TLDR
- Rockwell Automation posted Q2 fiscal 2026 earnings of $3.30 adjusted EPS, beating the $2.88 analyst estimate
- Revenue rose 12% to $2.24 billion, topping forecasts of $2.16 billion
- Full-year revenue outlook raised to $8.9 billion midpoint, up from $8.8 billion
- Adjusted EPS guidance lifted to $12.50–$13.10, from $11.40–$12.20
- ROK stock hit an all-time high of $450.04, up over 11% on the day
Rockwell Automation (ROK) stock surged more than 11% to an all-time high of $450.04 on Tuesday after the company posted a strong fiscal second-quarter earnings beat and raised its full-year outlook.
$ROK | Rockwell Automation Inc., Q2-2026 Earning Report pic.twitter.com/ofEaZ0Nt2P
— Hardik Shah (@AIStockSavvy) May 5, 2026
The company reported net income of $350 million, or $3.10 per share, for the quarter ended March 31. That compares to $252 million, or $2.22 per share, in the same period a year ago.
Adjusted EPS came in at $3.30, clearing the Wall Street consensus of $2.88 by a comfortable margin, according to FactSet.
Rockwell Automation, Inc., ROK
Revenue climbed 12% year-over-year to $2.24 billion, also topping analyst forecasts of $2.16 billion.
The stock now carries a market cap of around $45 billion. It has gained roughly 60% over the past year, according to InvestingPro data.
Guidance Gets a Lift
Following the results, Rockwell raised its full-year revenue outlook to $8.9 billion at the midpoint, up from the prior $8.8 billion.
Adjusted EPS guidance was lifted to a range of $12.50 to $13.10, compared to the previous range of $11.40 to $12.20.
CEO Blake Monet pointed to improving demand across several key end markets, including warehouse automation, data centers, semiconductors, and energy.
Monet noted that capital investment remains muted in some verticals, but that the overall picture is improving.
Segment Breakdown
Rockwell’s intelligent devices business saw sales grow 13%, with margins expanding on higher volume and a favorable product mix.
The software and control segment had an even stronger showing, with revenue jumping 20% in the quarter.
In April, Rockwell dissolved its joint venture with SLB, known as Sensia. The divested business has been excluded from the company’s outlook for the second half of the fiscal year.
Despite the strong run-up in price, InvestingPro flags the stock as currently overvalued relative to its Fair Value estimate, placing it among the more richly priced names in its sector.
ROK trades at a P/E ratio of 46.03.
No analyst upgrades or downgrades had been issued following the earnings announcement at the time of publication.
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