Rockwell Automation (ROK) reported $2.24 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 11.9%. EPS of $3.30 for the same period compares to $2.45 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.16 billion, representing a surprise of +3.68%. The company delivered an EPS surprise of +14.23%, with the consensus EPS estimate being $2.89.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Organic Sales - Total Growth: 9% versus the four-analyst average estimate of 6.3%. Sales- Intelligent Devices: $1.01 billion versus the four-analyst average estimate of $982.14 million. The reported number represents a year-over-year change of +12.5%. Sales- Lifecycle Services: $547 million compared to the $544.93 million average estimate based on four analysts. The reported number represents a change of +1.9% year over year. Sales- Software & Control: $684 million versus the four-analyst average estimate of $622.2 million. The reported number represents a year-over-year change of +20.4%. Operating earnings- Intelligent Devices: $211 million versus $184.83 million estimated by three analysts on average. Operating earnings- Lifecycle Services: $80 million versus $77.2 million estimated by three analysts on average. Operating earnings- Software & Control: $239 million compared to the $197.55 million average estimate based on three analysts.View all Key Company Metrics for Rockwell Automation here>>>
Shares of Rockwell Automation have returned +9% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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Rockwell Automation, Inc. (ROK): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).