Tearsheet

Rockwell Automation (ROK)

Market Price (6/17/2026): $467.2 | Market Cap: $52.4 BilSector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (6/17/2026): $467.2
Market Cap: $52.4 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

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

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 15%

Stock buyback support
Stock Buyback 3Y Total is 1.7 Bil

Low stock price volatility
Vol 12M is 29%

Megatrend and thematic drivers
Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Weak multi-year price returns
3Y Excs Rtn is -14%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 39x

Key risks
ROK key risks include [1] its dependence on cyclical industrial capital expenditure, 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 15%
1	Stock buyback support Stock Buyback 3Y Total is 1.7 Bil
2	Low stock price volatility Vol 12M is 29%
3	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.
4	Trading close to highs Dist 52W High is 0.0%, Dist 3Y High is 0.0%
5	Weak multi-year price returns 3Y Excs Rtn is -14%
6	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 39x
7	Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.

Valuation & Metrics

FYE: 9/30	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	6/17/26	2025	2024	2023	2022
Share Price			$467.20	$389.07	$285.79	$310.48	$257.57
Mkt Cap ($ Bil)			52.4	43.7	32.3	35.6	29.6
+ Debt ($ Bil)			4.1	3.8	4.0	3.7	4.4
- Cash ($ Bil)			0.4	0.4	0.5	0.4	0.5
TEV ($ Bil)			56.0	47.5	36.3	39.3	34.0
Valuation Ratios
P/S	5.5	5.8	5.9	5.1	4.0	3.9	3.8
P/EBIT	35.0	36.9	39.3	36.6	26.6	23.2	21.3
P/E	32.0	37.9	48.1	44.3	35.0	29.2	27.5
P/FCF	—	—	39.1	35.4	33.4	31.3	38.2
Sector Ratios (* = sector average)
P/S *			1.9	1.6	1.6	1.4	1.2
P/EBIT *			12.5	12.0	11.9	11.5	9.6
P/E *			17.6	16.9	17.1	15.6	12.9
P/FCF *			13.8	12.7	14.2	11.7	9.1

FYE: 9/30	Forward FYE		Now
	2027	2026	6/17/26
Share Price			$467.20
Mkt Cap ($ Bil)			52.4
+ Debt ($ Bil)			4.1
- Cash ($ Bil)			0.4
TEV ($ Bil)			56.0
Valuation Ratios
P/S	5.5	5.8	5.9
P/EBIT	35.0	36.9	39.3
P/E	32.0	37.9	48.1
P/FCF	—	—	39.1
Sector Ratios (* = sector average)
P/S *			1.9
P/EBIT *			12.5
P/E *			17.6
P/FCF *			13.8

FYE: 9/30	ROK [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$8.8 Bil	—
FY 2026 Sales	$9.0 Bil	—
FY 2027 Sales	$9.5 Bil	—
FY 2026 Sales Growth	1.8%	—
FY 2027 Sales Growth	5.4%	7.8%
EARNINGS
LTM Net Income (GAAP) [3]	$1.1 Bil	—
FY 2026 Net Income (Non-GAAP)	$1.4 Bil	—
FY 2027 Net Income (Non-GAAP)	$1.6 Bil	—
FY 2027 Net Income Growth	18.3%	15.3%
FY 2026 EPS (Non-GAAP)	$12.93	—
FY 2027 EPS (Non-GAAP)	$14.47	—
FY 2027 EPS Growth	11.9%	—
VALUATION
FY 2026 P/S	5.8	3.3
FY 2027 P/S	5.5	—
FY 2026 P/E	37.9	20.6
FY 2027 P/E	32.0	—

[1] ROK forward figures are analyst consensus for the next two fiscal years (fiscal year end 9/30). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 6/30/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	ROK	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	8.8
Rev Chg Q	11.9%	8.8%
Rev Chg LTM	10.5%	7.4%
Rev Chg 3Y Avg	2.2%	5.8%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	1.7
CFO LTM ($ Bil)	1.5
Net Inc LTM ($ Bil)	1.1
Op Mgn LTM	19.0%	18.4%
CFO/Rev LTM	17.4%	21.3%
Net Inc Mgn	12.4%	13.0%
VALUATION	VERY HIGH
P/S	5.9	3.3
P/CFO	34.1	15.2
P/FCF	39.1	19.5
P/E	48.1	24.1
STABILITY	GOOD
Debt/Equity	0.08	0.21
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

Price Chart

Upcoming
8/05/2026	Earnings Release	Rev: $2.0 Bil (E) EPS: $3.37 (E)
8/17/2026	Dividend	Amount: $1.38 Payment On: 9/10/2026

Why The Stock Moved

Qualitative Assessment

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Updated on 6/1/2026

Rockwell Automation (ROK) stock has gained about 15% since 2/28/2026 because of the following key factors:

1. Rockwell Automation reported strong fiscal Q2 2026 earnings that significantly surpassed analyst expectations.

The company announced adjusted EPS of $3.30, which beat the consensus estimate of $2.88 by 14.58%. Additionally, revenue reached $2.24 billion, exceeding analyst projections of $2.16 billion by 3.8%. This positive earnings surprise contributed to the stock's upward movement.

2. The company raised its full-year fiscal 2026 guidance, indicating an optimistic outlook.

Following the strong Q2 performance, Rockwell Automation increased its adjusted EPS guidance range for fiscal year 2026 to $12.50 - $13.10, up from the previous range of $11.40 - $12.20. The company also nudged its full-year reported sales midpoint to approximately $8.9 billion from $8.8 billion. This upward revision in guidance boosted investor confidence.

