Earnings Releases·Nov 5, 2026, 7:02 AM ET

Rockwell Automation — Fiscal 2026 Earnings Summary

Fiscal 2026 total sales reached $8,989 million (up 8% YoY), with diluted EPS surging 63% to $12.54 and adjusted EPS rising 27% to $13.42; pre-tax margins expanded significantly to 18.7% from 11.0% in the prior year.
The company issued Fiscal 2027 guidance projecting reported sales growth of 4.5% to 7.5% and adjusted EPS of $14.50 to $15.50, assuming inorganic growth of approximately 0% and a divestiture impact of (1.5)%.
Strategic performance highlighted strong growth in Intelligent Devices (up 11%) and Software & Control (up 18%), while Lifecycle Services declined 6% due to divestitures; free cash flow totaled $1,701 million (up 25% YoY).
Capital allocation included $1,254 million in share repurchases, leaving $673 million available under the existing authorization, while results were positively impacted by $108 million in tariff refunds and related interest income.