Rockwell Automation Q1 sales rise 12%, beat estimates

Rockwell Automation

05/02/2026 12:09

Overview

Industrial automation firm's fiscal Q1 sales rose 12%, beating analyst expectations

Adjusted EPS for fiscal Q1 increased 49% yr/yr, beating analyst expectations

Company reaffirmed fiscal 2026 sales growth guidance and updated EPS guidance

Outlook

Rockwell Automation updates fiscal 2026 diluted EPS guidance to $10.75 - $11.55

Company reaffirms fiscal 2026 reported sales growth range of 3% - 7%

Rockwell Automation expects gradual improvement throughout fiscal 2026 despite market volatility

Result Drivers

DEMAND IN KEY MARKETS - Strong demand across key markets drove double-digit sales growth, particularly in Intelligent Devices and Software & Control segments, per CEO Blake Moret

MARGIN EXPANSION - Meaningful margin expansion due to higher sales volume, positive price/cost, and productivity, partially offset by higher compensation

LIFECYCLE SERVICES DECLINE - Lifecycle Services segment sales decreased 4%, but margin improved due to productivity and project execution

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$2.11 bln
$2.08 bln (20 Analysts)
Q1 Adjusted EPS
Beat
$2.75
$2.46 (20 Analysts)
Q1 EPS
$2.69
Q1 Net Income
$302 mln
Q1 Free Cash Flow
$170 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 16 "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 $420.00, about 2.3% below its February 4 closing price of $429.84

The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nBwc4KwKka

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(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.)