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Stock Movement Drivers

Fundamental Drivers

The 14.8% change in ROK stock from 2/28/2026 to 6/16/2026 was primarily driven by a 7.5% change in the company's Net Income Margin (%).

(LTM values as of)	2282026	6162026	Change
Stock Price ($)	406.20	466.31	14.8%
Change Contribution By:
Total Revenues ($ Mil)	8,566	8,804	2.8%
Net Income Margin (%)	11.5%	12.4%	7.5%
P/E Multiple	46.3	48.0	3.8%
Shares Outstanding (Mil)	112	112	0.2%
Cumulative Contribution			14.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/16/2026

	Return	Correlation
ROK	14.8%
Market (SPY)	9.7%	62.9%
Sector (XLI)	1.8%	75.2%

Fundamental Drivers

The 18.6% change in ROK stock from 11/30/2025 to 6/16/2026 was primarily driven by a 19.3% change in the company's Net Income Margin (%).

(LTM values as of)	11302025	6162026	Change
Stock Price ($)	393.28	466.31	18.6%
Change Contribution By:
Total Revenues ($ Mil)	8,342	8,804	5.5%
Net Income Margin (%)	10.4%	12.4%	19.3%
P/E Multiple	51.1	48.0	-6.1%
Shares Outstanding (Mil)	112	112	0.3%
Cumulative Contribution			18.6%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/16/2026

	Return	Correlation
ROK	18.6%
Market (SPY)	10.4%	64.5%
Sector (XLI)	17.8%	73.0%

Fundamental Drivers

The 49.9% change in ROK stock from 5/31/2025 to 6/16/2026 was primarily driven by a 23.5% change in the company's P/E Multiple.

(LTM values as of)	5312025	6162026	Change
Stock Price ($)	311.15	466.31	49.9%
Change Contribution By:
Total Revenues ($ Mil)	7,968	8,804	10.5%
Net Income Margin (%)	11.3%	12.4%	9.0%
P/E Multiple	38.9	48.0	23.5%
Shares Outstanding (Mil)	113	112	0.7%
Cumulative Contribution			49.9%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/16/2026

	Return	Correlation
ROK	49.9%
Market (SPY)	28.8%	63.8%
Sector (XLI)	27.6%	71.4%

Fundamental Drivers

The 76.0% change in ROK stock from 5/31/2023 to 6/16/2026 was primarily driven by a 108.5% change in the company's P/E Multiple.

(LTM values as of)	5312023	6162026	Change
Stock Price ($)	264.98	466.31	76.0%
Change Contribution By:
Total Revenues ($ Mil)	8,351	8,804	5.4%
Net Income Margin (%)	15.8%	12.4%	-21.8%
P/E Multiple	23.0	48.0	108.5%
Shares Outstanding (Mil)	115	112	2.4%
Cumulative Contribution			76.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/16/2026

	Return	Correlation
ROK	76.0%
Market (SPY)	86.6%	59.7%
Sector (XLI)	94.2%	67.9%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
ROK Return	41%	-24%	23%	-6%	38%	20%	104%
Peers Return	21%	-1%	28%	26%	11%	15%	145%
S&P 500 Return	27%	-19%	24%	23%	16%	10%	101%
Monthly Win Rates [3]
ROK Win Rate	67%	33%	50%	42%	58%	67%
Peers Win Rate	65%	37%	53%	57%	53%	67%
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%	-17%
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 6/16/2026 (YTD)

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

Compare to EMR, HON, ETN, PH, AME

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.

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

Compare to EMR, HON, ETN, PH, AME

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)

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

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.

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.
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.
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.

Interactive Breakdown

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Better Bets vs. Rockwell Automation (ROK)

INDUSTRY: Electrical Components & Equipment

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

ETN (10.1% | 5.5x)

Eaton

EMR (8.2% | 4.6x)

Emerson Electric

NXT (23.4% | 5.2x)

Nextpower

RRX (6.4% | 2.5x)

Regal Rexnord

AYI (4.1% | 2.0x)

Acuity

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

ETN (10.1% | 30.5x)

Eaton

EMR (8.2% | 22.8x)

Emerson Electric

AME (6.5% | 26.9x)

AMETEK

NXT (23.4% | 26.8x)

Nextpower

RRX (6.4% | 21.8x)

Regal Rexnord

Higher Rev Chg LTM (Value for ROK: 10.5%)

BE (56.5%)

Bloom Energy

NVT (40.3%)

nVent Electric

VRT (29.0%)

Vertiv

WWD (19.0%)

Woodward

ETN (12.7%)

Eaton

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

BE (26.4%)

Bloom Energy

VRT (21.6%)

Vertiv

ETN (10.1%)

Eaton

EMR (8.2%)

Emerson Electric

AME (6.5%)

AMETEK

Higher Op Mgn LTM (Value for ROK: 19.0%)

AME (25.9%)

AMETEK

VICR (21.0%)

Vicor

EMR (20.0%)

Emerson Electric

POWL (19.8%)

Powell Industries

NXT (19.6%)

Nextpower

Higher CFO/Rev LTM (Value for ROK: 17.4%)

VICR (24.5%)

Vicor

AME (24.2%)

AMETEK

VRT (23.8%)

Vertiv

EMR (19.4%)

Emerson Electric

POWL (18.0%)

