Industrial automation leader Rockwell Automation announced on Thursday that Senior Vice President Matheus Bulho and Vice President of Investor Relations and Market Strategy Aijana Zellner will participate in a fireside chat at the Wells Fargo Industrials & Materials Conference in Chicago on June 11, 2026.
The conference appearance follows the company's release of robust financial results. The Q2 FY2026 earnings report, issued in early May, showed revenue grew 12% year-over-year to $2.239 billion, with 9% organic growth. Adjusted earnings per share reached $3.30, a 32% increase from the prior year and significantly surpassing the analyst consensus estimate of $2.89.
Chairman and CEO Blake Moret attributed the solid performance to strong demand in areas such as smart warehouse automation, data centers, semiconductors, and energy. The report highlighted that data center business sales more than doubled year-over-year, while e-commerce and warehouse automation sales grew approximately 30%.
Driven by the strong performance, the company raised its full-year guidance. For FY2026, Rockwell Automation now expects reported and organic sales growth in the range of 5% to 9%. The forecast for adjusted earnings per share was increased to a range of $12.50 to $13.10, and the target for enterprise operating margin was raised to 21.5%.
By segment, the Software & Control division performed particularly well, with sales reaching $684 million, a 20% year-over-year increase, and an operating margin expanding to 34.9%. The Intelligent Devices division reported sales of $1.008 billion, up 13%, with a 20.9% operating margin.
It is noteworthy that the company has completed the dissolution of its Sensia joint venture. This move is expected to have an approximate $100 million impact on reported full-year revenue but is described as earnings-per-share neutral. Management also noted that potential cost increases in areas such as memory and transportation, along with tariff uncertainties in the second half of the year, could pressure margins. The company plans to offset these pressures through pricing actions and productivity improvements.
The fireside chat at the conference is scheduled to begin at 10:15 AM Chicago time on June 11. Investors can access a live webcast via the investor relations section of the Rockwell Automation website.
