Rockwell Automation Fiscal Q2 2026 Financial Results - EPS & Revenue Beats

Rockwell Automation is one of the world’s largest industrial automation and digital manufacturing companies.

At a high level, they help factories, warehouses, industrial plants, and infrastructure operators:

• automate equipment

• connect machines and software

• improve manufacturing efficiency

• monitor operations in real time

• reduce downtime and labor costs

They are essentially a “brains + control systems” company for industrial operations.

Financial Results

Revenue

• Sales: $2.239 billion

• Reported sales growth: +12% YoY

• Organic sales growth: +9% YoY 

Earnings

• Net income attributable to Rockwell Automation: $350 million

• Diluted EPS: $3.10

• Adjusted EPS: $3.30

• Adjusted EPS growth: +32% YoY 

Margins

• Enterprise operating profit: $504 million

• Enterprise operating margin: 22.5%

  • Prior year: 19.0%

• Pre-tax margin: 19.7%

  • Prior year: 14.9%

Cash Flow

Quarterly

• Cash provided by operating activities: $320 million

• Free cash flow: $275 million

First Half FY2026

• Operating cash flow: $554 million

• Share repurchases: $599 million

• Dividends paid: $309 million

Segment Results

Intelligent Devices

• Sales: approximately $1.0 billion

• Growth: +13% YoY 

Software & Control

• Sales: $684 million

• Growth: +20% YoY

• Segment operating margin: 34.9%

  • Prior year: 30.1% 

Lifecycle Services

• Sales: $537 million

• Growth: +2% YoY