ROK · PEAD ↓ 63

Rockwell Automation reported Q4 FY2026 EPS of $3.88 on 2026-11-05, beating the $3.72 consensus by $0.16 (+4.3%).

Print-day reaction was −14.2% versus the prior close — a severe gap-down on the open that widened further into the close, absorbing the EPS beat entirely. The overnight gap to the T+1 open recovered +1.6%, suggesting tentative stabilisation after the sell-off. Over the following two trading days (T+1 close to T+3 close), the drift added +5.7%, a partial recovery but insufficient to reclaim the initial damage. Cumulative abnormal return of −8.3% versus SPY.US places this firmly in PEAD short territory; the drift failed to reverse the initial reaction, confirming persistent selling pressure through the holding window ending 2027-02-02.