Rockwell Automation stock sets fiscal 2027 growth outlook

Published on 11/12/2026 at 14:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock enters fiscal 2027 after a stronger finish. Management expects further expansion across automation markets.

Fiscal 2027 outlook takes shape

Rockwell Automation reported fiscal 2026 sales of 8,989 million US dollars, an 8% increase from the prior year.
Adjusted fiscal 2026 earnings per share rose 27% to 13.42 US dollars.
Software and Control led fourth-quarter segment growth, while Lifecycle Services faced pressure from divestitures.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation reported a stronger finish to fiscal 2026 on November 5 and set an expansionary outlook for the new fiscal year. The industrial automation company said fiscal 2026 sales rose 8% to 8,989 million US dollars, while adjusted earnings per share increased 27% to 13.42 US dollars. The company published the results and outlook in its November 5 press release.

Growth broadens across key operations

Fourth-quarter sales reached 2,332 million US dollars, up 1% from the year-earlier period. Organic sales increased 3%, although the customer tariff refund program reduced reported and organic growth by approximately four percentage points. Adjusted earnings per share rose 16% to 3.88 US dollars, including a favorable 0.11 US dollar impact from tariff-refund-related items.

Enterprise operating profit increased 16% to 572 million US dollars, and the enterprise operating margin widened to 24.5% from 21.3%. Rockwell said the improvement reflected higher sales volume, favorable mix and tariff-refund-related items, while the dissolution of the Sensia joint venture also supported the margin comparison.

Software and Control was the strongest reported growth engine in the quarter. Sales rose 15% to 754 million US dollars, with segment operating margin increasing to 34.0% from 31.2%. Full-year sales in the segment rose 18% to 2,818 million US dollars.

Intelligent Devices sales increased 5% in the quarter and 11% for the full year. Lifecycle Services sales declined 9% in the quarter because divestitures reduced reported revenue, although organic sales in the segment increased 2%. That contrast leaves execution in services and the pace of software expansion as important indicators for the new fiscal year.

Management sets a higher earnings bar

Rockwell guided to reported fiscal 2027 sales growth of 4.5% to 7.5% and organic sales growth of 6% to 9%. The outlook includes an estimated one-percentage-point benefit from the prior-year customer tariff refund program and an approximately 1.5-percentage-point headwind from divestitures. Adjusted earnings per share are expected to reach 14.50 to 15.50 US dollars.

Chief Executive Officer Blake Moret said the company entered fiscal 2027 with healthy customer demand and significant new product releases. He highlighted the increasing use of artificial intelligence and autonomous operations in industrial settings, areas where Rockwell aims to expand customer value, market share and margins.

Rockwell also reported that organic annual recurring revenue grew 5% in fiscal 2026. The company expects recurring revenue to expand further as software becomes a larger part of its industrial automation offering. Investors will therefore weigh the durability of software demand against the drag from divestitures and the temporary contribution from tariff-related items.

Rockwell Automation stock traded at 365.60 euros on Lang & Schwarz at 14:12 CET on Thursday, November 12, 2026.