Revenue Growth
ROK's revenue increased by 11.9% year-over-year to $2.239 billion, driven by strong demand across key markets.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
ROK reported strong financial performance in Q2 FY2026, with significant growth in revenue, operating income, and net income, driven by improved margins and increased efficiency.
Revenue
$2.24B
+11.89% YoY
EPS (Diluted)
$3.10
+39.64% YoY
Gross Margin
50.2%
+1.7 pts YoY
Operating Income
$530M
+29.90% YoY
Source: SEC XBRL
Rockwell Automation (ROK) reported Q2 FY2026 revenue of $2.24B, up 11.9% year over year. Operating margin was 23.7%, up 3.3 points from 20.4% a year earlier. ROK's fiscal Q2 FY2026 corresponds to calendar Q1 2026.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 3.49 | 3.42 | Beat +2.1% |
| Mar 2026This filing | 3.30 | 2.92 | Beat +13.1% |
| Dec 2025 | 2.75 | 2.49 | Beat +10.5% |
| Sep 2025 | 3.34 | 2.96 | Beat +12.7% |
Adjusted (non-GAAP) EPS of $3.30 versus the $2.92 analyst consensus — a +13.1% beat for Mar 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $3.10.
Compiled by AI from this SEC filing
ROK's revenue increased by 11.9% year-over-year to $2.239 billion, driven by strong demand across key markets.
Source: 10-Q Income Statement
Operating income rose by 29.9% to $530 million, reflecting enhanced operational efficiencies and cost management.
Source: 10-Q Income Statement
ROK significantly increased its share buybacks to $599 million, up 158.2% year-over-year, indicating strong cash flow management.
Source: 10-Q Cash Flow
Compiled by AI from this SEC filing · 0 high, 2 medium, 1 low
ROK's cash and equivalents decreased by 6.0% year-over-year, potentially impacting liquidity if the trend continues.
Source: 10-Q Balance Sheet
Long-term debt slightly increased by 0.1%, which could pose a risk if interest rates rise or cash flows decrease.
Source: 10-Q Balance Sheet
Operating cash flow decreased by 1.6% year-over-year, which may affect the company's ability to fund operations and investments.
Source: 10-Q Cash Flow
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 2.24 $B | 2.00 $B | +11.89% |
Cost of Revenue $B | 1.11 $B | 1.03 $B | +8.26% |
Gross Profit $B | 1.13 $B | 0.97 $B | +15.74% |
Operating Income $M | 530.00 $M | 408.00 $M | +29.90% |
Net Income $M | 350.00 $M | 252.00 $M | +38.89% |
EPS (Basic) $ | 3.11 $ | 2.22 $ | +40.09% |
EPS (Diluted) $ | 3.10 $ | 2.22 $ | +39.64% |
R&D Expense $M | 180.00 $M | 162.00 $M | +11.11% |
SG&A Expense $M | 478.00 $M | 469.00 $M | +1.92% |
Answers draw on this SEC filing and the data on this page
Rockwell Automation's Q3 FY2026 net income surged 38% on organic growth in Software & Control and margin expansion, aided by the Sensia joint venture dissolution.
Rockwell Automation delivered a strong Q1 FY2026, with revenue rising 11.9% YoY to $2.11B and net income surging 65.8% to $305M, driven by significant margin expansion across gross, operating, and net profit lines.
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