Rockwell Automation FY2026: margins up, Q4 noisy, FY2027 guarded
Rockwell's fiscal 2026 was a margin-repair year: sales rose 8.0% to $8.989 billion, adjusted EPS rose 27.0% to $13.42 and free cash flow hit $1.701 billion. The catch is that Q4 GAAP EPS of $3.11 includes tariff-refund noise and FY2027 guidance implies slower reported growth. Read the scorecard for underlying demand and cash conversion.
1 · Expected vs. Actual
Free preview belowFull-year diluted EPS was $12.54 versus $7.67, and adjusted EPS was $13.42 versus $10.53, up 27.0%. Q4 diluted EPS was $3.11 versus $1.23, while adjusted EPS was $3.88 versus $3.34 and above the $3.7295 consensus figure in the input. Both Q4 and full-year EPS include a favorable $0.11 net impact from IEEPA tariff refund related items, so the underlying run rate is a bit lower.
Fiscal 2026 sales were $8.989 billion, up 8.0% reported and organically from $8.342 billion; divestitures cut 2.0% and currency added 2.0%, while the customer tariff refund program reduced reported and organic sales by about 1.0 percentage point. Q4 sales were $2.332 billion, up 1.0% reported and 3.0% organic, with about 4.0 percentage points of drag from that refund program. Software & Control was the growth engine at $2.818 billion, up 18.0%, while Lifecycle Services fell 6.0% to $2.071 billion.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-13
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