EarningsQ3 2026 Earnings Report
MX:ROK Q3 2026 EPS Results
Actual EPS$63.10
Consensus EPS$61.11
Beat/MissBeat by +$1.99
One Year Ago EPS$50.99
MX:ROK Q3 2026 Revenue Results
Actual Revenue$41.84B
Expected Revenue$40.58B
Beat/MissBeat by +$1.25B
YoY Revenue Growth+7.93%
Earnings Announcement Details
QuarterQ3 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
MX:ROK Upcoming Earnings
Rockwell Automation's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q3 2026 Earnings Call Audio
MX:ROK Q3 2026 Earnings Call
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Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong top-line and margin performance with raised guidance, notable outperformance in Software & Control, Intelligent Devices, and discrete end markets (Semiconductor, Data Center, E‑commerce). Cash generation, share repurchases, and margin expansion were highlighted. Headwinds include persistent inflationary cost pressure, slower-than-expected recurring services/ARR growth, Sensia-related sales impacts and pockets of weak capital spending (e.g., Food & Beverage, some process areas and Mining). On balance, positives (revenue beat, margin expansion, EPS raise, strong free cash flow and increased guidance) materially outweigh the lowlights.Company Guidance
Top-line Growth Above Expectations
Q3 reported sales +8% YoY and organic sales +10% YoY (Sensia dissolution -3% impact; currency +1%). Full-year sales guidance raised to 7.5%–9.5% (8.5% midpoint), up 150 bps vs prior guide.
Strong Profitability and EPS Outperformance
Enterprise operating margin 22.3% in Q3; adjusted EPS $3.49, up >20% YoY. Full-year adjusted EPS guidance raised to $13.00–$13.30 (midpoint $13.15), ~25% growth vs FY2025.
Margin Expansion and Incremental Conversion
Gross margin expanded to 49.5% (+70 bps YoY). Total company incrementals high-50s YoY as-reported and >40% on an organic basis — fourth consecutive quarter above 40% organic incrementals.
Segment Leadership – Software & Control
Software & Control organic sales +18% YoY; segment margin 34.8% (+320 bps YoY) with year-over-year incrementals ~50% and strong volume-driven performance.
Product Strength – Intelligent Devices & Production Logistics
Intelligent Devices organic sales +10% YoY with segment margin 20% (+120 bps YoY). Production Logistics delivered double-digit growth and strategic wins across Food & Beverage, Semiconductor and Life Sciences.
End-Market Momentum – Discrete & Data Center
Discrete sales grew high-teens YoY with Semiconductor, Data Center and E‑commerce & Warehouse leading. E‑commerce & Warehouse +30% YoY; Data Center and Semiconductor noted as durable growth drivers tied to AI infrastructure.
Cash Generation and Capital Allocation
Q3 free cash flow $654M (+$165M YoY) and the company expects 100% free cash flow conversion for FY2026. Repurchases ~300k shares in Q3 (~$150M) and ~ $850M expected for the year.
Operational and Strategic Wins
Notable customer wins and implementations (e.g., Unilever cybersecurity expansion, large automotive OEM selecting Rockwell portfolio, Lighthouse recognition for Singapore plant) and continued successful Sensia dissolution with ~40 bps margin benefit.
MX:ROK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed