Every material Form 8-K Rockwell Automation filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rockwell Automation announced its fourth quarter and full year fiscal 2026 financial results alongside its fiscal 2027 guidance. The company reported full year sales of $8,989 million and diluted earnings per share of $12.54, while introducing full year fiscal 2027 diluted EPS guidance between $13.78 and $14.78.
Fourth quarter fiscal 2026 diluted EPS was $3.11 and adjusted EPS was $3.88.
Full year fiscal 2026 sales were $8,989 million, up 8% year over year.
Fiscal 2027 guidance projects reported sales growth of 4.5% to 7.5% and diluted EPS of $13.78 to $14.78.
The company repurchased 3.1 million shares at a cost of $1,254 million during fiscal 2026.
Rockwell Automation said Chief Revenue Officer Scott A. Genereux notified the company on September 21, 2026, that he will retire effective December 31, 2026. He will stop serving as Chief Revenue Officer on September 30, 2026, and will remain a Senior Vice President until his retirement date to support a smooth transition.
Scott A. Genereux notified the company of his retirement decision on September 21, 2026.
He ceases to be Chief Revenue Officer effective September 30, 2026.
He remains a Senior Vice President until his retirement effective December 31, 2026.
The filing does not name a successor for the Chief Revenue Officer role.
Rockwell Automation reported fiscal third-quarter 2026 sales of $2.3 billion, up 8% from a year earlier, and diluted EPS of $3.65 versus $2.60. The company raised its fiscal 2026 diluted EPS guidance to $12.72 to $13.02 from $11.88 to $12.48, which points to higher expected profit for shareholders.
Third-quarter sales were $2,313 million, up 8%; organic sales rose 10% year over year.
Diluted EPS was $3.65 versus $2.60 a year earlier; Adjusted EPS was $3.49 versus $2.85.
Fiscal 2026 diluted EPS guidance was raised to $12.72 to $13.02 from $11.88 to $12.48; Adjusted EPS guidance rose to $13.00 to $13.30 from $12.50 to $13.10.
The company repurchased about 0.3 million shares for $145 million and had about $1.2 billion left under share repurchase authorizations at June 30, 2026.
Rockwell Automation reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with sales of $2,239 million, up 12% from a year earlier, and diluted EPS of $3.10, up from $2.22. The company raised its fiscal 2026 diluted EPS guidance to $11.88 to $12.48 from $10.75 to $11.55, which matters to shareholders because it reflects higher expected earnings for the full year.
Q2 fiscal 2026 sales were $2,239 million, up 12%; organic sales rose 9%.
Diluted EPS was $3.10 versus $2.22, and Adjusted EPS was $3.30 versus $2.50, up 32%.
Fiscal 2026 diluted EPS guidance is now $11.88 to $12.48, up from $10.75 to $11.55; Adjusted EPS guidance is $12.50 to $13.10.
Sensia joint venture dissolved April 1, 2026; its divested businesses are excluded from second-half guidance.
Rockwell Automation's board increased its size from ten to eleven directors and elected David A. Zapico, Chairman and Chief Executive Officer of AMETEK, Inc., as a director effective April 16, 2026. He was also appointed to the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. The filing does not report financial results, and the change is a board addition rather than a change in company leadership.
Zapico elected effective April 16, 2026; term expires at the 2027 Annual Meeting of Shareowners
Board size increased from ten to eleven directors effective April 16, 2026
Initial compensation includes shares of common stock valued at $92,055 under the 2026 Long-Term Incentives Plan
At its annual meeting on February 10, 2026, Rockwell Automation shareowners approved the 2026 Long-Term Incentives Plan, which allows grants of stock options, stock appreciation rights, restricted stock, and other equity awards. The plan authorizes 10.6 million shares for delivery, plus certain shares from the 2020 and 2012 plans that are later forfeited, cancelled, or paid in cash, so it sets the share pool available for employee and director equity compensation.
Shareowners approved the 2026 Plan at the annual meeting on February 10, 2026.
The plan authorizes 10.6 million shares of common stock, plus eligible shares from the 2020 and 2012 plans.
The Board approved the plan subject to shareowner approval, which was needed for New York Stock Exchange rules and for incentive stock option tax treatment.
Full plan terms are in Appendix A to the Proxy Statement filed December 22, 2025, and as Exhibit 10.1.
Rockwell Automation reported fiscal first quarter 2026 results for the quarter ended December 31, 2025, with reported sales up 12% to $2,105 million and diluted EPS of $2.69, compared with $1.61 a year earlier. The company raised its fiscal 2026 diluted and Adjusted EPS guidance, which it said reflects an updated full-year tax rate, and reaffirmed its sales growth ranges. Operating cash flow fell to $234 million from $364 million, mainly due to incentive compensation payouts.
Reported sales were $2,105 million, up 12% from $1,881 million; organic sales rose 10%.
Diluted EPS was $2.69 versus $1.61; Adjusted EPS was $2.75 versus $1.85.
Fiscal 2026 diluted EPS guidance rose to $10.75-$11.55 from $10.40-$11.40; Adjusted EPS guidance is $11.40-$12.20 versus $11.20-$12.20.
Lifecycle Services sales fell 4% to $523 million, while Intelligent Devices and Software & Control sales rose 18% and 19%.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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