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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Rockwell Automation (ROK) is 9/10.
Rockwell delivered strong broad-based growth with organic sales up 9% and adjusted EPS of $3.30, up over 30% year-over-year, as data center demand more than doubled. Enterprise operating margin expanded 350 basis points to 22.5%, and management raised EPS guidance substantially from $11.80 to $12.80 midpoint, a $1.00 increase. E-commerce and warehouse automation continued growing over 30%.
Scored from Rockwell Automation’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.04B | -20.6% | $2.09 | +22.2% | 37.9% | 13.9% | 11.7% | $367M |
| FY2025 Q1 | $1.88B | -8.3% | $1.61 | -13.4% | 38.3% | 18.2% | 9.8% | $293M |
| FY2025 Q2 | $2.00B | -5.8% | $2.22 | -3.9% | 40.1% | 17.2% | 12.6% | $171M |
| FY2025 Q3 | $2.14B | +4.5% | $2.60 | +28.7% | 40.9% | 18.1% | 13.8% | $489M |
| FY2025 Q4 | $2.32B | +13.8% | $1.23 | -41.1% | 69.4% | 19.8% | 6.0% | $405M |
| FY2026 Q1 | $2.10B | +11.8% | $2.69 | +67.1% | 48.3% | 17.4% | 14.5% | $170M |
| FY2026 Q2 | $2.24B | +11.8% | $3.10 | +39.6% | 50.2% | 20.9% | 15.6% | $275M |
| FY2026 Q3 | $2.31B | +7.9% | $3.62 | +39.2% | 49.5% | 28.3% | 17.6% | $654M |