Rockwell Automation, Inc. Earnings Recaps
Q1 2026
Feb 5, 2026
Rockwell Automation, Inc. delivered robust first-quarter results for fiscal 2026, with double-digit sales growth, improved margins, and strong demand across its core product and software segments.
Key takeaways
- Q1 sales exceeded expectations, achieving double-digit year-over-year growth in both reported and organic sales.
- Intelligent Devices segment grew organic sales by 16%, driven by successful strategic wins in key verticals.
- Software and Control revenues increased by 17%, buoyed by strong performance in Logix and adoption of next-generation software solutions.
- Adjusted EPS reached $2.75, supported by higher volume, favorable product mix, and strong productivity initiatives.
- Annual recurring revenue rose 7%, reflecting solid performance in recurring software across multiple sectors, including automotive and life sciences.