Rockwell Automation, Inc. Q1 2026 Earnings Recap

ROK Q1 2026 February 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.

Earnings Per Share Beat

$2.75 vs $2.47 est.

+11.3% surprise

Revenue Beat

2105000000 vs 2081685000 est.

+1.1% surprise

Market Reaction

1-Day +2.05%

5-Day -6.07%

30-Day -5.74%

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ROK on AllInvestView.