Snapshot
Rockwell Automation, Inc reported $2.10B of revenue in Q1 2026, up 11.9% year over year, with diluted EPS of $2.69 and an operating margin of 17.4%.
- Revenue
- $2.10B
- YoY growth
- +11.9%
- Diluted EPS
- $2.69
- Operating margin
- 17.4%
$2.10B
Revenue
+11.9%
YoY growth
$2.69
Diluted EPS
17.4%
Operating margin
01 Key takeaways
What management said
- •Our actual results may differ materially due to a wide range of risks and uncertainties described in our earnings release and SEC filings.
- •We entered fiscal 2026 with a focus on delivering solid top-line performance while continuing to increase productivity and expand margins.
- •This quarter reflects additional progress on these fundamental objectives, with sales, margin, and earnings all exceeding our expectations.
- •Demand across our core offerings and verticals remained healthy in the first quarter, and our teams executed well.
- •We had double-digit sales growth and sustained momentum in our key product and software businesses.
- •The strong growth of orders related specifically to projects adding new U.S.
- •production capacity gives us confidence that the combination of our traditional sources of value with digital services, edge computing, and cloud-native software is differentiated.
- •Our Q1 sales came in slightly better than expected, with double-digit year-over-year growth in both reported and organic sales.
- •While large CapEx investments are still on hold for many customers, demand for our product portfolio remains strong, particularly in Logix and motion.
- •Annual recurring revenue grew 7% in the quarter and was in line with our expectations, with strong performance in our recurring software across automotive, life sciences, and energy verticals.
- •Another standout win in our recurring services was with Hindalco Industries, a global leader in aluminum and copper production.
- •Intelligent Devices delivered another solid quarter, with organic sales up 16% year-over-year and in line with our expectations.
SourcesCompany financials · earnings call
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