Analyst Consensus ?
ConsensusHold41 ratings
Bullish1126.8%
Neutral2868.3%
Bearish24.9%
Rockwell Automation, Inc. · ROK · FY2026 Q1 · Calendar Q1 2026
Rockwell raises EPS outlook as automation demand stays strong
Rockwell's latest quarter supports a constructive, but conditional, view of its growth trajectory: strong Logix, motion and recurring software demand supported results, while raised EPS guidance and AI-enabled offerings add evidence for continued momentum. The thesis depends on customer CapEx holding up and tariff, supply-chain and project-timing risks remaining manageable.
Reported Before market openNYSEIndustrials
$47.98B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.75
Consensus $2.47
EPS surprise
+11.3%
Reported versus consensus
Reported revenue
$2.10B
Consensus $2.08B
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.4%
Event window
SPY move
-1.2%
Same window
Abnormal move
-4.1%
Stock minus SPY
Volume
3.6×
Versus trailing sessions
Subsequent drift
-9.1%
Up to 20 sessions
ROKSPY benchmark
Ask FN2 about ROK FY2026 Q1
Transcript, numbers and history already loaded
Why did ROK fall 5.4% after beating EPS estimates in FY2026 Q1?What changed in ROK's guidance and outlook in FY2026 Q1?Give me the bull and bear case for ROK after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, guidance sentiment improved: management raised the lower end of FY2026 adjusted EPS guidance while retaining the organic sales growth outlook. The current analysis also emphasizes recurring software growth, AI-enabled troubleshooting, digital twins and the planned Sensia transition; customer CapEx timing and tariff exposure remain unresolved.
Guidance delta
Management raised the lower end of FY2026 adjusted EPS guidance and kept the organic sales growth outlook intact; the analysis identifies a new FY2026 adjusted EPS midpoint of $11.80.
Key takeaways
- The quarter combined double-digit revenue growth, margin expansion and adjusted EPS of $2.75 that exceeded expectations.
- Logix, motion products and recurring software were highlighted as growth contributors, with software ARR growing 7%.
- AI, digital twins and cloud-native software are moving from product themes toward operating differentiators.
- CapEx remains modest at roughly 3% of sales while the New Berlin, Wisconsin facility progresses.
Management priorities
- Scale the L9 controller and broader Logix portfolio.
- Expand Plex, including AI features such as Logix.AI, and develop recurring software revenue.
- Advance digital-twin and edge-computing capabilities, integrate Sensia assets and complete the New Berlin facility.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$428.84Current
$205Low
$362.59Average
$545High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 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 current price $428.84. 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 | -0.7% | Sep 24, 2026 |
| Morgan Stanley | Christopher Snyder | $545 | $420.63 | +27.1% | Sep 2, 2026 |
| D.A. Davidson | Chris Dankert | $490 | $434.66 | +14.3% | Aug 21, 2026 |
| Bernstein | Analyst unavailable | $514 | $449.53 | +19.9% | Aug 14, 2026 |
| Evercore ISI | Analyst unavailable | $485 | $458.14 | +13.1% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $514 | $445.23 | +19.9% | Aug 5, 2026 |
| D.A. Davidson | Chris Dankert | $500 | $463.57 | +16.6% | Jun 15, 2026 |
| Bernstein | Analyst unavailable | $501 | $460.47 | +16.8% | Jun 9, 2026 |
| Mizuho Securities | Brett Linzey | $445 | $435.93 | +3.8% | May 6, 2026 |
| KeyBanc | Analyst unavailable | $510 | $435.93 | +18.9% | May 6, 2026 |
| Morgan Stanley | Christopher Snyder | $525 | $435.93 | +22.4% | May 6, 2026 |
| Barclays | Analyst unavailable | $480 | $435.93 | +11.9% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $460 | $415.02 | +7.3% | Feb 8, 2026 |
| KeyBanc | Analyst unavailable | $470 | $418.1 | +9.6% | Feb 6, 2026 |
| Robert W. Baird | Analyst unavailable | $430 | $418.45 | +0.3% | Feb 6, 2026 |
| Mizuho Securities | Analyst unavailable | $400 | $406.7 | -6.7% | Feb 6, 2026 |
| Barclays | Analyst unavailable | $450 | $413.36 | +4.9% | Jan 7, 2026 |
| Wells Fargo | Joseph O'Dea | $410 | $413.36 | -4.4% | Jan 7, 2026 |
| Goldman Sachs | Joe Ritchie | $448 | $401.78 | +4.5% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $470 | $400.61 | +9.6% | Dec 10, 2025 |
