% margin
Operating profit$0.53B
24% margin
Net profit$0.35B
16% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.24 | 100% | +12% |
| Products & solutions | 2.00 | 89% | +13% |
| Services | 0.24 | 11% | +0% |
| Cost of revenue | −1.11 | 50% | |
| Gross profit | 1.13 | 50% margin | +2pp |
| R&D | −0.18 | 8% | +0pp |
| SG&A | −0.42 | 19% | −2pp |
| Operating profit | 0.53 | 24% margin | +3pp |
| Tax | −0.09 | ||
| Interest & other costs | −0.09 | ||
| Net profit | 0.35 | 16% | +3pp |
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