Powell Industries

Higher FCF/Rev LTM (Value for ROK: 15.2%)

AME (22.4%)

AMETEK

VRT (21.0%)

Vertiv

VICR (18.5%)

Vicor

EMR (17.0%)

Emerson Electric

POWL (17.0%)

Powell Industries

Higher Total Yield (Value for ROK: 3.2%)

HAYW (5.0%)

Hayward

AYI (4.8%)

Acuity

ENS (4.0%)

EnerSys

AME (3.4%)

AMETEK

EMR (3.3%)

Emerson Electric

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

RTX (9.7% | 2.8x)

RTX

BA (10.7% | 1.9x)

Boeing

ETN (10.1% | 5.5x)

Eaton

UBER (16.6% | 2.8x)

Uber Technologies

LMT (4.3% | 1.6x)

Lockheed Martin

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

RTX (9.7% | 25.6x)

RTX

ETN (10.1% | 30.5x)

Eaton

UBER (16.6% | 24.0x)

Uber Technologies

LMT (4.3% | 16.6x)

Lockheed Martin

PH (5.0% | 27.0x)

Parker Hannifin

Higher Rev Chg LTM (Value for ROK: 10.5%)

BA (32.7%)

Boeing

GE (21.8%)

GE Aerospace

ETN (12.7%)

Eaton

CAT (11.8%)

Caterpillar

RTX (10.6%)

RTX

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

GE (16.1%)

GE Aerospace

BA (10.7%)

Boeing

ETN (10.1%)

Eaton

RTX (9.7%)

RTX

CAT (5.0%)

Caterpillar

Higher Op Mgn LTM (Value for ROK: 19.0%)

UNP (40.2%)

Union Pacific

CSX (34.8%)

CSX

ADP (26.5%)

Automatic Data Processing

HWM (26.4%)

Howmet Aerospace

PH (20.9%)

Parker Hannifin

Higher CFO/Rev LTM (Value for ROK: 17.4%)

UNP (38.5%)

Union Pacific

GEV (22.9%)

GE Vernova

PH (19.5%)

Parker Hannifin

UBER (18.9%)

Uber Technologies

GE (18.3%)

GE Aerospace

Higher FCF/Rev LTM (Value for ROK: 15.2%)

UNP (23.1%)

Union Pacific

GEV (19.1%)

GE Vernova

UBER (18.3%)

Uber Technologies

PH (17.5%)

Parker Hannifin

GE (15.4%)

GE Aerospace

Higher Total Yield (Value for ROK: 3.2%)

UNP (6.6%)

Union Pacific

UBER (5.7%)

Uber Technologies

RTX (4.3%)

RTX

DE (4.1%)

Deere

GEV (3.7%)

GE Vernova

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

AMZN (12.3% | 3.6x)

Amazon.com

BRK-B (15.3% | 2.5x)

Berkshire Hathaway

WMT (5.3% | 1.3x)

Walmart

JPM (11.4% | 4.8x)

JPMorgan Chase

JNJ (4.4% | 5.9x)

Johnson & Johnson

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

NVDA (121.7% | 31.0x)

NVIDIA

AAPL (5.6% | 29.8x)

Apple

MSFT (15.3% | 19.6x)

Microsoft

AMZN (12.3% | 30.9x)

Amazon.com

META (22.4% | 17.2x)

Meta Platforms

Higher Rev Chg LTM (Value for ROK: 10.5%)

NVDA (70.7%)

NVIDIA

MSFT (17.9%)

Microsoft

GOOGL (17.5%)

Alphabet

AMZN (14.2%)

Amazon.com

AAPL (12.8%)

Apple

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

NVDA (121.7%)

NVIDIA

MSFT (15.3%)

Microsoft

GOOGL (14.1%)

Alphabet

AMZN (12.3%)

Amazon.com

AAPL (5.6%)

Apple

Higher Op Mgn LTM (Value for ROK: 19.0%)

NVDA (64.0%)

NVIDIA

MSFT (46.8%)

Microsoft

AVGO (44.1%)

Broadcom

GOOGL (32.7%)

Alphabet

AAPL (32.6%)

Apple

Higher CFO/Rev LTM (Value for ROK: 17.4%)

MSFT (53.5%)

Microsoft

NVDA (49.6%)

NVIDIA

GOOGL (41.3%)

Alphabet

AAPL (31.1%)

Apple

AMZN (20.0%)

Amazon.com

Higher FCF/Rev LTM (Value for ROK: 15.2%)

NVDA (47.0%)

NVIDIA

AVGO (43.4%)

Broadcom

AAPL (28.6%)

Apple

MSFT (22.9%)

Microsoft

GOOGL (15.2%)

Alphabet

Higher Total Yield (Value for ROK: 3.2%)

BRK-B (6.8%)

Berkshire Hathaway

MSFT (5.2%)

Microsoft

META (5.0%)

Meta Platforms

GOOGL (3.8%)

Alphabet

AMZN (3.4%)

Amazon.com

Best Bets in Industrials

What You Pay

P/EBIT (Value for ROK: 39.2x)

GATX (8.6x)

GATX

AGX (61.9x)

Argan

CPRT (17.0x)

Copart

PCTY (15.2x)

Paylocity

TDG (17.1x)

TransDigm

PAYC (10.1x)

Paycom Software

STRL (51.9x)

Sterling Infrastructure

WOR (19.2x)

Worthington Enterprises

NXT (26.0x)

Nextpower

HEI (40.4x)

