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The Zacks Consensus Estimate for Rockwell Automation’s earnings has moved 1.1% north in the past 60 days to $3.55 per share. The consensus mark implies 6.3% growth from the year-ago actual. The consensus estimate for sales is pegged at $2.39 billion, indicating a 3.1% year-over-year rise.
Image Source: Zacks Investment Research
ROK’s Earnings Surprise History
Rockwell Automation’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 9.8%.
Image Source: Zacks Investment Research
What the Zacks Model Indicates for Rockwell Automation
Our model predicts an earnings beat for ROK this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is precisely the case here.
Earnings ESP: Rockwell Automation has an Earnings ESP of +6.59%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank of 3.
Factors Likely to Have Shaped ROK’s Q4 Performance
Rockwell Automation is expected to have continued to benefit from price increase actions to mitigate the impacts of inflationary pressures, which are likely to have improved margins. ROK has been planning to mitigate tariff costs through pricing actions. These tailwinds are likely to have aided growth in the to-be-reported quarter.
Our model, thus, predicts an organic sales improvement of 3.5% for the quarter. The broader manufacturing environment remained supportive during the quarter, as reflected in the Institute for Supply Management reporting readings above 50 (denoting expansion). The index was 55.6% in July, 54.6% in August and 54.5% in September. The New Orders Index also remained above 50 throughout this period. This is likely to have impacted Rockwell Automation’s orders.
However, ROK has faced margin headwinds in recent quarters. The company expects inflation to affect memory-related electronic components, commodities, energy and freight, and said that Software & Control will feel the largest memory impact in fourth-quarter fiscal 2026. These are expected to have impacted its margins.
Q4 Expectations for Rockwell Automation’s Segments
We expect the Intelligent Devices segment’s fiscal fourth-quarter sales to improve 1.5% year over year to $1.10 billion. Our prediction for the segment’s operating profit is $235 million, indicating a year-over-year rise of 9.3%.
Our model predicts sales of $730 million for the Software & Control segment, indicating 11.1% growth from the prior year’s actual. The segment’s operating profit is pinned at $226 million, which implies 10.1% growth from the year-ago quarter’s reported figure.
We expect the Lifecycle Services segment’s sales to be $501 million, indicating a 12.7% dip from the prior-year period’s actual. The estimate for the segment’s operating profit is pegged at $76 million, suggesting a 24% dip from the year-ago quarter’s reported figure.
ROK Stock’s Price Performance
In the past year, Rockwell Automation’s shares have gained 20.7% compared with the industry’s 9.5% rally.
Image Source: Zacks Investment Research
Other Stocks That Warrant a Look
Here are some other companies with the right combination of elements to post an earnings beat in their upcoming releases.
The Zacks Consensus Estimate for Ferguson’s third-quarter 2026 earnings is pegged at $3.28 per share. Ferguson has a trailing four-quarter average surprise of 5.8%.
Emerson Electric Co. (EMR - Free Report) , slated to release fourth-quarter fiscal 2026 results on Nov. 4, has an Earnings ESP of +0.40% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Emerson Electric’s fourth-quarter fiscal 2026 earnings is pegged at $1.84 per share, implying a year-over-year rise of 13%. EMR has a trailing four-quarter average surprise of 1.3%.
Stanley Black & Decker, Inc. (SWK - Free Report) has an Earnings ESP of +1.10% and a Zacks Rank of 2 at present. The company is slated to release third-quarter 2026 results on Nov. 4.
The Zacks Consensus Estimate for Stanley Black’s third-quarter 2026 earnings is pegged at $1.54 per share, implying a year-over-year rise of 7.9%. SWK has a trailing four-quarter average surprise of 23.3%.
View the Zacks #1 Rank List
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Rockwell Automation Gears Up to Report Q4 Earnings: What to Expect?
Key Takeaways
Rockwell Automation Inc. (ROK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Nov. 5, before the opening bell.
The Zacks Consensus Estimate for Rockwell Automation’s earnings has moved 1.1% north in the past 60 days to $3.55 per share. The consensus mark implies 6.3% growth from the year-ago actual. The consensus estimate for sales is pegged at $2.39 billion, indicating a 3.1% year-over-year rise.
ROK’s Earnings Surprise History
Rockwell Automation’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 9.8%.
What the Zacks Model Indicates for Rockwell Automation
Our model predicts an earnings beat for ROK this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is precisely the case here.
Earnings ESP: Rockwell Automation has an Earnings ESP of +6.59%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank of 3.
Factors Likely to Have Shaped ROK’s Q4 Performance
Rockwell Automation is expected to have continued to benefit from price increase actions to mitigate the impacts of inflationary pressures, which are likely to have improved margins. ROK has been planning to mitigate tariff costs through pricing actions. These tailwinds are likely to have aided growth in the to-be-reported quarter.
Our model, thus, predicts an organic sales improvement of 3.5% for the quarter.
The broader manufacturing environment remained supportive during the quarter, as reflected in the Institute for Supply Management reporting readings above 50 (denoting expansion). The index was 55.6% in July, 54.6% in August and 54.5% in September. The New Orders Index also remained above 50 throughout this period. This is likely to have impacted Rockwell Automation’s orders.
However, ROK has faced margin headwinds in recent quarters. The company expects inflation to affect memory-related electronic components, commodities, energy and freight, and said that Software & Control will feel the largest memory impact in fourth-quarter fiscal 2026. These are expected to have impacted its margins.
Q4 Expectations for Rockwell Automation’s Segments
We expect the Intelligent Devices segment’s fiscal fourth-quarter sales to improve 1.5% year over year to $1.10 billion. Our prediction for the segment’s operating profit is $235 million, indicating a year-over-year rise of 9.3%.
Our model predicts sales of $730 million for the Software & Control segment, indicating 11.1% growth from the prior year’s actual. The segment’s operating profit is pinned at $226 million, which implies 10.1% growth from the year-ago quarter’s reported figure.
We expect the Lifecycle Services segment’s sales to be $501 million, indicating a 12.7% dip from the prior-year period’s actual. The estimate for the segment’s operating profit is pegged at $76 million, suggesting a 24% dip from the year-ago quarter’s reported figure.
ROK Stock’s Price Performance
In the past year, Rockwell Automation’s shares have gained 20.7% compared with the industry’s 9.5% rally.
Other Stocks That Warrant a Look
Here are some other companies with the right combination of elements to post an earnings beat in their upcoming releases.
Ferguson Enterprises Inc. (FERG - Free Report) , slated to release third-quarter 2026 results on Nov. 9, has an Earnings ESP of +1.29% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Ferguson’s third-quarter 2026 earnings is pegged at $3.28 per share. Ferguson has a trailing four-quarter average surprise of 5.8%.
Emerson Electric Co. (EMR - Free Report) , slated to release fourth-quarter fiscal 2026 results on Nov. 4, has an Earnings ESP of +0.40% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Emerson Electric’s fourth-quarter fiscal 2026 earnings is pegged at $1.84 per share, implying a year-over-year rise of 13%. EMR has a trailing four-quarter average surprise of 1.3%.
Stanley Black & Decker, Inc. (SWK - Free Report) has an Earnings ESP of +1.10% and a Zacks Rank of 2 at present. The company is slated to release third-quarter 2026 results on Nov. 4.
The Zacks Consensus Estimate for Stanley Black’s third-quarter 2026 earnings is pegged at $1.54 per share, implying a year-over-year rise of 7.9%. SWK has a trailing four-quarter average surprise of 23.3%.