Rockwell Automation Earnings Preview: What to Expect

Valued at a market cap of $47.3 billion, Rockwell Automation, Inc. (ROK) is a global provider of industrial automation and digital transformation solutions. Headquartered in Milwaukee, Wisconsin, the company offers hardware, software, and services that help manufacturers automate production processes, improve operational efficiency, enhance workplace safety, and optimize industrial operations. Its portfolio includes intelligent devices, industrial control systems, manufacturing software, robotics, cybersecurity, and lifecycle services.

The industrial leader is scheduled to announce its fiscal Q4 earnings for 2026 before the market opens on Thursday, Nov. 5. Ahead of this event, analysts expect this industrial company to report a profit of $3.55 per share, up 6.3% from $3.34 per share in the year-ago quarter. The company has topped Wall Street’s bottom-line estimates in each of the last four quarters, which is impressive. 

For fiscal 2026, ending in September, analysts expect ROK to report a profit of $13.26 per share, up 25.9% from $10.53 per share in fiscal 2025. Its EPS is expected to further grow 12.5% year over year to $14.92 in fiscal 2027.

ROK has soared 19.3% over the past 52 weeks, comfortably outperforming both the S&P 500 Index's ($SPX) 13.1% return and the State Street Industrial Select Sector SPDR ETF’s (XLI) 6.4% uptick over the same time period. 

On Oct. 22, Rockwell Automation announced support for NVIDIA Corporation’s (NVDA) Nemotron open AI models on its FactoryTalk Conductor platform, giving manufacturers greater flexibility to deploy industrial AI while retaining control over their data, infrastructure, governance, and costs. The integration offers greater flexibility over infrastructure, data governance, and costs, combining open-source AI with Rockwell-verified agents and skills to help manufacturers scale industrial AI securely and efficiently.

Wall Street analysts are moderately optimistic about ROK’s stock, with an overall "Moderate Buy" rating. Among 25 analysts covering the stock, nine recommend "Strong Buy," and 16 suggest "Hold.” The Street-high price target of $482.09 suggests a 13.1% potential upside from the current levels.