Rockwell Automation (ROK)
Market Price (8/25/2026): $434.39 | Market Cap: $48.3 BilSector: Industrials | Industry: Electrical Components & Equipment
Rockwell Automation (ROK)
Market Price (8/25/2026): $434.39Market Cap: $48.3 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% Stock buyback supportStock Buyback 3Y Total is 1.8 Bil Low stock price volatilityVol 12M is 31% Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. | Weak multi-year price returns3Y Excs Rtn is -20% | Key risksROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Stock buyback supportStock Buyback 3Y Total is 1.8 Bil |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -20% |
| Key risksROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more. |
Qualitative Assessment
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Updated on 8/4/2026
Rockwell Automation (ROK) stock has gained about 5% since 4/30/2026 because of the following key factors:
1. Rockwell Automation reported strong fiscal Q3 2026 results, which concluded on June 30, 2026, surpassing analyst expectations for both sales and earnings. The company's reported sales increased 8% year-over-year, with organic sales growing 10% year-over-year. Adjusted earnings per share (EPS) reached $3.49, exceeding the Wall Street forecast of $3.38 and marking a 22% increase compared to the prior year.
2. The company raised its full-year fiscal 2026 guidance, signaling continued optimism for future performance. Rockwell Automation updated its fiscal 2026 outlook, projecting reported and organic sales growth in the range of 7.5% to 9.5%, an increase of 150 basis points at the midpoint from previous guidance. Adjusted EPS guidance was also raised to a midpoint of $13.15, implying approximately 25% growth from fiscal 2025.
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Rockwell Automation (ROK) stock has gained about 5% since 4/30/2026 because of the following key factors:
1. Rockwell Automation reported strong fiscal Q3 2026 results, which concluded on June 30, 2026, surpassing analyst expectations for both sales and earnings. The company's reported sales increased 8% year-over-year, with organic sales growing 10% year-over-year. Adjusted earnings per share (EPS) reached $3.49, exceeding the Wall Street forecast of $3.38 and marking a 22% increase compared to the prior year.
2. The company raised its full-year fiscal 2026 guidance, signaling continued optimism for future performance. Rockwell Automation updated its fiscal 2026 outlook, projecting reported and organic sales growth in the range of 7.5% to 9.5%, an increase of 150 basis points at the midpoint from previous guidance. Adjusted EPS guidance was also raised to a midpoint of $13.15, implying approximately 25% growth from fiscal 2025.
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Updated on 8/4/2026
Rockwell Automation (ROK) stock has gained about 5% since 4/30/2026 because of the following key factors:
1. Rockwell Automation reported strong fiscal Q3 2026 results, which concluded on June 30, 2026, surpassing analyst expectations for both sales and earnings. The company's reported sales increased 8% year-over-year, with organic sales growing 10% year-over-year. Adjusted earnings per share (EPS) reached $3.49, exceeding the Wall Street forecast of $3.38 and marking a 22% increase compared to the prior year.
2. The company raised its full-year fiscal 2026 guidance, signaling continued optimism for future performance. Rockwell Automation updated its fiscal 2026 outlook, projecting reported and organic sales growth in the range of 7.5% to 9.5%, an increase of 150 basis points at the midpoint from previous guidance. Adjusted EPS guidance was also raised to a midpoint of $13.15, implying approximately 25% growth from fiscal 2025.
3. Rockwell Automation experienced robust demand across key strategic growth verticals. The company noted sustained strong customer demand in high-growth sectors such as Semiconductor, Data Center, and E-commerce & Warehouse Automation, which significantly contributed to the growth of its product and software offerings. Additionally, improving activity in the automotive and life sciences industries further bolstered performance.
4. Expanded operating margins and a commitment to shareholder returns underpinned investor confidence. In fiscal Q3 2026, Rockwell Automation's enterprise operating margin expanded by 280 basis points year-over-year, reaching 22.3%. This marked the fourth consecutive quarter of incremental margins above 40%. The company also announced a $1 billion share-repurchase program and declared a quarterly dividend of $1.38 per share.
Show less
Rockwell Automation (ROK) stock has gained about 5% since 4/30/2026 because of the following key factors:
1. Rockwell Automation reported strong fiscal Q3 2026 results, which concluded on June 30, 2026, surpassing analyst expectations for both sales and earnings. The company's reported sales increased 8% year-over-year, with organic sales growing 10% year-over-year. Adjusted earnings per share (EPS) reached $3.49, exceeding the Wall Street forecast of $3.38 and marking a 22% increase compared to the prior year.
2. The company raised its full-year fiscal 2026 guidance, signaling continued optimism for future performance. Rockwell Automation updated its fiscal 2026 outlook, projecting reported and organic sales growth in the range of 7.5% to 9.5%, an increase of 150 basis points at the midpoint from previous guidance. Adjusted EPS guidance was also raised to a midpoint of $13.15, implying approximately 25% growth from fiscal 2025.
3. Rockwell Automation experienced robust demand across key strategic growth verticals. The company noted sustained strong customer demand in high-growth sectors such as Semiconductor, Data Center, and E-commerce & Warehouse Automation, which significantly contributed to the growth of its product and software offerings. Additionally, improving activity in the automotive and life sciences industries further bolstered performance.
4. Expanded operating margins and a commitment to shareholder returns underpinned investor confidence. In fiscal Q3 2026, Rockwell Automation's enterprise operating margin expanded by 280 basis points year-over-year, reaching 22.3%. This marked the fourth consecutive quarter of incremental margins above 40%. The company also announced a $1 billion share-repurchase program and declared a quarterly dividend of $1.38 per share.
