Tearsheet

Rockwell Automation (ROK)

Market Price (2/16/2026): $394.1 | Market Cap: $44.3 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (2/16/2026): $394.1
Market Cap: $44.3 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%	Weak multi-year price returns 3Y Excs Rtn is -20%	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 31x
1	Low stock price volatility Vol 12M is 32%		Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.
2	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
1	Low stock price volatility Vol 12M is 32%
2	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.
3	Weak multi-year price returns 3Y Excs Rtn is -20%
4	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 31x
5	Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.

Valuation, Metrics & Events

	2/16/26	2025	2024	2023	2022
Share Price CYE	$394.10	$389.07	$285.79	$310.48	$257.57
Market Cap CYE ($ Bil)	44.3	43.7	32.3	35.6	29.6
Total Debt ($ Bil)	3.8	3.8	4.0	3.7	4.4
Total Cash ($ Bil)	0.4	0.4	0.5	0.4	0.5
Enterprise Value ($ Bil)	47.6	47.5	36.3	39.3	34.0
Valuation Ratios
P/S TTM	5.2	5.1	4.0	3.9	3.8
P/EBIT TTM	37.0	36.6	26.6	23.2	21.3
P/E TTM	44.7	44.1	35.0	29.2	27.5
P/FCF TTM	35.8	35.4	33.4	31.3	38.2
Sector Ratios
P/S TTM (Sector)	1.8	1.7	1.5	1.4	1.2
P/EBIT TTM (Sector)	13.7	12.2	11.9	11.6	9.6
P/E TTM (Sector)	18.7	17.0	17.1	15.8	13.3
P/FCF TTM (Sector)	14.1	12.7	14.3	12.3	11.6

	2/16/26	2025	2024
Share Price CYE	$394.10	$389.07	$285.79
Market Cap CYE ($ Bil)	44.3	43.7	32.3
Total Debt ($ Bil)	3.8	3.8	4.0
Total Cash ($ Bil)	0.4	0.4	0.5
Enterprise Value ($ Bil)	47.6	47.5	36.3
Valuation Ratios
P/S TTM	5.2	5.1	4.0
P/EBIT TTM	37.0	36.6	26.6
P/E TTM	44.7	44.1	35.0
P/FCF TTM	35.8	35.4	33.4
Sector Ratios
P/S TTM (Sector)	1.8	1.7	1.5
P/EBIT TTM (Sector)	13.7	12.2	11.9
P/E TTM (Sector)	18.7	17.0	17.1
P/FCF TTM (Sector)	14.1	12.7	14.3

	ROK	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	8.6
Rev Chg Q	11.9%	7.5%
Rev Chg LTM	5.8%	6.5%
Rev Chg 3Y Avg	3.4%	5.6%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	1.5
CFO LTM ($ Bil)	1.4
Net Inc LTM ($ Bil)	1.0
Op Mgn LTM	18.0%	18.8%
CFO/Rev LTM	16.5%	20.7%
Net Inc Mgn	11.6%	12.8%
VALUATION	VERY HIGH
P/S	5.2	3.4
P/CFO	31.3	16.4
P/FCF	35.9	21.5
P/E	44.7	25.0
STABILITY	GOOD
Debt/Equity	0.09	0.20
Cash/Assets	0.04	0.07

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Metric	Value	Date	Source
Total Annual Recurring Revenue (ARR) Growth	7%	8062025	Link
Annual Recurring Revenue (ARR) as a percentage of total revenue	approximately 10%	5082025	Link
Book-to-bill ratio	about 1.0	5072025	Link
Number of Employees	approximately 27,000	10232025	Link

Recent
2/05/2026	Earnings Release	Rev: $2.0 Bil (A) vs. $2.0 Bil (E) EPS: 2.75 (A) vs. $2.47 (E)
Upcoming
2/23/2026	Dividend	Amount: $1.38 Payment On: 3/10/2026
5/06/2026	Earnings Release	Rev: $2.0 Bil (E) EPS: $2.89 (E)

Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Rockwell Automation (ROK) stock has gained about 5% since 10/31/2025 because of the following key factors:

1. Rockwell Automation reported strong financial results for both the fourth quarter of fiscal 2025 and the first quarter of fiscal 2026, consistently exceeding analyst expectations for revenue and adjusted earnings per share. The company's fourth-quarter fiscal 2025 adjusted EPS of $3.34 surpassed estimates by $0.40, and revenue of $2.31 billion exceeded expectations by $100 million, representing a more than 13% year-over-year increase. Furthermore, Rockwell provided an upbeat fiscal 2026 guidance, with the midpoint of its adjusted EPS forecast of $11.20-$12.20 exceeding analysts' estimates. For the first quarter of fiscal 2026, reported on February 5, 2026, Rockwell Automation again beat estimates with adjusted EPS of $2.75 against a consensus of $2.46, and revenue of $2.11 billion, which was higher than analyst projections. These results highlighted significant margin expansion and operating leverage, with double-digit organic growth in its Intelligent Devices and Software & Control segments.

2. The company benefits from a robust and growing industrial automation market, driven by increasing demand for efficiency and digital transformation across various industries. The global industrial automation market is projected to grow significantly, with estimates ranging from a 7.4% to 10.5% Compound Annual Growth Rate (CAGR) from 2026 to 2035, reaching hundreds of billions of dollars. This growth is fueled by the rising adoption of industrial automation to improve quality, enhance efficiency, and reduce manual labor dependency in manufacturing. As a global leader in industrial automation and digital transformation, Rockwell Automation is well-positioned to capitalize on these secular trends, including the increasing integration of AI, IoT, and machine learning in industrial processes.

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Stock Movement Drivers

Fundamental Drivers

The 7.5% change in ROK stock from 10/31/2025 to 2/15/2026 was primarily driven by a 6.3% change in the company's Total Revenues ($ Mil).

(LTM values as of)	10312025	2152026	Change
Stock Price ($)	367.01	394.37	7.5%
Change Contribution By:
Total Revenues ($ Mil)	8,061	8,566	6.3%
Net Income Margin (%)	12.0%	11.6%	-4.1%
P/E Multiple	42.5	44.7	5.2%
Shares Outstanding (Mil)	112	112	0.2%
Cumulative Contribution			7.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/15/2026

	Return	Correlation
ROK	7.5%
Market (SPY)	-0.0%	71.9%
Sector (XLI)	12.3%	71.0%

Fundamental Drivers

The 13.0% change in ROK stock from 7/31/2025 to 2/15/2026 was primarily driven by a 7.5% change in the company's Total Revenues ($ Mil).

(LTM values as of)	7312025	2152026	Change
Stock Price ($)	349.08	394.37	13.0%
Change Contribution By:
Total Revenues ($ Mil)	7,968	8,566	7.5%
Net Income Margin (%)	11.4%	11.6%	1.4%
P/E Multiple	43.4	44.7	3.1%
Shares Outstanding (Mil)	113	112	0.5%
Cumulative Contribution			13.0%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/15/2026

	Return	Correlation
ROK	13.0%
Market (SPY)	8.2%	65.9%
Sector (XLI)	15.1%	69.6%

Fundamental Drivers

The 44.0% change in ROK stock from 1/31/2025 to 2/15/2026 was primarily driven by a 37.2% change in the company's P/E Multiple.

