Rockwell Automation stock gets 2027 growth outlook after strong year

Rockwell Automation reported its fiscal 2026 fourth-quarter and full-year results on Thursday, November 5, alongside its first outlook for fiscal 2027. The release from Business Wire points to stronger profitability, a sharp software contribution and continued investment by industrial customers.

Rockwell Automation stock traded at 341.00 euros on Lang & Schwarz at 14:00 CET on Monday, November 9, 2026. Investors can follow the real-time quote of Rockwell Automation stock.

Fiscal 2026 Ends on Higher Earnings

Fiscal 2026 sales increased 8 percent to 8.989 billion US dollars from 8.342 billion US dollars a year earlier. Adjusted earnings per share rose 27 percent to 13.42 US dollars, while enterprise operating profit climbed 27 percent to 1.997 billion US dollars. The resulting enterprise operating margin reached 22.2 percent, compared with 18.9 percent in fiscal 2025.

The fourth quarter was more mixed at the revenue level. Sales rose 1 percent to 2.332 billion US dollars and organic sales increased 3 percent. Adjusted earnings per share nevertheless advanced 16 percent to 3.88 US dollars, helped by higher sales volume and enterprise operating profit. The company said quarterly enterprise operating margin improved to 24.5 percent from 21.3 percent.

Fiscal 2027 Outlook Targets Growth

Rockwell expects reported sales to grow 4.5 percent to 7.5 percent in fiscal 2027, with organic sales growth of 6 percent to 9 percent. The outlook includes a benefit of about one percentage point from the prior-year customer tariff refund program. Divestitures are expected to reduce reported growth by about 1.5 percentage points.

Adjusted earnings per share are forecast at 14.50 to 15.50 US dollars, while diluted earnings per share are expected to reach 13.78 to 14.78 US dollars. Management also expects annual recurring revenue to grow 7 percent and enterprise operating margin to rise to about 23 percent. Both organic sales growth and adjusted earnings are non-GAAP measures.

Software Growth Offsets Services Pressure

Software & Control was the strongest reported growth area in the fourth quarter, with sales up 15 percent year over year. Fiscal-year sales in the segment increased 18 percent to 2.818 billion US dollars, and its operating margin reached 33.8 percent.

Intelligent Devices also expanded, with fiscal-year sales up 11 percent to 4.185 billion US dollars. Lifecycle Services remained the weak spot: fiscal-year sales declined 6 percent to 2.071 billion US dollars, while organic sales fell 2 percent. The contrast leaves software momentum and the recovery of services as central factors for the new fiscal year.

US equities remain influenced by the broader S&P 500 market environment.

Investors will focus next on whether Rockwell converts its software momentum and expected industrial demand into organic growth while services recover. More news and analyses on Rockwell Automation stock.