Rockwell earnings: guidance and what to watch
Rockwell's next results are expected on November 5, 2026. Watch whether pricing keeps pace with component inflation.
What has Rockwell guided for the year?
Guidance is management’s forecast, not a guarantee. Rockwell’s latest forecast, issued August 4, 2026, covers the year ended September 30, 2026. It calls for reported sales of approximately $9,000 million and reported and organic sales growth of 7.5%–9.5%. It also calls for adjusted EPS of $13.00–$13.30. Adjusted EPS removes specified items, such as acquisition-related amortization, so it helps compare operations but is not the same as accounting profit.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Reported sales midpoint | Year to Sep 2026 | 9,000.0 | 9,000.0 | August 4, 2026 |
| Reported sales growth | Year to Sep 2026 | 7.5% | 9.5% | August 4, 2026 |
| Organic sales growth | Year to Sep 2026 | 7.5% | 9.5% | August 4, 2026 |
| Adjusted EPS | Year to Sep 2026 | 13.00 | 13.30 | August 4, 2026 |
| Free cash flow | Year to Sep 2026 | 1,500.0 | 1,500.0 | August 4, 2026 |
Has Rockwell kept its past promises?
Other outcomes show that the system can reduce rewards. Moret received no annual incentive for fiscal 2024. The performance-share cycle covering 2023–2025 paid 70% of target, meaning executives received roughly seventy shares for every one hundred target shares under the plan’s rules. Rockwell also reached its savings goal early, although savings must persist without weakening customer support.
What is Rockwell's eight-quarter revenue and profit trend?
All three earlier FY2026 quarters exceeded their comparable FY2025 quarters. But June gross margin was below March’s 50.2%, despite higher sequential sales. Year-over-year recovery and quarter-to-quarter momentum are different questions.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,313 | 2,239 | 2,105 | 2,316 | 2,144 | 2,001 | 1,881 | 2,035 |
| Income before income taxes | 470 | 440 | 342 | 63 | 342 | 299 | 213 | 275 |
| Net income | 408 | 350 | 305 | 138 | 295 | 252 | 184 | 240 |
| EPS, diluted | 3.65 | 3.10 | 2.69 | 1.23 | 2.60 | 2.22 | 1.61 | 2.09 |
What this means. Income before income taxes is not the same as operating profit because it also includes interest and other items outside the day-to-day business.
What should I watch in Rockwell's next results?
The nearest checkpoint is November 5, 2026, an estimated date for the next earnings release. Rockwell had not issued FY27 guidance on its Q3 call, so investors will compare analysts’ expectations with management’s first commitment on sales, margins, capital spending, and cash flow. The annual investor meeting on November 18, 2026, should provide another explanation of the program and its expected returns.
Finally, watch whether pricing keeps pace with component inflation. Management expected higher memory costs to pressure Software & Control’s fourth-quarter margin. The strongest outlook would combine sustained demand, cash arriving as forecast, and investment benefits appearing without increasingly heavy borrowing.