(LTM values as of)	1312025	2152026	Change
Stock Price ($)	273.95	394.37	44.0%
Change Contribution By:
Total Revenues ($ Mil)	8,264	8,566	3.7%
Net Income Margin (%)	11.5%	11.6%	0.2%
P/E Multiple	32.6	44.7	37.2%
Shares Outstanding (Mil)	113	112	1.0%
Cumulative Contribution			44.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/15/2026

	Return	Correlation
ROK	44.0%
Market (SPY)	14.3%	68.9%
Sector (XLI)	27.2%	71.6%

Fundamental Drivers

The 47.3% change in ROK stock from 1/31/2023 to 2/15/2026 was primarily driven by a 56.4% change in the company's P/E Multiple.

(LTM values as of)	1312023	2152026	Change
Stock Price ($)	267.76	394.37	47.3%
Change Contribution By:
Total Revenues ($ Mil)	7,884	8,566	8.6%
Net Income Margin (%)	13.6%	11.6%	-15.2%
P/E Multiple	28.6	44.7	56.4%
Shares Outstanding (Mil)	115	112	2.2%
Cumulative Contribution			47.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/15/2026

	Return	Correlation
ROK	47.3%
Market (SPY)	74.0%	60.6%
Sector (XLI)	78.5%	68.5%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
ROK Return	41%	-24%	23%	-6%	38%	-2%	67%
Peers Return	21%	-1%	28%	26%	11%	16%	146%
S&P 500 Return	27%	-19%	24%	23%	16%	-0%	82%
Monthly Win Rates [3]
ROK Win Rate	67%	33%	50%	42%	58%	50%
Peers Win Rate	65%	37%	53%	57%	53%	90%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
ROK Max Drawdown	-4%	-45%	0%	-19%	-23%	-2%
Peers Max Drawdown	-6%	-23%	-8%	-5%	-20%	0%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-1%

[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 2/13/2026 (YTD)

How Low Can It Go

Unique Key	Event	ROK	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-45.6%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	83.9%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	1,125 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-42.4%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	73.5%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	64 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-31.8%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	46.7%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	424 days	120 days
2008 Global Financial Crisis	2008 Global Financial Crisis
2008 Global Financial Crisis% Loss	% Loss	-76.5%	-56.8%
2008 Global Financial Crisis% Gain to Breakeven	% Gain to Breakeven	325.9%	131.3%
2008 Global Financial CrisisTime to Breakeven	Time to Breakeven	686 days	1,480 days

Compare to EMR, HON, ETN, PH, AME

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.

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About Rockwell Automation (ROK)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, digital twin and simulation software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. The company sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, warehousing and logistics, and other discrete markets, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

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Here are 1-2 brief analogies to describe Rockwell Automation (ROK):

Intel for factories
Cisco for manufacturing automation

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Controllers & I/O: Provides Programmable Logic Controllers (PLCs) and input/output modules that serve as the intelligent control systems for industrial processes.
Drives & Motors: Offers variable frequency drives, servo drives, and motors used for precise speed, torque, and position control in machinery.
Human-Machine Interface (HMI): Supplies industrial computers and visualization software (PanelView) enabling operators to monitor and interact with automated systems.
Industrial Components: Manufactures a range of electrical control products including push buttons, sensors, circuit breakers, and safety devices.
FactoryTalk Software Suite: Delivers a comprehensive portfolio of software for manufacturing operations management, including SCADA, MES, analytics, and asset performance management.
Lifecycle Services: (Category: Consulting & Support) Provides expert consulting, engineering, project management, technical support, and training to design, implement, and maintain automation solutions.
Managed Services: (Category: Operational Support & Cybersecurity) Offers remote monitoring, cybersecurity solutions, and operational support to optimize system performance and ensure business continuity.

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Rockwell Automation (ROK) sells primarily to other companies (Business-to-Business, B2B).

Due to the highly diversified nature of its global client base and competitive reasons, Rockwell Automation does not publicly disclose specific "major customers" by name that individually account for a significant portion of its revenue. Their business model involves selling industrial automation and digital transformation solutions to manufacturers across a wide array of industrial sectors, often through a network of independent distributors and system integrators.

While specific customer names are not disclosed, Rockwell Automation's customer base consists of companies operating in the following major industrial categories:

Automotive & Tire: Manufacturers of vehicles, components, and tires.
Food & Beverage and Consumer Packaged Goods (CPG): Companies producing food, beverages, and other consumer goods.
Life Sciences: Pharmaceutical, biotechnology, and medical device manufacturers.
Oil & Gas and Chemical: Companies involved in exploration, production, refining, and chemical processing.
Mining & Metals: Companies engaged in mineral extraction, processing, and metal production.
Water & Wastewater: Utilities and industrial facilities for water treatment and distribution.

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Blake Moret Chairman & Chief Executive Officer Blake Moret joined Rockwell Automation in 1985 as a sales trainee, building his career within the company through various leadership positions, including international assignments in Europe and Canada. He previously served as Senior Vice President of Control Products and Solutions, one of the company's business segments. Moret was appointed CEO on July 1, 2016, and elected Chairman of the Board on January 1, 2018. He is dedicated to advancing the company's strategy of bringing the Connected Enterprise to life and is passionate about workforce development and fostering a diverse global team. Moret serves on the PTC, Inc. Board of Directors, the Executive Committee of the National Association of Manufacturers (NAM), and is a member of the Business Roundtable. Nicholas Gangestad Senior Vice President and Chief Financial Officer Nicholas Gangestad joined Rockwell Automation as Senior Vice President and Chief Financial Officer on March 1, 2021. Prior to his role at Rockwell Automation, Gangestad had a long career spanning three decades at 3M Company. At 3M, he most recently served as Chief Financial Officer, overseeing all financial aspects of the company including compliance, financial planning, treasury, and tax. Before becoming CFO at 3M in 2014, he held positions such as chief accounting officer, corporate controller, and various global financial management roles across Canada, Latin America, and Asia Pacific. Rebecca House Senior Vice President, Chief People & Legal Officer and Corporate Secretary Rebecca House serves as Senior Vice President, Chief People & Legal Officer and Corporate Secretary at Rockwell Automation. She is also identified as Senior Vice President, Chief Administrative and Legal Officer. Cyril Perducat Senior Vice President & Chief Technology Officer Cyril Perducat holds the position of Senior Vice President and Chief Technology Officer at Rockwell Automation. Christopher Shepherd Senior Vice President, Software & Control Christopher Shepherd joined Rockwell Automation with extensive experience in leading strategy definition and the end-to-end development of software solutions for manufacturing companies. Before joining Rockwell, he was president of Production Software and Smart Factory for Hexagon AB. His career also includes various senior leadership roles at PTC, where he served as executive vice president and general manager of PTC's Enterprise Software segments. Shepherd possesses strong technical expertise in design, simulation, manufacturing planning and execution, and process and quality data analytics.

