$ROK · ROCKWELL AUTOMATION, INC
Rockwell Automation filed its FY2026 10-K (year ended September 30, 2026). Total sales rose 7.8% to $8.989B from $8.342B, and net income attributable to Rockwell jumped to $1.409B from $869M. Diluted EPS was $12.54 (adjusted $13.42) versus $7.67 (adjusted $10.53) in FY2025. Enterprise operating profit climbed to $1.997B from $1.578B, with pre-tax margin expanding to 18.7% from 11.0%.
- FY2026 sales rose 7.8% to $8.989B from $8.342B.
- Net income attributable to Rockwell grew 62% to $1.409B from $869M.
- Diluted EPS was $12.54, up from $7.67; adjusted EPS $13.42 vs $10.53.
- Enterprise operating profit reached $1.997B, up from $1.578B.
- Software & Control segment operating margin expanded to 33.8% from 29.7%.
Shares are at $407.56, down 0.47% since filing, a muted reaction to a strong earnings year, suggesting results were largely priced in.
Rockwell delivered a sharp earnings rebound with 62% net income growth and 700bps pre-tax margin expansion, signaling a strong automation cycle recovery.
Rockwell's margin recovery contrasts with a still-cyclical industrial automation backdrop, with Software & Control driving the strongest profitability gains.
FY2025 included a $224M intangible asset impairment and $154M net legacy asbestos/environmental charges; FY2026 results benefited from their absence. Tariff refunds and trade policy remain key forward risks.