Rockwell Automation, Inc. earnings overview

ROK FY2026 Q2 · Calendar Q2 2026

Rockwell Automation, Inc.

Rockwell Automation's Q2 FY2026 results showed broad-based strength, with 12% reported sales growth, a 22.5% enterprise operating margin, and adjusted EPS of $3.30 beating the $2.88 consensus by 14.6%. Revenue of $2.24B exceeded the $2.16B estimate by 3.7%. The company raised full-year guidance, with organic sales growth now 5-9% and adjusted EPS midpoint at $12.80, up from $11.80 in Q1. Demand accelerated in data centers, semiconductor, e-commerce/warehouse automation, and energy, while tariffs and memory cost inflation remain managed headwinds. The market reacted strongly, with the stock up 8.9% on the report session and continuing to drift 5.9% higher subsequently on 2.76x normal volume.