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Rockwell Automation, Inc. (ROK) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

Seeking Alpha

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Rockwell Automation’s CEO Blake Moret highlighted the company’s expanded resilience in 2026, citing broader exposure across discrete, hybrid, and process industries, with process now comprising 40% of total business. The firm reported over 10% of revenue now comes from profitable annual recurring streams, driven by software and high-value services, signaling a shift toward subscription-based models. Operational excellence initiatives were emphasized as key to supply chain improvements, reflecting strategic adjustments post-pandemic to enhance efficiency and reduce vulnerabilities. Senior VP Matheus Bulho joined the discussion, underscoring Rockwell’s software and control advancements, aligning with broader industry trends toward automation and digital transformation. The presentation at Citi’s 2026 conference positioned Rockwell as a leader in industrial tech, leveraging recurring revenue and vertical diversification for long-term growth.

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SA Transcripts158.43K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rockwell Automation, Inc. (ROK) Citi's Global Industrial Tech & Mobility Conference 2026 February 17, 2026 8:00 AM EST Company Participants Blake Moret - President, Chairman & CEOMatheus De A G Bulho - Senior Vice President of Software & Control Conference Call Participants Andrew Kaplowitz - Citigroup Inc., Research Division Presentation Andrew KaplowitzCitigroup Inc., Research Division I think we're on. We're very excited for you all to be here. Welcome to Citi's 2026 Global Industrial Tech and Mobility Conference. I think we've got a great slate for you that over 160 companies this year. I'm Andy Kaplowitz, Citi Group's multi-industry and E&C analyst. We are very excited to have Rockwell Automation with us. Rockwell has been a mainstay of the conference. Rockwell starting now today is awesome. Thank you, Blake. So we have Blake Moret, who's our Chairman and CEO; and Matheus Bulho, who is Rockwell's SVP of Software and Control. So I'm going to turn it over to you, Blake. I know you have some opening comments, and then we will go into Q&A. Blake MoretPresident, Chairman & CEO Well, good morning, everyone. As Andy said, I'm Blake Moret, Chairman and CEO of Rockwell. I'm going to start with just a few framing comments and then looking forward to the fireside chat. So many of you have followed Rockwell for some time. I'd like to make the point that Rockwell has considerably increased our resilience in the past few years, more exposure across a wider variety of verticals, a discrete hybrid and process. Process actually makes up 40% of our total business. We've added considerable, profitable, annual recurring revenue. It's over 10% of our business, a mixture of software as well as high-value services and we've redoubled our focus on operational excellence. So that's certainly provided benefits throughout our supply chain.

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