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The key risks to Rockwell Automation's business include the cyclical nature of industrial capital expenditure, intense competition within the automation market, and escalating cybersecurity threats.

The most significant risk is the cyclical nature of industrial capital expenditure (CapEx) and broader economic conditions. Rockwell Automation's financial performance is closely tied to global economic cycles, as manufacturers tend to reduce or delay automation projects during economic slowdowns. This direct correlation can lead to decreased demand for Rockwell Automation's products and services, impacting its sales and profitability. For example, the company experienced a 9% decline in sales in fiscal year 2024, with expectations of continued market caution.

Another major risk is intense competition in the industrial automation market. Rockwell Automation operates in a highly competitive environment, facing significant rivals such as Siemens, ABB, and Schneider Electric, alongside numerous smaller, specialized companies. This competitive landscape can lead to pricing pressures, a constant need for innovation, and challenges in maintaining market share.

Finally, cybersecurity threats to industrial systems pose a substantial risk. As Rockwell Automation is a leader in industrial automation and digital transformation, its solutions and its customers' operational technology (OT) environments are increasingly exposed to sophisticated cyberattacks. Successful cyberattacks can result in operational disruptions, data breaches, intellectual property theft, damage to reputation, and significant financial losses. Rockwell Automation itself acknowledges and addresses these threats through its own cybersecurity offerings and advisories.

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The growing adoption of open-source software platforms for industrial control and the increasing trend towards software-defined automation running on commodity hardware.

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Rockwell Automation (ROK) is expected to drive future revenue growth over the next two to three years through several key initiatives and market trends:

Growth in Software & Control Segment and New Product Innovations: The Software & Control segment has demonstrated significant strength, with organic sales growth of 30% in Q4 fiscal 2025. This growth is largely fueled by momentum in the Logix business and the introduction of new products such as the Logix L9 processor and Process IO product family. Furthermore, Rockwell Automation’s software offerings, including Fiix, Plex, and FactoryTalk, were highlighted as top performers, with the new FactoryTalk Design Studio featuring a co-pilot poised to boost automation system design productivity.
Expansion in E-commerce and Warehouse Automation: The e-commerce and warehouse automation segment has shown exceptional performance, reporting sales growth of over 70% year-over-year in a recent quarter. This segment is projected to continue its strong performance with anticipated growth of approximately 10% in fiscal 2026, indicating sustained demand in this area.
Strategic Investments in Advanced Manufacturing Technologies and Digital Transformation: Rockwell Automation is actively investing in critical growth areas, including software-defined automation, autonomous mobile robots (AMRs), and simulation tools. These investments are aimed at bolstering the company's leadership in advanced manufacturing and expanding its technological capabilities. The company is also leveraging AI and machine learning solutions to optimize resource utilization, reduce waste, and enhance cybersecurity within industrial operations.
Increasing Annual Recurring Revenue (ARR) from Software and Services: The company has seen consistent growth in its Annual Recurring Revenue (ARR), which increased 16% year-over-year in Q4 fiscal 2023 and 17% in Q3 fiscal 2024. This growth, stemming from software-as-a-service and managed services, is identified as a crucial contributor to Rockwell Automation's future growth framework, providing a more predictable and expanding revenue stream through increased customer penetration in managed services.
Price Realization: Price realization has been a contributing factor to Rockwell Automation's financial performance. In Q4 fiscal 2025, gross margin improvement was partly driven by price realization. Similarly, approximately 350 basis points of organic growth in Q3 fiscal 2024 were attributed to price, with strong pricing also noted in Q3 fiscal 2025. This indicates that strategic pricing will continue to play a role in revenue expansion.

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Share Repurchases

On September 5, 2024, Rockwell Automation's Board of Directors authorized an additional $1 billion for share repurchases, building on a previous $1 billion authorization from May 2, 2022.
As of September 30, 2025, $927 million remained available under the existing share repurchase authorization.
For the full fiscal year 2025, the company repurchased 1.5 million shares of its common stock at a cost of $419 million.

Share Issuance

Rockwell Automation's issuance of common stock for fiscal years ending September 2020 to 2024 averaged 111 million.
The issuance peaked in September 2020 at 214.4 million shares.
It reached a 5-year low in September 2024 at 39.4 million shares.

Outbound Investments

Rockwell Automation has actively pursued inorganic growth, making 17 investments and acquiring 24 companies, including RightHand Robotics and Clearpath Robotics.
Recent notable acquisitions include Clearpath Robotics (October 2023 for $600 million) focused on productive autonomous technology, and Verve Industrial Protection (October 2022 for $183 million) for cybersecurity.
In 2021, Rockwell significantly boosted its cloud-native smart manufacturing platform capabilities with the acquisition of Plex Systems for $2.22 billion and also acquired Fiix, Inc. in 2020, an AI-enabled CMMS company.

Capital Expenditures

Rockwell Automation plans to invest over $2 billion in capital expenditures, plants, digital infrastructure, and talent over the next five years, primarily to increase margin and capacity in the United States.
Capital expenditures for fiscal years ending September 2020 to 2024 averaged $139.7 million, peaking at $201.8 million in September 2024.
Expected capital expenditures for fiscal 2026 are slated for increased investments in plant and digital infrastructure.

Interactive Breakdown

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Better Bets vs. Rockwell Automation (ROK)

INDUSTRY: Electrical Components & Equipment

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EMR (16.6%)

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SECTOR: Industrials

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UNP (40.2%)

Union Pacific

ETN (19.0%)

Eaton

GE (18.9%)

GE Aerospace

HON (18.9%)

Honeywell International

DE (18.8%)

Deere

Higher CFO/Rev LTM (Value for ROK: 16.5%)

UNP (37.9%)

Union Pacific

GE (18.6%)

GE Aerospace

HON (18.4%)

Honeywell International

CAT (17.4%)

Caterpillar

DE (16.7%)

Deere

Higher FCF/Rev LTM (Value for ROK: 14.4%)

UNP (22.4%)

Union Pacific

UBER (18.8%)

Uber Technologies

PH (16.3%)

Parker Hannifin

GE (15.8%)

GE Aerospace

HON (15.2%)

Honeywell International

Higher Total Yield (Value for ROK: 3.6%)

UNP (6.7%)

Union Pacific

HON (5.9%)

Honeywell International

LMT (4.9%)

Lockheed Martin

DE (4.1%)

Deere

RTX (3.8%)

RTX

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 5.2x)

AMZN (11.7% | 3.0x)

Amazon.com

BRK-B (19.8% | 2.7x)

Berkshire Hathaway

WMT (5.4% | 1.5x)

Walmart

JPM (12.8% | 4.5x)

