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Research Alert: Rockwell Automation Lifts Outlook As Software Strength Powers Q2 Fy 26 Beat

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Rockwell Automation (ROK) delivered Q2 FY 26 (Sep.) results well above expectations, with sales reaching $2.2B (+12% Y/Y, +9% organic) and operating EPS of $3.30 (+32% Y/Y) vs. the consensus forecast of $2.88. The strong performance stemmed from operational execution and broad-based demand recovery in key business segments. Software & Control remained the growth engine, generating $684M in sales (+20% Y/Y) with operating margin expanding to an impressive 34.9% from 30.1% in the prior year, while Intelligent Devices hit $1B in sales (+13% Y/Y) with margin improving to 20.9% from 17.7%. ROK raised FY 26 EPS guidance to $12.50-$13.10 from $11.40-$12.20, reflecting a firming growth backdrop and increased confidence. The company sees solid momentum in the warehouse automation, data center, semiconductor, and energy end markets, with the high-margin software business bolstering earnings quality through volume growth and strong price realization, as favorable mix tailwinds support overall profitability expansion.

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