Rockwell Automation Inc at Barclays Industrial Select Conference Transcript
So thanks, everyone, for being here. It's my pleasure to have up next Rockwell Automation. Blake Moret, Chairman and Chief Executive. Blake, has a couple of slides to go through first and then we'll do Q&A. So thank you, Blake.
Thanks, Julian. Well, thanks, Julian. Rockwell has been on a transformation journey since 2016 because we needed to move faster to meet market needs for information software, and high-value recurring services across the most attractive industry verticals. Acquisitions such as Plex, Fiix, ASEM and Kalypso have boosted our total annual growth to 9% between 2016 and 2023. However, our margins have been flattish during this period.
To be sure, the shocks of pandemic and semiconductor shortages introduced inefficiencies and our margins have averaged a respectable 21% during this time, but it's clear we have a big opportunity to deliver consistent margin expansion.
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