ROK — what changed in the latest 10-Q
A section-by-section comparison of ROK's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-05-05 vs the prior 10-Q · 2026-02-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +57 | −36 | ~26 | 54 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | −10 | ~2 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-05-05
•our ability to manage and mitigate the risk related to security vulnerabilities and breaches of our hardware and software products, solutions, and services;
As a result of a U.S. Supreme Court ruling issued in February 2026, the Company may be entitled to a refund of tariffs previously paid on imported products under the International Emergency Economic Powers Act (IEEPA). As of March 31, 2026, the Company has not recognized an asset related to the pote…
During the second half of the fiscal year, we expect continued inflationary pressures to affect certain cost categories, driven by strong market demand for data centers and continued volatility related to geopolitical tensions in the Middle East. These factors are expected to primarily impact commod…
In the first quarter of 2026, we announced plans to build a new greenfield manufacturing site in Southeastern Wisconsin, and in the second quarter we confirmed New Berlin, Wisconsin as the specific site location. The facility is expected to be the company’s largest manufacturing campus globally, wit…
Non-operating pension and postretirement benefit credit3 — 6 —
Text removed vs the prior filing · source: 10-Q · 2026-02-05
•our ability to manage and mitigate the risk related to security vulnerabilities and breaches of our hardware and software products, solutions, and services;
In the first quarter of 2026, we announced plans to build a new greenfield manufacturing site in Southeastern Wisconsin, and in the second quarter we confirmed New Berlin, Wisconsin as the specific site location. The facility has the potential to be the company’s largest manufacturing campus globall…
Intelligent Devices segment operating margin (e/a)17.3 %14.9 %
Software & Control segment operating margin (f/b)31.2 %25.1 %
Lifecycle Services segment operating margin (g/c)14.1 %12.5 %
Other information
Text added vs the prior filing · source: 10-Q · 2026-05-05
During the quarter ended March 31, 2026, no director or officer of the Company adopted or terminated a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K, no director of the Company adopted or terminated a Rule 10b5-1 trading arrangement, and no officer of the Company te…
Text removed vs the prior filing · source: 10-Q · 2026-02-05
•Robert L. Buttermore, Senior Vice President and Chief Supply Chain Officer, adopted a Rule 10b5-1 trading arrangement on November 26, 2025, that will terminate on the earlier of October 31, 2026 or the execution of all trades in the trading arrangement. Mr. Buttermore’s trading arrangement covers (…
•Matthew W. Fordenwalt, Senior Vice President, Lifecycle Services, adopted a Rule 10b5-1 trading arrangement on November 26, 2025, that will terminate on the earlier of October 31, 2026, or the execution of all trades in the trading arrangement. Mr. Fordenwalt’s trading arrangement covers the (i) ex…
•Scott A. Genereux, Senior Vice President and Chief Revenue Officer, adopted a Rule 10b5-1 trading arrangement on November 26, 2025, that will terminate on the earlier of October 31, 2026, or the execution of all trades in the trading arrangement. Mr. Genereux’s trading arrangement covers the (i) sa…
•Rebecca W. House, Senior Vice President, Chief People and Legal Officer, and Secretary, adopted a Rule 10b5-1 trading arrangement on November 26, 2025, that will terminate on the earlier of October 31, 2026, or the execution of all trades in the trading arrangement. Ms. House’s trading arrangement …
•Tessa M. Myers, Senior Vice President, Intelligent Devices, adopted a Rule 10b5-1 trading arrangement on November 26, 2025, that will terminate on the earlier of October 31, 2026, or the execution of all trades in the trading arrangement. Ms. Myers’ trading arrangement covers the sale of 1,985 long…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice