Rockwell Automation shares surge 12.85% premarket on Sensia joint venture dissolution and strong Q4 results with 2026 guidance.

Rockwell Automation surged 12.85% in premarket trading following the release of its fiscal 2025 Q4 and full-year results, which included a 14% year-over-year sales increase, a 32% rise in adjusted EPS to $3.34, and updated 2026 guidance with a midpoint adjusted EPS of $11.70. The report highlighted strong organic sales growth, margin expansion, and free cash flow of $1.358 billion, while also announcing the dissolution of the Sensia joint venture to streamline operations. These results exceeded analyst expectations, with adjusted EPS and revenue significantly outperforming estimates. The strategic shift to exit the joint venture and focus on core automation businesses further reinforced investor confidence in Rockwell’s operational efficiency and long-term growth prospects.