As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the internet of things industry, including Rockwell Automation (NYSE: ROK) and its peers.

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 5 internet of things stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.4% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

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 $2.11 billion, up 11.9% year on year. This print exceeded analysts’ expectations by 1.4%. Overall, it was a strong quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

Rockwell Automation delivered the weakest full-year guidance update of the whole group. Unsurprisingly, the stock is down 5.9% since reporting and currently trades at $404.50.

Is now the time to buy Rockwell Automation? Access our full analysis of the earnings results here, it’s free.

Best Q4: Trimble (NASDAQ: TRMB)

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 $969.8 million, down 1.4% year on year, outperforming analysts’ expectations by 2.3%. The business had a strong quarter with an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ EBITDA estimates.

Trimble achieved the highest full-year guidance raise among its peers. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $67.41.

Is now the time to buy Trimble? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: Emerson Electric (NYSE: EMR)

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 $4.35 billion, up 4.1% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a significant miss of analysts’ EBITDA estimates and EPS guidance for next quarter missing analysts’ expectations.

Emerson Electric delivered the weakest performance against analyst estimates in the group. The stock is flat since the results and currently trades at $151.10.

Read our full analysis of Emerson Electric’s results here.

AMETEK (NYSE: AME)

Started from its humble beginnings in motor repair, AMETEK (NYSE: AME) manufactures electronic devices used in industries like aerospace, power, and healthcare.

AMETEK reported revenues of $2.00 billion, up 13.4% year on year. This number topped analysts’ expectations by 2.6%. Taking a step back, it was a satisfactory quarter as it also produced an impressive beat of analysts’ revenue estimates but EPS guidance for next quarter slightly missing analysts’ expectations.

AMETEK scored the fastest revenue growth among its peers. The stock is up 3.7% since reporting and currently trades at $236.23.

Read our full, actionable report on AMETEK here, it’s free.

Vontier (NYSE: VNT)

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 $808.5 million, up 4.1% year on year. This print surpassed analysts’ expectations by 5.7%. It was a strong quarter as it also recorded an impressive beat of analysts’ organic revenue estimates and a solid beat of analysts’ revenue estimates.

Vontier pulled off the biggest analyst estimates beat among its peers. The stock is flat since reporting and currently trades at $41.03.

Read our full, actionable report on Vontier here, it’s free.

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