earnings
confidence high
sentiment positive
materiality 0.80
Rockwell Automation Q3 FY2026: sales up 8% YoY, EPS $3.65, raises FY guidance
ROCKWELL AUTOMATION, INC
- Q3 sales $2,313M (+8% YoY); organic sales +10%; diluted EPS $3.65, adjusted EPS $3.49 (+22% YoY).
- Software & Control segment sales +19% YoY; Intelligent Devices +12%; Lifecycle Services -12% (organic -2%).
- Updated FY2026 guidance: reported sales growth 7.5%-9.5% (midpoint ~$9.0B), adjusted EPS $13.00-$13.30 (prior $12.50-$13.10).
- Completed Sensia JV dissolution on April 1; organic ARR +6% YoY; free cash flow $654M (+34% YoY).
- Share repurchases $145M in Q3; $1.2B remaining authorization.