ROK

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.

Rockwell Automation (ROK) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.72 per share. This compares to earnings of $3.34 per share a year ago.

The industrial automation and digital software company said net income jumped to $346 million, or $3.11 a share in the fourth quarter, from $138 million, or $1.23 a share, in a year ago.

MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) today reported fiscal 2026 fourth quarter and full year results and introduced fiscal 2027 guidance. "Rockwell delivered a strong finish to a great year, with broad-based topline growth, margin expansion, and double-digit earnings growth. Our results underscore the differentiation of our strategy and operating model, as we continue to gain share, strengthen our leadership in core markets, and expand our position in high-growth ar.

ROK expects Q4 earnings growth, supported by pricing actions, improving manufacturing activity and strong Software & Control sales despite margin pressures.

Evaluate the expected performance of Rockwell Automation (ROK) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Investors looking for stocks in the Electronics - Miscellaneous Products sector might want to consider either MKS (MKSI) or Rockwell Automation (ROK). But which of these two stocks offers value investors a better bang for their buck right now?

Rockwell Automation (ROK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.