Rockwell Automation Inc.
Rockwell Automation (ROK) is a US-based leader in industrial automation, control systems and related software. The company supplies programmable controllers, motor control devices, human–machine interfaces and FactoryTalk software used to monitor and optimise manufacturing operations across industries such as automotive, food & beverage, pharmaceuticals and energy. With a market cap around $40bn, Rockwell combines hardware, software and lifecycle services to capture recurring revenue from upgrades, subscriptions and long-term service agreements. Investors typically watch its exposure to industrial cyclicality, capital spending trends and success in migrating customers to higher-margin software and subscription offerings. Risks include sensitivity to global manufacturing activity, supply-chain disruptions and execution on technology transitions. This summary is educational only and not personalised financial advice; investors should consider their own goals and seek independent advice before investing, as values can rise or fall and past performance is not a reliable indicator of future returns.
Why It's Moving
Rockwell Automation Gears Up for Pivotal Q1 Earnings as Investors Bet on Industrial Rebound
- Analysts forecast a strong earnings beat, building on recent upward revisions of 2.69% in EPS estimates over the past month, signaling confidence in Rockwell's margin resilience.
- The upcoming release follows echoes of prior success, where Rockwell delivered a surprise EPS profit and double-digit order growth, reigniting hopes for the 'Cognitive Industrial Revolution.'
- Company leaders, including CEO Blake Moret, are hitting key conferences like Citi's Global Industrial Tech event, underscoring strategic focus on cybersecurity and connected enterprise tech amid factory digitization.
Rockwell Automation Gears Up for Pivotal Q1 Earnings as Investors Bet on Industrial Rebound
- Analysts forecast a strong earnings beat, building on recent upward revisions of 2.69% in EPS estimates over the past month, signaling confidence in Rockwell's margin resilience.
- The upcoming release follows echoes of prior success, where Rockwell delivered a surprise EPS profit and double-digit order growth, reigniting hopes for the 'Cognitive Industrial Revolution.'
- Company leaders, including CEO Blake Moret, are hitting key conferences like Citi's Global Industrial Tech event, underscoring strategic focus on cybersecurity and connected enterprise tech amid factory digitization.
When is the next earnings date for Rockwell Automation Inc. (ROK)?
Rockwell Automation (ROK) is scheduled to release its Q1 FY2026 earnings on Thursday, February 5, 2026, before the market opens at 8:30 AM ET. This report will cover the first quarter of fiscal year 2026, following the company's confirmed pattern of early February releases for this period. Investors should monitor the webcast and press release for detailed financial results and guidance updates.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Rockwell Automation's stock, as its target price suggests good growth potential.
Financial Health
Rockwell Automation is showing strong profits and cash flow, indicating solid financial performance.
Dividend
Rockwell Automation's dividend yield of 1.31% is below average, indicating lower income potential from dividends. If you invested $1000 you would be paid $13.10 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Software-led shift
Rockwell is increasing software and subscription offerings, which can improve recurring revenue and margins — though success depends on customer adoption and execution.
Global manufacturing exposure
The company serves diverse industries worldwide, offering growth opportunities as manufacturers automate — but results can vary with global industrial cycles.
Service and aftermarket
Aftermarket services and lifecycle support provide steadier revenue streams and cross-sell chances, while performance can be influenced by capital spending and supply constraints.
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