What were Rockwell Automation's Q2 2026 results?

Rockwell Automation reported revenue of $2.1 billion (above $2.05B estimate) and adjusted EPS of $3.45 (above $3.20 estimate).

How did Rockwell's stock react to the earnings?

Rockwell's stock rose 3% in after-hours trading following the earnings release.

What is Rockwell's guidance for fiscal 2026?

Rockwell raised its revenue guidance to $8.4B-$8.6B and adjusted EPS guidance to $13.80-$14.20.

Which sectors drove Rockwell's growth?

Growth was driven by AI, warehousing, and semiconductor sectors, with increased demand for automation solutions.

Did Rockwell raise its annual guidance?

Yes, Rockwell raised its full-year fiscal 2026 revenue and EPS guidance.

Rockwell Automation Q2 Earnings Beat, Raises Outlook on AI, Factory Demand

Rockwell Automation (ROK) reported Q2 2026 earnings that beat analyst estimates, with revenue of $2.1 billion and adjusted EPS of $3.45. The company raised its full-year guidance, citing improved demand from AI, warehouse, and semiconductor sectors.

Rockwell Automation (NYSE: ROK) reported fiscal second-quarter 2026 results that exceeded analyst expectations, driven by improved demand for automation solutions in AI, warehousing, and semiconductors. The stock rose 3% in after-hours trading.

Key Financial Results

Metric	Q2 2026	Analyst Estimate	YoY Change
Revenue	$2.1B	$2.05B	+8%
Adjusted EPS	$3.45	$3.20	+12%
GAAP EPS	$3.12	-	+10%
Organic Growth	6%	-	-

Highlights from the Release

CEO Blake Moret said: "We are seeing strong momentum in automation orders from data centers and semiconductor fabs, reflecting increased capital spending in these sectors." He added that demand for AI-enabled manufacturing solutions contributed to revenue growth.

Guidance

Rockwell raised its full-year fiscal 2026 guidance:

Revenue: $8.4B - $8.6B (previously $8.2B - $8.4B)
Adjusted EPS: $13.80 - $14.20 (previously $13.50 - $13.90)

Stock Impact

Shares of Rockwell rose 3% in after-hours trading following the announcement. The stock is up about 15% year-to-date, supported by improving demand in industrial automation.

What This Means for Investors

Rockwell's results confirm strong demand for automation solutions in AI-related and infrastructure sectors. The raised guidance reflects management's confidence in sustained momentum, but investors should monitor broader industrial demand trends.