Rockwell Automation, Inc. (NYSE:ROK) stock rose after it reported better-than-expected second-quarter results and raised its FY26 guidance above estimates.

The company posted:

Adjusted EPS of $3.30, up 32% year over year (Y/Y), beating the consensus estimate of $2.89.

GAAP diluted EPS was $3.10, up from $2.22 a year ago quarter, aided by increased pre-tax margin.

Total sales were $2.239 billion, up 12% Y/Y, exceeding the $2.157 billion estimate.

Organic sales rose 9% Y/Y, and currency translation increased sales by 3% Y/Y in the quarter. Annual recurring revenue (ARR) grew 6% Y/Y in the quarter.

Income before income taxes was $440 million, up from $299 million in the prior year

Pre-tax margin expanded to 19.7% from 14.9% a year ago quarter.

Segment Performance

Intelligent Devices segment sales were $1 billion, up 13% Y/Y. Segment operating margin increased to 20.9% from 17.7% a year ago. ...