Rockwell Automation, Inc. has released its financial results for the fourth quarter and full year of 2026, showcasing notable growth in sales and earnings. The company reported a 1% increase in fourth-quarter sales, with organic sales rising by 3% year-over-year. This growth comes despite a reduction of approximately four percentage points due to a customer tariff refund program. The diluted earnings per share (EPS) for the fourth quarter reached $3.11, reflecting a 153% increase, while adjusted EPS was $3.88, up 16% from the previous year.

For the full fiscal year, Rockwell Automation reported an 8% increase in both reported and organic sales, with the latter impacted by approximately one percentage point from the tariff refund program. The company’s full-year diluted EPS was $12.54, a 63% rise, while adjusted EPS increased by 27% to $13.42. The strong performance was further supported by a favorable net impact of $0.11 from IEEPA tariff refund-related items.

Rockwell Automation's cash flow also demonstrated robust growth, with cash provided by operating activities totaling $1,958 million, up 27% year-over-year. Free cash flow reached $1,701 million, a 25% increase, benefiting from a $108 million impact from tariff refunds and related interest income.

The company has set guidance for fiscal 2027, projecting reported sales growth between 4.5% and 7.5%. This optimistic outlook reflects Rockwell's confidence in its ongoing strategies and market position.

Rockwell Automation, headquartered in Milwaukee, Wisconsin, is a leading player in the Measuring & Controlling Devices industry, classified under SIC 3829. The company trades on the New York Stock Exchange under the ticker symbol ROK. In its recent filing dated November 5, 2026, Rockwell emphasized its commitment to maintaining strong operational performance and delivering value to its shareholders.

As Rockwell Automation continues to set a strong performance benchmark, competitors in the Measuring & Controlling Devices sector may need to reassess their strategies to remain competitive in a rapidly evolving market.