Snapshot
Rockwell Automation, Inc reported $2.24B of revenue in Q2 2026, up 11.9% year over year, with diluted EPS of $3.10 and an operating margin of 20.9%.
- Revenue
- $2.24B
- YoY growth
- +11.9%
- Diluted EPS
- $3.10
- Operating margin
- 20.9%
$2.24B
Revenue
+11.9%
YoY growth
$3.10
Diluted EPS
20.9%
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.
- •Rockwell delivered especially strong operating performance this quarter, with sales, margins, and EPS all coming in above our expectations.
- •Double-digit year-over-year growth in orders, sales, and earnings reflects our strong market position led by North America and the team's continued focus and execution in a dynamic global environment.
- •We saw an improvement in customer demand across a broader range of industries in Q2, such as e-commerce, warehouse automation, data center, semiconductor, and energy.
- •Persistent trade volatility and geopolitical uncertainty continued to delay large capital investments in other industries, including automotive and consumer packaged goods.
- •We're doing a good job of managing cost increases in areas affected by tariffs, demand for memory, and fuel.
- •Q2 sales were above our expectations, with organic sales growing 9% year-over-year.
- •Reported sales were up 12%, with favorable currency contributing 3 points of growth.
- •Intelligent Devices organic sales were up 9% versus prior year, with strong growth in our motion, I/O, and safety and sensing businesses.
- •In our Software & Control segment, organic sales were up 17% year-over-year and well above our expectations, driven by continued double-digit sales growth of Logix, especially in North America.
- •Our Logix growth was broad-based in the quarter, and we saw a particularly strong performance with our data center customers, where we continue to see increasing demand for our industrial-grade controllers.
- •Christian and I will cover the expected impact on full year fiscal 2026 financials later on the call.
SourcesCompany financials · earnings call
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