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

Adjusted EPS of $3.30, up 32% year over year (Y/Y), beating the consensus estimate of $2.89. Total sales were $2.239 billion, up 12% Y/Y, exceeding the $2.157 billion estimate.

Rockwell raised its fiscal 2026 adjusted EPS guidance to $12.50-$13.10 from $11.40-$12.20, versus analyst estimates of $12.15, and increased its sales guidance to $9.345 billion-$9.701 billion (from $8.80 billion), versus an estimate of $8.876 billion. Meanwhile, the company now sees fiscal 2026 reported sales growth and organic sales growth ranges of 5%, 9%.

“We delivered a strong second quarter, with double-digit growth in sales and earnings exceeding our expectations. We saw solid momentum across ...