| ROK |
Report |
Adjusted EPS |
BEAT |
pred ~$3.48 vs. cons $3.38 |
MEDIUM |
| ROK |
Report |
Reported revenue |
BEAT |
pred ~$2.28B vs. cons $2.25B |
MEDIUM |
| ROK |
Report |
Enterprise operating margin |
IN-LINE |
pred ~22.7% vs. cons 22.5% |
MEDIUM |
| ROK |
Guide |
FY26 adjusted EPS midpoint |
BETTER |
guide ~$12.95 vs. cons $12.85 (FY26) |
MEDIUM |
| ROK |
Guide |
FY26 organic-sales-growth midpoint |
BETTER |
guide ~7.5% vs. cons 7.0% (FY26) |
LOW |
| ROK |
Guide |
FY26 enterprise operating margin |
BETTER |
guide ~21.7% vs. cons 21.5% (FY26) |
LOW |
| ROK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| ROK |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
A ~$3.48 Q3 EPS result versus $3.38 consensus, paired with a FY26 EPS midpoint of ~$12.95 versus ~$12.85 consensus, creates positive out-period math: the implied Q4 earnings burden remains achievable despite Software & Control margin normalization, supporting upward FY26/FY27 revisions rather than a one-day beat-and-fade. |
MEDIUM |