JPMorgan Chase

COST (6.7% | 1.6x)

Costco Wholesale

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 28.7x)

AAPL (4.1% | 26.7x)

Apple

GOOGL (12.5% | 28.6x)

Alphabet

MSFT (14.4% | 20.9x)

Microsoft

AMZN (11.7% | 26.6x)

Amazon.com

META (19.9% | 19.4x)

Meta Platforms

Higher Rev Chg LTM (Value for ROK: 5.8%)

NVDA (65.2%)

NVIDIA

MSFT (16.7%)

Microsoft

GOOGL (15.1%)

Alphabet

AMZN (12.4%)

Amazon.com

AAPL (10.1%)

Apple

Higher Rev Chg 3Y Avg (Value for ROK: 3.4%)

NVDA (91.6%)

NVIDIA

MSFT (14.4%)

Microsoft

GOOGL (12.5%)

Alphabet

AMZN (11.7%)

Amazon.com

AAPL (4.1%)

Apple

Higher Op Mgn LTM (Value for ROK: 18.0%)

NVDA (58.8%)

NVIDIA

MSFT (46.7%)

Microsoft

META (41.4%)

Meta Platforms

AAPL (32.4%)

Apple

GOOGL (32.0%)

Alphabet

Higher CFO/Rev LTM (Value for ROK: 16.5%)

MSFT (52.5%)

Microsoft

NVDA (44.4%)

NVIDIA

GOOGL (40.9%)

Alphabet

AAPL (31.1%)

Apple

AMZN (19.5%)

Amazon.com

Higher FCF/Rev LTM (Value for ROK: 14.4%)

NVDA (41.3%)

NVIDIA

AAPL (28.3%)

Apple

MSFT (25.3%)

Microsoft

META (22.9%)

Meta Platforms

GOOGL (18.2%)

Alphabet

Higher Total Yield (Value for ROK: 3.6%)

BRK-B (6.3%)

Berkshire Hathaway

MSFT (4.8%)

Microsoft

META (4.1%)

Meta Platforms

GOOGL (3.9%)

Alphabet

AMZN (3.6%)

Amazon.com

Best Bets in Industrials

What You Pay

P/EBIT (Value for ROK: 37.1x)

GATX (10.6x)

GATX

VRSK (18.7x)

Verisk Analytics

PAYX (14.6x)

Paychex

AGX (47.4x)

Argan

TDG (17.6x)

TransDigm

PCTY (17.2x)

Paylocity

WOR (20.1x)

Worthington Enterprises

SNA (14.4x)

Snap-on

FTV (15.2x)

Fortive

ADP (14.4x)

Automatic Data Processing

P/E (Value for ROK: 44.7x)

GATX (22.0x)

GATX

VRSK (27.4x)

Verisk Analytics

PAYX (21.3x)

Paychex

AGX (47.3x)

Argan

TDG (37.0x)

TransDigm

PCTY (24.3x)

Paylocity

WOR (27.3x)

Worthington Enterprises

SNA (19.6x)

Snap-on

FTV (31.3x)

Fortive

ADP (20.2x)

Automatic Data Processing

What You Get

Rev Chg 3Y Avg (Value for ROK: 3.4%)

GATX (10.3%)

GATX

VRSK (13.4%)

Verisk Analytics

PAYX (7.9%)

Paychex

AGX (26.9%)

Argan

TDG (17.5%)

TransDigm

PCTY (19.0%)

Paylocity

WOR (-6.3%)

Worthington Enterprises

SNA (2.1%)

Snap-on

FTV (9.4%)

Fortive

ADP (7.1%)

Automatic Data Processing

Rev Chg LTM (Value for ROK: 5.8%)

GATX (10.7%)

GATX

VRSK (7.3%)

Verisk Analytics

PAYX (12.4%)

Paychex

AGX (13.5%)

Argan

TDG (11.7%)

TransDigm

PCTY (12.1%)

Paylocity

WOR (7.4%)

Worthington Enterprises

SNA (0.9%)

Snap-on

FTV (27.9%)

Fortive

ADP (6.6%)

Automatic Data Processing

Rev Chg Q (Value for ROK: 11.9%)

GATX (8.4%)

GATX

VRSK (5.9%)

Verisk Analytics

PAYX (18.3%)

Paychex

AGX (-2.3%)

Argan

TDG (13.9%)

TransDigm

PCTY (10.4%)

Paylocity

WOR (19.5%)

Worthington Enterprises

SNA (3.1%)

Snap-on

FTV (2.3%)

Fortive

ADP (6.2%)

Automatic Data Processing

FCF/Rev 3Y Avg (Value for ROK: 12.9%)

GATX (39.2%)

GATX

VRSK (33.2%)

Verisk Analytics

PAYX (32.6%)

Paychex

AGX (24.5%)

Argan

TDG (22.1%)

TransDigm

PCTY (21.7%)

Paylocity

WOR (20.9%)

Worthington Enterprises

SNA (20.8%)

Snap-on

FTV (20.1%)

Fortive

ADP (19.7%)

Automatic Data Processing

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 16%, alpha of 4.2%, and sharpe of 0.76

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Rockwell Automation Earnings Notes	12/29/2026
2	Day 6 of Gains Streak for Rockwell Automation Stock with 9.6% Return (vs. 40% YTD) [11/12/2025]TREFISDASH	11/13/2025
3	Pay Less, Grow More: ETN, EMR Beat Rockwell Automation Stock	11/11/2025
4	Eaton or Rockwell Automation: Which Stock Has More Upside?	11/11/2025
5	Would You Still Hold Rockwell Automation Stock If It Fell 30%?	10/17/2025
6	Rockwell Automation vs Honeywell International: Which Is A Better Investment?	08/18/2025
7	Rockwell Automation vs Eaton: Which Is A Better Investment?	08/18/2025
8	ARTICLES
9	S&P 500 Stocks Trading At 52-Week High	12/04/2025
10	Rockwell Automation Stock Surges 9.6%, With A 6-Day Winning Spree	11/13/2025
11	Stronger Bet Than Rockwell Automation Stock: ETN, EMR Deliver More	11/11/2025
12	Is Eaton a Better Buy Than Rockwell Automation?	11/11/2025
13	Large Cap Stocks Trading At 52-Week High	10/29/2025

	Title
0	DASHBOARDS
1	Rockwell Automation Earnings Notes
2	Day 6 of Gains Streak for Rockwell Automation Stock with 9.6% Return (vs. 40% YTD) [11/12/2025]TREFISDASH
3	Pay Less, Grow More: ETN, EMR Beat Rockwell Automation Stock
4	Eaton or Rockwell Automation: Which Stock Has More Upside?
5	Would You Still Hold Rockwell Automation Stock If It Fell 30%?
6	Rockwell Automation vs Honeywell International: Which Is A Better Investment?
7	Rockwell Automation vs Eaton: Which Is A Better Investment?
8	ARTICLES
9	S&P 500 Stocks Trading At 52-Week High
10	Rockwell Automation Stock Surges 9.6%, With A 6-Day Winning Spree
11	Stronger Bet Than Rockwell Automation Stock: ETN, EMR Deliver More
12	Is Eaton a Better Buy Than Rockwell Automation?
13	Large Cap Stocks Trading At 52-Week High

Trade Ideas

Select ideas related to ROK.

