Q2 26 EPS
$3.30
BEAT +14.56%
Est. $2.88
Q2 26 Revenue
$2.24B
BEAT +3.73%
Est. $2.16B
vs S&P Since Q2 26
+11.5%
BEATING MARKET
ROK +14.0% vs S&P +2.5%
Market Reaction
Did ROK Beat Earnings? Q2 2026 Results
Rockwell Automation delivered a standout fiscal second quarter for 2026, posting adjusted EPS of $3.30 to beat the $2.88 consensus estimate by 14.56%, marking the fourth consecutive quarter the industrial automation giant has cleared Wall Street's ea… Read more Rockwell Automation delivered a standout fiscal second quarter for 2026, posting adjusted EPS of $3.30 to beat the $2.88 consensus estimate by 14.56%, marking the fourth consecutive quarter the industrial automation giant has cleared Wall Street's earnings bar. Revenue of $2.24 billion rose 11.8% year over year and edged past the $2.16 billion consensus by 3.73%, driven primarily by accelerating demand across warehouse automation, data center, semiconductor, and energy end markets. The Software & Control segment was the clear engine of upside, with 20% reported sales growth and operating margin expanding sharply to 34.9% from 30.1% a year ago, while enterprise operating margin widened to 22.5% from 19.0%. The strong results came despite prior skepticism from analysts about the company's near-term trajectory. Management responded to the momentum by raising full-year adjusted EPS guidance to $12.50-$13.10 and lifting the reported sales midpoint to roughly $8.90 billion, reflecting upgraded organic growth expectations of 5%-9% for fiscal 2026.
Key Takeaways
- • Improving demand in warehouse automation, data center, semiconductor, and energy end markets
- • Positive price/cost dynamics inclusive of productivity gains
- • Higher sales volume across segments
- • Favorable product mix
- • Currency translation contributed 3% to reported sales growth
- • Software & Control organic sales growth of 17% led all segments
- • Total ARR grew 6% year over year
ROK Forward Guidance & Outlook
Rockwell Automation updated its fiscal 2026 guidance, raising the reported sales midpoint to approximately $8.9B with 5%-9% reported and organic sales growth (up from prior guidance of ~$8.8B and 3%-7% / 2%-6%). Diluted EPS guidance was raised to $11.88-$12.48 (from $10.75-$11.55) and Adjusted EPS guidance to $12.50-$13.10 (from $11.40-$12.20). The updated guidance excludes sales, earnings, and cash flows from divested Sensia businesses in the second half following the April 1, 2026 dissolution of the Sensia joint venture. Currency translation is expected to contribute approximately 1.5% and divestitures to reduce growth by approximately 1.5%. The company expects an effective tax rate of approximately 18.5% and an adjusted effective tax rate of approximately 19.5%.
ROK YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
ROK Revenue by Segment
With YoY comparisons, source: SEC Filings
ROK Revenue by Geography
With YoY comparisons, source: SEC Filings
“We delivered a strong second quarter, with double-digit growth in sales and earnings exceeding our expectations. We saw solid momentum across much of the business, led by improving demand in warehouse automation, data center, semiconductor, and energy. Our performance this quarter reflects the strength of our portfolio and the team's ability to execute in a dynamic global environment.”
— Blake Moret, Q2 2026 Earnings Press Release
ROK Earnings Trends
ROK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ROK EPS Trend
Earnings per share: estimate vs actual
ROK Revenue Trend
Quarterly revenue: estimate vs actual
ROK Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $2.88 | $3.30 | +14.56% | $2.24B | +3.73% |
| Q1 26 BEAT | $2.48 | $2.75 | +10.73% | $2.11B | +0.96% |
| Q4 25 BEAT FY | $2.94 | $3.34 | +13.64% | $2.32B | +4.98% |
| FY Full Year | $10.03 | $10.53 | +4.94% | $8.34B | +1.48% |
| Q3 25 BEAT | $2.67 | $2.82 | +5.66% | $2.14B | +3.66% |
| Q2 25 BEAT | $2.12 | $2.45 | +15.76% | $2.00B | +1.49% |