Management remarks
Call period: 2026 Q3 · 2026-08-04
Guidance: Blake Moret: We now expect both our reported and organic sales growth to be in the 7.5% to 9.5% range for the year.Demand and orders: Blake Moret: Customers are increasingly turning to Rockwell's differentiated portfolio of hardware, software and services to adapt to changing market dynamics from GLP-1 related investments and evolving food and beverage demand to AI-driven data center growth and new opportunities across energy storage, defense and advanced manufacturing.Margins: Blake Moret: We continue to expect our enterprise operating margin to be 21.5%, up 260 basis points from last year.Analyst Q&A
Analyst Scott Davis asked: And just quickly on Plex. I haven't heard you mention Plex in a while. Where are we on the deal model on that asset? Management Blake Moret answered: Very profitable, new functionality, the embedding of agentic AI throughout in various of the modules work, and this is especially exciting to me personally, work to integrate Plex and the traditional MES with fleet management from our mobility, from mobile robots. And so you hear a lot going on about orchestration, and we've got a great head start by having a really fantastic cloud-native MES system with fleet management. So again, Plex is part of the software ARR that was up high single digits in the quarter.管理层陈述
电话会期间：2026 Q3 · 2026-08-04
指引：布莱克·莫雷特：我们目前预计本年度报告和有机销售增长率均处于7.5%至9.5%的区间。需求与订单：布莱克·莫雷特：客户正越来越多地选择罗克韦尔差异化的硬件、软件和服务组合，以应对不断变化的市场动态，包括与GLP-1相关的投资、不断演变的食品和饮料需求、人工智能驱动的数据中心增长，以及储能、国防和先进制造业领域的新机遇。利润率：布莱克·莫雷特：我们仍预计企业营业利润率为21.5%，较去年上升260个基点。分析师问答
分析师斯科特·戴维斯提问：“很久没提Plex了，这项资产的业务模式目前进展如何？” 管理层布雷克·莫雷特回应：“Plex盈利极佳，我们在多个模块嵌入了自主智能AI，还在推进其与传统制造执行系统、移动机器人车队管理功能的整合。当前市场热议业务编排，我们凭借云原生制造执行系统与车队管理功能已占先机，Plex属于本季度软件年度经常性收入实现高个位数增长的业务板块。”This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