Heico

P/E (Value for ROK: 48.0x)

GATX (18.6x)

GATX

AGX (59.8x)

Argan

CPRT (18.5x)

Copart

PCTY (21.7x)

Paylocity

TDG (36.4x)

TransDigm

PAYC (14.0x)

Paycom Software

STRL (75.8x)

Sterling Infrastructure

WOR (26.3x)

Worthington Enterprises

NXT (31.8x)

Nextpower

HEI (59.3x)

Heico

What You Get

Rev Chg 3Y Avg (Value for ROK: 2.2%)

GATX (13.7%)

GATX

AGX (32.1%)

Argan

CPRT (7.4%)

Copart

PCTY (16.5%)

Paylocity

TDG (17.3%)

TransDigm

PAYC (12.5%)

Paycom Software

STRL (17.7%)

Sterling Infrastructure

WOR (51.4%)

Worthington Enterprises

NXT (23.4%)

Nextpower

HEI (25.9%)

Heico

Rev Chg LTM (Value for ROK: 10.5%)

GATX (16.9%)

GATX

AGX (14.5%)

Argan

CPRT (1.0%)

Copart

PCTY (11.3%)

Paylocity

TDG (13.3%)

TransDigm

PAYC (9.4%)

Paycom Software

STRL (37.0%)

Sterling Infrastructure

WOR (15.0%)

Worthington Enterprises

NXT (20.3%)

Nextpower

HEI (18.8%)

Heico

Rev Chg Q (Value for ROK: 11.9%)

GATX (38.4%)

GATX

AGX (50.2%)

Argan

CPRT (2.1%)

Copart

PCTY (10.5%)

Paylocity

TDG (18.3%)

TransDigm

PAYC (7.8%)

Paycom Software

STRL (91.6%)

Sterling Infrastructure

WOR (24.4%)

Worthington Enterprises

NXT (-4.7%)

Nextpower

HEI (25.3%)

Heico

FCF/Rev 3Y Avg (Value for ROK: 13.4%)

GATX (37.6%)

GATX

AGX (29.2%)

Argan

CPRT (25.0%)

Copart

PCTY (22.7%)

Paylocity

TDG (21.2%)

TransDigm

PAYC (19.1%)

Paycom Software

STRL (19.1%)

Sterling Infrastructure

WOR (18.2%)

Worthington Enterprises

NXT (17.5%)

Nextpower

HEI (17.1%)

Heico

[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 Movers \| Winners: MRNA, COIN, APP \| Losers: BF-B, RCL, ROK	03/05/2026
10	S&P 500 Stocks Trading At 52-Week High	12/04/2025
11	Rockwell Automation Stock Surges 9.6%, With A 6-Day Winning Spree	11/13/2025
12	Stronger Bet Than Rockwell Automation Stock: ETN, EMR Deliver More	11/11/2025
13	Is Eaton a Better Buy Than Rockwell Automation?	11/11/2025

	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 Movers \| Winners: MRNA, COIN, APP \| Losers: BF-B, RCL, ROK
10	S&P 500 Stocks Trading At 52-Week High
11	Rockwell Automation Stock Surges 9.6%, With A 6-Day Winning Spree
12	Stronger Bet Than Rockwell Automation Stock: ETN, EMR Deliver More
13	Is Eaton a Better Buy Than Rockwell Automation?

Trade Ideas

Select ideas related to ROK.

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Peer Comparisons

Peers to compare with:

Financials

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Price	466.31	148.81	229.49	407.71	938.51	231.90	319.81
Mkt Cap	52.3	83.5	145.7	158.3	118.4	53.1	100.9
Rev LTM	8,804	18,316	36,763	28,522	20,987	7,598	19,652
Op Inc LTM	1,669	3,655	6,319	5,181	4,388	1,970	4,022
FCF LTM	1,339	3,115	-	3,776	3,678	1,703	3,115
FCF 3Y Avg	1,152	2,262	-	3,348	3,248	1,677	2,262
CFO LTM	1,535	3,558	-	4,741	4,095	1,836	3,558
CFO 3Y Avg	1,361	2,686	-	4,198	3,658	1,810	2,686

Growth & Margins

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Rev Chg LTM	10.5%	4.0%	6.4%	12.7%	6.0%	9.5%	8.0%
Rev Chg 3Y Avg	2.2%	8.2%	0.9%	10.1%	5.0%	6.5%	5.8%
Rev Chg Q	11.9%	2.9%	2.4%	16.8%	10.6%	11.3%	11.0%
QoQ Delta Rev Chg LTM	2.8%	0.7%	0.6%	3.9%	2.6%	2.7%	2.6%
Op Inc Chg LTM	43.1%	13.3%	-3.4%	7.3%	10.3%	8.4%	9.4%
Op Inc Chg 3Y Avg	5.5%	14.1%	-2.5%	18.0%	16.1%	8.3%	11.2%
Op Mgn LTM	19.0%	20.0%	17.2%	18.2%	20.9%	25.9%	19.5%
Op Mgn 3Y Avg	16.9%	18.2%	18.3%	18.2%	20.0%	25.9%	18.3%
QoQ Delta Op Mgn LTM	0.9%	0.1%	-0.1%	-0.8%	-0.1%	0.1%	0.0%
CFO/Rev LTM	17.4%	19.4%	-	16.6%	19.5%	24.2%	19.4%
CFO/Rev 3Y Avg	15.9%	15.2%	-	16.2%	18.1%	25.6%	16.2%
FCF/Rev LTM	15.2%	17.0%	-	13.2%	17.5%	22.4%	17.0%
FCF/Rev 3Y Avg	13.4%	12.7%	-	12.9%	16.0%	23.7%	13.4%

