Analyst Consensus ?
ConsensusHold41 ratings
Bullish1126.8%
Neutral2868.3%
Bearish24.9%
Rockwell Automation, Inc. · ROK · FY2025 Q4 · Calendar Q4 2025
Rockwell Automation: FY26 Growth Outlook Maintained as Software Leads
The supplied analysis supports a constructive but conditional view: Rockwell's software growth, automation wins, and advanced-manufacturing demand support the FY26 outlook, while project timing, CapEx recovery, and the Sensia transition are key tests.
Reported Before market openNYSEIndustrials
$50.56B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.34
Consensus $2.94
EPS surprise
+13.6%
Reported versus consensus
Reported revenue
$2.32B
Consensus $2.21B
Revenue surprise
+4.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.7%
Event window
SPY move
-1.1%
Same window
Abnormal move
+3.8%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+8.5%
Up to 20 sessions
ROKSPY benchmark
Ask FN2 about ROK FY2025 Q4
Transcript, numbers and history already loaded
Why did ROK rise 2.7% after beating EPS estimates in FY2025 Q4?What changed in ROK's guidance and outlook in FY2025 Q4?Give me the bull and bear case for ROK after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Rockwell maintained its FY26 outlook and highlighted strong software and automation demand. The Sensia JV dissolution will reduce revenue by about $250 million while improving operating margin, and engineering and development costs were reclassified into operating expenses.
Guidance delta
FY26 guidance was maintained: 3%-7% revenue growth, segment margin above 21.5%, adjusted EPS of $11.70, and CapEx around 3% of sales.
Key takeaways
- FY25 sales grew double digits, with segment margin at 22.5% and free-cash-flow conversion at 114%.
- Software & Control posted 30% organic sales growth, while Logix volumes approached pre-COVID levels.
- Sensia dissolution lowers revenue by about $250 million but is expected to lift operating margin by about 50 basis points.
Management priorities
- Expand cloud-native software through Plex, Verve, and FactoryTalk Optix.
- Invest in digital services and plant-digital infrastructure at about 3% of sales.
- Pursue growth in advanced manufacturing, warehouse automation, power control, and autonomous robots.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$454.35Previous close
$205Low
$362.59Average
$545High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 2, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Aug 21, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Aug 14, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 5, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 5, 2026 |
| TD Cowen | Hold | Hold | Maintain | May 13, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | May 6, 2026 |
| Keybanc | Overweight | Overweight | Maintain | May 6, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 6, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 6, 2026 |
| Jefferies | Hold | Buy | Downgrade | Mar 31, 2026 |
| Baird | Outperform | Outperform | Maintain | Mar 30, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Feb 6, 2026 |
| Oppenheimer | Perform | Outperform | Downgrade | Jan 20, 2026 |
| Goldman Sachs | Neutral | Sell | Upgrade | Dec 16, 2025 |
| B of A Securities | Buy | Buy | Maintain | Nov 20, 2025 |
| Stephens & Co. | Overweight | Overweight | Maintain | Jul 16, 2025 |
| Loop Capital | Hold | Hold | Maintain | May 15, 2025 |
| UBS | Neutral | Buy | Downgrade | Nov 13, 2024 |
| Berenberg | Hold | Buy | Downgrade | Mar 6, 2024 |
