Rockwell Automation posts FY 2026 results and issues FY 2027 guidance
Rockwell Automation reported fiscal 2026 fourth‑quarter sales of $2.332 billion, up 1% year‑over‑year on a reported basis and up 3% organically, and full‑year sales of $8.989 billion, up 8% reported and 5% organic. Diluted earnings per share were $3.11 (GAAP) and adjusted EPS $3.88, both up 153% and 16% respectively versus FY 2025. For fiscal 2027 the company guided reported sales growth of 4.5%–7.5% and organic sales growth of 6%–9%, with diluted EPS of $13.78–$14.78 and adjusted EPS of $14.50–$15.50.
Why it matters
The company says the FY 2027 guidance places earnings above consensus, which should support the stock price and investor expectations. The guidance also reflects the impact of tariff refunds and a customer‑tariff refund program that reduced reported sales growth by about one percentage point.
Key facts
- 1Q4 fiscal 2026 reported sales were $2,332 million, up 1% year‑over‑year on a reported basis. sec.gov
- 2Q4 fiscal 2026 organic sales grew 3% year‑over‑year. sec.gov
- 3Full‑year fiscal 2026 reported sales were $8,989 million, up 8% year‑over‑year on a reported basis. sec.gov
- 4Full‑year fiscal 2026 organic sales grew 5% year‑over‑year. sec.gov
- 5Fiscal 2026 diluted GAAP EPS was $3.11, up 153% year‑over‑year. sec.gov
- 6Fiscal 2026 adjusted EPS was $3.88, up 16% year‑over‑year. sec.gov
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.