Rockwell Automation Fiscal Q4 2026 EPS Tops Estimates at $3.88, but Revenue Misses at $2.33B

Rockwell Automation (ROK) posted mixed fiscal fourth-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $2.33 billion, up 0.7% from a year earlier, below the $2.41 billion estimate, and adjusted EPS was $3.88, up 16% from a year earlier, above the $3.69 estimate.

Shares fell 2.8% in premarket trading as of 7:06 a.m. ET, to $431.54 from a $444.10 close.

Fiscal Q4 2026 scorecard

By our calculation, revenue was $77.0 million below the estimate and adjusted EPS was $0.19 above it. The QoQ column compares with the previous quarter's revenue of $2.31 billion and adjusted EPS of $3.49. The YoY column compares with $2.32 billion and $3.34 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 8 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $2.32 billion, $2.10 billion, $2.24 billion, $2.31 billion and $2.33 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $3.12 and revenue of $2.21 billion next quarter, based on 8 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 0.7% increase to $2.33 billion.
• Estimate record. Whether Rockwell Automation extends a record of beating EPS estimates in 8 of its last 8 reports.
• Related coverage. See our reports on Xeris Biopharma, Unity Software, PENN Entertainment and Tecnoglass.

Sources: Results are from Rockwell Automation's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Rockwell Automation's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.