Core Insights - Rockwell Automation, Inc. (ROK) is a leading global industrial automation and digital transformation company with a market cap of $42.3 billion [1] - The company has shown strong stock performance, with a 29.5% increase over the past 52 weeks, outperforming the S&P 500 Index's 13.7% gain [2] - ROK's fourth-quarter earnings report indicated a strong finish to the year, with $2.3 billion in sales, a 14% year-over-year increase, and adjusted EPS rising 32% to $3.34 [4] Financial Performance - ROK's sales growth was driven by the Software & Control segment, which surged 31% to $657 million, and the Intelligent Devices segment, which rose 15% to $1.09 billion [4] - For FY2026, ROK is guiding for 3–7% sales growth, 2–6% organic growth, and adjusted EPS of $11.20–$12.20 [4] - Analysts expect ROK's adjusted EPS to grow 13.5% year-over-year to $11.95 for the fiscal year ending in September 2026 [5] Analyst Ratings and Price Targets - The consensus rating among 24 analysts covering ROK is a "Moderate Buy," with 11 "Strong Buy" ratings, 12 "Holds," and one "Strong Sell" [5] - Wells Fargo analyst Joe O'Dea reaffirmed a "Hold" rating on ROK with a price target of $355, while the mean price target of $384.62 suggests a 3.9% premium to current price levels [6] - The highest price target of $450 indicates a potential upside of 21.6% [6]

Did you analyze how Rockwell Automation (ROK) fared in its international operations for the quarter ending September 2025? Given the widespread global presence of this industrial equipment and software maker, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial hea ...

Core Insights - The international operations of Rockwell Automation (ROK) are crucial for assessing its financial resilience and growth prospects, especially in the interconnected global economy [1][2] Revenue Performance - ROK's total revenue for the quarter ended June 2025 was $2.14 billion, reflecting a year-over-year increase of 4.6% [4] - Latin America contributed $132 million, or 6.2% of total revenue, which was a surprise of -24.62% compared to the consensus estimate of $175.12 million [5] - EMEA accounted for $392 million, or 18.3% of total revenue, exceeding expectations by +12.1% [6] - Asia Pacific generated $266 million, or 12.4% of total revenue, with a surprise of +19.28% against an expected $223 million [7] Future Revenue Expectations - Analysts project ROK to report $2.18 billion in total revenue for the current fiscal quarter, indicating a 7% increase from the previous year [8] - For the full year, total revenue is expected to be $8.21 billion, reflecting a decline of 0.7% from the previous year [9] Market Dependency - ROK's reliance on international markets for revenue presents both opportunities and challenges, making the monitoring of overseas revenue trends essential for predicting future performance [10][11]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Rockwell Automation despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Rockwell Automation is expected to report quarterly earnings of $2.69 per share, reflecting a -0.7% change year-over-year, while revenues are projected at $2.07 billion, an increase of 0.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.86% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +1.66% for Rockwell Automation, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Rockwell Automation exceeded the expected earnings of $2.09 per share by delivering $2.45, resulting in a surprise of +17.22% [13]. The company has beaten consensus EPS estimates in all of the last four quarters [14]. Additional Considerations - While an earnings beat can influence stock movement, other factors may also play a significant role in determining stock performance post-earnings release [15].