ROCKWELL AUTOMATION, INC 8K

Rockwell Automation reported strong Q3 2026 results, raised full-year sales and EPS guidance, and noted the completed dissolution of the Sensia joint venture, which contributed to margin expansion and updated non-GAAP metrics.

On August 4, 2026, Rockwell Automation, Inc. reported its fiscal third quarter 2026 results, highlighting 8% year-over-year reported sales growth (10% organic), a 40% increase in diluted EPS to $3.65 and a 22% rise in adjusted EPS to $3.49, along with margin expansion driven by higher volumes, favorable mix, and benefits from the recently completed April 1 dissolution of the Sensia joint venture. The company generated strong cash flow, with operating cash flow of $724 million and free cash flow of $654 million in the quarter, and repurchased 0.3 million shares for $145 million. Management also increased full-year fiscal 2026 guidance, raising reported and organic sales growth expectations to 7.5%–9.5% (midpoint ~$9.0 billion in sales) and boosting diluted EPS guidance to $12.72–$13.02 and adjusted EPS guidance to $13.00–$13.30, excluding the impact of the divested Sensia businesses in the second half of the year. Segment results showed double-digit growth and margin improvement in Intelligent Devices and Software & Control, while Lifecycle Services’ reported sales declined due to Sensia-related divestitures but saw margin expansion from strong project execution and the Sensia dissolution. The company also disclosed tax effects, non-GAAP adjustments (including the gain and discrete tax items from the Sensia dissolution and impacts from BEPS Pillar Two), continued share repurchase capacity, and updated metrics on ARR, ROIC, free cash flow, and adjusted EBITDA.

Filing Facts

CIK

1024478

Ticker

ROK

Form

8K

Source Type

sec

Accession

0001024478-26-000028

Alert Tier

7