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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Rockwell Automation plans in November to build a new manufacturing site in southeastern Wisconsin.”
Rockwell Automation plans a large new southeastern Wisconsin manufacturing campus (potentially its largest globally), a growth read-through and demand driver for WEC.
“we also have more than 30 models from partners like Bayer, Paige.AI, Rockwell Automation, Siemens to address industry specific use cases.”
Rockwell Automation is cited as a partner contributing industry-specific AI models to Microsoft's Azure AI Foundry model catalog.
“Within energy, we saw good activity in oil and gas, power, and renewables supported by an important greenfield win with FS Bioenergia, a leading Brazilian corn ethanol producer with strategic emphasis on carbon capture and decarbonization.”
FS Bioenergia, a Brazilian corn ethanol producer, is a greenfield win deploying Rockwell's full automation suite for its next facility and carbon capture project.
“One example of orders resulting from new capacity being built in the US is our Q1 win with Comma, an Italian packaging OEM, that selected Rockwell Automation, Inc.'s advanced motion platform to run complex high-speed operations with emerging sustainable materials.”
Comma, an Italian packaging OEM, selected Rockwell's advanced motion platform for new US capacity.
“The standout Q1 win here was with PFM Group, a leading Italian packaging OEM, supporting a large food and beverage customer's CapEx expansion.”
PFM Group, an Italian packaging OEM, selected Rockwell's independent cart technology for a food and beverage customer's capacity expansion.
“Another standout win in our recurring services was with Hindalco Industries, a global leader in aluminum and copper production. Hindalco has chosen to partner with Rockwell Automation, Inc. to implement OT cybersecurity across six plants in India.”
Hindalco Industries selected Rockwell to implement OT cybersecurity across six Indian plants, a recurring-services win.
“One notable win was with RH Shepherd, a US-based tier-one commercial vehicle supplier, who will use our cloud-native Plex platform to drive greater operational control, continuous process improvement, and scalable future expansion.”
RH Shepherd, a US tier-one commercial vehicle supplier, is a new Plex platform win for Rockwell.
“GM made some pretty bullish comments a week or so ago on their near-term spending plans in North America”
An analyst cites GM's recent bullish North America spending commentary as a potential positive demand signal for Rockwell's automotive business.
“We continue to work well with SLB through this transition, and we look forward to updating you once the transaction is complete.”
Rockwell is dissolving the Sensia joint venture with SLB, returning the process automation business to full Rockwell control by April 1.
“This quarter, Cortiva Agriscience completed the modernization of its iParc infrastructure using our process control and networking capabilities to improve operator visibility and reduce downtime across critical chemical utilities.”
Corteva Agriscience modernized its process control infrastructure using Rockwell's PlantPAx-class process control and networking (name transcribed as 'Cortiva').
“This quarter, Thermo Fisher selected Rockwell Automation, Inc. to deliver an AI-enabled troubleshooting agent to accelerate issue resolution and reduce downtime.”
Thermo Fisher selected Rockwell to deploy an AI-enabled troubleshooting agent, a proof point for Rockwell's AI strategy.
“Regarding our Sensia joint venture with SLB, following a strategic review, both parent companies have decided to pursue an orderly dissolution.”
Rockwell and SLB agreed to dissolve their Sensia oil-and-gas JV; each parent reabsorbs the businesses it contributed, with SLB remaining a partner.
“This quarter, Rockwell won a project with Alternative Heat Ltd. to supply modular cooling panels for large data centers in Europe.”
Alternative Heat awarded Rockwell a project to supply modular cooling panels for large European data centers.
“A good example of this was our win with Vale Base Metals, where our arc-resistant power control systems are modernizing their Sudbury mill to significantly enhance safety and operational efficiency.”
Vale Base Metals is deploying Rockwell's arc-resistant power control systems to modernize its Sudbury mill, a mining/metals win.
Rockwell delivered double-digit organic sales growth for a second consecutive quarter with adjusted EPS of $2.75, as Software and Control grew 17% led by Logix North America up 25%. Segment margin expanded 360 basis points year-over-year, and e-commerce and warehouse automation maintained over 60% growth. Management raised EPS midpoint from $11.70 to $11.80 as the Sensia dissolution tracked toward April 1 close.
Demand | Margin | Guidance Reliability | Capex Investment | Cost Pressure | Trade Tariffs | Competitive Dynamics | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 2 | 6 | 3 | 1 | 2 | 3 | |
| 2025Q1 | 7 | 6 | 6 | 1 | 5 | 2 | 2 | |
| 2025Q2 | 4 | 4 | 5 | 3 | 2 | 6 | 2 | |
| 2025Q3 | 4 | 6 | 4 | 4 | 2 | 1 | ||
| 2025Q4 | 6 | 7 | 4 | 1 | 4 | 2 | 3 | |
| 2026Q1 | 9 | 4 | 2 | 3 | 2 | 3 | 1 | |
| 2026Q2 | 10 | 5 | 3 | 1 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 10 | 7 | 4 | 4 | 6 | 9 | 10 |
| Margin | 2 | 6 | 4 | 6 | 7 | 4 | 5 |
| Guidance Reliability | 6 | 6 | 5 | 4 | 4 | 2 | |
| Capex Investment | 3 | 1 | 3 | 4 | 1 | 3 | 3 |
| Cost Pressure | 5 | 2 | 2 | 4 | 2 | 1 | |
| Trade Tariffs | 1 | 2 | 6 | 1 | 2 | 1 | |
| Competitive Dynamics | 2 | 2 | 3 | 3 | 3 | ||
| Inventory | 3 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Julian Mitchell | Barclays | 14 (14%) |
| Andy Kaplowitz | Citigroup | 14 (0%) |
| Chris Snyder | Morgan Stanley | 13 (0%) |
| Scott Davis | Melius Research | 13 (0%) |
| Nigel Coe | Wolfe Research | 8 (13%) |
| Andy Obin | Bank of America | 8 (13%) |
| Steve Tusa | JPMorgan | 7 (14%) |
| Joe O'Dea | Wells Fargo | 6 (0%) |
| Jeff Sprague | Vertical Research Partners | 4 (25%) |
| Andy Buscaglia | BNP Paribas | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 14 (14%) |
| Citigroup | 1 | 14 (0%) |
| Melius Research | 1 | 13 (0%) |
| Morgan Stanley | 1 |
| 13 (0%) |
| JPMorgan | 2 | 9 (22%) |
| Wolfe Research | 1 | 8 (13%) |
| Bank of America | 1 | 8 (13%) |
| Wells Fargo | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ROK Rockwell Automation | 9 | +11.8% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |