Rockwell Automation, Inc. · ROK · Next earnings

Rockwell Automation, Inc. reports Thursday, Nov 5, 2026

ROK reports before market open with consensus EPS at $3.69 and revenue at $2.41B. Last quarter: Rockwell Raises FY2026 Outlook as Automation Demand Broadens

Reports Before market open0 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $3.69 Calendar consensus
Consensus revenue $2.41B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where ROK left off: FY2026 Q3

Full report

Rockwell Raises FY2026 Outlook as Automation Demand Broadens

EPS surprise +3.3% Reported $3.49 vs $3.38
Revenue surprise +3.0% Reported $2.31B vs $2.24B
Stock move -7.4% Event window
Subsequent drift -6.2% Up to 20 sessions

Raised FY2026 revenue growth guidance to 7.5%-9.5% and EPS guidance to $13-$13.30; reaffirmed a 100% free-cash-flow conversion target.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical volatility, tariffs and persistent inflation could pressure pricing and margins.
  • Slower CapEx recovery in food and beverage and some process industries could weigh on demand.
  • Supply-chain and memory-cost inflation, plus delayed mining projects in Latin America, remain execution risks.

Questions analysts left open

  • Tariff-related pricing and inflation pressure on margins
  • Slower CapEx recovery in food and beverage and selected process industries
  • Lifecycle Services ARR, backlog health and Latin America project timing

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Recent ROK quarters

All ROK earnings
-7.4%FY2026 Q3+8.9%FY2026 Q2-5.4%FY2026 Q1+2.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.