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Stock Movement Drivers
Fundamental Drivers
The 5.7% change in ROK stock from 4/30/2026 to 8/24/2026 was primarily driven by a 16.4% change in the company's Net Income Margin (%).| (LTM values as of) | 4302026 | 8242026 | Change |
|---|---|---|---|
| Stock Price ($) | 406.40 | 429.69 | 5.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,566 | 8,973 | 4.8% |
| Net Income Margin (%) | 11.5% | 13.4% | 16.4% |
| P/E Multiple | 46.3 | 39.7 | -14.2% |
| Shares Outstanding (Mil) | 112 | 111 | 1.1% |
| Cumulative Contribution | 5.7% |
Market Drivers
4/30/2026 to 8/24/2026| Return | Correlation | |
|---|---|---|
| ROK | 5.7% | |
| Market (SPY) | 6.2% | 48.6% |
| Sector (XLI) | 2.5% | 62.1% |
Fundamental Drivers
The 2.9% change in ROK stock from 1/31/2026 to 8/24/2026 was primarily driven by a 29.2% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 8242026 | Change |
|---|---|---|---|
| Stock Price ($) | 417.61 | 429.69 | 2.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,342 | 8,973 | 7.6% |
| Net Income Margin (%) | 10.4% | 13.4% | 29.2% |
| P/E Multiple | 54.3 | 39.7 | -26.8% |
| Shares Outstanding (Mil) | 112 | 111 | 1.2% |
| Cumulative Contribution | 2.9% |
Market Drivers
1/31/2026 to 8/24/2026| Return | Correlation | |
|---|---|---|
| ROK | 2.9% | |
| Market (SPY) | 10.6% | 53.6% |
| Sector (XLI) | 8.5% | 65.4% |
Fundamental Drivers
The 24.3% change in ROK stock from 7/31/2025 to 8/24/2026 was primarily driven by a 18.1% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 8242026 | Change |
|---|---|---|---|
| Stock Price ($) | 345.74 | 429.69 | 24.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,968 | 8,973 | 12.6% |
| Net Income Margin (%) | 11.3% | 13.4% | 18.1% |
| P/E Multiple | 43.2 | 39.7 | -8.0% |
| Shares Outstanding (Mil) | 113 | 111 | 1.6% |
| Cumulative Contribution | 24.3% |
Market Drivers
7/31/2025 to 8/24/2026| Return | Correlation | |
|---|---|---|
| ROK | 24.3% | |
| Market (SPY) | 21.8% | 57.3% |
| Sector (XLI) | 19.0% | 67.5% |
Fundamental Drivers
The 34.8% change in ROK stock from 7/31/2023 to 8/24/2026 was primarily driven by a 43.3% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8242026 | Change |
|---|---|---|---|
| Stock Price ($) | 318.87 | 429.69 | 34.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,351 | 8,973 | 7.4% |
| Net Income Margin (%) | 15.8% | 13.4% | -15.3% |
| P/E Multiple | 27.7 | 39.7 | 43.3% |
| Shares Outstanding (Mil) | 115 | 111 | 3.3% |
| Cumulative Contribution | 34.8% |
Market Drivers
7/31/2023 to 8/24/2026| Return | Correlation | |
|---|---|---|
| ROK | 34.8% | |
| Market (SPY) | 72.7% | 58.1% |
| Sector (XLI) | 68.9% | 66.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ROK Return | 41% | -24% | 23% | -6% | 38% | 13% | 93% |
| Peers Return | 21% | -1% | 28% | 26% | 11% | 19% | 153% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| ROK Win Rate | 67% | 33% | 50% | 42% | 58% | 50% | |
| Peers Win Rate | 65% | 37% | 53% | 57% | 53% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ROK Max Drawdown | -11% | -45% | -26% | -19% | -28% | -19% | |
| Peers Max Drawdown | -14% | -26% | -17% | -15% | -25% | -18% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EMR, HON, ETN, PH, AME. 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] 2026 data is for the year up to 8/24/2026 (YTD)
How Low Can It Go
| Event | ROK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -26.8% | -18.8% |
| % Gain to Breakeven | 36.7% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.6% | -9.5% |
| % Gain to Breakeven | 30.9% | 10.5% |
| Time to Breakeven | 595 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.2% | -24.5% |
| % Gain to Breakeven | 76.1% | 32.4% |
| Time to Breakeven | 378 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.8% | -33.7% |
| % Gain to Breakeven | 66.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.9% | -19.2% |
| % Gain to Breakeven | 33.2% | 23.8% |
| Time to Breakeven | 114 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -22.8% | -12.2% |
| % Gain to Breakeven | 29.5% | 13.9% |
| Time to Breakeven | 84 days | 62 days |
In The Past
Rockwell Automation's stock fell -26.8% during the 2025 US Tariff Shock. Such a loss loss requires a 36.7% gain to breakeven.
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| Event | ROK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -26.8% | -18.8% |
| % Gain to Breakeven | 36.7% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.6% | -9.5% |
| % Gain to Breakeven | 30.9% | 10.5% |
| Time to Breakeven | 595 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.2% | -24.5% |
| % Gain to Breakeven | 76.1% | 32.4% |
| Time to Breakeven | 378 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.8% | -33.7% |
| % Gain to Breakeven | 66.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.9% | -19.2% |
| % Gain to Breakeven | 33.2% | 23.8% |
| Time to Breakeven | 114 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -22.8% | -12.2% |
| % Gain to Breakeven | 29.5% | 13.9% |
| Time to Breakeven | 84 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -20.8% | -6.8% |
| % Gain to Breakeven | 26.2% | 7.3% |
| Time to Breakeven | 57 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.5% | -17.9% |
| % Gain to Breakeven | 60.0% | 21.8% |
| Time to Breakeven | 139 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -21.5% | -15.4% |
| % Gain to Breakeven | 27.4% | 18.2% |
| Time to Breakeven | 89 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -74.5% | -53.4% |
| % Gain to Breakeven | 292.3% | 114.4% |
| Time to Breakeven | 627 days | 1085 days |
In The Past
Rockwell Automation's stock fell -26.8% during the 2025 US Tariff Shock. Such a loss loss requires a 36.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Rockwell Automation (ROK)
Rockwell Automation (ROK) Business Overview
Rockwell Automation (ROK) is a global provider of industrial automation and digital transformation solutions, helping businesses worldwide enhance efficiency, productivity, and safety in their operations. The company specializes in integrating advanced technologies to modernize industrial processes, offering a comprehensive portfolio that includes hardware, software, and services.
The company's solutions are delivered through three key segments. Its Intelligent Devices segment provides critical industrial hardware such as drives, motion control systems, safety components, and sensing devices. The Software & Control segment offers essential control and visualization software, information management tools, digital twin and simulation technologies, and robust network and security infrastructure. Additionally, the Lifecycle Services segment provides comprehensive support through consulting, professional services, and ongoing maintenance to ensure optimal system performance.
