Rockwell Automation, Inc. stock research
FY2026 Q2
Rockwell Automation (ROK) Gross Margin — Quarter Ended Mar 31, 2026
Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was stable relative to the prior quarter and higher year over year. Gross margin improved from both the preceding quarter and the year-ago period, reflecting a stronger relationship between revenue growth and cost control.
Gross margin takeaway
Quarter ended Mar 31, 2026 · FY2026 Q2
Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was stable relative to the prior quarter and higher year over year. Gross margin improved from both the preceding quarter and the year-ago period, reflecting a stronger relationship between revenue growth and cost control.
- The improvement in gross margin from the prior quarter and year-ago period was driven by revenue growing faster than cost of revenue, as gross profit increased while cost of revenue remained relatively contained.
- Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was stable, and gross margin improved. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue were all higher, with gross margin also higher.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
50.2%
Gross profit
$1.1B
Revenue
$2.2B
Cost of revenue
$1.1B
Quarter-over-quarter change
+2.0 pts
Year-over-year change
+1.7 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Jun 30, 2025 | $2.1B | $876.0M | $1.3B | 40.9% |
| Sep 30, 2025 | $2.3B | $1.6B | $708.0M | 69.4% |
| Dec 31, 2025 | $2.1B | $1.0B | $1.1B | 48.3% |
| Mar 31, 2026 | $2.2B | $1.1B | $1.1B | 50.2% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Dec 31, 2025
+2.0 pts
Year-over-year change
Mar 31, 2025
+1.7 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The improvement in gross margin from the prior quarter and year-ago period was driven by revenue growing faster than cost of revenue, as gross profit increased while cost of revenue remained relatively contained.
Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was stable, and gross margin improved. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue were all higher, with gross margin also higher.
Monitor the trend in cost of revenue relative to revenue, as its stability this quarter was a key factor in margin expansion.
Peer context
Latest available gross margins for related public companies.
| Company | Gross margin |
|---|---|
| Rockwell Automation, Inc. (ROK) | 50.2% |