Unique Key

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
CRSR	Corsair Gaming	0.7	48.3%	14.3%
CPS	Cooper-Standard	0.8	32.4%	37.7%
TPH	Tri Pointe Homes	4.0	26.8%	47.3%
RIVN	Rivian Automotive	21.6	26.6%	-10.0%
MGA	Magna International	19.4	18.9%	28.9%
FSLY	Fastly	2.7	13.8%	79.4%
EVMN	Evommune	0.9	13.2%	84.4%
FRMI	Fermi	6.1	11.1%	28.6%
WOLF	Wolfspeed	2.8	10.9%	1.9%
HASI	HA Sustainable Infrastructure Capital	4.9	10.8%	26.3%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
UPB	Upstream Bio	0.5	-31.6%	-67.8%
IRON	Disc Medicine	2.0	-21.9%	-29.5%
BFAM	Bright Horizons Family Solutions	3.8	-18.2%	-34.0%
NUS	Nu Skin Enterprises	0.4	-18.1%	-13.1%
FBIN	Fortune Brands Innovations	6.2	-17.6%	2.6%
PINS	Pinterest	10.5	-16.8%	-40.4%
CALY	Callaway Golf	2.3	-15.0%	-16.8%
DKNG	DraftKings	10.8	-13.5%	-36.9%
TRUP	Trupanion	1.2	-13.0%	-25.2%
RYAN	Ryan Specialty	5.0	-12.8%	-25.0%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FSLY	Fastly	2.7	113.1%	79.4%
NKTR	Nektar Therapeutics	1.4	93.8%	68.7%
EVMN	Evommune	0.9	82.4%	84.4%
VAL	Valaris	6.8	53.8%	90.4%
ICHR	Ichor	1.6	45.5%	153.8%
IPGP	IPG Photonics	6.5	40.4%	115.0%
CGNX	Cognex	9.9	38.8%	63.4%
CRSR	Corsair Gaming	0.7	31.3%	14.3%
TPH	Tri Pointe Homes	4.0	30.8%	47.3%
CPS	Cooper-Standard	0.8	30.6%	37.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
UPB	Upstream Bio	0.5	-66.6%	-67.8%
KD	Kyndryl	2.8	-47.9%	-53.9%
NSP	Insperity	1.0	-34.0%	-33.7%
RPD	Rapid7	0.5	-33.6%	-52.8%
PGY	Pagaya Technologies	1.0	-33.3%	-40.5%
FTRE	Fortrea	0.9	-33.2%	-43.2%
ANGI	Angi	0.4	-31.6%	-37.4%
UPWK	Upwork	1.7	-30.1%	-33.3%
IRON	Disc Medicine	2.0	-29.8%	-29.5%
CLF	Cleveland-Cliffs	5.1	-29.5%	-21.8%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CRVS	Corvus Pharmaceuticals	1.5	173.6%	142.3%
IPGP	IPG Photonics	6.5	98.5%	115.0%
FSLY	Fastly	2.7	98.4%	79.4%
NKTR	Nektar Therapeutics	1.4	97.6%	68.7%
IBRX	ImmunityBio	5.6	96.9%	200.3%
VAL	Valaris	6.8	75.5%	90.4%
MOD	Modine Manufacturing	11.4	73.1%	62.2%
LITE	Lumentum	39.6	69.7%	52.7%
ICHR	Ichor	1.6	67.5%	153.8%
RAPT	RAPT Therapeutics	1.6	66.2%	70.4%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
UPB	Upstream Bio	0.5	-72.9%	-67.8%
U	Unity Software	7.9	-55.6%	-57.7%
KD	Kyndryl	2.8	-55.5%	-53.9%
FUBO	FuboTV	0.5	-48.1%	-46.8%
HIMS	Hims & Hers Health	3.7	-48.0%	-49.8%
PGY	Pagaya Technologies	1.0	-47.6%	-40.5%
PAR	PAR Technology	0.8	-47.5%	-42.5%
NRGV	Energy Vault	0.5	-47.4%	-30.8%
RPD	Rapid7	0.5	-46.9%	-52.8%
RGNX	Regenxbio	0.4	-46.6%	-44.5%

Peer Comparisons

Peers to compare with:

Financials

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Price	394.37	148.13	241.38	389.25	1,001.75	229.76	315.31
Mkt Cap	44.3	83.2	153.3	151.3	126.4	53.0	104.8
Rev LTM	8,566	18,186	40,670	26,633	20,461	7,164	19,324
Op Inc LTM	1,543	3,613	7,692	5,049	4,293	1,874	3,953
FCF LTM	1,235	2,575	6,164	3,322	3,339	1,643	2,948
FCF 3Y Avg	1,113	2,032	5,212	3,114	3,165	1,591	2,573
CFO LTM	1,414	3,020	7,485	4,104	3,741	1,768	3,380
CFO 3Y Avg	1,317	2,449	6,336	3,881	3,569	1,722	3,009

Growth & Margins

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Rev Chg LTM	5.8%	3.6%	7.5%	8.2%	2.8%	3.7%	4.8%
Rev Chg 3Y Avg	3.4%	9.1%	5.2%	9.7%	6.2%	5.9%	6.1%
Rev Chg Q	11.9%	4.1%	7.0%	10.1%	9.1%	10.8%	9.6%
QoQ Delta Rev Chg LTM	2.7%	0.9%	1.7%	2.5%	2.2%	2.6%	2.3%
Op Mgn LTM	18.0%	19.9%	18.9%	19.0%	21.0%	26.2%	19.4%
Op Mgn 3Y Avg	16.7%	18.0%	19.5%	17.8%	19.7%	25.7%	18.8%
QoQ Delta Op Mgn LTM	1.0%	0.3%	-0.9%	0.1%	0.3%	-0.1%	0.2%
CFO/Rev LTM	16.5%	16.6%	18.4%	15.4%	18.3%	24.7%	17.4%
CFO/Rev 3Y Avg	15.3%	13.9%	16.4%	15.8%	17.8%	25.1%	16.1%
FCF/Rev LTM	14.4%	14.2%	15.2%	12.5%	16.3%	22.9%	14.8%
FCF/Rev 3Y Avg	12.9%	11.5%	13.5%	12.6%	15.8%	23.2%	13.2%

