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Rockwell Automation Q1 Sales +12% Organic +10% → FY2026 Adjusted EPS Raised to $11.40-12.20

Rockwell Automation reported Q1 fiscal 2026 sales growth of 12% with 10% organic growth, driven by strong demand for industrial automation software and hardware in manufacturing and energy sectors, leading the company to raise FY2026 adjusted EPS guidance to $11.40-12.20. Analysts maintain a Buy consensus as reshoring and factory modernization trends drive sustained industrial automation investment. Risks include potential capital spending reductions if industrial customers face economic headwinds, order backlog conversion uncertainty, and competition from Siemens and ABB in industrial automation.