Rockwell Automation (ROK) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Core Viewpoint - Rockwell Automation (ROK) is expected to report strong quarterly earnings and revenue growth, with analysts predicting earnings of $2.54 per share, a 38.8% increase year-over-year, and revenues of $2.09 billion, reflecting an 11% year-over-year increase [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 2.7% over the past 30 days, indicating a positive reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock price performance [3]. Key Metrics Forecast - Analysts project 'Sales- Intelligent Devices' to reach $958.27 million, marking an 18.9% increase from the previous year [5]. - 'Sales- Lifecycle Services' is expected to be $521.51 million, indicating a year-over-year decline of 4.5% [5]. - 'Sales- Software & Control' is forecasted to be $592.47 million, reflecting a 12% increase year-over-year [5]. Operating Earnings Estimates - The consensus for 'Operating earnings- Intelligent Devices' is $173.19 million, up from $120.00 million in the same quarter last year [6]. - 'Operating earnings- Lifecycle Services' is estimated at $60.65 million, down from $68.00 million year-over-year [6]. - 'Operating earnings- Software & Control' is expected to reach $171.74 million, compared to $133.00 million in the previous year [7]. Stock Performance - Rockwell Automation shares have returned +6% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.8% change [7].