Valuation

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Cap	44.3	83.2	153.3	151.3	126.4	53.0	104.8
P/S	5.2	4.6	3.8	5.7	6.2	7.4	5.4
P/EBIT	37.1	24.0	17.5	30.2	27.7	28.7	28.2
P/E	44.7	36.0	25.0	38.5	35.7	36.1	36.0
P/CFO	31.3	27.6	20.5	36.9	33.8	30.0	30.7
Total Yield	3.6%	3.2%	5.9%	2.9%	3.5%	3.3%	3.4%
Dividend Yield	1.4%	0.4%	1.9%	0.3%	0.7%	0.5%	0.6%
FCF Yield 3Y Avg	3.0%	2.8%	3.9%	2.7%	4.0%	3.8%	3.4%
D/E	0.1	0.2	0.2	0.1	0.1	0.0	0.1
Net D/E	0.1	0.1	0.2	0.1	0.1	0.0	0.1

Returns

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
1M Rtn	-5.1%	-0.5%	10.0%	13.2%	6.3%	6.5%	6.4%
3M Rtn	5.0%	16.6%	21.3%	10.5%	20.6%	19.0%	17.8%
6M Rtn	16.1%	13.4%	18.8%	11.2%	38.1%	27.1%	17.4%
12M Rtn	36.1%	22.1%	29.0%	27.5%	44.4%	26.0%	28.3%
3Y Rtn	40.4%	83.0%	37.0%	133.4%	192.4%	62.1%	72.6%
1M Excs Rtn	-4.2%	1.7%	14.6%	18.9%	8.5%	10.1%	9.3%
3M Excs Rtn	0.5%	13.0%	20.0%	5.6%	17.7%	17.2%	15.1%
6M Excs Rtn	8.7%	5.9%	13.0%	4.2%	29.6%	19.1%	10.8%
12M Excs Rtn	19.8%	8.5%	14.6%	14.3%	36.1%	11.7%	14.5%
3Y Excs Rtn	-20.5%	17.5%	-31.0%	74.6%	129.7%	-4.4%	6.5%

FDIC Bank Data

Bank Capital

null

Bank Deposits

null

Bank Assets

null

Bank Loans

null

FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 9/30	LTM	2025	2024	2023	2022	2021	2020
Period End	12/31/2025	9/30/2025	9/30/2024	9/30/2023	9/30/2022	9/30/2021	9/30/2020
Filing Date	2/5/2026	11/12/2025	11/12/2024	11/8/2023	11/8/2022	11/9/2021	11/10/2020
Key Financials
Total Revenue	8,566	8,342	8,264	9,058	7,760	6,997	6,330
EBITDA	1,520	1,398	1,571	1,993	1,436	1,811	1,412
Operating Income	1,543	1,423	1,192	1,693	1,335	1,218	1,115
Net Income	990	869	953	1,387	932	1,344	1,023
EPS	8.77	7.69	8.32	12.03	8.02	11.69	8.83
Growth Rates
Total Revenue Growth	5.8%	0.9%	-8.8%	16.7%	10.9%	10.5%	-5.5%
EBITDA Growth	-0.7%	-11.0%	-21.2%	38.8%	-20.7%	28.2%	22.7%
Operating Income Growth	33.4%	19.4%	-29.6%	26.8%	9.7%	9.2%	-18.1%
Net Income Growth	7.4%	-8.8%	-31.3%	48.8%	-30.7%	31.4%	47.1%
Margins
EBITDA Margin	17.7%	16.8%	19.0%	22.0%	18.5%	25.9%	22.3%
Operating Income Margin	18.0%	17.1%	14.4%	18.7%	17.2%	17.4%	17.6%
Net Income Margin	11.6%	10.4%	11.5%	15.3%	12.0%	19.2%	16.2%
Cash & Debt
Total Cash	444	468	471	1,072	491	662	705
Total Debt	3,773	3,647	4,085	3,335	4,183	4,385	2,364
Net Debt / (Cash)	3,329	3,179	3,614	2,263	3,692	3,722	1,659
Cash Flows
Net Cash from Operations	1,414	1,544	864	1,374	823	1,261	1,120
Free Cash from Operations	1,235	1,358	639	1,213	682	1,141	1,007
Returns to Shareholders
Dividends	598	591	571	542	519	497	473
Share Repurchases	478	425	595	312	301	300	264

$ Mil \| FY: 9/30	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2
Period End	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023
Filing Date	2/5/2026	11/12/2025	8/6/2025	5/7/2025	2/10/2025	11/12/2024	8/7/2024	5/7/2024	1/31/2024	11/8/2023	8/1/2023	4/27/2023
Key Financials Quarterly
Total Revenue	2,105	2,316	2,144	2,001	1,881	2,035	2,051	2,126	2,052	2,563	2,239	2,275
Ebitda	452	185	464	419	330	396	374	431	370	416	568	449
Operating Income	366	458	378	341	246	285	294	332	281	504	414	431
Net Income	305	138	295	252	184	240	232	266	215	302	400	300
EPS	2.71	1.23	2.61	2.22	1.62	2.11	2.03	2.32	1.87	2.64	3.47	2.60
Key Financials TTM
Total Revenue TTM	8,566	8,342	8,061	7,968	8,093	8,264	8,792	8,980	9,129	9,058	8,621	8,351
Ebitda TTM	1,520	1,398	1,609	1,519	1,531	1,571	1,591	1,785	1,803	1,993	2,077	1,940
Operating Income TTM	1,543	1,423	1,250	1,166	1,157	1,192	1,411	1,531	1,630	1,693	1,627	1,574
Net Income TTM	990	869	971	908	922	953	1,016	1,184	1,218	1,387	1,423	1,321
Growth Rates Quarterly
Total Revenue Growth	11.9%	13.8%	4.5%	-5.9%	-8.3%	-20.6%	-8.4%	-6.6%	3.6%	20.5%	13.7%	25.8%
EBITDA Growth	37.0%	-53.3%	24.1%	-2.8%	-10.8%	-4.7%	-34.2%	-4.1%	-33.9%	-16.7%	31.6%	236.1%
Operating Income Growth	48.8%	60.7%	28.6%	2.7%	-12.5%	-43.4%	-29.0%	-23.0%	-18.3%	15.1%	14.9%	83.1%
Net Income Growth	65.8%	-42.5%	27.2%	-5.3%	-14.4%	-20.7%	-42.0%	-11.4%	-44.0%	-10.7%	34.3%	457.1%
Margins Quarterly
EBITDA Margin	21.5%	8.0%	21.6%	20.9%	17.5%	19.5%	18.2%	20.3%	18.0%	16.2%	25.4%	19.7%
Operating Income Margin	17.4%	19.8%	17.6%	17.0%	13.1%	14.0%	14.3%	15.6%	13.7%	19.6%	18.5%	19.0%
Net Income Margin	14.5%	6.0%	13.8%	12.6%	9.8%	11.8%	11.3%	12.5%	10.5%	11.8%	17.9%	13.2%
Cash & Debt
Total Cash	444	468	495	450	471	471	407	470	440	1,072	444	456
Total Debt	3,773	3,647	3,875	4,093	4,027	4,085	4,107	4,093	3,744	3,335	4,094	4,329
Net Debt / (Cash)	3,329	3,179	3,380	3,643	3,556	3,614	3,700	3,622	3,304	2,263	3,650	3,873
Cash Flows Quarterly
FCF from Operations	234	454	527	199	364	432	279	120	33	839	282	187
Cash Flows TTM
FCF from Operations TTM	1,414	1,544	1,522	1,274	1,195	864	1,271	1,274	1,341	1,374	934	998
Returns to Shareholders Quarterly
Dividends	156	147	147	148	149	142	142	143	144	135	136	136
Share Repurchases	153	69	124	132	100	118	163	194	120	55	62	38
Return on Invested Capital (ROIC) Quarterly
ROIC	38.8%	27.4%	38.3%	31.1%	23.1%	27.4%	28.8%	31.3%	27.9%	57.8%	38.3%	37.4%
Return on Invested Capital (ROIC) TTM
ROIC TTM	38.7%	36.6%	31.4%	27.5%	28.2%	28.4%	30.5%	33.7%	39.2%	59.5%	37.0%	33.8%

