Rockwell Automation stock sets a higher fiscal 2027 earnings bar

Published on 11/12/2026 at 16:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock enters fiscal 2027 with stronger sales and earnings. Management expects organic growth across automation markets.

Software Leads The Operating Mix

Rockwell Automation reported stronger fiscal 2026 sales and adjusted earnings before setting its fiscal 2027 targets.
Software and Control outperformed, while Lifecycle Services remained under pressure from divestitures.
Investors will weigh recurring-revenue growth against tariff-related effects and the drag from portfolio changes.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation reported a stronger finish to fiscal 2026 on November 5 and set a growth-oriented outlook for the new fiscal year. AD HOC NEWS reported that fiscal 2026 sales rose 8 percent to 8.989 billion US dollars, while adjusted earnings per share increased 27 percent to 13.42 US dollars.

Growth Broadens Across Operations

Fourth-quarter sales reached 2.332 billion US dollars, up 1 percent year over year. Organic sales increased 3 percent, although the customer tariff refund program reduced reported and organic growth by approximately four percentage points. Adjusted earnings per share rose 16 percent to 3.88 US dollars, including a favorable 0.11 US dollar impact from tariff-refund-related items.

Software and Control was the strongest reported growth engine in the quarter. Sales rose 15 percent to 754 million US dollars, and full-year sales in the segment increased 18 percent to 2.818 billion US dollars. Intelligent Devices also expanded, while Lifecycle Services sales declined 9 percent in the quarter as divestitures reduced reported revenue.

Management Raises The Earnings Bar

Rockwell expects reported fiscal 2027 sales growth of 4.5 percent to 7.5 percent and organic sales growth of 6 percent to 9 percent. Adjusted earnings per share are expected to reach 14.50 to 15.50 US dollars. The outlook includes an estimated one-percentage-point benefit from the prior-year customer tariff refund program and an approximately 1.5-percentage-point headwind from divestitures.

Chief Executive Officer Blake Moret said customer demand was healthy and highlighted significant new product releases. He also pointed to the increasing use of artificial intelligence and autonomous operations in industrial settings. Organic annual recurring revenue grew 5 percent in fiscal 2026, giving software adoption a central role in the investment case.