Rockwell Automation serves a broad array of end markets, catering to diverse industrial needs. This includes discrete manufacturing sectors like automotive, semiconductors, and warehousing, as well as general industries such as aerospace and printing. The company also supports hybrid industries like food and beverage, life sciences, and eco-industrial applications including water/wastewater management. Furthermore, it provides essential technology to process industries such as oil and gas, mining, metals, and chemicals, helping these complex operations run smoothly and efficiently.
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Here are 1-2 brief analogies for Rockwell Automation (ROK):
- Microsoft for factories: Just as Microsoft provides the foundational operating systems, software, and tools that power businesses, Rockwell Automation provides the core control systems, software, and smart devices that run and automate factories and industrial operations.
- IBM for industrial operations: Similar to how IBM historically offered comprehensive hardware, software, and consulting services for large enterprises, Rockwell Automation provides an end-to-end suite of intelligent devices, software, and lifecycle services specifically for industrial businesses to achieve digital transformation and operational efficiency.
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Here are the major products and services for Rockwell Automation:
- Drives & Motion: Hardware components for controlling and moving industrial machinery.
- Safety & Sensing Devices: Equipment designed to ensure industrial safety and detect operational conditions.
- Industrial Components: Various hardware parts essential for industrial automation systems.
- Control & Visualization Software/Hardware: Solutions for operating, monitoring, and visualizing industrial processes.
- Information Software: Software designed for data management and analysis within industrial environments.
- Digital Twin & Simulation Software: Tools for modeling, simulating, and optimizing industrial operations digitally.
- Network & Security Infrastructure Solutions: Systems providing secure and reliable connectivity for industrial networks.
- Consulting & Professional Services: Expert advice and customized solutions for industrial automation and digital transformation initiatives.
- Connected & Maintenance Services: Services focused on maintaining, optimizing, and supporting industrial systems and equipment throughout their lifecycle.
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Blake Moret, Chairman & Chief Executive Officer
Blake Moret joined Rockwell Automation in 1985 as a sales trainee and has built his entire career with the company, holding various leadership positions across multiple businesses and functions, including international assignments in Europe and Canada. He became President and Chief Executive Officer on July 1, 2016, and was elected Chairman of the Board effective January 1, 2018. Moret is passionate about workforce development and fostering a diverse global team of employees. He also serves on the Executive Committee of the National Association of Manufacturers (NAM) and is a member of the Business Roundtable.
Christian Rothe, Senior Vice President & Chief Financial Officer
Christian Rothe is set to join Rockwell Automation as Senior Vice President and Chief Financial Officer on August 19, 2024. He brings a broad background in executive leadership, finance, strategic planning, operations, and corporate development. Prior to joining Rockwell, Rothe spent 13 years at Graco Inc., an industrial company, where he served as Chief Financial Officer and Treasurer from 2015 to 2018 before leading Graco's global business divisions as President of the Global Industrial Division. Earlier in his career, Rothe worked in finance and strategic development roles at Gardner Denver.
Chris Nardecchia, Senior Vice President, Information Technology & Chief Information Officer
Chris Nardecchia joined Rockwell Automation in 2017 and is responsible for strategic vision, operational excellence, and change leadership for IT initiatives, driving digital solutions internally and externally. Before Rockwell, he served as Vice President and CIO, Global Operations and Supply Chain, at Amgen, Inc. He also held leadership roles for over 17 years at Pfizer and Warner Lambert (which was acquired by Pfizer), where he led IT-enabled business and digital strategies, accelerated growth through technology and data analytics, and was involved in integrating multi-billion dollar acquisitions. His extensive background includes portfolio management, engineering, operations, mergers and acquisitions, and IT risk management.
Tessa Myers, Senior Vice President, Intelligent Devices
Tessa Myers has been with Rockwell Automation for 26 years, starting as a sales engineer in 1999. She has held significant leadership roles in both product businesses and customer-facing functions, gaining global experience from working in the U.S., Canada, and Singapore. Currently, as Senior Vice President of Intelligent Devices, she is responsible for leading the strategy, people, and talent development, and the worldwide growth of the segment, which encompasses drives, motion, safety, sensing, industrial components, and configured-to-order products. Previously, she served as vice president and general manager for the Production Operations Management Software business unit.
Rebecca House, Senior Vice President, Chief People & Legal Officer and Corporate Secretary
Rebecca House serves as the Senior Vice President, Chief People & Legal Officer and Corporate Secretary at Rockwell Automation. Her responsibilities encompass legal, human resources, and governance matters for the company.
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The key risks to Rockwell Automation's business are its dependence on economic cycles, intense competitive pressures, and a currently high valuation.
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Dependence on Economic Cycles: Rockwell Automation's performance is closely tied to industrial production cycles and the capital expenditures of its clients. Economic downturns or reduced industrial activity can lead to decreased demand for the company's products and services, directly impacting its revenue and profitability.
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Competitive Pressures: The industrial automation sector is highly competitive, with numerous players constantly vying for market share. Rockwell Automation faces competition from established players like Siemens, ABB, and Schneider Electric, as well as new entrants. This intense competition can lead to price wars and put pressure on Rockwell's profit margins, requiring continuous innovation and differentiation to maintain its market position.
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High Valuation: Several recent analyses indicate that Rockwell Automation's stock is trading at a premium or "stretched" valuation, characterized by a high Price-to-Earnings (P/E) ratio compared to industry peers and historical averages. This high valuation suggests that the market is pricing in significant future growth, leaving limited room for error. If the company fails to meet these high growth expectations or if the broader industrial recovery falters, there is a risk of a significant stock price correction.
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The aggressive expansion of hyperscale cloud providers (e.g., AWS, Microsoft Azure, Google Cloud) into the industrial operational technology (OT) and Industrial Internet of Things (IIoT) space presents an emerging threat. These providers are developing and offering comprehensive cloud-native and edge computing platforms for industrial data collection, analytics, control, and digital twins. This offers a fundamentally different technology stack and business model compared to traditional proprietary industrial automation solutions, potentially enabling customers to bypass or reduce their reliance on Rockwell's established software, control systems, and digital transformation services by integrating devices directly with cloud-based platforms.
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Rockwell Automation operates in several significant addressable markets within industrial automation and digital transformation. The size of these markets varies by product or service category and region.
