Rockwell Automation (ROK)
Market Price (5/14/2026): $451.4 | Market Cap: $50.6 BilSector: Industrials | Industry: Electrical Components & Equipment
Rockwell Automation (ROK)
Market Price (5/14/2026): $451.4Market Cap: $50.6 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% Stock buyback supportStock Buyback 3Y Total is 1.7 Bil Low stock price volatilityVol 12M is 28% Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. | Trading close to highsDist 52W High is -0.9%, Dist 3Y High is -0.9% Weak multi-year price returns3Y Excs Rtn is -9.5% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 38x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x Key risksROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Stock buyback supportStock Buyback 3Y Total is 1.7 Bil |
| Low stock price volatilityVol 12M is 28% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more. |
| Trading close to highsDist 52W High is -0.9%, Dist 3Y High is -0.9% |
| Weak multi-year price returns3Y Excs Rtn is -9.5% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 38x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x |
| Key risksROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Rockwell Automation reported strong earnings beats for both Q1 and Q2 fiscal year 2026 and significantly raised its full-year guidance. The company's Q1 2026 adjusted EPS of $2.75 exceeded analysts' consensus by $0.29. For Q2 2026, adjusted EPS reached $3.30, surpassing estimates by $0.38 to $0.42. Following these results, Rockwell Automation updated its FY 2026 adjusted EPS guidance to a range of $12.50 to $13.10, with a midpoint of $12.80, a substantial increase from its previous guidance and above the consensus estimate of $12.14 to $12.15.
2. The company experienced robust organic sales growth driven by strong demand in key segments and high-growth end markets. Rockwell Automation reported a 9% year-over-year organic sales growth in Q2 2026. This growth was particularly fueled by a more than doubling of revenue from data centers and over 30% growth in e-commerce and warehouse automation in Q2. The Software & Control segment saw sales increase 20% (17% organic), while the Intelligent Devices segment grew 13% (9% organic) during the second quarter.
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Stock Movement Drivers
Fundamental Drivers
The 8.3% change in ROK stock from 1/31/2026 to 5/13/2026 was primarily driven by a 19.3% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 5132026 | Change |
|---|---|---|---|
| Stock Price ($) | 420.19 | 454.99 | 8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,342 | 8,804 | 5.5% |
| Net Income Margin (%) | 10.4% | 12.4% | 19.3% |
| P/E Multiple | 54.6 | 46.8 | -14.2% |
| Shares Outstanding (Mil) | 112 | 112 | 0.3% |
| Cumulative Contribution | 8.3% |
Market Drivers
1/31/2026 to 5/13/2026| Return | Correlation | |
|---|---|---|
| ROK | 8.3% | |
| Market (SPY) | 7.6% | 59.6% |
| Sector (XLI) | 5.2% | 68.0% |
Fundamental Drivers
The 24.4% change in ROK stock from 10/31/2025 to 5/13/2026 was primarily driven by a 10.1% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5132026 | Change |
|---|---|---|---|
| Stock Price ($) | 365.74 | 454.99 | 24.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,061 | 8,804 | 9.2% |
| Net Income Margin (%) | 12.0% | 12.4% | 3.1% |
| P/E Multiple | 42.6 | 46.8 | 10.1% |
| Shares Outstanding (Mil) | 112 | 112 | 0.4% |
| Cumulative Contribution | 24.4% |
Market Drivers
10/31/2025 to 5/13/2026| Return | Correlation | |
|---|---|---|
| ROK | 24.4% | |
| Market (SPY) | 9.5% | 63.4% |
| Sector (XLI) | 12.7% | 70.4% |
Fundamental Drivers
The 86.5% change in ROK stock from 4/30/2025 to 5/13/2026 was primarily driven by a 56.7% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5132026 | Change |
|---|---|---|---|
| Stock Price ($) | 243.94 | 454.99 | 86.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,093 | 8,804 | 8.8% |
| Net Income Margin (%) | 11.4% | 12.4% | 8.6% |
| P/E Multiple | 29.9 | 46.8 | 56.7% |
| Shares Outstanding (Mil) | 113 | 112 | 0.8% |
| Cumulative Contribution | 86.5% |
Market Drivers
4/30/2025 to 5/13/2026| Return | Correlation | |
|---|---|---|
| ROK | 86.5% | |
| Market (SPY) | 35.4% | 58.0% |
| Sector (XLI) | 34.1% | 65.1% |
Fundamental Drivers
The 69.0% change in ROK stock from 4/30/2023 to 5/13/2026 was primarily driven by a 100.2% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5132026 | Change |
|---|---|---|---|
| Stock Price ($) | 269.21 | 454.99 | 69.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,351 | 8,804 | 5.4% |
| Net Income Margin (%) | 15.8% | 12.4% | -21.8% |
| P/E Multiple | 23.4 | 46.8 | 100.2% |
| Shares Outstanding (Mil) | 115 | 112 | 2.4% |