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022
Intelligent Devices	3,804	4,098	3,545	3,312
Lifecycle Services	2,273	2,074	1,903	1,738
Software & Control	2,187	2,886	2,313	1,947
Total	8,264	9,058	7,760	6,997

Operating Income by Segment

$ Mil	2025	2024	2023	2022
Intelligent Devices	700	828	718	702
Software & Control	530	953	667	531
Lifecycle Services	365	148	158	158
Total	1,595	1,930	1,543	1,391

Assets by Segment

$ Mil	2025	2024	2023	2022	2021
Software & Control	4,293	4,241	3,888	4,000	1,915
Intelligent Devices	2,798	2,676	2,070	2,143	1,073
Corporate	2,105	2,551	2,833	2,434	1,585
Lifecycle Services	2,036	1,836	1,968	2,124	2,692
Total	11,232	11,304	10,759	10,702	7,265

Price Behavior

Price Behavior

Market Price	$394.37
Market Cap ($ Bil)	44.3
First Trading Date	12/31/1981
Distance from 52W High	-8.4%
	50 Days	200 Days
DMA Price	$408.15	$356.02
DMA Trend	up	up
Distance from DMA	-3.4%	10.8%
	3M	1YR
Volatility	29.2%	32.1%
Downside Capture	199.20	133.61
Upside Capture	211.43	149.16
Correlation (SPY)	75.4%	73.7%

ROK Betas & Captures as of 1/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	1.87	1.92	1.67	1.44	1.20	1.23
Up Beta	3.46	2.66	2.30	1.73	1.01	1.14
Down Beta	1.13	1.42	1.08	1.05	1.19	1.16
Up Capture	272%	247%	237%	179%	209%	219%
Bmk +ve Days	11	22	34	71	142	430
Stock +ve Days	12	23	35	66	133	394
Down Capture	144%	177%	140%	138%	116%	107%
Bmk -ve Days	9	19	27	54	109	321
Stock -ve Days	8	18	26	59	118	357

[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	32.9%	32.0%	0.91	-
Sector ETF (XLI)	27.9%	19.2%	1.15	75.3%
Equity (SPY)	14.0%	19.4%	0.55	72.9%
Gold (GLD)	74.3%	25.3%	2.17	5.8%
Commodities (DBC)	7.0%	16.7%	0.24	26.6%
Real Estate (VNQ)	7.9%	16.6%	0.28	51.6%
Bitcoin (BTCUSD)	-29.8%	44.9%	-0.65	36.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with ROK
ROK	11.8%	30.9%	0.41	-
Sector ETF (XLI)	15.9%	17.2%	0.74	68.9%
Equity (SPY)	13.3%	17.0%	0.62	63.9%
Gold (GLD)	22.1%	17.0%	1.06	8.8%
Commodities (DBC)	10.5%	18.9%	0.44	17.8%
Real Estate (VNQ)	5.2%	18.8%	0.18	48.5%
Bitcoin (BTCUSD)	8.3%	57.2%	0.37	25.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with ROK
ROK	17.1%	31.0%	0.58	-
Sector ETF (XLI)	15.3%	19.8%	0.68	74.5%
Equity (SPY)	15.6%	17.9%	0.75	68.1%
Gold (GLD)	15.3%	15.6%	0.82	1.0%
Commodities (DBC)	8.1%	17.6%	0.38	27.2%
Real Estate (VNQ)	6.4%	20.7%	0.27	50.4%
Bitcoin (BTCUSD)	67.9%	66.7%	1.07	16.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	1302026
Short Interest: Shares Quantity	2.7 Mil
Short Interest: % Change Since 1152026	-4.2%
Average Daily Volume	0.7 Mil
Days-to-Cover Short Interest	3.8 days
Basic Shares Quantity	112.3 Mil
Short % of Basic Shares	2.4%

Returns Analyses

	Title
0	Would You Still Hold Rockwell Automation Stock If It Fell 30%?
1	ROK YTD Stock Return Of 14% Outperforms ENVX by 35% and Outperforms CAE by 7.1%
2	Rockwell Automation Stock Return Comparison
3	Rockwell Automation Total Shareholder Return (TSR): -25.3% in 2022 and 11.2% 3-yr returns (above peer average)

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
2/5/2026	-5.4%	-5.4%
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%
...
SUMMARY STATS
# Positive	8	9	13
# Negative	16	15	10
Median Positive	6.1%	4.9%	5.3%
Median Negative	-4.4%	-3.6%	-5.1%
Max Positive	12.6%	21.9%	27.2%
Max Negative	-17.6%	-18.7%	-12.7%

	Forward Returns
2/5/2026	-5.4%	-5.4%
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%
7/28/2020	-2.9%	-3.6%	1.2%
4/8/2020	4.8%	-0.7%	19.3%
SUMMARY STATS
# Positive	8	9	13
# Negative	16	15	10
Median Positive	6.1%	4.9%	5.3%
Median Negative	-4.4%	-3.6%	-5.1%
Max Positive	12.6%	21.9%	27.2%
Max Negative	-17.6%	-18.7%	-12.7%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
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

