Rockwell Automation, Inc.'s Stock Analysis

Rockwell Automation Reports Q2 2026 Financial Results and Guidance

Rockwell Automation reported second quarter fiscal 2026 sales of $2,239 million, marking a 12% increase from the previous year, with organic sales up 9%. The company achieved a diluted EPS of $3.10 and an adjusted EPS of $3.30, representing increases of 40% and 32%, respectively. The total annual recurring revenue (ARR) grew by 6% year over year. The company also updated its fiscal 2026 sales growth guidance to a range of 5% to 9% and adjusted EPS guidance to between $12.50 and $13.10.

The Intelligent Devices segment saw sales rise to $1 billion, a 13% increase, while the Software & Control segment experienced a 20% increase in sales to $684 million. The Lifecycle Services segment had modest growth, with sales up 2% to $547 million. Operating margins improved across segments, reflecting higher sales volume and positive pricing dynamics. The company repurchased approximately 1.2 million shares at a cost of $454 million during the quarter. The effective tax rate for the quarter was reported at 20.2%, up from 17.1% in the prior year.

May 05, 2026 07:04:32

Rockwell Automation Elects David A. Zapico to Board of Directors

Rockwell Automation's Board of Directors has approved an increase in its membership from ten to eleven members, with David A. Zapico being elected as a new director effective April 16, 2026. Zapico, who is currently the Chairman and CEO of AMETEK, Inc., will serve on the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. He will receive standard compensation for non-employee directors, including common stock valued at $92,055 under the company's Long-Term Incentives Plan.

Zapico brings extensive experience in the industrial sector, having held various leadership roles at AMETEK over 36 years, including CEO since 2016. His background includes a Bachelor of Science in Electrical Engineering and an MBA. Rockwell Automation, headquartered in Milwaukee, employs approximately 26,000 people globally and focuses on industrial automation and digital transformation.

Apr 17, 2026 07:01:39

Rockwell Automation Approves 2026 Long-Term Incentives Plan

On February 10, 2026, Rockwell Automation's shareowners approved the 2026 Long-Term Incentives Plan, which allows for the issuance of various forms of equity compensation, including stock options and performance shares. The plan authorizes the delivery of up to 10.6 million shares of common stock, in addition to shares from previous incentive plans that may expire or be forfeited.

The approval of the 2026 Plan was necessary to meet New York Stock Exchange requirements and federal income tax regulations regarding incentive stock options. Details of the plan are outlined in the definitive Proxy Statement filed on December 22, 2025, which includes further information about the types of awards and the conditions under which they may be granted.

Feb 17, 2026 16:22:47

Rockwell Automation Annual Meeting Results and Shareholder Votes

The annual meeting of Rockwell Automation shareowners took place on February 10, 2026. During the meeting, shareowners elected three directors to serve until the annual meeting in 2029. Additionally, shareowners approved the advisory compensation of named executive officers with approximately 87% of votes in favor.

Shareowners also approved the selection of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2026. Furthermore, the Rockwell Automation, Inc. 2026 Long-Term Incentives Plan was approved by the shareowners. These outcomes reflect key decisions that could influence the company's governance and financial practices.

Feb 13, 2026 09:49:16

Rockwell Automation Reports Strong First Quarter Financial Results

Rockwell Automation reported first quarter fiscal 2026 sales of $2,105 million, representing a 12% increase from $1,881 million in the same period last year. Organic sales grew by 10%, with a pre-tax income of $342 million and a pre-tax margin of 16.2%. Net income attributable to the company was $305 million, or $2.69 per share, up from $184 million, or $1.61 per share, in the prior year. Adjusted EPS for the quarter was $2.75, a 49% increase compared to $1.85 in the first quarter of fiscal 2025. The company's total annual recurring revenue (ARR) also increased by 7% year over year.

For fiscal 2026, Rockwell Automation reaffirmed its sales growth expectations, projecting reported sales growth between 3% and 7%, and organic sales growth between 2% and 6%. The company updated its diluted EPS guidance range to $10.75 - $11.55 and Adjusted EPS guidance range to $11.40 - $12.20, reflecting a revised full-year tax rate. The first quarter results showed significant margin expansion driven by higher sales volume and productivity, although cash flow from operations decreased to $234 million from $364 million in the prior year due to incentive compensation payouts.