Overall Addressable Markets
- Industrial Automation and Control Systems: The global market size for industrial automation and control systems was estimated at approximately USD 228.88 billion in 2025 and is projected to grow to about USD 576.99 billion by 2034. Another estimate places the global market at USD 272.51 billion in 2025, expected to reach USD 632.12 billion by 2034. Europe held a significant market share of 32.99% in 2025, valued at USD 89.9 billion.
- Digital Transformation Solutions: The global digital transformation market was valued at an estimated USD 1,070.43 billion in 2024 and is projected to reach USD 4,617.78 billion by 2030. Another source indicates a global market size of USD 1.49 trillion in 2025, anticipated to reach USD 12.53 trillion by 2035. North America dominated this global market with over a 43.0% revenue share in 2024.
Addressable Markets by Segment
Intelligent Devices Segment
- Industrial Sensors: The global industrial sensor market was valued at USD 27.13 billion in 2024 and is expected to reach USD 56.48 billion by 2032. North America captured 38.73% of the industrial sensors market revenue in 2025.
- Industrial Safety: The global industrial safety market was valued at USD 7.2 billion in 2024 and is projected to grow to USD 12.3 billion by 2032. North America held approximately 30% of the total revenue in 2024 and 40% of the market share in 2024.
- Motion Control: The global motion control market was valued at USD 20.3 billion in 2023 and is estimated to reach USD 33.4 billion by 2032. The Asia Pacific region surpassed 45% revenue share of the motion control industry in 2023 and held the largest market share in 2024, valued at USD 6.78 billion.
- Industrial Drives (AC, DC, Servo): The global AC drives market size was valued at USD 17 billion in 2024. The global servo motors and drives market is currently valued at approximately USD 18.6 billion and is anticipated to reach USD 31.9 billion by 2032. The integrated drive systems market size was USD 35.14 billion in 2025 and is projected to reach USD 49.39 billion by 2030.
Software & Control Segment
- Industrial Software: The global industrial software market reached USD 146 billion in 2023 and is forecasted to reach USD 355 billion by 2030. Another estimate places the global market at USD 56.7 billion in 2024, expected to reach USD 134.0 billion by 2032. North America held the dominant share in the global industrial software market in 2023 and accounted for 34.3% of the revenue share in 2024.
- Digital Twin and Simulation Software: The global digital twin market size was estimated at USD 35.82 billion in 2025 and is projected to reach USD 328.51 billion by 2033. The global AI-powered simulation and digital twins market was valued at USD 31.3671 billion in 2024. North America dominated the AI-powered Simulation & Digital Twins Market in 2024, capturing over 35.4% of the market with revenues reaching USD 1.3 billion.
- Industrial Networking and Security Infrastructure Solutions: The global industrial networking solutions market size was valued at USD 26.5 billion in 2023 and is estimated to reach USD 85.8 billion by 2032. The global industrial cyber security solutions and services market was valued at USD 22.15 billion in 2025 and is projected to reach USD 56.93 billion by 2035. North America is expected to account for 42.2% of the industrial networking solutions market share in 2025.
Lifecycle Services Segment
- Industrial Maintenance Services: The global industrial maintenance services market size was estimated at USD 141.55 billion in 2024 and is projected to reach USD 199.45 billion by 2033. The Asia Pacific region dominated this market with the largest revenue share of 49.9% in 2024. The U.S. industrial maintenance services market size was USD 34.00 billion in 2025 and is expected to reach USD 50.49 billion by 2033.
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Rockwell Automation (ROK) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Expansion in High-Growth End Markets: The company anticipates continued strong demand from sectors like e-commerce and warehouse automation, fueled by labor shortages, the need for network modernization, and increased focus on sustainability and cybersecurity. Additionally, the proliferation of AI-driven data centers is boosting demand for Rockwell's industrial-grade controls in power and advanced cooling solutions.
- Growth in Software & Control Segment and Digital Transformation Solutions: The Software & Control segment is a primary driver of both sales and earnings growth. Rockwell Automation is focusing on high-margin recurring revenue, cloud-native software, digital services, edge computing, and leveraging AI for production system design and optimization, with Annual Recurring Revenue (ARR) expected to grow.
- Continued Realization of Pricing Power and Differentiated Portfolio: Rockwell Automation has demonstrated its ability to implement price increases and effectively manage costs, contributing to revenue quality. The company's differentiated portfolio across its Intelligent Devices, Software & Control, and Lifecycle Services segments, catering to diverse end markets, positions it for sustained growth.
- Strategic Investments in U.S. Manufacturing and Digital Infrastructure: Rockwell Automation is committing significant capital investments over the next five years to enhance its U.S. manufacturing capabilities, talent, and digital infrastructure. These investments are aimed at boosting productivity and margins, thereby enabling future revenue expansion by strengthening its operational foundation and technological offerings.
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Share Repurchases
- Rockwell Automation's Board of Directors authorized an additional $1 billion for common stock repurchase on September 5, 2024. This was in addition to a May 2, 2022 authorization of $1 billion, of which approximately $353 million remained as of September 5, 2024.
- Over the five years leading up to September 5, 2024, Rockwell Automation returned almost $4.7 billion to shareholders through dividends and share repurchases.
- In fiscal year 2025, Rockwell Automation repurchased approximately 1.5 million shares of its common stock at a total cost of $419 million.
Share Issuance
- The number of outstanding shares for Rockwell Automation generally trended downwards, from 116 million in September 2021 to 112.4 million at the end of 2025, indicating net share repurchases rather than significant share issuances.
Outbound Investments
- On September 5, 2023, Rockwell Automation signed an agreement to acquire Clearpath Robotics Inc., a leader in autonomous robotics for industrial applications (OTTO Motors Division).
- Rockwell Automation acquired Verve Industrial Protection, an industrial security management and monitoring platform, in October 2023.
- In June 2021, Rockwell Automation acquired Plex Systems for $2.22 billion.
Capital Expenditures
- Rockwell Automation's capital expenditures for fiscal year 2025 were $158.4 million, following a peak of $202.1 million in fiscal year 2024.
- The company expects capital expenditures in 2026 to be approximately $270 million, with plans to increase investments in plant and digital infrastructure.
- Over the next five years, Rockwell Automation plans to invest more than $2 billion in capital expenditures within the United States, focusing on upgrading facilities, digital infrastructure, and workforce development.
