COMPANY FILINGS

Rockwell Automation

ROK

For the fiscal year ended September 30, 2025, Rockwell Automation supplied industrial automation and information products, solutions, and services through its Intelligent Devices, Software & Control, and Lifecycle Services segments.

Business description: FY2025CIK 0001024478Source: SEC EDGAR
Annual reports
5
Report coverage
2021–2025
Financial statement focus
Balance sheet
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Annual report insights

AI summary

AI-generated summaries of the cited 10-K filings. For informational purposes only; not personalized investment advice.

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Fiscal 2025

Year ended Filed

Read FY2025 annual report (opens in a new tab)
  • Reported sales increased 1 percent in fiscal 2025, but net income attributable to Rockwell Automation declined to $869 million from $953 million in fiscal 2024.

    Source: 2025
  • In the fourth quarter of fiscal 2025, Sensia's partners decided to pursue an orderly dissolution of the joint venture. Rockwell recorded a related US$224 million non-cash write-down of recorded asset values (an impairment charge). The decision did not mean the dissolution had been completed.

    Source: 2025
View full 10-K summary 2025Hide full 10-K summary 2025

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Cash flow

    Cash provided by operating activities increased to $1,544 million for the year ended September 30, 2025, from $864 million for the year ended September 30, 2024.

    Source: 2025

Negative signals

  • Asbestos costs

    Fiscal 2025 included US$136 million of expense before income tax for claims related to past asbestos exposure. In the fourth quarter, Rockwell began recording estimated future legal-defense costs for known and not-yet-filed claims, instead of recognizing those defense costs only as they were incurred. The total included US$91 million for the accounting-method change. Expense recorded is distinct from cash paid during the year.

    Source: 2025

Business context

  • Tariff risk

    Rockwell warned that higher tariffs could increase manufacturing and supply-chain costs, while competitive pressures, customer acceptance, and contractual limitations could restrict its ability to recover those increases through pricing. These were conditional risks, not a quantified fiscal 2025 loss.

    Source: 2025

Business in fiscal 2025

For the fiscal year ended September 30, 2025, Rockwell Automation supplied industrial automation and information products, solutions, and services through its Intelligent Devices, Software & Control, and Lifecycle Services segments.

Source: 2025

5-year changes

FY2021–FY2025

These changes use selected original filing passages and nearby context from the stated five fiscal years. They are not an exhaustive review of all five reports and exclude later-year filings.

  • Distribution

    Rockwell's 2021 and 2022 filings reported that approximately 75 percent of global sales went through independent distributors. The 2025 filing reported approximately 65 percent, a lower share of sales through that channel rather than evidence of a continuous annual decline.

    Source: 2021, 2022, 2025
  • Sensia

    In its 2022 filing, Rockwell concluded that Sensia's US$315.9 million goodwill balance was not impaired. Goodwill is the part of an acquisition price above the fair value of identifiable net assets. This was the 2022 assessment, rather than an unchanged balance carried into 2025. By the fourth quarter of fiscal 2025, the partners had decided to pursue an orderly dissolution, and Rockwell recorded a related US$224 million non-cash impairment charge—a write-down of recorded asset values. Dissolution was not yet complete: the 2025 filing expected closing in the first half of fiscal 2026, subject to customary closing conditions.

    Source: 2022, 2025
  • Credit ratings

    The 2021 and 2023 filings reported Standard & Poor's short-term credit rating of A-1 and long-term rating of A, with a negative outlook. In July 2024, the agency lowered those ratings to A-2 and A- while changing the outlook to stable. The 2025 filing reported the same A-2 and A- ratings and stable outlook as of November 12, 2025.

    Source: 2021, 2023, 2024, 2025
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FINANCIAL STATEMENTS

Balance sheet

A snapshot of what Rockwell Automation owns and owes at a point in time.

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Read the company’s balance sheet in the original annual reports below.

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Annual reports & SEC 10-K filings

SEC EDGAR

5 reports in this collection

Original SEC annual reports, with report period and filing date
Report periodFiled with SECFormSource
Sep 30, 20250001024478-25-000116Nov 12, 202510-KOpen 10-Ksec.govRead FY2025 summary
Sep 30, 20240001024478-24-000107Nov 12, 202410-KOpen 10-Ksec.gov
Sep 30, 20230001024478-23-000126Nov 8, 202310-KOpen 10-Ksec.gov
Sep 30, 20220001024478-22-000093Nov 8, 202210-KOpen 10-Ksec.gov
Sep 30, 20210001024478-21-000083Nov 9, 202110-KOpen 10-Ksec.gov

Dates describe the filing metadata. Figures and reporting periods should be checked against the original statement. SEC links open in a new tab.