Rockwell Automation, Inc (ROK) · Nov 5, 2026 · Earnings

Rockwell Automation earnings beat on EPS, but sales miss and FY27 guide

Beat — Adjusted EPS $3.88 vs ~$3.55 consensus

Rockwell Automation earnings topped adjusted EPS expectations, though revenue missed. Its FY27 guide points to continued organic growth and margin expansion.

Rockwell enters fiscal 2027 as an industrial-automation company benefiting from demand tied to semiconductor, data-center, and increasingly software-led factory investment; the prior quarter had already shown strong demand in those markets and raised full-year fiscal 2026 guidance. The quarter was an earnings beat, but not a clean operating beat. Adjusted EPS of $3.88 exceeded the published consensus of roughly $3.55, while sales of $2.332 billion fell short of roughly $2.39 billion. The EPS outperformance was helped by stronger margins and unusual tariff-related benefits, so the headline profit beat says more about conversion and one-offs than about broad-based demand acceleration.

Metric	Q4 FY26	Q4 FY25	Consensus
Sales (Financial Highlights)	$2,332M (+1%)	$2,316M	$2,390M
Adjusted EPS (EPS reconciliation)	$3.88 (+16%)	$3.34	$3.55
Enterprise operating margin (Segment results)	24.5% (+3.2 pts)	21.3%
Software & Control sales (Segment results)	$754M (+15%)	$657M
Lifecycle Services sales (Segment results)	$519M (-9%)	$573M

The strongest part of the business is increasingly clear: Software & Control is carrying the growth and margin story. Its fourth-quarter sales rose 15% organically and operating margin expanded to 34.0%, while Intelligent Devices grew 5% with margin expansion. That mix supports Rockwell's shift toward higher-value software and control products.

Services remains the drag beneath the consolidated results. Lifecycle Services revenue declined 9% as reported and only grew 2% organically after divestitures, while segment operating earnings fell to $85 million from $100 million and margin dropped to 16.4%. The Sensia dissolution and divestitures make the comparison noisier, but the underlying service business still did not match the momentum in software and devices.

The fiscal 2027 outlook keeps the broader growth thesis intact, but it is not an aggressive reset. Management guided to 6%-9% organic sales growth and adjusted EPS of $14.50-$15.50, implying continued double-digit adjusted-EPS growth from the $13.42 fiscal 2026 base. The guide is supported by healthy demand and new products, but the quarter's revenue miss and tariff distortions mean execution—not just demand—will determine whether Rockwell reaches the upper end.

Tariffs boosted the quarter's cash and profit optics while also obscuring underlying sales. Rockwell received $103 million of tariff refunds and recorded an $85 million customer refund accrual; the net after-tax effect added $0.11 to both diluted and adjusted EPS. That is not a recurring operating improvement, even though underlying margins also improved.

Bottom line: This was a modestly positive quarter because Rockwell beat on adjusted earnings and issued a credible FY27 growth guide, but the revenue miss and weaker services performance keep it from being a decisive upgrade to the story.

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Rockwell Automation earnings beat on EPS, but sales miss and FY27 guide

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