Peer Outperformance in Electrical Components & Equipment
ROK has outperformed 57% of its 40 Electrical Components & Equipment peers over 5Y. Among the peers that beat it are ENS, AYI and MRCY. Electrical Components & Equipment ranks 11th of 23 industries in Industrials by median 5Y return.
Share of Electrical Components & Equipment constituents that ROK has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
52%
of 48 industry peers · 24.0% return
3Y
49%
of 45 industry peers · 48.8% return
5Y
57%
of 40 industry peers · 46.9% return
Electrical Components & Equipment peers with revenue growth within 4pp of ROK's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| ROK | Rockwell Automation | 1.7% | 39.7x | 24.0% | 48.8% | 46.9% | — |
| ENS | EnerSys | 0.8% | 19.4x | 85.1% | 88.5% | 123.5% | +77pp |
| AYI | Acuity | 4.1% | 24.0x | 3.3% | 114.4% | 82.3% | +35pp |
| MRCY | Mercury Systems | 0.9% | -180.2x | 34.1% | 127.8% | 77.8% | +31pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Industrials sector, ranked by 5Y. Electrical Components & Equipment is ROK's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 18.6% | 119.5% | 200.2% | CDNL 3072% · FIX 2084% · STRL 2083% |
| Marine Transportation | 4 | 55.4% | 58.5% | 147.6% | MATX 207% · KEX 152% · SFL 143% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 11.7% | 64.9% | 118.6% | CAT 312% · ALSN 277% · WAB 250% |
| Aerospace & Defense | 55 | 7.7% | 62.2% | 79.9% | ATI 1067% · FTAI 893% · DFNS 883% |
| Passenger Ground Transportation | 3 | -5.5% | 73.0% | 69.4% | UBER 91% · CAR 69% · LYFT -64% |
| Industrial Machinery & Supplies & Components | 71 | 10.0% | 54.7% | 54.5% | CRS 1403% · PSIX 808% · GHM 697% |
| Rail Transportation | 7 | 36.1% | 73.7% | 50.1% | FSTR 112% · CSX 65% · UNP 57% |
| Cargo Ground Transportation | 16 | 33.6% | 11.6% | 44.3% | XPO 256% · R 249% · CVLG 219% |
| Trading Companies & Distributors | 18 | 1.2% | 36.5% | 33.9% | DXPE 521% · AIT 300% · URI 221% |
| Diversified Support Services | 34 | 8.3% | 34.2% | 33.0% | LIME 4698% · WLFC 362% · TH 356% |
| Electrical Components & Equipment ← | 41 | 23.2% | 48.8% | 24.4% | POWL 2312% · BE 859% · VRT 826% |
| Building Products | 33 | -10.1% | 14.7% | 24.0% | LMB 421% · GFF 413% · PPIH 278% |
| Industrial Conglomerates | 17 | 15.4% | 24.7% | 5.1% | RCMT 741% · CSW 151% · TTI 136% |
| Environmental & Facilities Services | 28 | -8.1% | 17.8% | 3.3% | CECO 854% · ADUR 623% · GEO 318% |
| Office Services & Supplies | 10 | 13.0% | 23.5% | 3.2% | TILE 180% · PBI 165% · EBF 58% |
| Research & Consulting Services | 13 | -7.6% | -18.4% | -1.9% | HURN 224% · CRAI 95% · GRNQ 26% |
| Agricultural & Farm Machinery | 17 | -3.2% | -3.1% | -16.4% | BLBD 185% · DE 84% · GENC 66% |
| Data Processing & Outsourced Services | 6 | -29.8% | -8.9% | -24.1% | EXLS 57% · BR 18% · G -22% |
| Passenger Airlines | 11 | 5.4% | -2.7% | -27.9% | LTM 2383% · UAL 139% · SKYW 112% |
| Human Resource & Employment Services | 21 | 8.7% | -19.1% | -34.5% | BBSI 89% · ADP 52% · KFY 34% |
| Air Freight & Logistics | 12 | -13.9% | -23.2% | -39.0% | CHRW 78% · FDX 70% · EXPD 60% |
| Security & Alarm Services | 10 | -37.3% | -15.9% | -41.9% | CIX 114% · MG 97% · BCO 53% |
| Airport Services | 3 | -70.1% | -69.9% | -57.0% | JOBY -35% · ASLE -57% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 325.50 |
| Mkt Cap | 78.1 |
| Rev LTM | 20,068 |
| Op Inc LTM | 4,244 |
| FCF LTM | 3,682 |
| FCF 3Y Avg | 2,936 |
| CFO LTM | 4,138 |
| CFO 3Y Avg | 3,369 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.8% |
| Rev Chg 3Y Avg | 5.6% |
| Rev Chg Q | 8.8% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 12.8% |
| Op Inc Chg 3Y Avg | 10.7% |
| Op Mgn LTM | 20.2% |
| Op Mgn 3Y Avg | 18.3% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 19.8% |
| CFO/Rev 3Y Avg | 17.4% |
| FCF/Rev LTM | 17.5% |
| FCF/Rev 3Y Avg | 14.8% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Intelligent Devices | 3,756 | 3,804 | 4,098 | 3,545 | 3,312 |
| Software & Control | 2,383 | 2,187 | 2,886 | 2,313 | 1,947 |
| Lifecycle Services | 2,203 | 2,273 | 2,074 | 1,903 | 1,738 |
| Total | 8,342 | 8,264 | 9,058 | 7,760 | 6,997 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Software & Control | 708 | 530 | 953 | 667 | 531 |
| Intelligent Devices | 676 | 700 | 828 | 718 | 702 |
| Lifecycle Services | 319 | 365 | 148 | 158 | 158 |
| Total | 1,703 | 1,595 | 1,929 | 1,543 | 1,391 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Software & Control | 3,795 | 4,293 | 4,241 | 3,888 | 4,000 |
| Intelligent Devices | 3,177 | 2,798 | 2,676 | 2,070 | 2,143 |
| Corporate | 2,350 | 2,105 | 2,551 | 2,833 | 2,434 |
| Lifecycle Services | 1,897 | 2,036 | 1,836 | 1,968 | 2,124 |
| Total | 11,219 | 11,232 | 11,304 | 10,759 | 10,702 |
Price Behavior
Price Behavior
| Market Price | $429.69 | |
| Market Cap ($ Bil) | 48.2 | |
| First Trading Date | 12/31/1981 | |
| Distance from 52W High | -12.9% | |
| 50 Days | 200 Days | |
| DMA Price | $459.38 | $415.72 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -6.5% | 3.4% |
| 3M | 1YR | |
| Volatility | 33.5% | 31.0% |