Valuation

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Cap	52.3	83.5	145.7	158.3	118.4	53.1	100.9
P/S	5.9	4.6	4.0	5.5	5.6	7.0	5.6
P/Op Inc	31.3	22.8	23.1	30.5	27.0	26.9	27.0
P/EBIT	39.2	22.8	24.7	30.6	25.2	27.4	26.3
P/E	48.0	34.1	35.5	39.7	34.0	34.7	35.1
P/CFO	34.1	23.5	-	33.4	28.9	28.9	28.9
Total Yield	3.2%	3.3%	4.4%	2.5%	3.7%	3.4%	3.4%
Dividend Yield	1.2%	0.4%	1.6%	0.0%	0.8%	0.5%	0.7%
FCF Yield 3Y Avg	3.4%	3.4%	-	2.7%	3.8%	3.9%	3.4%
D/E	0.1	0.2	0.3	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	4.2%	11.8%	7.6%	2.1%	8.8%	1.9%	5.9%
3M Rtn	30.9%	12.8%	-0.3%	12.3%	5.3%	7.7%	10.0%
6M Rtn	17.0%	11.9%	17.0%	24.3%	7.8%	15.3%	16.1%
12M Rtn	45.8%	17.5%	11.0%	22.0%	43.0%	30.6%	26.3%
3Y Rtn	55.2%	79.8%	27.9%	121.6%	162.6%	51.6%	67.5%
1M Excs Rtn	2.8%	10.5%	6.2%	0.7%	7.4%	0.5%	4.5%
3M Excs Rtn	19.0%	0.9%	-12.1%	0.5%	-6.5%	-4.1%	-1.8%
6M Excs Rtn	5.8%	-0.3%	9.7%	13.5%	-3.5%	5.3%	5.6%
12M Excs Rtn	23.1%	-5.2%	-14.8%	1.8%	19.1%	6.2%	4.0%
3Y Excs Rtn	-14.2%	12.0%	-43.5%	51.6%	97.4%	-17.4%	-1.1%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

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Financials

Annual
Quarterly

$ Mil \| FY: 9/30	LTM	2025	2024	2023	2022	2021	2020
Period End	3/31/2026	9/30/2025	9/30/2024	9/30/2023	9/30/2022	9/30/2021	9/30/2020
Filing Date	5/5/2026	11/12/2025	11/12/2024	11/8/2023	11/8/2022	11/9/2021	11/10/2020
Key Financials
Total Revenue	8,804	8,342	8,264	9,058	7,760	6,997	6,330
Gross Profit	4,625	4,016	3,851	4,423	3,102	2,898	2,595
EBITDA	1,657	1,398	1,571	1,993	1,436	1,811	1,412
Operating Income	1,669	1,423	1,192	1,693	1,335	1,218	1,115
Net Income	1,089	869	953	1,387	932	1,344	1,023
EPS	9.66	7.69	8.32	12.03	8.02	11.69	8.83
Growth Rates
Total Revenue Growth	10.5%	0.9%	-8.8%	16.7%	10.9%	10.5%	-5.5%
EBITDA Growth	9.1%	-11.0%	-21.2%	38.8%	-20.7%	28.2%	22.7%
Operating Income Growth	43.1%	19.4%	-29.6%	26.8%	9.7%	9.2%	-18.1%
Net Income Growth	20.5%	-8.8%	-31.3%	48.8%	-30.7%	31.4%	47.1%
Margins
Gross Margin	52.5%	48.1%	46.6%	48.8%	40.0%	41.4%	41.0%
EBITDA Margin	18.8%	16.8%	19.0%	22.0%	18.5%	25.9%	22.3%
Operating Income Margin	19.0%	17.1%	14.4%	18.7%	17.2%	17.4%	17.6%
Net Income Margin	12.4%	10.4%	11.5%	15.3%	12.0%	19.2%	16.2%
Cash & Debt
Total Cash	423	468	471	1,072	491	662	705
Total Debt	4,054	3,647	4,085	3,335	4,183	4,385	2,364
Net Debt / (Cash)	3,631	3,179	3,614	2,263	3,692	3,722	1,659
Cash Flows & CapEx
Net Cash from Operations	1,535	1,544	864	1,374	823	1,261	1,120
Total CapEx	-196	-186	-225	-161	-141	-120	-114
Free Cash from Operations	1,339	1,358	639	1,213	682	1,141	1,007
Returns to Shareholders
Dividends	603	591	571	542	519	497	473
Share Repurchases	792	425	595	312	301	300	264