Feb 05, 2026 07:01:23

Rockwell Automation Secures $1.5 Billion Revolving Credit Facility

Rockwell Automation, Inc. has entered into a new five-year unsecured revolving credit agreement worth $1.5 billion, effective November 18, 2025. This agreement replaces a previous credit facility of the same amount that was initiated in June 2022 and terminated early without incurring penalties. The company has the option to increase the total commitments by up to $750 million and can request extensions of the maturity date under certain conditions. Proceeds from the borrowings will be used for general corporate purposes.

The new credit agreement includes standard covenants and conditions typical for such facilities, including restrictions on incurring secured debt and certain asset sales. A key financial covenant requires the company to maintain a Consolidated EBITDA to Consolidated Interest Expense ratio of at least 3.00 to 1.00 over any four consecutive quarters. The agreement allows for the acceleration of amounts outstanding under specific default conditions, including failure to make payments or breaches of covenants. Notably, the agreement does not impose restrictions on the company’s ability to pay dividends.

Nov 21, 2025 16:02:05

Rockwell Automation Reports Fiscal 2025 Results and Guidance

Rockwell Automation announced its financial results for the fourth quarter and full year ended September 30, 2025. The fourth quarter saw reported sales increase by 14% to $2.316 billion, with organic sales up 13%. The diluted earnings per share (EPS) for the quarter were $1.23, while adjusted EPS rose 32% to $3.34. For the full fiscal year, reported and organic sales increased by 1%, with net income attributable to the company at $869 million or $7.67 per share. Cash flow from operating activities reached $1.544 billion, marking a 79% increase year over year, and free cash flow rose to $1.358 billion, up 113% from the previous year.

Looking ahead, Rockwell Automation provided guidance for fiscal 2026, anticipating reported sales growth of 3% to 7% and organic sales growth of 2% to 6%. The company expects diluted EPS to be in the range of $10.40 to $11.40 and adjusted EPS between $11.20 and $12.20. Notably, Rockwell is dissolving its Sensia joint venture, which is expected to close in the first half of fiscal 2026. The company also updated its definitions of adjusted income and adjusted EPS to exclude legacy asbestos and environmental costs, aiming for a clearer financial reporting structure.

Nov 06, 2025 07:02:23

Rockwell Automation Updates Executive Change of Control Agreements

On September 30, 2025, Rockwell Automation entered into new change of control agreements with key executives, including CEO Blake D. Moret. These agreements replace the previous ones that expired on the same date and will take effect if a change of control occurs before October 1, 2028. The terms are largely consistent with the prior agreements, designed to ensure executive dedication and mitigate distractions during potential transitions in company ownership.

The new agreements outline the executives' positions, responsibilities, and compensation during a defined 'Protected Period' following a change of control. This includes maintaining their base salary, bonuses, and benefits at levels comparable to those received prior to the effective date. The agreements also detail conditions for termination of employment, ensuring that executives are protected during significant corporate changes, which may influence investor confidence and stock performance.

Oct 03, 2025 16:05:16

Rockwell Automation Reports Q3 2025 Financial Results and Guidance

Rockwell Automation reported sales of $2,144 million for the third quarter of fiscal 2025, reflecting a 5% increase compared to the same quarter in the previous year. Organic sales grew over 4%, with a total annual recurring revenue (ARR) increase of 7%. The company reported a diluted EPS of $2.60 and an adjusted EPS of $2.82, marking a year-over-year increase of 29% and 4%, respectively. Cash flow from operating activities reached $527 million, significantly up from $279 million in the prior year, while free cash flow also increased to $489 million from $238 million in Q3 2024.

The company updated its fiscal 2025 guidance, projecting reported and organic sales growth between -2% and 1%. The diluted EPS guidance range was adjusted to $8.89 - $9.29, and the adjusted EPS guidance range was set at $9.80 - $10.20. Rockwell Automation's total book-to-bill ratio remained around 1.0, indicating stable demand, while significant investments of over $2 billion are planned for enhancing plants, talent, and digital infrastructure over the next five years, primarily in the United States.

Aug 06, 2025 07:03:47

Rockwell Automation Secures $500 Million Term Loan Agreement

Rockwell Automation, Inc. has entered into a $500 million 364-day term loan credit agreement with various banks, including Bank of America, N.A. as the administrative agent. The agreement allows the company to secure credit in the form of loans, which will be available on the closing date, set for May 16, 2025, under specific terms and conditions outlined in the agreement.

The loan agreement includes various provisions regarding the use of proceeds, compliance with laws, and financial covenants. It also outlines the roles of the banks involved, including U.S. Bank National Association as the syndication agent and other banks serving as documentation agents and joint lead arrangers. This financial arrangement could impact Rockwell Automation's liquidity and operational flexibility.

May 19, 2025 17:20:31