The last couple of years have proven that automation isn’t immune to larger macroeconomic cycles, as many companies have pulled back on their spending in the face of weaker demand and greater uncertainty. That has made life difficult for Cognex (Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Key Takeaways ROK posted Q1 adjusted EPS of $2.75, beating estimates, as revenues rose 11.9% year over year.ROK saw organic sales climb, and margins expand, helped by higher volumes, pricing gains and favorable mix.ROK saw strong growth in Intelligent Devices, while Lifecycle Services sales declined 4% y/y.Rockwell Automation Inc. (ROK) reported adjusted earnings per share (EPS) of $2.75 in the first-quarter fiscal 2026 (ended Dec. 31, 2025), which beat the Zacks Consensus Estimate of $2.54. The company dis ...

Symbotic (NASDAQ: SYM) stock logged 150.9% gains in 2025, according to data from S&P Global Market Intelligence, and already looks primed for another breakout year as it pivots toward profitability and expands its customer base. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » How Symbotic set the momentum in 2025 Although Symbotic stock maintained momentum ...

Rockwell Automation (NYSE:ROK) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAijana Zellner - VP of Investor Relations and Market StrategyAndrew Kaplowitz - Managing DirectorBlake Moret - Chairman and CEOChris Snyder - Executive DirectorChristian Rothe - CFONigel Coe - Managing DirectorScott Davis - Chairman and CEOSteve Tusa - Managing DirectorTommy Moll - Managing DirectorConference Call ParticipantsAndrew Buscaglia - Senior AnalystJulian Mitchell - Equity Research AnalystOperato ...

Symbotic (NasdaqGM:SYM) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsCharlie Anderson - VP of Investor RelationsColin Rusch - Head of Sustainable Growth and Resource Optimization ResearchIzzy Martins - CFOJoe Giordano - Managing DirectorRick Cohen - Founder, Chairman and CEOConference Call ParticipantsDerek Soderberg - Senior Equity Research AnalystGreg Palm - Senior Research AnalystGuy Hardwick - Senior AnalystJim Ricchiuti - Senior AnalystKeith Housum - Managing Director and Res ...

Symbotic (NasdaqGM:SYM) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsCharlie Anderson - VP of Investor RelationsColin Rusch - Head of Sustainable Growth and Resource Optimization ResearchIzzy Martins - CFOJoe Giordano - Managing DirectorRick Cohen - Founder, Chairman and CEOConference Call ParticipantsDerek Soderberg - Senior Equity Research AnalystGreg Palm - Senior Research AnalystGuy Hardwick - Senior AnalystJim Ricchiuti - Senior AnalystKeith Housum - Managing Director and Res ...

Financial Data and Key Metrics Changes - Emerson's underlying sales growth was 2% year-over-year, with adjusted segment EBITDA margin at 27.7% and adjusted earnings per share at $1.46, reflecting a 6% increase year-over-year [10][19][24] - The backlog ended the quarter at $7.9 billion, up 9% year-over-year, with a book-to-bill ratio of 1.13 [19][63] Business Line Data and Key Metrics Changes - Software and systems reported a 3% underlying sales growth, driven by test and measurement, which grew 11% [19][23] - Intelligent devices grew 2%, while safety and productivity increased by 1% [19][24] - Ovation business saw a significant increase of 74% in orders, driven by large project wins [14][40] Market Data and Key Metrics Changes - North America orders were up 18%, with strong performance in power and LNG sectors [38][97] - The Middle East and Africa experienced a 9% growth, while Europe and China showed ongoing softness [14][38][75] Company Strategy and Development Direction - Emerson aims to return $10 billion to shareholders through share repurchase and dividends, with a focus on organic growth and operational excellence [7][11] - The company is aligned with secular tailwinds such as electrification, energy security, and nearshoring, expecting these to drive growth over the next three years [5][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2026 targets, supported by a good start to the year and operational excellence [10][11] - The company anticipates continued strong demand in North America, India, and the Middle East, while acknowledging challenges in Europe and China [14][75] Other Important Information - Emerson was named the 2026 Industrial IoT Company of the Year, highlighting its leadership in industrial IoT technology [11] - The company released DeltaV version 16, enhancing its software-defined automation vision [12] Q&A Session Summary Question: Can you break down the 9% order growth in Q1 between process and hybrid? - Management noted that power orders were driven by modernization and behind-the-meter power generating capacity at data centers, with significant growth in test and measurement orders [34][36][40] Question: What is the expected impact of AI on software growth? - Management believes AI capabilities will accelerate growth in software offerings, with minimal disruption expected [41][43] Question: Are the orders in power pushing beyond this year into multi-year phases? - Management confirmed confidence in backlog timing supporting sales into 2027, particularly in power and LNG sectors [46][47] Question: What is the outlook for weak verticals like chemicals? - Management indicated continued flat activity in Europe, particularly in chemicals, with a bearish outlook for China [75][76] Question: What is the opportunity in Venezuela? - Management acknowledged a long-established history in Venezuela and plans to mobilize for potential growth, particularly in power generation [104][106] Question: Any updates on tariffs and mitigation activity? - Management reported some positive developments regarding tariffs, particularly with China, while noting challenges with Mexico [115] Question: What are the green shoots in China? - Management highlighted good activity in the test and measurement space and broad portfolio business, despite overall softness [117]

Emerson Electric (NYSE:EMR) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsChigusa Katoku - VP in Equity Research for Electrical Equipment, Machinery, and Multi‑Industry SectorsDoug Ashby - Director of Investor RelationsJeffrey Sprague - Founder and Managing PartnerLal Karsanbhai - President and CEOMike Baughman - EVP and CFORam Krishnan - EVP and COOConference Call ParticipantsAndrew Obin - Managing Director and Senior Analyst for U.S. Multi‑Industry and Machinery SectorAndy Kaplow ...

Emerson Electric (NYSE:EMR) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Speaker2Greetings and welcome to the Emerson First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Doug Ashby, Director of In ...

Key Takeaways Rockwell Automation to report 1Q26 results on Feb. 5, with EPS estimated at $2.54 and sales at $2.09B.ROK's EPS estimate rose 1.2% in 60 days, implying y/y 38.8% growth, after four straight earnings beats.ROK is likely to benefit from pricing and supply-chain actions, lifting organic sales growth to 9.6%.Rockwell Automation Inc. (ROK) is scheduled to report first-quarter fiscal 2026 results on Feb. 5, before the opening bell.The Zacks Consensus Estimate for Rockwell Automation’s earnings has m ...