0001024478-26-000020
SEC filingRockwell Automation reported Q2 FY2026 sales of $2.24 billion and Adjusted EPS of $3.30, beating expectations, and raised its full-year guidance following the dissolution of the Sensia joint venture.
Rockwell Automation delivered a strong second quarter fiscal 2026, with reported sales rising 12% year-over-year to $2.24 billion, driven by a 9% increase in organic sales and a 3% benefit from currency translation. The company noted solid momentum across warehouse automation, data center, semiconductor, and energy end markets. Profitability expanded significantly, with Enterprise operating margin increasing 350 basis points to 22.5%, attributed to higher sales volume, positive price/cost dynamics, and favorable mix, despite higher compensation costs. Consequently, Diluted EPS rose 40% to $3.10, while Adjusted EPS increased 32% to $3.30.
Operationally, the company generated $320 million in operating cash flow and $275 million in free cash flow, improvements driven by higher pre-tax income. During the quarter, Rockwell repurchased 1.2 million shares for $454 million. The company also disclosed the dissolution of the Sensia joint venture effective April 1, 2026, which will exclude related sales and earnings from second-half guidance. Management updated its fiscal 2026 outlook, raising the reported sales growth range to 5%-9% and the Adjusted EPS guidance range to $12.50-$13.10, reflecting confidence in continued execution despite mixed capital investment trends in certain verticals.