Beckhoff Automation closed 2025 with €1.24 billion in revenue, up 6% year over year, the first positive growth year since the 2023 downturn. Q1 2026 was described in the company’s careful German as “strong progression.” In the same twelve months, Rockwell Automation cut 900 people, softened guidance, and spent its earnings calls explaining that “AI tailwinds across the portfolio” should be visible any quarter now. The line is the financial equivalent of saying the weather has been weather.