Rockwell Automation Inc
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Earnings Call Q3 2026
August 4, 2026 - AI Summary
Q3 performance: strong top-line + earnings outperformance
- Reported sales +8% YoY; organic sales +10% YoY (Sensia dissolution impact -3%; currency ~+1%).
- Earnings: Adjusted EPS $3.49 (>20% YoY), driven by strong volume/mix, with enterprise operating margin 22.3% (up double digits YoY).
- Margin/gross margin strength: Gross margin 49.5% (+70 bps YoY) aided by higher volume/mix and the Sensia dissolution benefit.
- Free cash flow: $654M in Q3 ($165M above prior year), driven by stronger pretax income and working-capital management.
- Good: Demand breadth in Semiconductor, Data Center, E-commerce & Warehouse Automation.
What drove growth: products/software leading; services constrained
- Intelligent Devices organic +10% YoY with broad-based growth; adoption strength in PointMax I/O, additional PowerFlex drives, FLEXLINE motor control centers.
- Production Logistics delivered double-digit growth with wins in Food & Beverage, Semiconductor, Life Sciences.
- Software & Control organic +18% YoY (notably Logix strong double-digit growth).
- Lifecycle Services organic -2% YoY, book-to-bill 0.97—growth remains constrained by lack of CapEx recovery in Food & Beverage and some process industries where services are deployed.
- Surprising/important positive: Cybersecurity expansion win (Unilever) combining threat detection + secure remote access + managed cybersecurity services.
Segment/industry highlights: discrete + auto traction; continued data center momentum
- Discrete sales high teens YoY, led by Semiconductor + Data Center + E-commerce/Warehouse.
- Automotive: sales up low double digits YoY; modernization spending holding up even as large greenfield projects remain delayed by tariffs/geopolitics.
- E-commerce/Warehouse: +30% YoY.
- Semiconductor: strong quarter tied to continued investment incl. AI infrastructure.
- Data center: management highlighted opportunities across power/cooling/automation/control (and Logix standardization in central utility plant architectures due to redundancy/safety).
- Hybrid industries: Food & Beverage up mid-single digits (modernization ongoing but large projects not yet inflecting); Life Sciences up 10% with competitive wins in process control/MES for drug substance manufacturing.
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$122.57
72.4% downside
Current Fair Value
72.4% downsideOvervalued by 72.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $48.54 Billion |
|---|---|
| Enterprise Value | $52.32 Billion |
| Annual dividend | $5.52 |
| Dividend yield | 1.27% |
| Earnings per Share | $7.69 |
| Beta | 1.5 |
| Outstanding Shares | 112,100,000 |
Return
| Return on Equity | 34.37% |
|---|---|
| Return on Assets | 10.83% |
| Return on Invested Capital | 19.30% |
Valuation & Multiples
| P/E Ratio | 40.8 |
|---|---|
| PEG | 106.52 |
| Price to Sales | 5.55 |
| Price to Book Ratio | 14.33 |
| Enterprise Value to Revenue | 5.83 |
| Enterprise Value to EBIT | 36.54 |
| Enterprise Value to Net Income | 43 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 1.22 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
$3.37
Consensus analyst estimateRevenue Estimate
$2.24 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$3.69
Consensus analyst estimateRevenue Estimate
$2.41 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 56.79% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 6.30%▼ 83.47% |
|---|---|
| Total Invested | $3.04B▼ 93.87% |
| Investors Holding | 584▼ 989.00% |
About Rockwell Automation Inc
26,000 employees
CEO: Blake Moret
Rockwell Automation, Inc. is a global provider of advanced solutions in industrial automation and digital transformation, serving clients both within the United States and internationally. The company's operations are divided into three ...