Rockwell Automation Q2 sales beat estimates

Rockwell Automation

05/05/2026 12:11

Overview

U.S. industrial automation firm's fiscal Q2 sales rose 12%, beating analyst expectations

Adjusted EPS for fiscal Q2 increased 32% to $3.30, beating analyst expectations

Company repurchased $454 mln of shares during the quarter

Outlook

Rockwell Automation raises fiscal 2026 reported sales growth guidance to 5%-9%

Company lifts fiscal 2026 diluted EPS outlook to $11.88-$12.48 and adjusted EPS to $12.50-$13.10

Result Drivers

END-MARKET DEMAND - Co said improved demand in warehouse automation, data center, semiconductor, and energy supported sales growth

PRICE/COST AND MIX - Higher sales volume, positive price/cost inclusive of productivity, and favorable mix drove margin expansion, partially offset by higher compensation

Company press release: ID:nBw8TQxcsa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$2.24 bln
$2.16 bln (17 Analysts)
Q2 Adjusted EPS
Beat
$3.30
$2.89 (20 Analysts)
Q2 EPS
$3.10
Q2 Net Income
$351 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Rockwell Automation Inc is $429.00, about 7.2% above its May 4 closing price of $400.31

The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 34 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)