Rockwell Automation (ROK)
Market Price (12/4/2025): $406.39 | Market Cap: $45.7 BilSector: Industrials | Industry: Electrical Components & Equipment
Rockwell Automation (ROK)
Market Price (12/4/2025): $406.39Market Cap: $45.7 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. |
Valuation, Metrics & Events
ROK Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
The requested time period, from August 31, 2025, to December 4, 2025, is in the future. As such, specific historical data regarding a 17% stock movement for Rockwell Automation (ROK) within this exact future timeframe cannot be provided. However, available information up to December 2025 offers insights into the company's financial outlook, analyst sentiments, and recent operational highlights that could influence stock performance.
1. Rockwell Automation reported strong fiscal year 2025 fourth quarter and full-year results, introducing fiscal 2026 guidance. The company reported $3.34 earnings per share (EPS) for the quarter, surpassing analyst estimates of $2.94. Revenue for the quarter reached $4.63 billion, exceeding expectations of $2.19 billion, and represented a 13.8% increase compared to the same quarter last year. For fiscal year 2026, Rockwell Automation has set an EPS guidance range of $11.20 to $12.20.
2. Analysts generally maintain a "Buy" rating for ROK stock with varying price targets for the next 12 months. As of December 2025, the average analyst price target for Rockwell Automation is around $376.86, with forecasts predicting a potential decrease of approximately 5.87% from recent prices. However, individual price targets range from a low of $290 to a high of $435. Some analysts updated their price targets in November 2025, with Baird raising its target to $402 and B of A Securities to $430.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ROK Return | 26% | 41% | -24% | 23% | -6% | 39% | 115% |
| Peers Return | 75% | -27% | -39% | -2% | -18% | 16% | -28% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| ROK Win Rate | 50% | 67% | 33% | 50% | 42% | 60% | |
| Peers Win Rate | 50% | 49% | 38% | 48% | 32% | 48% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| ROK Max Drawdown | -40% | -4% | -45% | 0% | -19% | -23% | |
| Peers Max Drawdown | -32% | -32% | -52% | -26% | -41% | -35% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HON, CAE, QS, ENVX, FCEL. See ROK Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)
How Low Can It Go
| Event | ROK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -45.6% | -25.4% |
| % Gain to Breakeven | 83.9% | 34.1% |
| Time to Breakeven | 1125 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.4% | -33.9% |
| % Gain to Breakeven | 73.5% | 51.3% |
| Time to Breakeven | 64 days | 148 days |
| 2018 Correction | ||
| % Loss | -31.8% | -19.8% |
| % Gain to Breakeven | 46.7% | 24.7% |
| Time to Breakeven | 424 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -76.5% | -56.8% |
| % Gain to Breakeven | 325.9% | 131.3% |
| Time to Breakeven | 686 days | 1480 days |
Compare to HON, CAE, QS, ENVX, FCEL
In The Past
Rockwell Automation's stock fell -45.6% during the 2022 Inflation Shock from a high on 12/15/2021. A -45.6% loss requires a 83.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Latest Trefis Analyses
Trade Ideas
Select past ideas related to ROK. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Rockwell Automation
| Peers to compare with: |
Financials
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Returns
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Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 6302025 | 8062025 | 10-Q 6/30/2025 |
| 3312025 | 5072025 | 10-Q 3/31/2025 |
| 12312024 | 2102025 | 10-Q 12/31/2024 |
| 9302024 | 11122024 | 10-K 9/30/2024 |
| 6302024 | 8072024 | 10-Q 6/30/2024 |
| 3312024 | 5072024 | 10-Q 3/31/2024 |
| 12312023 | 1312024 | 10-Q 12/31/2023 |
| 9302023 | 11082023 | 10-K 9/30/2023 |
| 6302023 | 8012023 | 10-Q 6/30/2023 |
| 3312023 | 4272023 | 10-Q 3/31/2023 |
| 12312022 | 1262023 | 10-Q 12/31/2022 |
| 9302022 | 11082022 | 10-K 9/30/2022 |
| 6302022 | 7272022 | 10-Q 6/30/2022 |
| 3312022 | 5032022 | 10-Q 3/31/2022 |
| 12312021 | 1272022 | 10-Q 12/31/2021 |
| 9302021 | 11092021 | 10-K 9/30/2021 |
External Quote Links
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