Rockwell Automation FY 2026: Revenue $8.99B, EPS $12.54 — 10-K Summary

Rockwell Automation (ROK) reported FY 2026 revenue of $8.99B, up 8% YoY, and net income of $1.41B, up 62.1%. EPS rose 63.5% to $12.54. Sales growth was driven by volume, pricing, and productivity. Intelligent Devices and Software & Control segments saw double-digit sales growth, while Lifecycle Services declined 6%.

Original reporting
Published Nov 12, 2026, 4:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 12, 2026, 4:53 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Rockwell Automation FY 2026: Revenue $8.99B, EPS $12.54 — 10-K Summary — source image
Decision brief

The 30-second read

$ROKBullishMed
01

Why it matters

The earnings beat may trigger a short‑term rally in ROK shares, while reinforcing the company's growth narrative.

02

Market read

First‑report earnings data for a large‑cap industrial firm, providing fresh trading signals.

03

What to watch

Potential headwinds from supply‑chain constraints or tariff refund timing are not detailed.

Relevance 8/10Novelty 8/10Timing: after‑hours

Background

Rockwell Automation filed its FY 2026 10‑K, summarizing financial performance for the year.

Company-level read

Ticker impact

$ROKBullishHigh confidence
Context

Rockwell Automation reported FY 2026 revenue of $8.99B and diluted EPS of $12.54, up 7.8% and 63% YoY respectively.

Expected impact

likely upward pressure as the market prices in the earnings beat

Evidence & confidence

Revenue and EPS both exceed prior year by double‑digit percentages, indicating improved operating performance.

Market effects

Automation and industrial software sector may see broader optimism from ROK's results.

U.S. industrial equities could benefit from the earnings beat.

Limited to investors with exposure to U.S. automation firms.

Counterpoint

If the earnings beat is already priced in, the stock could face short‑term profit taking.

Key entities

  • Rockwell Automation

    U.S. industrial automation and information solutions provider.

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