$ROK · ROCKWELL AUTOMATION, INC
Rockwell Automation filed an 8-K (Item 2.02) with its Q4 and full-year FY2026 results. Q4 sales were $2,332M (up 1% reported, 3% organic), diluted EPS $3.11, and adjusted EPS $3.88, up 16% YoY. Full-year sales were $8,989M (up 8%), diluted EPS $12.54, and adjusted EPS $13.42, up 27%. The company introduced FY2027 guidance of 4.5%–7.5% reported sales growth, 6%–9% organic growth, diluted EPS $13.78–$14.78, and adjusted EPS $14.50–$15.50.
- Q4 adjusted EPS of $3.88 rose 16% YoY from $3.34.
- Full-year adjusted EPS of $13.42 rose 27% from $10.53.
- FY2026 free cash flow was $1,701M, up 25% YoY.
- Company repurchased 3.1M shares for $1,254M in FY2026.
- FY2027 guidance: adjusted EPS $14.50–$15.50, organic sales growth 6%–9%.
Extended-hours trading shows ROK at $409.90, down 7.70% from the $444.10 regular close, indicating a negative after-hours reaction despite the earnings beat and raised guidance.
Rockwell delivered strong FY2026 results and above-consensus FY2027 guidance, yet shares fell 7.7% after hours, signaling investor concern over tariff-refund normalization.
Rockwell's double-digit Software & Control growth (up 15% Q4) and data-center/semiconductor expansion reflect the industrial automation sector's shift toward software and AI-enabled operations.
FY2026 results included a favorable $0.11 net impact from IEEPA tariff refunds and an $85M customer tariff refund accrual; FY2027 guidance assumes only a ~1 percentage point benefit, so tariff-related tailwinds are non-recurring.