Rockwell Automation (ROK)
NYSE:ROK
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
3.09Last Year’s EPS
2.82Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial performance in Q2 with strong top-line growth, substantial margin expansion, robust free cash flow and raised guidance for sales and EPS. Software & Control and Intelligent Devices led outperformance, data center demand accelerated, and recurring revenue grew. Offsetting risks include softer Lifecycle Services, the Sensia dissolution lowering reported revenue, tariff and memory cost pressures expected in H2, and geopolitical/trade uncertainty that is delaying some large capital projects. Overall, the positives (broader demand, margin leverage, cash generation and raised guidance) meaningfully outweigh the headwinds.Company Guidance
Top-line Growth Above Expectations
Q2 reported sales +12% year-over-year (organic sales +9% YoY) with ~3 points of growth from favorable currency; company raised full-year reported and organic sales guidance to a 5%–9% range (7% midpoint).
Strong Software & Control Performance
Software & Control organic sales +17% YoY (Logix growth >20% in the quarter), segment margin 34.9% (+480 bps YoY) and high-50s year-over-year incrementals—outperforming expectations and driving ARR momentum.
Profitability and EPS Outperformance
Enterprise operating margin 22.5% (expanded ~350 bps YoY); gross margin +160 bps to >50%; adjusted Q2 EPS $3.30, up >30% YoY; full-year adjusted EPS guide raised to $12.50–$13.10 (midpoint $12.80, +$1 vs prior).
Strong Free Cash Flow and Share Repurchases
Q2 free cash flow $275M (+$104M YoY); company expects 100% free cash flow conversion for FY26; repurchased ~1.2M shares for ~$450M in Q2 and increased expected repurchases to ~$850M for the year.
Segment Momentum in Intelligent Devices and Data Center
Intelligent Devices organic sales +9% YoY with segment margin 20.9% (+320 bps YoY) and mid-40s incrementals; data center end market sales more than doubled YoY, driven by power distribution, industrial PLC conversions and HVAC/chiller opportunities.
Broader End-Market Strength — Discrete, E‑commerce, Semiconductor
Discrete industries up mid-teens YoY (automotive mid-teens); e-commerce/warehouse automation sales >30% YoY; semiconductor sales grew high teens YoY—cited stabilization in core semi demand and AI/data center-driven investment.
Recurring Revenue and Strategic Wins
Annual recurring revenue up >6% (software ARR high single digits; recurring services mid-single digits). Notable customer wins include NASA Artemis II support, Subaru AMR deployment, ATS Automation Logix conversion, Prometeon Fix ARR win, Petrobras FPSO win, Butantan Institute MES expansion.
Operational Leverage and Productivity
Total company year-over-year incrementals in the low 50s in Q2, reflecting strong flow-through from volume, price/cost, productivity and favorable mix; innovation spend at ~8% of sales, and engineering & development spend up ~11% YoY.
ROK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ROK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $428.35 | $405.29 | -5.38% |
Nov 06, 2025 | $360.02 | $369.85 | +2.73% |
Aug 06, 2025 | $342.23 | $325.08 | -5.01% |
May 07, 2025 | $249.23 | $278.89 | +11.90% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rockwell Automation (ROK) report earnings?
Rockwell Automation (ROK) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Rockwell Automation (ROK) earnings time?
Rockwell Automation (ROK) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ROK EPS forecast?
ROK EPS forecast for the fiscal quarter 2026 (Q3) is 3.09.