Rockwell Automation, Inc. (ROK)

Rockwell Automation beat expectations on both the top and bottom line in the third fiscal quarter of 2026, reported on August 4, 2026, as adjusted EPS of $3.49 topped the $3.38 estimate by 3.3% and revenue of about $2.31 billion beat the $2.24 billion consensus by 3.0%. Revenue rose 8% from $2.14 billion a year ago, with gross margin near 50% and operating margin around 28%. Net income climbed 38% to about $408 million from $295 million a year earlier. Operating cash flow came in at about $724 million, while the company repurchased about $155 million of stock and paid about $155 million in dividends. Next-period consensus calls for EPS of $3.64 on revenue of $2.36 billion.