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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Kaplowitz | Citigroup | 14 | 0% |
| Julian Mitchell | Barclays | 14 | 14% |
| Chris Snyder | Morgan Stanley | 13 | 0% |
| Scott Davis | Melius Research | 13 | 0% |
| Andy Obin | Bank of America | 8 | 13% |
| Nigel Coe | Wolfe Research | 8 | 13% |
| Steve Tusa | JPMorgan | 7 | 14% |
| Joe O'Dea | Wells Fargo | 6 | 0% |
| Andy Buscaglia | BNP Paribas | 4 | 0% |
| Jeff Sprague | Vertical Research Partners | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 14 | 14% |
| Citigroup | 1 | 14 | 0% |
| Melius Research | 1 | 13 | 0% |
| Morgan Stanley | 1 |
| 13 |
| 0% |
| JPMorgan | 2 | 9 | 22% |
| Wolfe Research | 1 | 8 | 13% |
| Bank of America | 1 | 8 | 13% |
| Wells Fargo | 1 | 6 | 0% |
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%.
Demand | Margin | Guidance Reliability | Capex Investment | Cost Pressure | Trade Tariffs | Competitive Dynamics | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 2 | 6 | 3 | 1 | 2 | 3 | |
| 2025Q1 | 7 | 6 | 6 | 1 | 5 | 2 | 2 | |
| 2025Q2 | 4 | 4 | 5 | 3 | 2 | 6 | 2 | |
| 2025Q3 | 4 | 6 | 4 | 4 | 2 | 1 | ||
| 2025Q4 | 6 | 7 | 4 | 1 | 4 | 2 | 3 | |
| 2026Q1 | 9 | 4 | 2 | 3 | 2 | 3 | 1 | |
| 2026Q2 | 10 | 5 | 3 | 1 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 10 | 7 | 4 | 4 | 6 | 9 | 10 |
| Margin | 2 | 6 | 4 | 6 | 7 | 4 | 5 |
| Guidance Reliability | 6 | 6 | 5 | 4 | 4 | 2 | |
| Capex Investment | 3 | 1 | 3 | 4 | 1 | 3 | 3 |
| Cost Pressure | 5 | 2 | 2 | 4 | 2 | 1 | |
| Trade Tariffs | 1 | 2 | 6 | 1 | 2 | 1 | |
| Competitive Dynamics | 2 | 2 | 3 | 3 | 3 | ||
| Inventory | 3 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ROK Rockwell Automation | 9 | +11.8% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |