ROK
Rockwell Automation·NYSE
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ROK fundamentals
Rockwell Automation (ROK) released its earnings on Feb 5, 2026: revenue was 2.10B (YoY +11.91%), beat estimates; EPS was 2.75 (YoY +50.27%), beat estimates.
Revenue / YoY
2.10B
+11.91%
EPS / YoY
2.75
+50.27%
Report date
Feb 5, 2026
ROK Earnings Call Summary for Q1,2026
- Revenue Beat: Q1 sales grew 12% YoY, exceeding expectations with 16% growth in Intelligent Devices and 17% in Software & Control.
- Margin Expansion: Adjusted EPS of $2.75 and 360bps margin expansion reflect strong price-cost productivity and AI-driven efficiency.
- AI Momentum: Logix AI and FactoryTalk Design Studio are accelerating customer adoption, with 25% YoY growth in L9 controllers.
- Cautious Capital Spending: Customers delaying large projects, but brownfield modernization and recurring software demand remain strong.
- Guidance Update: Full-year EPS midpoint raised to $11.80, with 40% incremental margin target for FY26.
EPS
Actual | 2.43 | 1.27 | 1.87 | 2.38 | 2.41 | 2.31 | 2.33 | 2.14 | 1.66 | 2.66 | 3.04 | 2.46 | 3.01 | 3.01 | 3.64 | 2.04 | 2.5 | 2.71 | 2.47 | 1.83 | 2.45 | 2.82 | 3.34 | 2.75 | ||||||||||||||||
Forecast | 1.8189 | 1.1632 | 1.7659 | 1.8859 | 2.1494 | 2.0933 | 2.1591 | 1.9203 | 2.2545 | 2.3411 | 2.9713 | 1.9574 | 2.5817 | 3.1776 | 3.4688 | 2.6025 | 2.1776 | 2.0819 | 2.4008 | 1.5979 | 2.0957 | 2.671 | 2.9427 | 2.4697 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +33.60% | +9.18% | +5.90% | +26.20% | +12.12% | +10.35% | +7.92% | +11.44% | -26.37% | +13.62% | +2.31% | +25.68% | +16.59% | -5.27% | +4.94% | -21.61% | +14.81% | +30.17% | +2.88% | +14.53% | +16.91% | +5.58% | +13.50% | +11.35% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.68B | 1.39B | 1.57B | 1.57B | 1.78B | 1.85B | 1.81B | 1.86B | 1.81B | 1.97B | 2.13B | 1.98B | 2.28B | 2.24B | 2.56B | 2.05B | 2.13B | 2.05B | 2.04B | 1.88B | 2.00B | 2.14B | 2.32B | 2.10B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.61B | 1.38B | 1.59B | 1.62B | 1.73B | 1.79B | 1.90B | 1.82B | 1.95B | 1.98B | 2.12B | 1.93B | 2.10B | 2.33B | 2.44B | 2.10B | 2.06B | 2.03B | 2.06B | 1.88B | 1.97B | 2.07B | 2.21B | 2.08B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.22% | +0.99% | -0.99% | -3.42% | +2.66% | +3.00% | -5.07% | +2.16% | -7.45% | -0.82% | +0.10% | +2.58% | +8.43% | -4.12% | +5.06% | -2.13% | +3.19% | +0.91% | -1.38% | +0.06% | +1.78% | +3.58% | +4.75% | +1.12% |
Earnings Call
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What were the key takeaways from Rockwell Automation's earnings call?What is the market's earnings forecast for Rockwell Automation next quarter?Did Rockwell Automation beat or miss consensus estimates last quarter?What guidance did Rockwell Automation's management provide for the next earnings period?What is the revenue and EPS growth rate for Rockwell Automation year over year?What is Rockwell Automation's gross profit margin?What is Rockwell Automation's latest dividend and current dividend yield?What were the key takeaways from Rockwell Automation’s earnings call?
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