earnings
confidence high
sentiment positive
materiality 0.80
Rockwell Automation Q1 beat: sales +12%, adj EPS $2.75 (+49%); raises FY EPS guidance
ROCKWELL AUTOMATION, INC
2026-Q1 EPS reported
$2.69
revenue$2,105,000,000
- Reported sales $2,105M (+12% YoY, organic +10%); GAAP EPS $2.69 vs $1.61; adjusted EPS $2.75 vs $1.85.
- Intelligent Devices sales +18%, Software & Control +19%, Lifecycle Services -4%; segment operating margin expanded to 20.7% from 17.1%.
- FY2026 outlook: reaffirms reported sales growth 3%-7%; raises diluted EPS guidance to $10.75-$11.55 and adjusted EPS to $11.40-$12.20.
- Total ARR +7% YoY; free cash flow $170M (vs $293M) due to incentive compensation payout and working capital.