Rockwell Automation Reports Q4/FY26 Results and Issues FY27 Guidance

Summary of Filing

On November 5, 2026, Rockwell Automation, Inc. (NYSE: ROK) filed an 8-K under Item 2.02 (Results of Operations and Financial Condition), furnishing its fourth-quarter and full-year fiscal 2026 financial results along with fiscal 2027 guidance.

Key Financial Highlights

Q4 Fiscal 2026 Results:

• Reported Sales: $2,332 million, up 1% year-over-year (organic sales up 3%). Both were reduced by ~4 percentage points due to an $85 million customer tariff refund accrual.
• Diluted EPS: $3.11, up 153% compared to $1.23 in Q4 FY25.
• Adjusted EPS: $3.88, up 16% year-over-year from $3.34.
• Pre-Tax Income: $433 million (18.6% margin) vs. $63 million (2.7% margin) in Q4 FY25.
• Operating Cash Flow / Free Cash Flow: $680 million and $602 million, up from $454 million and $405 million, respectively.

Full Year Fiscal 2026 Results:

• Reported Sales: $8,989 million, up 8% year-over-year (organic sales also up 8%).
• Diluted EPS: $12.54, up 63% from $7.67 in FY25.
• Adjusted EPS: $13.42, up 27% compared to $10.53 in FY25.
• Operating Cash Flow / Free Cash Flow: $1,958 million and $1,701 million, up 27% and 25% year-over-year.
• Share Repurchases: Repurchased 3.1 million shares for $1,254 million during FY26 ($673 million authorization remaining).

Fiscal 2027 Guidance:

• Reported Sales Growth: 4.5% to 7.5% (Organic sales growth: 6.0% to 9.0%).
• Diluted EPS: $13.78 to $14.78.
• Adjusted EPS: $14.50 to $15.50.