Rockwell Automation (ROK) Q4 FY2026 earnings: revenue $2.3 billion, up 0.7% on the year

Rockwell Automation, Inc. (ROK) announced its results for Q4 FY2026, the quarter ended 30 September 2026, on 5 November 2026. Revenue was $2.3 billion, up 0.7% on the same quarter a year earlier. Net income was $346 million, up 150.7% on the year, and diluted earnings per share $3.11. The figures are from the company's earnings press release; the 10-Q with the full statements is not filed yet, and this page fills in when it is.

Revenue

$2.3 billion

+0.7% on the year · +0.8% on the quarter

Q1 FY2025Q4 FY2026

Net income

$346 million

+150.7% on the year · -15.2% on the quarter

Q1 FY2025Q4 FY2026

Diluted EPS

$3.11

+152.8% on the year · -14.8% on the quarter

Q1 FY2025Q4 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 9 new.

Fourth-quarter sales rose 1%: Sales were $2,332 million. Organic sales rose 3%, while divestitures cut sales 2% and the customer tariff refund program cut reported and organic sales about 4 points.
Fourth-quarter Adjusted EPS up 16%: Adjusted EPS was $3.88 against $3.34. Diluted EPS was $3.11 against $1.23. Both figures include a favorable $0.11 net impact from IEEPA tariff refund related items.
Enterprise operating profit up 16%: Enterprise operating profit was $572 million, with Enterprise operating margin at 24.5% against 21.3%. Full-year Enterprise operating profit was $1,997 million, up 27%.

Read the earnings call summary

The quarter, against the one before and a year earlier

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Revenue	2,332	2,313	2,316	+0.7%
Net income	346	408	138	+150.7%
Diluted EPS	$3.11	$3.65	$1.23	+152.8%

$ million except per share.

Q4 FY2026 is from the company's press release of 5 November 2026; the other columns are from its 10-Q and 10-K filings. A release figure is shown when the release's own figure for an earlier quarter matches the filed one, so the line and its units are read right.

Quarterly results, the last 20 quarters filed

	Q4 FY2021 *	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024 †	Q2 FY2024 †	Q3 FY2024 †	Q4 FY2024 * †	Q1 FY2025 †	Q2 FY2025 †	Q3 FY2025 †	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	1,808	1,857	1,808	1,969	2,126	1,981	2,275	2,239	2,563	2,052	2,126	2,051	2,036	1,881	2,001	2,144	2,316	2,105	2,239	2,313
Cost of revenue	1,088	1,108	1,144	1,166	1,240	1,167	1,343	1,323	1,507	1,258	1,293	1,256	1,265	1,003	1,029	1,098	1,196	1,089	1,114	1,169
Gross profit	719	749	664	802	886	814	932	915	1,056	795	833	795	771	878	972	1,046	1,120	1,016	1,125	1,144
Gross margin	40%	40%	37%	41%	42%	41%	41%	41%	41%	39%	39%	39%	38%	47%	49%	49%	48%	48%	50%	49%
R&D	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	156	162	170	191	172	180	173
SG&A	447	448	428	442	449	470	501	501	552	514	501	501	487	476	469	498	471	478	478	490
Operating income	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	321	408	454	520	435	530	550
Operating margin	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	17%	20%	21%	22%	21%	24%	24%
Interest expense	26.3	29.6	30.1	30.8	32.7	34.1	35.8	34.4	31.0	33.3	39.2	41.0	41.1	39.0	39.0	41.0	37.0	32.0	36.0	33.0
Pre-tax income	4.3	282	41.1	344	406	468	351	472	317	260	310	255	274	213	299	342	63.0	342	440	470
Tax rate	-1635%	15%	-20%	14%	17%	19%	16%	15%	35%	18%	14%	9%	13%	16%	17%	14%	52%	12%	20%	13%
Net income	78.5	242	53.9	298	339	384	300	400	303	215	266	232	239	184	252	295	138	305	350	408
Net margin	4%	13%	3%	15%	16%	19%	13%	18%	12%	10%	13%	11%	12%	10%	13%	14%	6%	14%	16%	18%
Diluted EPS	$0.66	$2.05	$0.46	$2.55	$2.91	$3.31	$2.59	$3.45	$2.61	$1.86	$2.31	$2.02	$2.09	$1.61	$2.22	$2.60	$1.23	$2.69	$3.10	$3.65
Operating cash flow	204	-12.0	90.8	345	399	66.3	187	282	840	33.0	120	279	432	364	199	527	454	234	320	724
Capital expenditure	43.7	37.1	44.9	18.3	40.8	24.2	31.5	41.6	63.2	67.9	51.2	40.7	64.9	71.0	28.0	38.0	49.0	64.0	45.0	70.0
Free cash flow	160	-49.1	45.9	327	359	42.1	156	240	776	-34.9	68.6	238	367	293	171	489	405	170	275	654
Buybacks	61.2	49.8	1.4	167	82.8	157	38.4	61.9	54.4	120	193	163	118	100	132	124	69.0	153	446	155
Dividends paid	124	130	130	130	129	136	136	136	136	144	143	142	142	149	148	147	147	156	153	155
Shares outstanding	116m	116m	116m	115m	115m	115m	115m	115m	115m	115m	114m	113m	113m	113m	113m	112m	112m	112m	111m	111m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Earnings press release for the quarter ended 30 September 2026, filed with the SEC on 5 November 2026 with a Form 8-K: the release.