Rockwell Automation stock enters fiscal 2027 with growth outlook

Published on 11/09/2026 at 16:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation stock enters the new fiscal year after stronger sales and adjusted earnings. Software growth offset weaker services.

Fiscal 2027 outlook takes center stage

Management expects continued organic expansion after a strong fiscal 2026.
Software growth offset weaker performance in Lifecycle Services.
Tariff refund effects materially influenced the reported results and outlook.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation reported its fiscal 2026 fourth-quarter and full-year results on November 5 and introduced its fiscal 2027 outlook. The company expects organic sales growth of 6% to 9% in fiscal 2027 and adjusted earnings per share of 14.50 to 15.50 US dollars, according to Business Wire.

Strong finish, mixed segment trends

Fiscal 2026 sales increased to 8.989 billion US dollars, while adjusted earnings per share rose to 13.42 US dollars from 10.53 US dollars a year earlier. Enterprise operating margin expanded to 22.2% from 18.9%.

Software & Control was the strongest operating segment, with full-year sales up 18% to 2.818 billion US dollars. Intelligent Devices sales rose 11% to 4.185 billion US dollars. Lifecycle Services sales declined 6% to 2.071 billion US dollars, reflecting divestitures and weaker organic performance.

Outlook includes tariff effects

Rockwell said the fiscal 2027 sales outlook includes a benefit of about one percentage point from the prior-year customer tariff refund program. The company also expects reported sales growth of 4.5% to 7.5% and diluted earnings per share of 13.78 to 14.78 US dollars.

The reported fiscal 2026 figures included a favorable 0.11 US dollar per-share effect from tariff-related items. Investors therefore have to distinguish the underlying operating trend from the contribution of these non-recurring effects when assessing the new outlook.