| Downside Capture | 157.53 | 160.77 |
| Upside Capture | 118.34 | 153.24 |
| Correlation (SPY) | 42.8% | 58.5% |
ROK Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.53 | 1.59 | 1.86 | 1.58 | 1.52 | 1.27 |
| Up Beta | 1.30 | 0.70 | 1.39 | 1.22 | 1.41 | 1.12 |
| Down Beta | -0.23 | 1.47 | 1.24 | 1.49 | 1.32 | 1.20 |
| Up Capture | 199% | 242% | 286% | 209% | 233% | 263% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 12 | 27 | 36 | 65 | 132 | 390 |
| Down Capture | 231% | 157% | 186% | 152% | 134% | 108% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 10 | 16 | 27 | 61 | 120 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROK | |
|---|---|---|---|---|
| ROK | 28.4% | 31.0% | 0.82 | - |
| Sector ETF (XLI) | 20.1% | 17.1% | 0.90 | 68.2% |
| Equity (SPY) | 21.2% | 12.9% | 1.23 | 58.5% |
| Gold (GLD) | 39.0% | 28.8% | 1.14 | 26.1% |
| Commodities (DBC) | 40.9% | 20.2% | 1.58 | -11.1% |
| Real Estate (VNQ) | 13.9% | 13.8% | 0.70 | 22.6% |
| Bitcoin (BTCUSD) | -30.4% | 44.2% | -0.69 | 26.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROK | |
|---|---|---|---|---|
| ROK | 8.0% | 32.2% | 0.29 | - |
| Sector ETF (XLI) | 12.8% | 17.6% | 0.56 | 68.7% |
| Equity (SPY) | 12.8% | 17.2% | 0.57 | 62.8% |
| Gold (GLD) | 20.6% | 18.6% | 0.90 | 11.8% |
| Commodities (DBC) | 10.2% | 19.6% | 0.41 | 11.9% |
| Real Estate (VNQ) | 2.4% | 18.9% | 0.02 | 45.8% |
| Bitcoin (BTCUSD) | 11.2% | 52.8% | 0.40 | 26.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROK | |
|---|---|---|---|---|
| ROK | 16.0% | 31.6% | 0.54 | - |
| Sector ETF (XLI) | 13.7% | 20.0% | 0.60 | 73.7% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 66.9% |
| Gold (GLD) | 12.9% | 16.3% | 0.65 | 5.5% |
| Commodities (DBC) | 7.8% | 18.1% | 0.35 | 22.9% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 49.2% |
| Bitcoin (BTCUSD) | 63.1% | 66.2% | 1.03 | 16.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/13/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -7.4% | -9.5% | |
| 5/5/2026 | 8.9% | 14.1% | 15.7% |
| 2/5/2026 | -5.4% | -5.4% | -13.7% |
| 11/6/2025 | 2.7% | 8.8% | 11.3% |
| 8/6/2025 | -5.0% | -1.8% | -0.8% |
| 5/7/2025 | 11.9% | 21.9% | 27.2% |
| 2/10/2025 | 12.6% | 9.7% | -0.8% |
| 11/7/2024 | -5.8% | -2.5% | 0.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 10 | 12 |
| # Negative | 16 | 14 | 11 |
| Median Positive | 8.1% | 6.8% | 5.6% |
| Median Negative | -5.2% | -4.3% | -5.3% |
| Max Positive | 12.6% | 21.9% | 27.2% |
| Max Negative | -17.6% | -18.7% | -13.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -7.4% | -9.5% | |
| 5/5/2026 | 8.9% | 14.1% | 15.7% |
| 2/5/2026 | -5.4% | -5.4% | -13.7% |
| 11/6/2025 | 2.7% | 8.8% | 11.3% |
| 8/6/2025 | -5.0% | -1.8% | -0.8% |
| 5/7/2025 | 11.9% | 21.9% | 27.2% |
| 2/10/2025 | 12.6% | 9.7% | -0.8% |
| 11/7/2024 | -5.8% | -2.5% | 0.9% |
| 8/7/2024 | -0.6% | 4.3% | 3.0% |
| 5/7/2024 | -1.9% | -2.6% | -6.0% |
| 1/31/2024 | -17.6% | -15.4% | -6.8% |
| 11/2/2023 | -3.1% | -3.7% | 5.9% |
| 8/1/2023 | -7.5% | -7.7% | -5.3% |
| 4/27/2023 | 4.8% | 3.0% | 1.5% |
| 1/26/2023 | 1.4% | 1.7% | 4.8% |
| 11/2/2022 | -7.9% | -0.5% | 5.3% |
| 7/27/2022 | 9.6% | 13.1% | 11.3% |
| 5/3/2022 | -14.5% | -18.7% | -12.7% |
| 1/27/2022 | -3.7% | -1.2% | -9.3% |
| 11/2/2021 | 7.4% | 4.9% | 4.1% |
| 7/27/2021 | -1.5% | 3.2% | 6.6% |
| 4/28/2021 | -0.9% | -2.2% | -2.6% |
| 1/26/2021 | -6.3% | -5.0% | -4.9% |
| 11/10/2020 | -2.2% | -4.9% | -0.9% |
| SUMMARY STATS | |||
| # Positive | 8 | 10 | 12 |
| # Negative | 16 | 14 | 11 |
| Median Positive | 8.1% | 6.8% | 5.6% |
| Median Negative | -5.2% | -4.3% | -5.3% |
| Max Positive | 12.6% | 21.9% | 27.2% |
| Max Negative | -17.6% | -18.7% | -13.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/10/2025 | 10-Q |
| 09/30/2024 | 11/12/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 01/31/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-K |
| 06/30/2023 | 08/01/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 01/26/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/10/2025 | 10-Q |
| 09/30/2024 | 11/12/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 01/31/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-K |
| 06/30/2023 | 08/01/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 01/26/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-K |
| 06/30/2022 | 07/27/2022 | 10-Q |
| 03/31/2022 | 05/03/2022 | 10-Q |
| 12/31/2021 | 01/27/2022 | 10-Q |
| 09/30/2021 | 11/09/2021 | 10-K |
| 06/30/2021 | 07/27/2021 | 10-Q |
| 03/31/2021 | 04/28/2021 | 10-Q |
| 12/31/2020 | 01/26/2021 | 10-Q |
| 09/30/2020 | 11/10/2020 | 10-K |
| 06/30/2020 | 07/28/2020 | 10-Q |
| 03/31/2020 | 04/28/2020 | 10-Q |
| 12/31/2019 | 01/29/2020 | 10-Q |
| 09/30/2019 | 11/12/2019 | 10-K |
Recent Forward Guidance
Updated 8/5/2026Latest: Q3 2026 Earnings Reported 8/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Reported sales growth | 7.5% | 8.5% | 9.5% | 1.5% | Raised | Guidance: 7.0% for 2026 | |
| 2026 Organic sales growth | 7.5% | 8.5% | 9.5% | 1.5% | Raised | Guidance: 7.0% for 2026 | |
| 2026 Diluted EPS | 12.7 | 12.9 | 13 | 5.7% | Raised | Guidance: 12.2 for 2026 | |