$ Mil \| FY: 9/30	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3
Period End	3/31/2026	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
Filing Date	5/5/2026	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
Key Financials Quarterly
Total Revenue	2,239	2,105	2,316	2,144	2,001	1,881	2,035	2,051	2,126	2,052	2,563	2,239
Ebitda	556	452	185	464	419	330	396	374	431	370	416	568
Operating Income	467	366	458	378	341	246	285	294	332	281	504	414
Net Income	351	305	138	295	248	184	240	232	266	215	302	400
EPS	3.11	2.71	1.23	2.61	2.22	1.62	2.11	2.03	2.32	1.87	2.64	3.47
Key Financials TTM
Total Revenue TTM	8,804	8,566	8,342	8,061	7,968	8,093	8,264	8,792	8,980	9,129	9,058	8,621
Ebitda TTM	1,657	1,520	1,398	1,609	1,519	1,531	1,571	1,591	1,785	1,803	1,993	2,077
Operating Income TTM	1,669	1,543	1,423	1,250	1,166	1,157	1,192	1,411	1,531	1,630	1,693	1,627
Net Income TTM	1,089	986	865	967	904	922	953	1,016	1,184	1,218	1,387	1,423
Growth Rates Quarterly
Total Revenue Growth	11.9%	11.9%	13.8%	4.5%	-5.9%	-8.3%	-20.6%	-8.4%	-6.6%	3.6%	20.5%	13.7%
EBITDA Growth	32.7%	37.0%	-53.3%	24.1%	-2.8%	-10.8%	-4.7%	-34.2%	-4.1%	-33.9%	-16.7%	31.6%
Operating Income Growth	37.0%	48.8%	60.7%	28.6%	2.7%	-12.5%	-43.4%	-29.0%	-23.0%	-18.3%	15.1%	14.9%
Net Income Growth	41.5%	65.8%	-42.5%	27.2%	-6.8%	-14.4%	-20.7%	-42.0%	-11.4%	-44.0%	-10.7%	34.3%
Margins Quarterly
EBITDA Margin	24.8%	21.5%	8.0%	21.6%	20.9%	17.5%	19.5%	18.2%	20.3%	18.0%	16.2%	25.4%
Operating Income Margin	20.9%	17.4%	19.8%	17.6%	17.0%	13.1%	14.0%	14.3%	15.6%	13.7%	19.6%	18.5%
Net Income Margin	15.7%	14.5%	6.0%	13.8%	12.4%	9.8%	11.8%	11.3%	12.5%	10.5%	11.8%	17.9%
Cash & Debt
Total Cash	423	444	468	495	450	471	471	407	470	440	1,072	444
Total Debt	4,054	3,773	3,647	3,875	4,093	4,027	4,085	4,107	4,093	3,744	3,335	4,094
Net Debt / (Cash)	3,631	3,329	3,179	3,380	3,643	3,556	3,614	3,700	3,622	3,304	2,263	3,650
Cash Flows Quarterly
FCF from Operations	320	234	454	527	199	364	432	279	120	33	839	282
Cash Flows TTM
FCF from Operations TTM	1,535	1,414	1,544	1,522	1,274	1,195	864	1,271	1,274	1,341	1,374	934
Returns to Shareholders Quarterly
Dividends	153	156	147	147	148	149	142	142	143	144	135	136
Share Repurchases	446	153	69	124	132	100	118	163	194	120	55	62
Return on Invested Capital (ROIC) Quarterly
ROIC	41.0%	38.8%	27.4%	38.3%	31.1%	23.1%	27.4%	28.8%	31.3%	27.9%	57.8%	38.3%
Return on Invested Capital (ROIC) TTM
ROIC TTM	37.8%	38.7%	36.6%	31.4%	27.5%	28.2%	28.4%	30.5%	33.7%	39.2%	59.5%	37.0%

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

Operating Income by Segment

$ 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	1,930	1,543	1,391

Assets by Segment

$ 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	$466.31
Market Cap ($ Bil)	52.3
First Trading Date	12/31/1981
Distance from 52W High	0.0%
	50 Days	200 Days
DMA Price	$431.46	$389.81
DMA Trend	up	up
Distance from DMA	8.1%	19.6%
	3M	1YR
Volatility	34.9%	29.0%
Downside Capture	131.19	150.06
Upside Capture	172.38	154.14
Correlation (SPY)	63.4%	64.1%

ROK Betas & Captures as of 5/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	3.30	2.21	1.47	1.64	1.49	1.25
Up Beta	4.52	2.20	1.66	1.49	1.57	1.15
Down Beta	1.03	1.40	0.89	1.50	1.35	1.19
Up Capture	301%	209%	153%	197%	190%	230%
Bmk +ve Days	13	28	36	67	141	432
Stock +ve Days	9	21	29	61	131	388
Down Capture	412%	296%	158%	161%	133%	108%
Bmk -ve Days	7	13	27	57	109	318
Stock -ve Days	11	20	34	63	119	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	49.0%	29.0%	1.37	-
Sector ETF (XLI)	27.9%	16.2%	1.33	71.5%
Equity (SPY)	27.2%	12.4%	1.66	63.8%
Gold (GLD)	25.8%	27.4%	0.82	26.1%
Commodities (DBC)	23.3%	18.9%	0.98	-13.3%
Real Estate (VNQ)	13.6%	13.5%	0.69	33.0%
Bitcoin (BTCUSD)	-37.7%	42.4%	-1.00	32.2%

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	12.8%	31.8%	0.43	-
Sector ETF (XLI)	13.3%	17.5%	0.60	69.3%
Equity (SPY)	13.8%	17.1%	0.63	63.7%
Gold (GLD)	17.6%	18.2%	0.78	12.2%
Commodities (DBC)	7.8%	19.4%	0.30	13.1%
Real Estate (VNQ)	2.5%	18.8%	0.04	47.4%
Bitcoin (BTCUSD)	12.1%	54.2%	0.42	25.4%

