Rockwell Automation dips after Q4 sales miss

ROK•2026-11-05

Rockwell Automation shares fell 7.71% after fourth-quarter sales rose to $2.33 billion, below the $2.41 billion analyst average. Adjusted earnings per share rose 16% to $3.88, and the company expects fiscal 2027 organic sales growth of 6% to 9%.

1. Sales and refunds

Rockwell Automation said fourth-quarter sales rose to $2.33 billion, missing analysts’ average expectation of $2.41 billion. The company will refund customers for tariff-related price increases, accruing to $85 million; those increases reduced sales growth by 4 percentage points in the quarter.

2. Earnings and outlook

Adjusted fourth-quarter earnings per share rose 16% to $3.88, above analysts’ expected $3.69. Tariff-related refunds added $0.11 per share to earnings. Rockwell expects fiscal 2027 organic sales growth of 6% to 9%, while a divestiture is expected to reduce reported sales growth by about 1.5 percentage points.