| 2026 Adjusted EPS | 13 | 13.2 | 13.3 | 2.7% | Raised | Guidance: 12.8 for 2026 | |
Prior: Q2 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Reported Sales Growth | 5.0% | 7.0% | 9.0% | 2.0% | Raised | Guidance: 5.0% for 2026 | |
| 2026 Organic Sales Growth | 5.0% | 7.0% | 9.0% | 3.0% | Raised | Guidance: 4.0% for 2026 | |
| 2026 Diluted EPS | 11.9 | 12.2 | 12.5 | 9.2% | Raised | Guidance: 11.2 for 2026 | |
| 2026 Adjusted EPS | 12.5 | 12.8 | 13.1 | 8.5% | Raised | Guidance: 11.8 for 2026 | |
Q1 2026 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Reported sales midpoint | 8.80 Bil | ||||||
| 2026 Reported sales growth | 3.0% | 5.0% | 7.0% | 0 | Affirmed | Guidance: 5.0% for 2026 | |
| 2026 Organic sales growth | 2.0% | 4.0% | 6.0% | 0 | Affirmed | Guidance: 4.0% for 2026 | |
| 2026 Diluted EPS | 10.8 | 11.2 | 11.6 | 2.3% | Raised | Guidance: 10.9 for 2026 | |
| 2026 Adjusted EPS | 11.4 | 11.8 | 12.2 | 0.9% | Raised | Guidance: 11.7 for 2026 | |
Q4 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Reported Sales Growth | 3.0% | 5.0% | 7.0% | 5.5% | Higher New | Guidance: -0.5% for 2025 | |
| 2026 Organic Sales Growth | 2.0% | 4.0% | 6.0% | 4.5% | Higher New | Guidance: -0.5% for 2025 | |
| 2026 Diluted EPS | 10.4 | 10.9 | 11.4 | 19.9% | Higher New | Guidance: 9.09 for 2025 | |
| 2026 Adjusted EPS | 11.2 | 11.7 | 12.2 | 17.0% | Higher New | Guidance: 10 for 2025 | |
Insider Activity
Updated 8/21/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rothe, Christian E | Sr. VP and CFO | Direct | Sell | 8212026 | 434.30 | 590 | 256,237 | 4,529,190 | Form |
| 2 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 7172026 | 453.24 | 281 | 127,359 | 726,082 | Form |
| 3 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 6042026 | 460.51 | 377 | 173,612 | 2,043,283 | Form |
| 4 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 6032026 | 456.34 | 218 | 99,482 | 2,196,821 | Form |
| 5 | Miller, John M | VP and Chief IP Counsel | Direct | Sell | 5212026 | 426.02 | 1,054 | 449,025 | 2,392,020 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rothe, Christian E | Sr. VP and CFO | Direct | Sell | 8212026 | 434.30 | 590 | 256,237 | 4,529,190 | Form |
| 2 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 7172026 | 453.24 | 281 | 127,359 | 726,082 | Form |
| 3 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 6042026 | 460.51 | 377 | 173,612 | 2,043,283 | Form |
| 4 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 6032026 | 456.34 | 218 | 99,482 | 2,196,821 | Form |
| 5 | Miller, John M | VP and Chief IP Counsel | Direct | Sell | 5212026 | 426.02 | 1,054 | 449,025 | 2,392,020 | Form |
| 6 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 5082026 | 451.97 | 4,024 | 1,818,722 | 60,564 | Form |
| 7 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 5062026 | 449.58 | 600 | 269,748 | 1,994,790 | Form |
| 8 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 5062026 | 446.43 | 2,538 | 1,133,050 | 6,353,649 | Form |
| 9 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 5062026 | 447.73 | 550 | 246,252 | 1,237,526 | Form |
| 10 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 4132026 | 395.00 | 198 | 78,209 | 2,465,172 | Form |
| 11 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 4092026 | 387.50 | 1,250 | 484,375 | 671,925 | Form |
| 12 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 4032026 | 359.00 | 299 | 107,341 | 1,071,256 | Form |
| 13 | Buttermore, Robert L | SVP,Chief Supply Chain Officer | Direct | Sell | 3032026 | 398.92 | 8,932 | 3,563,146 | 1,148,089 | Form |
| 14 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 2272026 | 410.01 | 14,465 | 5,930,806 | 5,835,274 | Form |
| 15 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 2272026 | 405.69 | 1,271 | 515,628 | 684,394 | Form |
| 16 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 2272026 | 404.61 | 17,407 | 7,043,126 | 1,340,893 | Form |
| 17 | House, Rebecca W | SVP, CLO and Secretary | Direct | Sell | 2272026 | 404.27 | 12,100 | 4,891,716 | 4,932,143 | Form |
| 18 | Myers, Tessa M | SVP, Intelligent Devices | Direct | Sell | 2272026 | 409.37 | 1,985 | 812,599 | 1,652,217 | Form |
| 19 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 2272026 | 404.21 | 1,200 | 485,050 | 1,793,474 | Form |
| 20 | Buttermore, Robert L | SVP,Chief Supply Chain Officer | Direct | Sell | 2172026 | 380.14 | 204 | 77,548 | 1,246,097 | Form |
| 21 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 1052026 | 392.00 | 800 | 313,600 | 483,728 | Form |
| 22 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 12102025 | 402.02 | 476 | 191,361 | 965,245 | Form |
| 23 | Buttermore, Robert L | SVP,Chief Supply Chain Officer | Direct | Sell | 12102025 | 401.92 | 229 | 92,039 | 1,171,192 | Form |
| 24 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 12102025 | 402.48 | 146 | 58,762 | 1,785,789 | Form |
| 25 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 12102025 | 401.92 | 229 | 92,040 | 827,157 | Form |
| 26 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 12102025 | 402.13 | 225 | 90,480 | 817,939 | Form |
