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Sentiment · FY2026 Q3
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andy Kaplowitz | Citigroup | 15 (0%) |
| Scott Davis | Melius Research | 15 (0%) |
| Julian Mitchell | Barclays | 14 (14%) |
| Chris Snyder | Morgan Stanley | 14 (0%) |
| Andrew Obin | Bank of America | 10 (10%) |
| Nigel Coe | Wolfe Research | 8 (13%) |
| Steve Tusa | JPMorgan | 7 (14%) |
| Joe O'Dea | Wells Fargo | 6 (0%) |
| Jeff Sprague | Vertical Research Partners | 5 (20%) |
| Andrew Buscaglia | BNP Paribas | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Melius Research | 1 | 15 (0%) |
| Citigroup | 1 | 15 (0%) |
| Barclays | 1 | 14 (14%) |
| Morgan Stanley | 1 |
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 |
| 14 (0%) |
| Bank of America | 1 | 10 (10%) |
| JPMorgan | 2 | 9 (22%) |
| Wolfe Research | 1 | 8 (13%) |
| Wells Fargo | 1 | 6 (0%) |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What ROK and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In mining, we formed a strategic partnership with BHP to support them in advancing the next generation of autonomous operations combining Rockwell's leadership in automation and AI with BHP's deep operational expertise to help enable scalable execution across complex safety critical environments.”
Rockwell formed a strategic partnership with miner BHP to advance next-generation autonomous mining operations.
“A great example of our continued momentum in oil and gas was a win with Petrobras where Rockwell will provide integrated automation services across multiple FPSOs in the Buzios offshore field.”
Petrobras selected Rockwell to provide integrated automation services across multiple FPSOs in the Buzios offshore field, an oil-and-gas win.
“Another strategic life sciences win in the quarter was with Butantan Institute, one of Brazil's largest biopharma and vaccine producers, which expanded its PharmaSuite MES footprint to optimize and automate production processes, reinforcing Rockwell as a long-term digital manufacturing partner.”
Butantan Institute, a major Brazilian biopharma/vaccine producer, expanded its Rockwell PharmaSuite MES footprint, a life-sciences win.
“This quarter, Agropur, a leading dairy producer, selected Rockwell's digital services to support its digital transformation and advance its factory of the future strategy.”
Dairy producer Agropur selected Rockwell digital services for its factory-of-the-future digital transformation.
“One notable ARR win in this quarter was with Prometeon Tyre Group, who selected our cloud native Fix software as their digital maintenance platform, enabling asset management and operational discipline across complex multisite operations worldwide.”
Prometeon Tyre Group selected Rockwell's cloud-native FactoryTalk Fix software as its digital maintenance platform, an ARR win.
“A great example of this momentum in Q2 was our win with ATS Automation, who is leading the conversion from commercial controls to our robust Logix PLCs at a new AI data center in Texas.”
ATS Automation is converting from commercial controls to Rockwell Logix PLCs at a new AI data center in Texas, a data-center controls win.
“A great example of a strategic OTTO win in the quarter was with Subaru of Indiana Automotive, where our autonomous mobile robots are helping scale their production by improving efficiency, flexibility and safety.”
Subaru of Indiana Automotive is deploying Rockwell OTTO autonomous mobile robots to scale production, an automotive AMR win.
“Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crude mission to the moon in more than 5 decades.”
NASA used Rockwell technology for ground control systems on the Artemis II mission, a mission-critical reference win.
| 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 | +8.8% | |
| 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% |