Here are the exact figures from the Rockwell Automation
$ROK (-0,9%) (NYSE: ROK) Q3 Fiscal 2026 Earnings Release, released today, August 4, 2026:
🚀 Top-Line Performance & Strong Surge in Demand
Rockwell Automation reports strong growth in the third fiscal quarter of 2026, driven by semiconductors, data centers, warehouse automation, and recoveries in the automotive and life sciences sectors:
Total Revenue (Sales): Climbed by +8% YoY to $2.313 billion (compared to $2.144 billion in the same quarter of the prior year).
Organic revenue growth: Rise of +10% YoY.
Annual Recurring Revenue (ARR): Organically by +6% YoY (software ARR grew in the high single digits).
🔮 Profitability & Significant Margin Increase
Thanks to a favorable product mix and strong operational discipline, Rockwell was able to achieve above-average revenue growth:
Diluted EPS: Soared by +40% YoY to $3.65 (up from $2.60 in Q3 FY25).
Adjusted EPS: Rise by +22% YoY to $3.49 (significantly exceeding expectations of ~$3.38).
Pre-tax margin: Expanded noticeably to 20.3% (compared to 16.0% in the same quarter of the previous year).
Enterprise operating profit: Reached $516 million.
🤖 Raising & Updating the FY 2026 Full-Year Forecast
Management, led by CEO Blake Moret, is raising the full-year targets for 2026:
Revenue growth for FY 2026: Now at +7.5% to +9.5% (both reported and organic).
FY 2026 Diluted EPS Guidance: Raised to $12.72 to $13.02.
FY 2026 Adjusted EPS Guidance: Raised to $13.00 to $13.30.
⚡ 💡 Jack’s Take
A crystal-clear beat & raise with double-digit organic revenue growth (+10%) and a massive jump in earnings (Adj. EPS $3.49 vs. $3.38 expected). The reshoring wave and the demand for automation in the semiconductor and data center sectors are having a major impact on Rockwell!