Rockwell Automation, Inc. · ROK · Next earnings

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

ROK reports before market open with consensus EPS at $3.68 and revenue at $2.40B. Last quarter: Rockwell Automation Beats Revenue and EPS, Raises FY2026 Guidance on Data Center Demand

Reports Before market open46 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $3.68 Calendar consensus
Consensus revenue $2.40B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 46 days away

Where ROK left off: FY2026 Q2

Full report

Rockwell Automation Beats Revenue and EPS, Raises FY2026 Guidance on Data Center Demand

EPS surprise +14.6% Reported $3.30 vs $2.88
Revenue surprise +3.7% Reported $2.24B vs $2.16B
Stock move +8.9% Event window
Subsequent drift +5.9% Up to 20 sessions

Full-year FY2026 adjusted EPS guidance midpoint raised from $11.80 (Q1) to $12.80 (Q2). Organic sales growth guidance set at 5-9%. Guidance sentiment was raised in both consecutive quarters.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Trade volatility and geopolitical uncertainty delaying capex in automotive and consumer packaged goods
  • Exposure to tariff regime changes (IEPA, Section 122, 232, 301) and related pricing adjustments
  • Memory component cost inflation affecting margins in the second half
  • Potential slowdown in large-scale projects for automotive and CPG
  • Middle East conflict impacting lifecycle services in certain regions

Questions analysts left open

  • Sizing and TAM of the data-center business
  • Impact of mix shift in Q4 on enterprise operating margin
  • Sustainability of margin expansion amid inflationary cost pressures
  • Book-to-bill trends and normal range expectations
  • Timing of capex recovery in automotive and CPG segments

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Recent ROK quarters

All ROK earnings
+8.9%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.