Rockwell Automation beats second quarter estimates with 12% revenue growth and raises its fiscal 2026 guidance.

Rockwell Automation reported second quarter fiscal 2026 revenue of $2.24 billion, up 12% year-over-year, and diluted EPS of $3.10. The results exceeded analyst expectations for both revenue and adjusted EPS, which came in at $3.30, a 32% increase from the prior year.

Key Highlights

• Organic sales grew 9% year-over-year, well ahead of the 5.3% consensus estimate, indicating strong underlying demand in the industrial automation market.
• The company raised its full-year fiscal 2026 guidance, with the adjusted EPS range increasing to $12.50 - $13.10 from a prior $11.40 - $12.20, and the organic sales growth range lifting to 5% - 9% from 2% - 6%.
• The Software & Control segment delivered standout performance, with organic sales increasing 17% and segment operating margin expanding to 34.9% from 30.1% a year ago.