Rockwell Automation Inc
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+ FollowMarket Cap$45.13B
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Earnings Call Q4 2026
November 5, 2026 - AI Summary
Strong FY26 execution; core growth + major margin/earnings gains
- Fiscal 2026 core sales +9% YoY; adjusted EPS +27% (to $13.42), and free cash flow conversion 113%.
- Enterprise operating margin 22.2% (about +330 bps YoY), hitting the company’s 22% target 3 years early (and sustained for 3 straight quarters).
- Q4: reported sales +1% YoY; core sales +7% YoY. Enterprise margin +320 bps YoY; adjusted EPS $3.88 (+16% YoY).
AI-enabled industrial automation theme driving share gains (with clear vertical momentum)
- Management emphasizes customers increasingly orchestrating people + AI agents/workflows + industrial systems in real time—framed as a major opportunity aligning with Rockwell’s strengths.
- Intelligent Devices (Q4 organic +5%): strength in data center, semiconductor, automotive; OTTO AMR delivered double-digit sales growth and reached planned profitability as it scales.
- Software & Control (Q4 organic +15%): Logix Q4 +25% YoY; Software ARR (organic) +5% YoY; Lifecycle Services ARR +2% YoY, but incremental ARR not meeting expectations (see next bullet).
Tariff refunds were a meaningful “reported” tailwind; segment results exclude it
- FY26 received $103M of IEEPA tariff refunds; $85M recognized as reductions to unallocated sales (plus $5M interest benefit).
- Net impact: ~$0.11 EPS benefit in Q4 and full-year FY26, with a $8M non-recurring charge and tax effect.
- Importantly: segment/industry results do NOT reflect refunds; the call separates core growth from reported impacts.
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Share Statistics
| Market cap | $45.13 Billion |
|---|---|
| Enterprise Value | $48.24 Billion |
| Annual dividend | $5.52 |
| Dividend yield | 1.37% |
| Earnings per Share | $12.57 |
| Beta | 1.51 |
| Outstanding Shares | 112,100,000 |
Return
| Return on Equity | 39.67% |
|---|---|
| Return on Assets | 12.50% |
| Return on Invested Capital | 18.84% |
Valuation & Multiples
| P/E Ratio | 32.07 |
|---|---|
| PEG | 21.28 |
| Price to Sales | 5.03 |
| Price to Book Ratio | 12.99 |
| Enterprise Value to Revenue | 5.37 |
| Enterprise Value to EBIT | 26.83 |
| Enterprise Value to Net Income | 34 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 1 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 5, 2026
EPS
$3.88
Est. $3.69Revenue
$2.33 B
Est. $2.41 BNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$3.02
Consensus analyst estimateRevenue Estimate
$2.18 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 | 87,500▼ 87.81% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 17.31%▼ 72.46% |
|---|---|
| Total Invested | $8.35B▼ 83.16% |
| Investors Holding | 835▼ 738.00% |
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 ...