ROK · NYSE
Consensus is $3.64 EPS for Sep 2026 across 8 estimates, ranging $3.37 to $3.80.
No consensus figures are on file, so the quarter cannot be assessed against an external earnings expectation. Rockwell delivered $2,313 million of sales, 8% above the prior-year quarter and higher than the $2.24 billion reported in the second quarter of fiscal 2026. Intelligent Devices and Software & Control carried the result: sales increased to $1,080 million and $751 million, respectively, and their operating margins rose to 20.0% and 34.8%. Lifecycle Services dragged on revenue, falling to $482 million from $547 million, although its margin improved to 15.1%. Enterprise operating margin expanded to 22.3% from 19.5%, supported by stronger segment profitability, pricing, and lower corporate costs. Reported growth was below the nine-month 10% rate, but organic quarterly growth of 10% exceeded the nine-month organic rate of 9%. Net income attributable to Rockwell rose to $408 million from $295 million, while adjusted EPS was $3.49 versus $2.85.
Management did not provide explicit revenue, earnings, margin, or capex guidance ranges in the supplied material. The qualitative outlook calls for continued inflationary pressure in memory-related electronic components, commodities, energy, and freight, partly because of strong data-center demand and Middle East geopolitical volatility. Rockwell expects to mitigate these costs through pricing and supply-chain actions and continues to expect pricing actions to recover all tariff costs this year. The company also cited its previously announced $2 billion investment in plants, digital infrastructure, and talent over five years, while noting that potential IEEPA tariff refunds had not been recognized as of June 30, 2026.
