Rockwell Automation is experiencing a robust recovery, with revenue growth accelerating to 7.9% in Q3 2026 and gross margins expanding 1,120 basis points to 49.5% since Q1 2025, driven by strong pricing power and operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth rebounded to 7.9% YoY in Q3 2026, with gross margin expanding to 49.5% and operating margin reaching 28.3%, reflecting strong operating leverage.
Rockwell Automation reported higher sales and net income in Q2 2026, with improved profitability due to pricing actions and cost initiatives.
Rockwell Automation is benefiting from robust recurring software demand driven by AI-enabled factory projects in automotive, semiconductor, and warehousing sectors.
Management provided strong fiscal 2026 EPS guidance of US$11.20 to US$12.20, reinforcing confidence in future growth.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $3.88+5.1% vs $3.69 | $2.3B-3.2% vs $2.4B |
Q3 2026 Aug 4, 2026 | $3.49+3.3% vs $3.38 | $2.3B+3.0% vs $2.2B |
Q2 2026 May 5, 2026 | $3.30+14.6% vs $2.88 | $2.2B+3.7% vs $2.2B |
Q1 2026 Feb 5, 2026 | $2.75+11.3% vs $2.47 | $2.1B+1.1% vs $2.1B |
Rockwell Automation remains a high-quality, conservative automation play, but trades at a 50%+ premium to its 20-year average P/E. I maintain a 'Hold' rating with a $280/share price target, citing insufficient upside and excessive valuation despite solid fundamentals. ROK's earnings recovery is not matched by organic recurring revenue or services growth, and buybacks at high multiples are value-destructive.
Rockwell Automation, Inc. (ROK) Q4 2026 Earnings Call Transcript
ROK beats Q4 earnings estimates as margin gains and strong segment performance support profit growth.
While the top- and bottom-line numbers for Rockwell Automation (ROK) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Benchmark ROK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rockwell Automation, Inc. (ROK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $375.86 | $41.82B | 29.64 | 7.76% | 15.67% | 39.07% | 1.47% | |
| $220.05 | $69.74B | 9.96 | 7.85% | 20.98% | 36.04% | 4.21% | |
| $162.35 | $90.93B | 33.84 | 5.36% | 14.14% | 13.14% | 1.36% | |
| $98.44 | $4.31B | 15.63 | -3.02% | 12.05% | 16.64% | — | |
| $195.07 | $22.53B | 20.65 | -0.21% | 37.8% | 28.34% | — | |
| $1.32 | $277.87M | -1.85 | 77.3% | -118.38% | -30.55% | — |
Rockwell Automation, Inc. (ROK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Rockwell Automation, Inc. (ROK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 5, 2026·SEC
Apr 17, 2026·SEC
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Rockwell Automation, Inc. (ROK) stock FAQ — growth, dividends, profitability & financials explained
Rockwell Automation, Inc. (ROK) reported $8.99B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 41% more than the $6.37B of fiscal year 1997.
Rockwell Automation, Inc. (ROK) grew revenue by 7.7% over the trailing twelve months, compared with the twelve months before.
Yes. Rockwell Automation, Inc. (ROK) earned $1.41B in net income over the trailing twelve months (a 15.7% net margin).
Yes. Rockwell Automation, Inc. (ROK) pays a dividend that yields 1.47% at the current price, a moderate yield.
Rockwell Automation, Inc. (ROK) had a return on equity (ROE) of 39.1% over the trailing twelve months. That is well above the market's typical 10-15%.
Rockwell Automation, Inc. (ROK) generated $1.70B in free cash flow over the trailing twelve months.
