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Rockwell Automation

Rockwell Automation (ROK) Q3 2026 Earnings

Reported Aug 4, 2026 at 7:01 AM ET · SEC Source

Q3 26 EPS

$3.49

BEAT +3.15%

Est. $3.38

Q3 26 Revenue

$2.31B

BEAT +2.91%

Est. $2.25B

vs S&P Since Q3 26

-4.3%

TRAILING MARKET

ROK -4.2% vs S&P +0.1%

Market Reaction

Did ROK Beat Earnings? Q3 2026 Results

Rockwell Automation posted a decisive beat across the board in fiscal Q3 2026, reporting earnings per share of $3.49 against a consensus estimate of $3.38, a 3.15% beat that extended the company's streak of topping EPS expectations to five consecutiv… Read more Rockwell Automation posted a decisive beat across the board in fiscal Q3 2026, reporting earnings per share of $3.49 against a consensus estimate of $3.38, a 3.15% beat that extended the company's streak of topping EPS expectations to five consecutive quarters. Revenue of $2.31 billion rose 7.9% year over year and cleared the $2.25 billion consensus by 2.91%, with organic sales climbing 10% as semiconductor, data center, and warehouse automation verticals drove outsized demand. The standout driver was the Software & Control segment, which delivered 19% reported sales growth and expanded operating margins to 34.8% from 31.6% a year ago, helping lift enterprise operating margin 280 basis points to 22.3%. Free cash flow surged to $654 million from $489 million in the prior-year period, reflecting strong operating leverage across the portfolio. Encouraged by the momentum, management raised its full-year fiscal 2026 outlook, now targeting reported sales of approximately $9.00 billion and adjusted EPS of $13.00 to $13.30, up from prior guidance of $12.50 to $13.10.

Key Takeaways

  • • Strength in semiconductor, data center, and warehouse automation end markets
  • • Improving activity in automotive and life sciences
  • • 10% organic sales growth with favorable mix and operational discipline
  • • Margin benefit from the Sensia joint venture dissolution
  • • Software & Control segment delivered 18% organic sales growth with 34.8% operating margin
  • • Organic ARR up 6% year over year; software ARR up high single digits

ROK Forward Guidance & Outlook

Rockwell Automation raised its fiscal 2026 guidance. The company now targets reported sales of approximately $9.0 billion with reported and organic sales growth of 7.5%-9.5% (up from 5%-9%). Diluted EPS guidance was raised to $12.72-$13.02 (from $11.88-$12.48) and Adjusted EPS to $13.00-$13.30 (from $12.50-$13.10). Currency translation is expected to contribute approximately 1.5% and divestitures to reduce sales by approximately 1.5%. The adjusted effective tax rate is guided at approximately 19.5%. Guidance excludes sales, earnings, and cash flows related to the divested Sensia businesses in the second half of fiscal 2026.

24/7 Wall St

ROK YoY Financials

Q3 2026 vs Q3 2025, source: SEC Filings

24/7 Wall St

ROK Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q3 26
24/7 Wall St

ROK Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q3 26

“Our strong third-quarter performance reflects healthy customer demand, an accelerated pace of innovation, and disciplined execution. Continued strength in semiconductor, data center, and warehouse automation, as well as improving activity in automotive and life sciences, drove growth across the business. Our 10% organic sales growth, combined with favorable mix and operational discipline, yielded double-digit earnings growth and expanded margins.”

— Blake Moret, Q3 2026 Earnings Press Release

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