Q1 Internet of Things Earnings: Rockwell Automation (NYSE:ROK) Impresses
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Rockwell Automation (NYSE:ROK) and the rest of the internet of things stocks fared in Q1.
Industrial Internet of Things (IoT) companies are buoyed by the secular trend of a more connected world. They often specialize in nascent areas such as hardware and services for factory automation, fleet tracking, or smart home technologies. Those who play their cards right can generate recurring subscription revenues by providing cloud-based software services, boosting their margins. On the other hand, if the technologies these companies have invested in don’t pan out, they may have to make costly pivots.
The 6 internet of things stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was 1.3% below.
While some internet of things stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4% since the latest earnings results.
Best Q1: Rockwell Automation (NYSE:ROK)
One of the first companies to address industrial automation, Rockwell Automation (NYSE:ROK) sells products that help customers extract more efficiency from their machinery.
Rockwell Automation reported revenues of $2.24 billion, up 11.9% year on year. This print exceeded analysts’ expectations by 3.8%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ organic revenue estimates and a solid beat of analysts’ EBITDA estimates.
Rockwell Automation Total Revenue
Rockwell Automation pulled off the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise among its peers. Unsurprisingly, the stock is up 18.3% since reporting and currently trades at $473.50.
Playing a role in the construction of the Paris Grand, Trimble (NASDAQ:TRMB) offers geospatial devices and technology to the agriculture, construction, transportation, and logistics industries.
Trimble reported revenues of $939.9 million, up 11.8% year on year, outperforming analysts’ expectations by 3.8%. The business had a satisfactory quarter with a beat of analysts’ EPS estimates but organic revenue in line with analysts’ estimates.
Trimble Total Revenue
Trimble scored the highest guidance raise in the group. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 15.9% since reporting. It currently trades at $57.48.
Founded by an employee at a real estate rental company, SmartRent (NYSE:SMRT) provides smart home devices and software for multifamily residential properties, single-family rental homes, and student housing communities.
SmartRent reported revenues of $38.68 million, down 6.4% year on year, exceeding analysts’ expectations by 1.4%. Still, it was a softer quarter as it posted a significant miss of analysts’ EBITDA estimates and EPS in line with analysts’ estimates.
SmartRent delivered the slowest revenue growth of the whole group. As expected, the stock is down 29.7% since the results and currently trades at $1.01.
Founded in 1890, Emerson Electric (NYSE:EMR) is a multinational technology and engineering company providing solutions in the industrial, commercial, and residential markets.
Emerson Electric reported revenues of $4.56 billion, up 2.9% year on year. This result came in 0.7% below analysts’ expectations. Overall, it was a slower quarter as it also produced a miss of analysts’ EBITDA estimates and revenue guidance for next quarter meeting analysts’ expectations.
Emerson Electric had the weakest performance against analyst estimates among its peers. The stock is up 7% since reporting and currently trades at $148.10.
A spin-off of a spin-off, Vontier (NYSE:VNT) provides electronic products and systems to the transportation, automotive, and manufacturing sectors.
Vontier reported revenues of $750.6 million, up 1.3% year on year. This number surpassed analysts’ expectations by 1.8%. Aside from that, it was a mixed quarter as it also recorded a narrow beat of analysts’ organic revenue estimates but revenue guidance for next quarter missing analysts’ expectations.
Vontier had the weakest guidance update in the group. The stock is down 9% since reporting and currently trades at $31.89.
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
I wanna show my progress with ros2 and gazebo i could move it while it is lauched and use the teleop to move a little it is not perfect but i am satiefied with the progress.I will try later with gz bridge to pu blish some movement commands submitted by /u/Guilty_Question_6914 [comments]
Jul 16, 2026 Humanoid and mobile robots are driving a shift in precision gearing design, according to a discussion at the Automate 2026 trade show in Chicago. Engineers are now tasked with balancing factors such as accurate positioning, rigidity, torque density, efficiency, and weight within increasingly compact joints. In an interview from the event, Nidec…
