The company serves discrete end markets including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals. Customers continue to invest in automation, digital transformation, and productivity, positioning Rockwell uniquely to help accelerate Factory of the Future initiatives.
Cyborg Score Rationale
The company exceeded expectations with sales, margins, and earnings all exceeding guidance, driven by double-digit sales growth and margin expansion reflecting portfolio strength and structural productivity. Strong financial health indicators include a Piotroski F-Score of 7 and Beneish M-Score of -2.55.
Top Insights
Q1 FY2026 reported sales of $2,105 million, up 12% year-over-year.
Adjusted EPS of $2.75 in Q1 FY2026, up 49% compared to $1.85 in Q1 FY2025.
Structural productivity actions span commercial spend, direct material, supply chain efficiency, with broad adoption of AI providing additional opportunities.
Recurring revenue rose 7% with FY2026 EPS guidance of $11.40-$12.20.
Named Competitors
Siemens Automation — Industrial automation and digitalization solutions
ABB Robotics & Automation — Power and automation technology leader
Schneider EcoStruxure — Industrial software and automation platforms
Honeywell Industrial IoT — Industrial IoT and control systems
Recent Developments
(February 2026) Q1 FY2026 earnings exceeded expectations with 12% sales growth and 49% adjusted EPS growth