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	16.9%	31.5%	0.56	-
Sector ETF (XLI)	14.2%	20.0%	0.62	74.4%
Equity (SPY)	15.4%	18.0%	0.73	67.7%
Gold (GLD)	12.8%	16.1%	0.66	4.2%
Commodities (DBC)	6.2%	18.0%	0.27	23.8%
Real Estate (VNQ)	5.6%	20.7%	0.23	49.9%
Bitcoin (BTCUSD)	60.7%	66.8%	1.00	16.2%

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

Short Interest

Short Interest: As Of Date	5292026
Short Interest: Shares Quantity	3.3 Mil
Short Interest: % Change Since 5152026	0.5%
Average Daily Volume	0.7 Mil
Days-to-Cover Short Interest	4.6 days
Basic Shares Quantity	112.1 Mil
Short % of Basic Shares	2.9%

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

Updated 6/8/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
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%
...
SUMMARY STATS
# Positive	8	10	13
# Negative	16	14	11
Median Positive	8.1%	6.8%	5.3%
Median Negative	-4.4%	-3.6%	-5.3%
Max Positive	12.6%	21.9%	27.2%
Max Negative	-17.6%	-18.7%	-13.7%

Collapse to Preview

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
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%
7/28/2020	-2.9%	-3.6%	1.2%
SUMMARY STATS
# Positive	8	10	13
# Negative	16	14	11
Median Positive	8.1%	6.8%	5.3%
Median Negative	-4.4%	-3.6%	-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
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

Collapse to Preview

Report Date	Filing Date	Filing
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
06/30/2019	07/25/2019	10-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: 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%	40.0%	2.0%	Raised	Guidance: 5.0% for 2026
2026 Organic Sales Growth	5.0%	7.0%	9.0%	75.0%	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

Prior: Q1 2026 Earnings Reported 2/5/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Revenue		8.80 Bil
2026 Revenue Growth	2.0%	4.0%	6.0%	0	0	Affirmed	Guidance: 4.0% for 2026
2026 EPS	11.4	11.8	12.2	0.9%		Raised	Guidance: 11.7 for 2026

Insider Activity

Updated 6/4/2026

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042026	460.51	377	173,612	2,043,283	Form
2	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6032026	456.34	218	99,482	2,196,821	Form
3	Miller, John M	VP and Chief IP Counsel	Direct	Sell	5212026	426.02	1,054	449,025	2,392,020	Form
4	Riesterer, Terry L	Vice President and Controller	Direct	Sell	5082026	451.97	4,024	1,818,722	60,564	Form
5	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5062026	449.58	600	269,748	1,994,790	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042026	460.51	377	173,612	2,043,283	Form
2	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6032026	456.34	218	99,482	2,196,821	Form
3	Miller, John M	VP and Chief IP Counsel	Direct	Sell	5212026	426.02	1,054	449,025	2,392,020	Form
4	Riesterer, Terry L	Vice President and Controller	Direct	Sell	5082026	451.97	4,024	1,818,722	60,564	Form
5	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5062026	449.58	600	269,748	1,994,790	Form
6	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	5062026	446.43	2,538	1,133,050	6,353,649	Form
7	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	5062026	447.73	550	246,252	1,237,526	Form
8	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	4132026	395.00	198	78,209	2,465,172	Form
9	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	4092026	387.50	1,250	484,375	671,925	Form
10	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	4032026	359.00	299	107,341	1,071,256	Form
11	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	3032026	398.92	8,932	3,563,146	1,148,089	Form
12	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	2272026	410.01	14,465	5,930,806	5,835,274	Form
13	Woods, Isaac	Vice President and Treasurer	Direct	Sell	2272026	405.69	1,271	515,628	684,394	Form
14	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	2272026	404.61	17,407	7,043,126	1,340,893	Form
15	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	2272026	404.27	12,100	4,891,716	4,932,143	Form
16	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	2272026	409.37	1,985	812,599	1,652,217	Form
17	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	2272026	404.21	1,200	485,050	1,793,474	Form
18	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	2172026	380.14	204	77,548	1,246,097	Form
19	Riesterer, Terry L	Vice President and Controller	Direct	Sell	1052026	392.00	800	313,600	483,728	Form
20	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	12102025	402.02	476	191,361	965,245	Form
21	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.92	229	92,039	1,171,192	Form
22	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	402.48	146	58,762	1,785,789	Form
23	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	401.92	229	92,040	827,157	Form
24	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	402.13	225	90,480	817,939	Form
25	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	402.05	804	323,248	2,355,208	Form
26	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	402.09	612	246,079	5,722,546	Form
27	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	402.07	1,020	410,113	2,420,875	Form
28	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	401.92	92	36,976	2,398,958	Form
29	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	402.02	5,564	2,236,851	38,025,256	Form
30	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	402.06	1,698	682,697	4,905,125	Form
31	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	402.03	1,387	557,613	1,814,756	Form
32	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	12102025	402.81	1,289	519,218	827,768	Form
33	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	400.91	70	28,064	1,837,368	Form
34	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	12102025	401.01	294	117,896	669,680	Form
35	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.02	231	92,637	1,066,725	Form
36	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	401.02	359	143,967	1,672,261	Form
37	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	400.98	61	24,460	723,373	Form
38	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	400.89	61	24,454	711,974	Form
39	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	400.97	162	64,957	1,799,959	Form
40	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	400.96	480	192,463	5,467,956	Form
41	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	400.99	351	140,747	1,952,017	Form
42	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	400.92	25	10,023	2,352,122	Form
43	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	401.00	1,667	668,465	35,320,774	Form
44	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	400.96	351	140,738	4,120,705	Form
45	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	400.85	267	107,027	1,155,649	Form
46	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	12052025	403.45	2,370	956,169	792,370	Form
47	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12052025	402.86	184	74,127	1,164,674	Form
48	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12052025	402.92	295	118,860	1,824,806	Form
49	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12052025	402.86	282	113,607	1,269,014	Form
50	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12052025	402.93	371	149,486	2,102,882	Form
51	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12052025	402.91	139	56,004	1,873,925	Form
52	Moret, Blake D	President and CEO	Family Trust	Sell	12052025	402.90	1,762	709,914	36,160,094	Form
53	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12052025	402.89	30	12,087	2,373,764	Form
54	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12052025	402.90	371	149,476	4,282,015	Form
55	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12052025	402.89	68	27,396	751,388	Form
56	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12052025	402.89	60	24,173	740,107	Form
57	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12052025	402.96	129	51,981	5,688,534	Form
58	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	12052025	402.22	1,164	468,189	1,743,241	Form
59	Moret, Blake D	President and CEO	Family Trust	Sell	11102025	391.56	61,700	24,159,343	32,841,435	Form
60	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	10312025	365.00	822	300,030	358,795	Form
61	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9122025	350.00	250	87,500	581,700	Form
62	Moret, Blake D	President and CEO	Family Trust	Sell	9122025	350.13	24,400	8,543,196	29,366,537	Form
63	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9082025	345.16	103	35,552	659,946	Form
64	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	9022025	348.08	1,435	499,500	1,318,192	Form
65	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9022025	348.44	365	127,181	589,212	Form
66	Keane, James P		Direct	Sell	8262025	356.06	3,000	1,068,192	3,272,941	Form
67	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	355.26	269	95,564	573,029	Form
68	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	350.08	2,100	735,166	361,632	Form
69	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	6112025	325.35	526	171,134	319,819	Form
70	Bulho, Matheus DE A G Viera	SVP Software and Control	Direct	Sell	6102025	326.33	250	81,583	492,436	Form
71	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	6102025	326.31	494	161,197	640,874	Form
72	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	6102025	326.31	551	179,796	4,147,704	Form
73	Woods, Isaac	Vice President and Treasurer	Direct	Sell	6102025	326.31	297	96,913	551,783	Form
74	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	6102025	326.32	363	118,454	1,325,832	Form
75	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6102025	326.33	289	94,310	1,042,957	Form
76	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	320.02	500	160,008	866,926	Form
77	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	313.97	223	70,015	1,007,520	Form

