Rockwell Automation (ROK) beat expectations in Q3 FY2026 on revenue of $2.3B versus the $2.2B estimate (+7.9% YoY) and EPS of $3.49. The next Rockwell Automation (ROK) earnings date is Nov 5, 2026. Below is the full Rockwell Automation earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$3.49 (vs $3.38 est · +3.3% surprise · +39.5% YoY)
Share price
$429.69 (-1.7%)
Market cap
$47.8B
Rockwell Automation (ROK) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$2.3B vs $2.2B est
$3.49 vs $3.38 est
+3.3%
-6.4%
Beat
Q3 FY2026
$2.2B vs $2.2B est
$3.30 vs $2.88 est
+14.6%
+14.7%
Beat
Q2 FY2026
$2.1B vs $2.1B est
$2.75 vs $2.47 est
+11.3%
-3.4%
Mixed
Q1 FY2026
$2.3B vs $2.2B est
$3.34 vs $2.94 est
+13.6%
+3.0%
Beat
Q4 FY2025
$2.1B vs $2.1B est
$2.82 vs $2.67 est
+5.6%
-3.9%
Beat
Q3 FY2025
$2.0B vs $2.0B est
$2.45 vs $2.10 est
+16.7%
+15.1%
Mixed
Q2 FY2025
$1.9B vs $1.9B est
$1.83 vs $1.60 est
+14.4%
+13.2%
Mixed
Q1 FY2025
$2.0B vs $2.1B est
$2.47 vs $2.41 est
+2.5%
-7.4%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
11.0%
12.4M
$6.1B
+3.9%
Vanguard Capital Management LLC
6.5%
7.3M
$3.6B
-0.4%
Vanguard Portfolio Management LLC
5.3%
5.9M
$2.9B
+1.4%
State Street Corp
4.7%
5.3M
$2.6B
+5.3%
Geode Capital Management, LLC
2.8%
3.1M
$1.5B
+2.4%
Morgan Stanley
2.7%
3.0M
$1.5B
+7.7%
Jpmorgan Chase & CO
2.6%
2.9M
$1.4B
+53.0%
Ubs Group Ag
1.9%
2.2M
$1.1B
+0.2%
Goldman Sachs Group INC
1.7%
1.9M
$957.1M
+0.6%
Invesco Ltd.
1.6%
1.8M
$901.4M
+8.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Rothe Christian E
officer: Sr. VP and CFO
2026-08-19
Buy
1K
—
Rothe Christian E
officer: Sr. VP and CFO
2026-08-20
Sell
590
$256237
Rothe Christian E
officer: Sr. VP and CFO
2026-08-19
Sell
1K
—
Riesterer Terry L.
officer: Vice President and Controller
2026-07-16
Buy
849
—
Riesterer Terry L.
officer: Vice President and Controller
2026-07-16
Sell
281
$127359
Riesterer Terry L.
officer: Vice President and Controller
2026-07-16
Sell
849
—
Gipson William P
director
2026-07-01
Buy
69
—
Fordenwalt Matthew W.
officer: SVP Lifecycle Services
2026-06-04
Sell
377
$173612
What you'll find
Next Rockwell Automation (ROK) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Rockwell Automation reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Rockwell Automation (ROK)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Rockwell Automation's next earnings date?
Rockwell Automation's (ROK) next scheduled earnings date is Nov 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Rockwell Automation (ROK) beat or miss earnings?
In Q3 FY2026, Rockwell Automation (ROK) posted beat results — revenue of $2.3B versus the $2.2B estimate (+3.0% surprise) and EPS of $3.49 versus $3.38 expected (+3.3% surprise). Magnisto decodes every Rockwell Automation (ROK) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Rockwell Automation beat earnings estimates?
Over its last 8 reported quarters, Rockwell Automation (ROK) beat Wall Street EPS estimates 8 times, most recently a beat result in Q4 FY2026. Magnisto tracks every Rockwell Automation (ROK) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Rockwell Automation stock move after earnings?
Over its last 8 quarterly reports, Rockwell Automation (ROK) moved an average of ±8.4% the day after earnings — ranging from -7.4% (Q1 FY2025) to +15.1% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 5, 2026, options-implied volatility is pricing in a move of roughly ±17.3% (derived). Magnisto tracks the realized post-earnings move for every Rockwell Automation (ROK) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Rockwell Automation?
Institutions hold about 164.4% of Rockwell Automation's (ROK) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (11.0%), Vanguard Capital Management LLC (6.5%), Vanguard Portfolio Management LLC (5.3%). Magnisto lists Rockwell Automation's (ROK) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Rockwell Automation (ROK)?
In the most recent Form 4 filings Magnisto tracks, Rockwell Automation (ROK) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Rockwell Automation (ROK) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Rockwell Automation (ROK), anchored to the current $429.69 share price, so you can weigh the bull, base and bear cases for Rockwell Automation side by side.
Is Rockwell Automation (ROK) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Rockwell Automation fits your own thesis and risk profile. This is research, not investment advice.