Rockwell Automation Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.4%projected annual EPS growth
Analyst Coverage
24analysts covering
FY Revenue (est.)
$9Bnext fiscal year
FY EPS (est.)
$13.22next fiscal year
Monitoring Framework
Key Performance Indicators
Overall Equipment Effectiveness (OEE) DailyTarget: 100% (Theoretical maximum productivity across quality, performance, and availability)
Software and Control Segment Margin Quarterly3,120.0%Target: 30% to 35%
Plex MES Annual Recurring Revenue (ARR) AnnuallyTarget: $500 million by 2026, growing to $1.5 billion by 2029
Total Company Segment Operating Margin Quarterly2,140.0%Target: 23.5% in the medium term
Watch Items
- Memory Chip Inflation Impact on Software and Control MarginsTrigger: Double-digit millions headwind in the second half of fiscal 2026Action: Monitor sequential margin compression in Software and Control segment during Q3 and Q4 FY2026 results.
- Large-Project Capex Uptake Across VerticalsTrigger: Lifecycle Services organic sales decline and book-to-bill accelerationAction: Track greenfield capex releases in automotive, life sciences, and chemical verticals to trigger multiple rerating.
Research as of 2 Sep 2026