Rockwell Automation Q4 adjusted EPS beats estimates
ROK•Rockwell Automation’s fiscal fourth-quarter adjusted EPS rose 16% to $3.88, beating the $3.69 estimate, while sales increased 1% to $2.33 billion and missed expectations. The company forecast fiscal 2027 adjusted EPS of $14.50 to $15.50 and repurchased $500 million in shares during the quarter.
1. Quarterly results
Rockwell Automation reported fiscal fourth-quarter sales of $2.33 billion, up 1% year over year and below the $2.41 billion estimate. Adjusted EPS rose 16% to $3.88, above the $3.69 estimate; net income was $346 million and free cash flow was $602 million.
2. Fiscal 2027 outlook
The company forecast reported sales growth of 4.5% to 7.5%, organic sales growth of 6% to 9%, and adjusted EPS of $14.50 to $15.50 for fiscal 2027. It repurchased $500 million in shares during the quarter.
3. Sales and margins
A customer tariff refund program reduced fourth-quarter sales growth by about 4 percentage points, while IEEPA tariff refunds and related items had a net positive impact on margins and EPS. Software & Control sales grew 15% and Intelligent Devices sales rose 5%; Lifecycle Services sales declined due to divestitures, while organic sales increased 2%.
