Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Rockwell Automation (ROK) , which belongs to the Zacks Electronics - Miscellaneous Products industry, could be a great candidate to consider.This industrial equipment and software maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 15.44%.For ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Rockwell Automation (ROK) - Rockwell Automation currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with a 2.66% rise over the past week and a 7.01% increase over the past month, outperforming the Zacks Electronics - Miscellaneous Products industry [5] - Over the last quarter, ROK shares have increased by 51.31%, and by 31.43% over the past year, compared to the S&P 500's gains of 24.12% and 14.76%, respectively [6] Trading Volume - ROK's average 20-day trading volume is 713,338 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 9 earnings estimates for ROK have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $9.21 to $9.77 [9] - For the next fiscal year, 9 estimates have also moved higher without any downward revisions, indicating positive earnings momentum [9] Conclusion - Given the strong performance metrics and positive earnings outlook, ROK is positioned as a promising investment opportunity with a Momentum Score of B and a Zacks Rank of 1 (Strong Buy) [11]

Company Performance - Timken reported quarterly earnings of $1.40 per share, missing the Zacks Consensus Estimate of $1.43 per share, and down from $1.77 per share a year ago, representing an earnings surprise of -2.10% [1] - The company posted revenues of $1.14 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.61%, but down from $1.19 billion year-over-year [2] - Over the last four quarters, Timken has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Outlook - Timken shares have declined approximately 8.6% since the beginning of the year, compared to a decline of -5.5% for the S&P 500 [3] - The current consensus EPS estimate for the coming quarter is $1.49 on revenues of $1.15 billion, and for the current fiscal year, it is $5.46 on revenues of $4.46 billion [7] - The estimate revisions trend for Timken is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [6] Industry Context - The Electronics - Miscellaneous Products industry, to which Timken belongs, is currently in the bottom 42% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Overview - Rockwell Automation (ROK) shares increased by 10.7% to close at $242.43, following a strong market recovery after President Trump's announcement of a temporary halt on reciprocal tariffs for most countries [1] - The stock had previously experienced a 17.4% loss over the past four weeks [1] Collaboration and Digital Transformation - ROK's shares gained further due to the collaboration with Amazon Web Services to accelerate digital transformation in the manufacturing industry [2] - This partnership aims to combine Rockwell's operational technology with AWS's cloud services, providing manufacturers with scalable, secure, and flexible solutions to optimize asset performance and enhance operational visibility [2] Earnings Expectations - Rockwell Automation is expected to report quarterly earnings of $2.09 per share, reflecting a year-over-year decline of 16.4% [3] - Revenues are projected to be $1.96 billion, down 7.6% from the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for Rockwell Automation has been revised marginally lower over the last 30 days, indicating a negative trend in earnings estimate revisions [4] - Historically, a negative trend in earnings estimate revisions does not typically lead to price appreciation, suggesting caution for future stock performance [4] Industry Context - Rockwell Automation is part of the Zacks Electronics - Miscellaneous Products industry, which includes other companies like Hayward Holdings, Inc. (HAYW) [4] - HAYW's shares closed 9.5% higher at $12.40, but have returned -20.2% over the past month [4]