Rockwell Automation stock enters fiscal 2027 after strong results

Published on 11/05/2026 at 16:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock enters a new fiscal year after a stronger finish and a fresh management outlook. Software led quarterly segment growth, while services remained under pressure.

Strong Year Sets New Outlook

Rockwell Automation finished fiscal 2026 with 8 percent full-year sales growth.
Software & Control led fourth-quarter segment growth, while Lifecycle Services remained under pressure.
Management expects fiscal 2027 organic sales growth of 6 percent to 9 percent.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation reported fiscal 2026 fourth-quarter and full-year results on Thursday, November 5, and introduced its first fiscal 2027 outlook. The release carried by Business Wire showed stronger earnings and a wider operating margin, while a customer tariff refund program reduced reported sales growth.

Results Strengthen The Operating Base

Fourth-quarter sales rose 1 percent year over year to USD 2.332 billion, while organic sales increased 3 percent. Adjusted earnings per share advanced 16 percent to USD 3.88. Enterprise operating margin expanded to 24.5 percent from 21.3 percent in the prior-year quarter.

For the full fiscal year ended September 30, sales increased 8 percent to USD 8.989 billion. Adjusted earnings per share rose 27 percent to USD 13.42, while free cash flow reached USD 1.701 billion, up 25 percent.

Software Leads Segment Performance

Software & Control was the strongest quarterly growth engine. Sales rose 15 percent to USD 754 million, and the segment operating margin widened to 34.0 percent from 31.2 percent. Intelligent Devices sales increased 5 percent to USD 1.144 billion, with its margin improving to 21.6 percent.

Lifecycle Services remained the weaker area. Sales fell 9 percent to USD 519 million as divestitures reduced revenue by 11 percent, although organic sales increased 2 percent. The segment margin declined to 16.4 percent from 17.5 percent.

Fiscal 2027 Guidance Sets Next Test

Rockwell expects reported fiscal 2027 sales growth of 4.5 percent to 7.5 percent and organic growth of 6 percent to 9 percent. Adjusted earnings per share are guided to USD 14.50 to USD 15.50, while diluted earnings per share are expected at USD 13.78 to USD 14.78. The sales outlook includes an estimated one-percentage-point benefit from the fiscal 2026 customer tariff refund program.

Rockwell said tariff-related items included USD 103 million of refunds and USD 5 million of related interest in the fourth quarter. The customer refund program generated an USD 85 million accrual, and the combined after-tax effect added USD 0.11 to diluted and adjusted earnings per share.

Rockwell Automation stock traded at 357.15 euros on Lang & Schwarz at 16:36 CET on Thursday, November 5, 2026. Investors can follow the real-time quote of Rockwell Automation stock.