Insider Activity

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Riesterer, Terry L	Vice President and Controller	Direct	Sell	1052026	392.00	800	313,600	483,728	Form
2	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	401.01	294	117,896	669,680	Form
3	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.81	1,289	519,218	827,768	Form
4	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.02	476	191,361	965,245	Form
5	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.02	231	92,637	1,066,725	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Riesterer, Terry L	Vice President and Controller	Direct	Sell	1052026	392.00	800	313,600	483,728	Form
2	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	401.01	294	117,896	669,680	Form
3	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.81	1,289	519,218	827,768	Form
4	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.02	476	191,361	965,245	Form
5	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.02	231	92,637	1,066,725	Form
6	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.92	229	92,039	1,171,192	Form
7	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	401.02	359	143,967	1,672,261	Form
8	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	400.91	70	28,064	1,837,368	Form
9	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	402.48	146	58,762	1,785,789	Form
10	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	400.98	61	24,460	723,373	Form
11	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	401.92	229	92,040	827,157	Form
12	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	400.89	61	24,454	711,974	Form
13	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	402.13	225	90,480	817,939	Form
14	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	400.97	162	64,957	1,799,959	Form
15	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	402.05	804	323,248	2,355,208	Form
16	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	400.96	480	192,463	5,467,956	Form
17	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	402.09	612	246,079	5,722,546	Form
18	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	400.99	351	140,747	1,952,017	Form
19	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	402.07	1,020	410,113	2,420,875	Form
20	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	400.92	25	10,023	2,352,122	Form
21	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	401.92	92	36,976	2,398,958	Form
22	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	401.00	1,667	668,465	35,320,774	Form
23	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	402.02	5,564	2,236,851	38,025,256	Form
24	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	400.96	351	140,738	4,120,705	Form
25	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	402.06	1,698	682,697	4,905,125	Form
26	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	400.85	267	107,027	1,155,649	Form
27	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	402.03	1,387	557,613	1,814,756	Form
28	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12052025	402.22	1,164	468,189	1,743,241	Form
29	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12052025	403.45	2,370	956,169	792,370	Form
30	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12052025	402.86	184	74,127	1,164,674	Form
31	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12052025	402.92	295	118,860	1,824,806	Form
32	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12052025	402.86	282	113,607	1,269,014	Form
33	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12052025	402.93	371	149,486	2,102,882	Form
34	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12052025	402.91	139	56,004	1,873,925	Form
35	Moret, Blake D	President and CEO	Family Trust	Sell	12052025	402.90	1,762	709,914	36,160,094	Form
36	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12052025	402.89	30	12,087	2,373,764	Form
37	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12052025	402.90	371	149,476	4,282,015	Form
38	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12052025	402.89	68	27,396	751,388	Form
39	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12052025	402.89	60	24,173	740,107	Form
40	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12052025	402.96	129	51,981	5,688,534	Form
41	Moret, Blake D	President and CEO	Family Trust	Sell	11102025	391.56	61,700	24,159,343	32,841,435	Form
42	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	10312025	365.00	822	300,030	358,795	Form
43	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9122025	350.00	250	87,500	581,700	Form
44	Moret, Blake D	President and CEO	Family Trust	Sell	9122025	350.13	24,400	8,543,196	29,366,537	Form
45	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9082025	345.16	103	35,552	659,946	Form
46	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	9022025	348.08	1,435	499,500	1,318,192	Form
47	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9022025	348.44	365	127,181	589,212	Form
48	Keane, James P		Direct	Sell	8262025	356.06	3,000	1,068,192	3,272,941	Form
49	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	350.08	2,100	735,166	361,632	Form
50	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	355.26	269	95,564	573,029	Form
51	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	6112025	325.35	526	171,134	319,819	Form
52	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	6102025	326.33	250	81,583	492,436	Form
53	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	6102025	326.31	494	161,197	640,874	Form
54	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	6102025	326.31	551	179,796	4,147,704	Form
55	Woods, Isaac	Vice President and Treasurer	Direct	Sell	6102025	326.31	297	96,913	551,783	Form
56	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	6102025	326.32	363	118,454	1,325,832	Form
57	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6102025	326.33	289	94,310	1,042,957	Form
58	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	313.97	223	70,015	1,007,520	Form
59	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	320.02	500	160,008	866,926	Form
60	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5302025	315.02	450	141,758	894,023	Form
61	Miller, John M	VP and Chief IP Counsel	Direct	Sell	5132025	310.02	1,800	558,038	1,776,112	Form
62	Riesterer, Terry L	Vice President and Controller	Direct	Sell	5122025	304.13	2,500	760,321	314,165	Form
63	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	5122025	304.37	1,704	518,651	275,762	Form
64	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	5122025	304.24	939	285,682	299,068	Form
65	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	5122025	304.18	5,200	1,581,724	2,976,987	Form
66	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5092025	295.01	500	147,504	837,236	Form
67	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	5092025	295.01	5,000	1,475,030	2,887,223	Form
68	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	4072025	257.68	293	75,500	495,258	Form
69	Woods, Isaac	Vice President and Treasurer	Direct	Sell	3032025	284.03	876	248,810	300,219	Form
70	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	3032025	285.43	1,231	351,364	1,041,820	Form
71	Miller, John M	VP and Chief IP Counsel	Direct	Sell	3032025	285.43	252	71,928	1,635,228	Form
72	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	3032025	285.43	1,250	356,788	686,459	Form
73	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	3032025	290.14	500	145,070	552,717	Form
74	Riesterer, Terry L	Vice President and Controller	Direct	Sell	2142025	300.21	850	255,179	490,243	Form
75	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	2142025	296.15	202	59,823	772,962	Form

ROK Trade Sentinel

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

null

Diversification Alternatives

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Rockwell Automation (ROK)

Market Price (2/16/2026): $394.1 | Market Cap: $44.3 BilSector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (2/16/2026): $394.1Market Cap: $44.3 BilSector: IndustrialsIndustry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About Rockwell Automation (ROK)

Interactive Breakdown

Better Bets vs. Rockwell Automation (ROK)

INDUSTRY: Electrical Components & Equipment

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 5.2x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 28.7x)

Higher Rev Chg LTM (Value for ROK: 5.8%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.4%)

Higher Op Mgn LTM (Value for ROK: 18.0%)

Higher CFO/Rev LTM (Value for ROK: 16.5%)

Higher FCF/Rev LTM (Value for ROK: 14.4%)

Higher Total Yield (Value for ROK: 3.6%)

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 5.2x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 28.7x)

Higher Rev Chg LTM (Value for ROK: 5.8%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.4%)

Higher Op Mgn LTM (Value for ROK: 18.0%)

Higher CFO/Rev LTM (Value for ROK: 16.5%)

Higher FCF/Rev LTM (Value for ROK: 14.4%)

Higher Total Yield (Value for ROK: 3.6%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 5.2x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 28.7x)

Higher Rev Chg LTM (Value for ROK: 5.8%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.4%)

Higher Op Mgn LTM (Value for ROK: 18.0%)

Higher CFO/Rev LTM (Value for ROK: 16.5%)

Higher FCF/Rev LTM (Value for ROK: 14.4%)

Higher Total Yield (Value for ROK: 3.6%)

Best Bets in Industrials

P/EBIT (Value for ROK: 37.1x)

P/E (Value for ROK: 44.7x)

Rev Chg 3Y Avg (Value for ROK: 3.4%)

Rev Chg LTM (Value for ROK: 5.8%)

Rev Chg Q (Value for ROK: 11.9%)

FCF/Rev 3Y Avg (Value for ROK: 12.9%)

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Market Price (2/16/2026): $394.1 | Market Cap: $44.3 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Market Price (2/16/2026): $394.1
Market Cap: $44.3 Bil
Sector: Industrials
Industry: Electrical Components & Equipment