Education
About Us
Working with TipRanks
Follow Us
Rockwell Automation (ROK)
NYSE:ROK
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.87Last Year’s EPS
2.45Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operating and financial performance: strong top-line growth (reported sales +12%), robust software and product momentum (ARR +7%, Intelligent Devices +16% organic, Software & Control +17% organic, Logix NA +25%+), meaningful margin expansion (total segment margin expanded 360 bps; Q1 incrementals ~50%), and an EPS beat ($2.75). Management nonetheless emphasized caution about macro uncertainties—trade/tariff volatility, delayed large CapEx projects, a softer Lifecycle Services revenue line (-6% organic), and a Q1 free cash flow decline—keeping the company prudent on full-year upside. Overall, the positive operational execution, margin gains, and customer wins materially outweigh the headwinds and uncertainty noted, supporting a Positive sentiment.Company Guidance
Strong Top-Line Growth
Reported Q1 sales up 12% year-over-year; double-digit year-over-year growth in both reported and organic sales. Currency contributed ~2 points and price contributed ~3 points to sales growth.
Adjusted EPS and Margin Outperformance
Q1 adjusted EPS of $2.75 exceeded expectations. Total company segment margin expanded to 20.7%, with 360 basis points of segment margin expansion year-over-year driven by volume, favorable mix, and productivity.
Segment Margin and Flow-Through Strength
Q1 incrementals ~50% company-wide. Intelligent Devices margin improved to 17.3% (+240 bps YoY), Software & Control margin to 31.2% (+610 bps YoY), and Lifecycle Services margin to 14.1% (+160 bps YoY).
Software & Recurring Revenue Momentum
Annual recurring revenue grew 7% in the quarter. Software & Control organic sales grew 17% YoY, with strong Logix momentum (North American Logix sales +25%+ YoY) and the Plex cloud-native platform delivering its strongest quarter to date.
Product Business Strength — Intelligent Devices
Intelligent Devices organic sales were up 16% YoY with broad-based growth, particularly in drives and motion. Strong wins included high-speed packaging and autonomous material handling (AMRs / independent cart technology).
Key Customer Wins and Use Cases
Notable customer wins: RH Shepherd (Plex), Hindalco (OT cybersecurity across six plants), Thermo Fisher (AI-enabled troubleshooting agent), PFM Group and Comma (advanced motion for packaging), ATS (auto AMRs), FS Bioenergia (greenfield automation with carbon capture), Cortiva Agriscience (process modernization).
Operational Productivity and AI Adoption
Company advanced structural productivity actions across projects, commercial spend, direct material, and supply chain; broad adoption of AI internally and in customer solutions (e.g., FactoryTalk Design Studio Copilot, Emulate 3D, Logix.AI) cited as margin and differentiation drivers.
Prudent But Raised Fiscal EPS Outlook
Full-year organic sales growth guide maintained at 2%–6%. Adjusted EPS midpoint increased to $11.80 (lower end raised to $11.40) due to discrete tax benefits realized in Q1. Free cash flow conversion still targeted at ~100% for FY26.
Balance Sheet / Capital Allocation Actions
Purchased Mequon, WI facility (~$60M, finance lease) and targeting ~$500M of share repurchases in the year. Sensia dissolution expected April 1 with no significant adjusted EPS impact, ~ $250M annualized sales reduction and ~50 bps annualized margin improvement.
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 May 05, 2026, Before Open (Confirmed).
What is Rockwell Automation (ROK) earnings time?
Rockwell Automation (ROK) earnings time is at May 05, 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 (Q2) is 2.87.