| Daiwa Capital | Buy | Outperform | Maintain | Feb 1, 2024 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Jul 11, 2023 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 12, 2023 |
| Cowen & Co. | Underperform | Underperform | Maintain | Jan 30, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Nov 3, 2022 |
| Argus Research | Buy | Buy | Maintain | Aug 17, 2022 |
| HSBC | Hold | Hold | Maintain | May 10, 2022 |
| Rosenblatt | Neutral | Neutral | Maintain | May 3, 2021 |
| Gordon Haskett | Buy | Hold | Upgrade | Mar 25, 2020 |
| Gabelli & Co. | Hold | Buy | Downgrade | Nov 13, 2019 |
| Bank of America | Neutral | Neutral | Maintain | Nov 13, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Apr 26, 2019 |
| Vertical Research | Hold | Buy | Downgrade | Apr 26, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Apr 26, 2018 |
| Stifel | Hold | Hold | Maintain | Apr 26, 2018 |
| FBR Capital | Perform | Market Perform | Maintain | May 11, 2016 |
| Ladenburg Thalmann | Hold | Buy | Downgrade | Apr 28, 2016 |
| CLSA | Underperform | Outperform | Downgrade | Nov 11, 2015 |
| Nomura | Neutral | Neutral | Maintain | Sep 17, 2015 |
| Buckingham Research | Neutral | Neutral | Maintain | Sep 5, 2014 |
| BB&T Capital | Hold | Hold | Maintain | Dec 18, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $454.35. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Stephen Tusa | $426 | $432.93 | -6.2% | Sep 24, 2026 |
| Morgan Stanley | Christopher Snyder | $545 | $420.63 | +20.0% | Sep 2, 2026 |
| D.A. Davidson | Chris Dankert | $490 | $434.66 | +7.8% | Aug 21, 2026 |
| Bernstein | Analyst unavailable | $514 | $449.53 | +13.1% | Aug 14, 2026 |
| Evercore ISI | Analyst unavailable | $485 | $458.14 | +6.7% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $514 | $445.23 | +13.1% | Aug 5, 2026 |
| D.A. Davidson | Chris Dankert | $500 | $463.57 | +10.0% | Jun 15, 2026 |
| Bernstein | Analyst unavailable | $501 | $460.47 | +10.3% | Jun 9, 2026 |
| Mizuho Securities | Brett Linzey | $445 | $435.93 | -2.1% | May 6, 2026 |
| KeyBanc | Analyst unavailable | $510 | $435.93 | +12.2% | May 6, 2026 |
| Morgan Stanley | Christopher Snyder | $525 | $435.93 | +15.5% | May 6, 2026 |
| Barclays | Analyst unavailable | $480 | $435.93 | +5.6% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $460 | $415.02 | +1.2% | Feb 8, 2026 |
| KeyBanc | Analyst unavailable | $470 | $418.1 | +3.4% | Feb 6, 2026 |
| Robert W. Baird | Analyst unavailable | $430 | $418.45 | -5.4% | Feb 6, 2026 |
| Mizuho Securities | Analyst unavailable | $400 | $406.7 | -12.0% | Feb 6, 2026 |
| Barclays | Analyst unavailable | $450 | $413.36 | -1.0% | Jan 7, 2026 |
| Wells Fargo | Joseph O'Dea | $410 | $413.36 | -9.8% | Jan 7, 2026 |
| Goldman Sachs | Joe Ritchie | $448 | $401.78 | -1.4% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $470 | $400.61 | +3.4% | Dec 10, 2025 |
| Robert W. Baird | Analyst unavailable | $402 | $371.26 | -11.5% | Nov 21, 2025 |
| Oppenheimer | Noah Kaye | $391 | $366.53 | -13.9% | Nov 7, 2025 |
| Oppenheimer | Analyst unavailable | $365 | $340.46 | -19.7% | Oct 14, 2025 |
| Barclays | Julian Mitchell | $370 | $349.01 | -18.6% | Aug 14, 2025 |
| Wells Fargo | Joseph O'Dea | $345 | $332.59 | -24.1% | Aug 8, 2025 |
| KeyBanc | Ken Newman | $380 | $336.49 | -16.4% | Aug 7, 2025 |
| Barclays | Julian Mitchell | $280 | $269.28 | -38.4% | Mar 26, 2025 |
| Barclays | Julian Mitchell | $285 | $281.31 | -37.3% | Jan 8, 2025 |
| KeyBanc | Ken Newman | $345 | $295.42 | -24.1% | Dec 9, 2024 |
| Morgan Stanley | Chris Snyder | $320 | $256.92 | -29.6% | Sep 6, 2024 |
