Rockwell Automation stock enters fiscal 2027 with new outlook

Published on 11/06/2026 at 17:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock enters fiscal 2027 with a fresh management outlook. Software led quarterly growth, while services remained under pressure.

Fresh outlook follows stronger fiscal finish

Rockwell Automation completed fiscal 2026 with higher sales, adjusted earnings and free cash flow.
Software & Control led quarterly segment growth, while Lifecycle Services faced divestiture pressure.
Management expects organic growth and higher adjusted earnings in fiscal 2027.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation reported its fiscal fourth-quarter and full-year 2026 results on Thursday, November 5, and introduced its first fiscal 2027 outlook. The update strengthens the operating picture through higher margins and cash generation, although tariff refunds and divestitures affect comparisons.

At 17:10 CET on Friday, November 6, Rockwell Automation stock traded at 337.50 euros on Lang & Schwarz, 4.74% below the Xetra close of Thursday, November 5, at 354.30 euros. The dated Xetra history for Rockwell Automation lists the November 5 close in euros.

What has changed since our last report

The new results add a completed fiscal year and a forward target to the previous earnings setup. The latest report on November 6 cited fiscal 2026 sales of 8.989 billion US dollars, up 8%, while adjusted earnings per share rose 27% to 13.42 US dollars. Free cash flow increased 25% to 1.701 billion US dollars.

The fourth quarter showed a mixed segment picture. Software & Control sales increased 15% to 754 million US dollars and its operating margin widened to 34.0%. Intelligent Devices sales rose 5% to 1.144 billion US dollars, while Lifecycle Services sales fell 9% to 519 million US dollars as divestitures reduced revenue.

Fiscal 2027 targets set the next test

Rockwell expects reported fiscal 2027 sales growth of 4.5% to 7.5% and organic growth of 6% to 9%. Adjusted earnings per share are guided to 14.50 to 15.50 US dollars, with diluted earnings per share expected at 13.78 to 14.78 US dollars. The outlook includes a one-percentage-point benefit from the fiscal 2026 customer tariff refund program and a 1.5-percentage-point headwind from divestitures.

Tariff-related items included 103 million US dollars of refunds and 5 million US dollars of related interest, while customer refunds reduced reported sales. The combined after-tax effect added 0.11 US dollars to diluted and adjusted earnings per share, making the underlying growth comparison less direct.

Investors can follow the real-time quote of Rockwell Automation stock as the market weighs the new targets against industrial demand, software momentum and services execution.

The wider market backdrop remains relevant for US industrial shares as investors assess rates, capital spending and demand across the S&P 500.

More news and analyses on Rockwell Automation stock.