| Robert W. Baird | Analyst unavailable | $402 | $371.26 | -6.3% | Nov 21, 2025 |
| Oppenheimer | Noah Kaye | $391 | $366.53 | -8.8% | Nov 7, 2025 |
| Oppenheimer | Analyst unavailable | $365 | $340.46 | -14.9% | Oct 14, 2025 |
| Barclays | Julian Mitchell | $370 | $349.01 | -13.7% | Aug 14, 2025 |
| Wells Fargo | Joseph O'Dea | $345 | $332.59 | -19.6% | Aug 8, 2025 |
| KeyBanc | Ken Newman | $380 | $336.49 | -11.4% | Aug 7, 2025 |
| Barclays | Julian Mitchell | $280 | $269.28 | -34.7% | Mar 26, 2025 |
| Barclays | Julian Mitchell | $285 | $281.31 | -33.5% | Jan 8, 2025 |
| KeyBanc | Ken Newman | $345 | $295.42 | -19.6% | Dec 9, 2024 |
| Morgan Stanley | Chris Snyder | $320 | $256.92 | -25.4% | Sep 6, 2024 |
| Bank of America Securities | Andrew Obin | $270 | $249.16 | -37.0% | Aug 8, 2024 |
| Oppenheimer | Noah Kaye | $270 | $249.16 | -37.0% | Aug 8, 2024 |
| Mizuho Securities | Brett Linzey | $245 | $249.16 | -42.9% | Aug 8, 2024 |
| Redburn Partners | Richard Radbourne | $256 | $264.07 | -40.3% | Jul 8, 2024 |
| Loop Capital Markets | Chris Dankert | $290 | $268.92 | -32.4% | May 14, 2024 |
| Jefferies | Saree Boroditsky | $280 | $272.04 | -34.7% | May 7, 2024 |
| Daiwa | Jairam Nathan | $310 | $263.01 | -27.7% | Feb 1, 2024 |
| Wells Fargo | Joseph O'Dea | $357 | $305.3 | -16.8% | Dec 19, 2023 |
| Oppenheimer | Noah Kaye | $300 | $283.41 | -30.0% | Apr 28, 2023 |
| Morgan Stanley | Joshua Pokrzywinski | $335 | $293.65 | -21.9% | Feb 14, 2023 |
| Morgan Stanley | Analyst unavailable | $284 | $265.9 | -33.8% | Jan 6, 2023 |
| Wells Fargo | Analyst unavailable | $233 | $259.74 | -45.7% | Jan 5, 2023 |
| Goldman Sachs | Analyst unavailable | $238 | $256.59 | -44.5% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $297 | $259.81 | -30.7% | Dec 9, 2022 |
| Barclays | Analyst unavailable | $206 | $222.51 | -52.0% | Oct 3, 2022 |
| Argus Research | Analyst unavailable | $290 | $254.4 | -32.4% | Aug 17, 2022 |
| Credit Suisse | Analyst unavailable | $246 | $238.55 | -42.6% | Jul 28, 2022 |
| Wells Fargo | Analyst unavailable | $213 | $240.46 | -50.3% | Jul 28, 2022 |
| Citigroup | Analyst unavailable | $274 | $240.46 | -36.1% | Jul 28, 2022 |
| Mizuho Securities | Analyst unavailable | $200 | $206.35 | -53.4% | Jul 18, 2022 |
| Deutsche Bank | Analyst unavailable | $212 | $194.01 | -50.6% | Jul 13, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $260 | $200.01 | -39.4% | Jul 6, 2022 |
| Wells Fargo | Analyst unavailable | $190 | $197.64 | -55.7% | Jun 29, 2022 |
| Barclays | Analyst unavailable | $200 | $195.43 | -53.4% | May 24, 2022 |
| Stephens | Analyst unavailable | $250 | $218.21 | -41.7% | May 4, 2022 |
| Morgan Stanley | Analyst unavailable | $325 | $217.68 | -24.2% | May 4, 2022 |
| Credit Suisse | Analyst unavailable | $256 | $217.48 | -40.3% | May 4, 2022 |
| Citigroup | Analyst unavailable | $310 | $219.78 | -27.7% | May 4, 2022 |
| Barclays | Analyst unavailable | $220 | $213.74 | -48.7% | May 4, 2022 |
| Robert W. Baird | Robert Mason | $310 | $217.17 | -27.7% | May 4, 2022 |
| Goldman Sachs | Joe Ritchie | $294 | $284.6 | -31.4% | Jan 28, 2022 |
| Bernstein | Brendan Luecke | $378 | $328.82 | -11.9% | Jan 10, 2022 |
| Deutsche Bank | Nicole Deblase | $340 | $328.82 | -20.7% | Jan 10, 2022 |
| Argus Research | John Eade | $390 | $341.24 | -9.1% | Dec 14, 2021 |
| Berenberg Bank | Phil Buller | $390 | $343.55 | -9.1% | Nov 24, 2021 |
| Loop Capital Markets | Chris Dankert | $315 | $340.57 | -26.5% | Nov 17, 2021 |
| UBS | Markus Mittermaier | $338 | $336.49 | -21.2% | Nov 5, 2021 |
| Oppenheimer | Noah Kaye | $360 | $336.78 | -16.1% | Nov 3, 2021 |
| Stephens | Robert McCarthy | $300 | $295.96 | -30.0% | Jul 28, 2021 |
| HSBC | Puneet Garg | $285 | $290.66 | -33.5% | Jul 15, 2021 |
| Cowen & Co. | Joseph C Giordano | $205 | $257.32 | -52.2% | 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
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
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- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% 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 · 2026-09-29T15:31:03.792712+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T15:31:03.789609+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 2026-09-29. For educational purposes only; not investment advice.