| Bank of America Securities | Andrew Obin | $270 | $249.16 | -40.6% | Aug 8, 2024 |
| Oppenheimer | Noah Kaye | $270 | $249.16 | -40.6% | Aug 8, 2024 |
| Mizuho Securities | Brett Linzey | $245 | $249.16 | -46.1% | Aug 8, 2024 |
| Redburn Partners | Richard Radbourne | $256 | $264.07 | -43.7% | Jul 8, 2024 |
| Loop Capital Markets | Chris Dankert | $290 | $268.92 | -36.2% | May 14, 2024 |
| Jefferies | Saree Boroditsky | $280 | $272.04 | -38.4% | May 7, 2024 |
| Daiwa | Jairam Nathan | $310 | $263.01 | -31.8% | Feb 1, 2024 |
| Wells Fargo | Joseph O'Dea | $357 | $305.3 | -21.4% | Dec 19, 2023 |
| Oppenheimer | Noah Kaye | $300 | $283.41 | -34.0% | Apr 28, 2023 |
| Morgan Stanley | Joshua Pokrzywinski | $335 | $293.65 | -26.3% | Feb 14, 2023 |
| Morgan Stanley | Analyst unavailable | $284 | $265.9 | -37.5% | Jan 6, 2023 |
| Wells Fargo | Analyst unavailable | $233 | $259.74 | -48.7% | Jan 5, 2023 |
| Goldman Sachs | Analyst unavailable | $238 | $256.59 | -47.6% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $297 | $259.81 | -34.6% | Dec 9, 2022 |
| Barclays | Analyst unavailable | $206 | $222.51 | -54.7% | Oct 3, 2022 |
| Argus Research | Analyst unavailable | $290 | $254.4 | -36.2% | Aug 17, 2022 |
| Credit Suisse | Analyst unavailable | $246 | $238.55 | -45.9% | Jul 28, 2022 |
| Wells Fargo | Analyst unavailable | $213 | $240.46 | -53.1% | Jul 28, 2022 |
| Citigroup | Analyst unavailable | $274 | $240.46 | -39.7% | Jul 28, 2022 |
| Mizuho Securities | Analyst unavailable | $200 | $206.35 | -56.0% | Jul 18, 2022 |
| Deutsche Bank | Analyst unavailable | $212 | $194.01 | -53.3% | Jul 13, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $260 | $200.01 | -42.8% | Jul 6, 2022 |
| Wells Fargo | Analyst unavailable | $190 | $197.64 | -58.2% | Jun 29, 2022 |
| Barclays | Analyst unavailable | $200 | $195.43 | -56.0% | May 24, 2022 |
| Stephens | Analyst unavailable | $250 | $218.21 | -45.0% | May 4, 2022 |
| Morgan Stanley | Analyst unavailable | $325 | $217.68 | -28.5% | May 4, 2022 |
| Credit Suisse | Analyst unavailable | $256 | $217.48 | -43.7% | May 4, 2022 |
| Citigroup | Analyst unavailable | $310 | $219.78 | -31.8% | May 4, 2022 |
| Barclays | Analyst unavailable | $220 | $213.74 | -51.6% | May 4, 2022 |
| Robert W. Baird | Robert Mason | $310 | $217.17 | -31.8% | May 4, 2022 |
| Goldman Sachs | Joe Ritchie | $294 | $284.6 | -35.3% | Jan 28, 2022 |
| Bernstein | Brendan Luecke | $378 | $328.82 | -16.8% | Jan 10, 2022 |
| Deutsche Bank | Nicole Deblase | $340 | $328.82 | -25.2% | Jan 10, 2022 |
| Argus Research | John Eade | $390 | $341.24 | -14.2% | Dec 14, 2021 |
| Berenberg Bank | Phil Buller | $390 | $343.55 | -14.2% | Nov 24, 2021 |
| Loop Capital Markets | Chris Dankert | $315 | $340.57 | -30.7% | Nov 17, 2021 |
| UBS | Markus Mittermaier | $338 | $336.49 | -25.6% | Nov 5, 2021 |
| Oppenheimer | Noah Kaye | $360 | $336.78 | -20.8% | Nov 3, 2021 |
| Stephens | Robert McCarthy | $300 | $295.96 | -34.0% | Jul 28, 2021 |
| HSBC | Puneet Garg | $285 | $290.66 | -37.3% | Jul 15, 2021 |
| Cowen & Co. | Joseph C Giordano | $205 | $257.32 | -54.9% | May 3, 2021 |
Track every rating change on ROK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure.…
Historical context
All ROK earningsIndustrials peers this season
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Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the ROK recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T07:40:48.763617+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T07:40:48.760881+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.