Rockwell Automation Reports Q4 2026 Results with Strong EPS Growth and AI-Driven Semiconductor Demand
Rockwell Automation (ROK) reported strong fourth-quarter results for fiscal year 2026, highlighted by a 16% increase in adjusted EPS to $3.88. Despite organic sales growth being tempered by a customer tariff refund program, the company saw significant momentum in its Software & Control segment, which grew 15% year-over-year. Notably, semiconductor sales surged nearly 50% due to increased investments in AI infrastructure. Looking ahead to fiscal 2027, management provided organic sales guidance of 6% to 9% and adjusted EPS guidance between $14.50 and $15.50. While the dissolution of the Sensia joint venture is expected to create a $100 million revenue headwind in the first half of 2027, the company remains focused on high-growth areas like AI-driven semiconductor markets and warehouse automation. Rockwell also plans to continue its capital return program with $600 million in planned share repurchases.
Topics: Adjusted EPS Free Cash Flow Intelligent Devices Organic Sales Growth Software & Control