Rockwell Automation's third quarter revenue grew 8% to $2.31B, leading to raised FY26 guidance.

Rockwell Automation reported third quarter sales of $2.31 billion, an 8% increase year-over-year, with organic sales growing 10%. The company delivered a diluted EPS of $3.65, up 40% from the prior year, and an Adjusted EPS of $3.49. Following the strong quarter, Rockwell raised its full-year 2026 guidance for both sales and earnings.

Key Highlights

• Organic sales grew 10% year-over-year, driven by strength in semiconductor, data center, and warehouse automation.
• The Software & Control segment was a standout performer, with organic sales increasing 18% compared to the prior-year quarter.
• The company raised its fiscal 2026 guidance, now projecting reported sales growth of 7.5% - 9.5% and an Adjusted EPS range of $13.00 - $13.30.