ROK Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.

INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

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

Diversification Alternatives

How Is The Market Pricing ROK?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What ROK Makes & Who Pays

TTM figures based on

ROK Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Industry Resources

Industrials Resources

IndustryWeek

Manufacturing.net

Aviation Week

Electrical Components & Equipment Resources

EC&M (Electrical Construction & Maintenance)

Electrical Contracting News (ECN)

EE Times

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

Prefer one of these to Trefis? Tell us why.

Core Cache Last Updated: 6/16/2026

Rockwell Automation (ROK)

Market Price (6/17/2026): $467.2 | Market Cap: $52.4 BilSector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (6/17/2026): $467.2Market Cap: $52.4 BilSector: IndustrialsIndustry: Electrical Components & Equipment

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

Valuation & Metrics

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

In The Past

Preserve Wealth

Asset Allocation

About Rockwell Automation (ROK)

Rockwell Automation (ROK) Business Overview

Overall Addressable Markets

Addressable Markets by Segment

Intelligent Devices Segment

Software & Control Segment

Lifecycle Services Segment

Share Repurchases

Share Issuance

Outbound Investments

Capital Expenditures

Interactive Breakdown

Better Bets vs. Rockwell Automation (ROK)

INDUSTRY: Electrical Components & Equipment

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

Higher Rev Chg LTM (Value for ROK: 10.5%)

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

Higher Op Mgn LTM (Value for ROK: 19.0%)

Higher CFO/Rev LTM (Value for ROK: 17.4%)

Higher FCF/Rev LTM (Value for ROK: 15.2%)

Higher Total Yield (Value for ROK: 3.2%)

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

Higher Rev Chg LTM (Value for ROK: 10.5%)

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

Higher Op Mgn LTM (Value for ROK: 19.0%)

Higher CFO/Rev LTM (Value for ROK: 17.4%)

Higher FCF/Rev LTM (Value for ROK: 15.2%)

Higher Total Yield (Value for ROK: 3.2%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 2.2% | 5.9x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 2.2% | 31.3x)

Higher Rev Chg LTM (Value for ROK: 10.5%)

Higher Rev Chg 3Y Avg (Value for ROK: 2.2%)

Higher Op Mgn LTM (Value for ROK: 19.0%)

Higher CFO/Rev LTM (Value for ROK: 17.4%)

Higher FCF/Rev LTM (Value for ROK: 15.2%)

Higher Total Yield (Value for ROK: 3.2%)

Best Bets in Industrials

P/EBIT (Value for ROK: 39.2x)

P/E (Value for ROK: 48.0x)

Rev Chg 3Y Avg (Value for ROK: 2.2%)

Rev Chg LTM (Value for ROK: 10.5%)

Rev Chg Q (Value for ROK: 11.9%)

FCF/Rev 3Y Avg (Value for ROK: 13.4%)

Latest Trefis Analyses

Trade Ideas

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Market Price (6/17/2026): $467.2
Market Cap: $52.4 Bil
Sector: Industrials
Industry: Electrical Components & Equipment