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Research
Research Alert: Rockwell Automation Lifts Outlook As Software Strength Powers Q2 Fy 26 Beat
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Rockwell Automation (ROK) delivered Q2 FY 26 (Sep.) results well above expectations, with sales reaching $2.2B (+12% Y/Y, +9% organic) and operating EPS of $3.30 (+32% Y/Y) vs. the consensus forecast of $2.88. The strong performance stemmed from operational execution and broad-based demand recovery in key business segments. Software & Control remained the growth engine, generating $684M in sales (+20% Y/Y) with operating margin expanding to an impressive 34.9% from 30.1% in the prior year, while Intelligent Devices hit $1B in sales (+13% Y/Y) with margin improving to 20.9% from 17.7%. ROK raised FY 26 EPS guidance to $12.50-$13.10 from $11.40-$12.20, reflecting a firming growth backdrop and increased confidence. The company sees solid momentum in the warehouse automation, data center, semiconductor, and energy end markets, with the high-margin software business bolstering earnings quality through volume growth and strong price realization, as favorable mix tailwinds support overall profitability expansion.
$ROK
Equities
Sector Update: Energy
Energy stocks were lower premarket Tuesday, with the State Street Energy Select Sector SPDR ETF (XLE) retreating 0.2%.The United States Oil Fund (USO) fell by 1.8%, while the United States Natural Gas Fund (UNG) fell by 0.5%.Front-month US West Texas Intermediate crude oil was down 2.4% to $103.85 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil declined 1.6% to $112.63 per barrel, and natural gas futures were 1.3% lower at $2.83 per 1 million British Thermal Units.Enlight Renewable Energy (ENLT) stock rose more than 4% before the opening bell after the company reported higher-than-expected Q1 earnings and revenue.
$ENLT$UNG$USO$XLE
Research
Research Alert: Kkr & Co., Inc. Reported Solid Q1 2026 Results
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:KKR delivered strong Q1 2026 results with operational earnings of $1.47/share, up 19% Y/Y, and Fee Related Earnings of $1.0B ($1.13/share), up 24% Y/Y, driven by 30% growth in management fees to $1.2B. Total AUM reached $758B, up 14% Y/Y, with fee paying AUM of $615B, up 17% Y/Y. We believe the firm's $286B in carry eligible AUM above cost provides sustainable earnings potential, while broad-based performance showed PE up 10% LTM and solid gains across Real Assets and Credit segments. The strategic acquisition of Arctos Partners adds $16B in sports-focused AUM and establishes KKR Solutions as a new business line. We view KKR's $22B quarterly deployment activity and $97B LTM capital invested as evidence of strong market positioning. The firm maintains a robust balance sheet with $13.0B in cash and investments, while returning significant capital through a 5% dividend increase to $0.195/share and $317M in share repurchases, supported by an enhanced automatic buyback program.
$KKR