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Rockwell Automation (ROK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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Rockwell Automation (ROK - Free Report) reported $2.33 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 0.7%. EPS of $3.88 for the same period compares to $3.34 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.39 billion, representing a surprise of -2.5%. The company delivered an EPS surprise of +4.3%, with the consensus EPS estimate being $3.72.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Organic Sales - Total Growth: 3% versus the four-analyst average estimate of 5.8%.
  • Sales- Intelligent Devices: $1.14 billion compared to the $1.14 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year.
  • Sales- Lifecycle Services: $519 million versus the four-analyst average estimate of $501.77 million. The reported number represents a year-over-year change of -9.4%.
  • Sales- Software & Control: $754 million versus $751.55 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.8% change.
  • Operating earnings- Intelligent Devices: $247 million versus $239.59 million estimated by three analysts on average.
  • Operating earnings- Lifecycle Services: $85 million compared to the $77.83 million average estimate based on three analysts.
  • Operating earnings- Software & Control: $256 million versus $245.9 million estimated by three analysts on average.

View all Key Company Metrics for Rockwell Automation here>>>

Shares of Rockwell Automation have returned +0.5% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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