Rockwell Automation: Benefiting From The AI Data Center Surge

Rockwell Automation delivered outstanding Q2 2026 results, with EPS of $3.30 and revenue of $2.24B, both beating expectations. ROK's Intelligent Devices and Software & Control segments saw double-digit organic growth, driven by AI, data center, and warehouse automation demand. Management raised full-year guidance, with EPS now expected between $12.50–$13.10 and organic growth guidance increased to 5–9%.