Why Rockwell Automation, Inc. (ROK) Stock Fell 14.2% on Nov 5, 2026
What happened
Rockwell Automation fell 13.09% to $385.78 following release of Q4 2026 results on November 5. Revenue of $2.33 billion missed consensus estimates of $2.39–$2.41 billion (Business Wire earnings release); the miss was partly attributable to an $85 million tariff refund accrual that reduced reported quarterly growth by ~4 percentage points. While adjusted EPS of $3.88 beat expectations (~$3.69), organic growth of 3% and a 9.4% year-over-year decline in Lifecycle Services signaled underlying momentum concerns. Volume reached 1,450,384 shares by 210 minutes into the session—3.11x the historical average for that time.
Next earnings release scheduled for February 4, 2027; consensus EPS estimate $3.08. Monitor fiscal 2027 guidance metrics—especially organic growth forecasts and Lifecycle Services trajectory—for signals of recovery or persistent softness.
Other developments that session
Rockwell Automation, Inc. (ROK) filed a new 8-K on November 5, 2026. The filing contents were not detailed in available sources.
Rockwell Automation, Inc. (ROK) reported EPS of $3.88 vs. $3.69 estimate, beating consensus by 5.1% on 2026-11-05.
ROK reported Q4 EPS of $3.88, beating consensus estimate of $3.72 by 4.3%.
Frequently asked questions
Why did Rockwell Automation, Inc. (ROK) stock fall on Nov 5, 2026?
Rockwell Automation fell 13.09% to $385.78 following release of Q4 2026 results on November 5. Revenue of $2.33 billion missed consensus estimates of $2.39–$2.41 billion (Business Wire earnings release); the miss was partly attributable to an $85 million tariff refund accrual that reduced reported quarterly growth by ~4 percentage points. While adjusted EPS of $3.88 beat expectations (~$3.69), organic growth of 3% and a 9.4% year-over-year decline in Lifecycle Services signaled underlying momentum concerns. Volume reached 1,450,384 shares by 210 minutes into the session—3.11x the historical average for that time.
How much did ROK stock fall on Nov 5, 2026?
ROK fell 14.2% during the Nov 5, 2026 trading session.