Rockwell Automation's CFO, Christian Raffi, reported a significant uptick in demand, with orders exceeding $2 billion for the first time in seven quarters, indicating a positive outlook for industrial automation. Despite challenges like tariffs, the company is adjusting prices to recover costs and exploring opportunities to shift production locations. The focus remains on growth, particularly in the machine builder segment, with promising activity noted in markets such as Italy's food and beverage and life sciences sectors.