For the quarter ended December 2025, Rockwell Automation (ROK) reported revenue of $2.11 billion, up 11.9% over the same period last year. EPS came in at $2.75, compared to $1.83 in the year-ago quarter.
The reported revenue represents a surprise of +0.83% over the Zacks Consensus Estimate of $2.09 billion. With the consensus EPS estimate being $2.54, the EPS surprise was +8.45%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Organic Sales - Total Growth: 10% compared to the 9.5% average estimate based on four analysts.
- Sales- Intelligent Devices: $953 million compared to the $958.27 million average estimate based on four analysts. The reported number represents a change of +18.2% year over year.
- Sales- Lifecycle Services: $523 million versus $521.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -4.2% change.
- Sales- Software & Control: $629 million versus $592.47 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.9% change.
- Operating earnings- Intelligent Devices: $165 million compared to the $173.19 million average estimate based on three analysts.
- Operating earnings- Lifecycle Services: $74 million versus $60.65 million estimated by three analysts on average.
- Operating earnings- Software & Control: $196 million versus $171.74 million estimated by three analysts on average.
View all Key Company Metrics for Rockwell Automation here>>>
Shares of Rockwell Automation have returned +5% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Rockwell Automation, Inc. (ROK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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