Rockwell Automation, Inc. (ROK) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for holding and welcome to Rockwell Automation's quarterly conference call. I need to remind everyone that today's conference call is being recorded. Later in the call, we will open up the lines for questions. If you have a question at that time, please press star one. At this time, I would like to turn the call over to Ajana Zellner, Head of Investor Relations and Market Strategy. Zellner, please go ahead. Thank you, Julianne. Good morning, and thank you for joining us for Rockwell Automation's second quarter fiscal 2026 earnings release conference call. With me today is Blake Moretz, our chairman and CEO, and Christian Roethe, our CFO. Our results were released earlier this morning, and the press release and charts are available on our website. These materials, as well as our remarks today, will reference non-GAAP measures. Reconciliations of these non-GAAP measures are included in both the press release and charts. A replay of today's webcast and a transcript of our prepared remarks will be available on our website at the conclusion of today's call. Before we begin, please note that our comments today include forward-looking statements regarding the expected future results of our company. Our actual results may differ materially due to a wide range of risks and uncertainties described in our earnings release and SEC filing. With that, I'll hand it over to Blake. Thanks, Ayjana. And good morning, everyone. Before we turn to our detailed results on slide three, I'll make a couple of opening comments. Rockwell delivered especially strong operating performance this quarter, with sales, margins, and EPS all coming in above our expectations. Double-digit year-over-year growth in orders, sales, and earnings reflects our strong market position, led by North Amer...