| 27 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 12102025 | 402.05 | 804 | 323,248 | 2,355,208 | Form |
| 28 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 12102025 | 402.09 | 612 | 246,079 | 5,722,546 | Form |
| 29 | Myers, Tessa M | SVP, Intelligent Devices | Direct | Sell | 12102025 | 402.07 | 1,020 | 410,113 | 2,420,875 | Form |
| 30 | Miller, John M | VP and Chief IP Counsel | Direct | Sell | 12102025 | 401.92 | 92 | 36,976 | 2,398,958 | Form |
| 31 | Moret, Blake D | President and CEO | Family Trust | Sell | 12102025 | 402.02 | 5,564 | 2,236,851 | 38,025,256 | Form |
| 32 | House, Rebecca W | SVP, CLO and Secretary | Direct | Sell | 12102025 | 402.06 | 1,698 | 682,697 | 4,905,125 | Form |
| 33 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 12102025 | 402.03 | 1,387 | 557,613 | 1,814,756 | Form |
| 34 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 12102025 | 402.81 | 1,289 | 519,218 | 827,768 | Form |
| 35 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 12102025 | 400.91 | 70 | 28,064 | 1,837,368 | Form |
| 36 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 12102025 | 401.01 | 294 | 117,896 | 669,680 | Form |
| 37 | Buttermore, Robert L | SVP,Chief Supply Chain Officer | Direct | Sell | 12102025 | 401.02 | 231 | 92,637 | 1,066,725 | Form |
| 38 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 12102025 | 401.02 | 359 | 143,967 | 1,672,261 | Form |
| 39 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 12102025 | 400.98 | 61 | 24,460 | 723,373 | Form |
| 40 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 12102025 | 400.89 | 61 | 24,454 | 711,974 | Form |
| 41 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 12102025 | 400.97 | 162 | 64,957 | 1,799,959 | Form |
| 42 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 12102025 | 400.96 | 480 | 192,463 | 5,467,956 | Form |
| 43 | Myers, Tessa M | SVP, Intelligent Devices | Direct | Sell | 12102025 | 400.99 | 351 | 140,747 | 1,952,017 | Form |
| 44 | Miller, John M | VP and Chief IP Counsel | Direct | Sell | 12102025 | 400.92 | 25 | 10,023 | 2,352,122 | Form |
| 45 | Moret, Blake D | President and CEO | Family Trust | Sell | 12102025 | 401.00 | 1,667 | 668,465 | 35,320,774 | Form |
| 46 | House, Rebecca W | SVP, CLO and Secretary | Direct | Sell | 12102025 | 400.96 | 351 | 140,738 | 4,120,705 | Form |
| 47 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 12102025 | 400.85 | 267 | 107,027 | 1,155,649 | Form |
| 48 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 12052025 | 403.45 | 2,370 | 956,169 | 792,370 | Form |
| 49 | Buttermore, Robert L | SVP,Chief Supply Chain Officer | Direct | Sell | 12052025 | 402.86 | 184 | 74,127 | 1,164,674 | Form |
| 50 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 12052025 | 402.92 | 295 | 118,860 | 1,824,806 | Form |
| 51 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 12052025 | 402.86 | 282 | 113,607 | 1,269,014 | Form |
| 52 | Myers, Tessa M | SVP, Intelligent Devices | Direct | Sell | 12052025 | 402.93 | 371 | 149,486 | 2,102,882 | Form |
| 53 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 12052025 | 402.91 | 139 | 56,004 | 1,873,925 | Form |
| 54 | Moret, Blake D | President and CEO | Family Trust | Sell | 12052025 | 402.90 | 1,762 | 709,914 | 36,160,094 | Form |
| 55 | Miller, John M | VP and Chief IP Counsel | Direct | Sell | 12052025 | 402.89 | 30 | 12,087 | 2,373,764 | Form |
| 56 | House, Rebecca W | SVP, CLO and Secretary | Direct | Sell | 12052025 | 402.90 | 371 | 149,476 | 4,282,015 | Form |
| 57 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 12052025 | 402.89 | 68 | 27,396 | 751,388 | Form |
| 58 | Riesterer, Terry L | Vice President and Controller | Direct | Sell | 12052025 | 402.89 | 60 | 24,173 | 740,107 | Form |
| 59 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 12052025 | 402.96 | 129 | 51,981 | 5,688,534 | Form |
| 60 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 12052025 | 402.22 | 1,164 | 468,189 | 1,743,241 | Form |
| 61 | Moret, Blake D | President and CEO | Family Trust | Sell | 11102025 | 391.56 | 61,700 | 24,159,343 | 32,841,435 | Form |
| 62 | Bulho, Matheus DE A G Viera | SVP Software and Control | Direct | Sell | 10312025 | 365.00 | 822 | 300,030 | 358,795 | Form |
| 63 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 9122025 | 350.00 | 250 | 87,500 | 581,700 | Form |
| 64 | Moret, Blake D | President and CEO | Family Trust | Sell | 9122025 | 350.13 | 24,400 | 8,543,196 | 29,366,537 | Form |
| 65 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 9082025 | 345.16 | 103 | 35,552 | 659,946 | Form |
| 66 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 9022025 | 348.08 | 1,435 | 499,500 | 1,318,192 | Form |
| 67 | Woods, Isaac | Vice President and Treasurer | Direct | Sell | 9022025 | 348.44 | 365 | 127,181 | 589,212 | Form |
| 68 | Keane, James P | Direct | Sell | 8262025 | 356.06 | 3,000 | 1,068,192 | 3,272,941 | Form |
Investor Activity (13F)
Updated Aug 25, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
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