Quarterly ResultMay 5, 2026, 07:08 AM
Rockwell Automation Q2 Sales +12% to $2.24B; Raises FY26 Guidance
AI Summary
Rockwell Automation reported strong second quarter fiscal 2026 results, with reported sales up 12% year over year to $2,239 million and organic sales increasing 9%. Diluted EPS surged 40% to $3.10, while Adjusted EPS grew 32% to $3.30. The company also raised its fiscal 2026 guidance for both reported sales growth (5%-9%) and Adjusted EPS ($12.50-$13.10), reflecting solid momentum across key business segments and improving demand in several end markets. Additionally, Rockwell Automation introduced new performance measures, Enterprise operating profit and Enterprise operating margin, and noted the dissolution of the Sensia joint venture.
Key Highlights
- Reported sales increased 12% year over year to $2,239 million in Q2 fiscal 2026.
- Diluted EPS rose 40% year over year to $3.10; Adjusted EPS increased 32% to $3.30.
- Fiscal 2026 reported sales growth guidance updated to 5%-9% from 3%-7%.
- Fiscal 2026 Adjusted EPS guidance updated to $12.50-$13.10 from $11.40-$12.20.
- Intelligent Devices segment sales grew 13% to $1.0 billion; Software & Control sales rose 20% to $684 million.
- Cash provided by operating activities was $320 million; Free cash flow was $275 million.
- The company repurchased 1.2 million shares for $454 million in Q2 fiscal 2026.
- Introduced Enterprise operating profit and Enterprise operating margin as new performance measures.