| Cumulative Contribution | 69.0% |
Market Drivers
4/30/2023 to 5/13/2026| Return | Correlation | |
|---|---|---|
| ROK | 69.0% | |
| Market (SPY) | 85.5% | 59.4% |
| Sector (XLI) | 81.6% | 67.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ROK Return | 41% | -24% | 23% | -6% | 38% | 17% | 99% |
| Peers Return | 21% | -1% | 28% | 26% | 11% | 11% | 137% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| ROK Win Rate | 67% | 33% | 50% | 42% | 58% | 60% | |
| Peers Win Rate | 65% | 37% | 53% | 57% | 53% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| ROK Max Drawdown | -4% | -45% | 0% | -19% | -23% | -10% | |
| Peers Max Drawdown | -6% | -23% | -8% | -5% | -20% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[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 5/13/2026 (YTD)
How Low Can It Go
| Event | ROK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -26.8% | -18.8% |
| % Gain to Breakeven | 36.7% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.6% | -9.5% |
| % Gain to Breakeven | 30.9% | 10.5% |
| Time to Breakeven | 595 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.2% | -24.5% |
| % Gain to Breakeven | 76.1% | 32.4% |
| Time to Breakeven | 378 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.8% | -33.7% |
| % Gain to Breakeven | 66.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.9% | -19.2% |
| % Gain to Breakeven | 33.2% | 23.7% |
| Time to Breakeven | 114 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -22.8% | -12.2% |
| % Gain to Breakeven | 29.5% | 13.9% |
| Time to Breakeven | 84 days | 62 days |
In The Past
Rockwell Automation's stock fell -26.8% during the 2025 US Tariff Shock. Such a loss loss requires a 36.7% gain to breakeven.
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| Event | ROK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -26.8% | -18.8% |
| % Gain to Breakeven | 36.7% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.6% | -9.5% |
| % Gain to Breakeven | 30.9% | 10.5% |
| Time to Breakeven | 595 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -43.2% | -24.5% |
| % Gain to Breakeven | 76.1% | 32.4% |
| Time to Breakeven | 378 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.8% | -33.7% |
| % Gain to Breakeven | 66.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.9% | -19.2% |
| % Gain to Breakeven | 33.2% | 23.7% |
| Time to Breakeven | 114 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -22.8% | -12.2% |
| % Gain to Breakeven | 29.5% | 13.9% |
| Time to Breakeven | 84 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -20.8% | -6.8% |
| % Gain to Breakeven | 26.2% | 7.3% |
| Time to Breakeven | 57 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.5% | -17.9% |
| % Gain to Breakeven | 60.0% | 21.8% |
| Time to Breakeven | 139 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -21.5% | -15.4% |
| % Gain to Breakeven | 27.4% | 18.2% |
| Time to Breakeven | 89 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -74.5% | -53.4% |
| % Gain to Breakeven | 292.3% | 114.4% |
| Time to Breakeven | 627 days | 1085 days |
In The Past
Rockwell Automation's stock fell -26.8% during the 2025 US Tariff Shock. Such a loss loss requires a 36.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Rockwell Automation (ROK)
AI Analysis | Feedback
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.
AI Analysis | Feedback
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.
AI Analysis | Feedback
The key risks to Rockwell Automation's business are its dependence on economic cycles, intense competitive pressures, and a currently high valuation.
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Dependence on Economic Cycles: Rockwell Automation's performance is closely tied to industrial production cycles and the capital expenditures of its clients. Economic downturns or reduced industrial activity can lead to decreased demand for the company's products and services, directly impacting its revenue and profitability.
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Competitive Pressures: The industrial automation sector is highly competitive, with numerous players constantly vying for market share. Rockwell Automation faces competition from established players like Siemens, ABB, and Schneider Electric, as well as new entrants. This intense competition can lead to price wars and put pressure on Rockwell's profit margins, requiring continuous innovation and differentiation to maintain its market position.
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High Valuation: Several recent analyses indicate that Rockwell Automation's stock is trading at a premium or "stretched" valuation, characterized by a high Price-to-Earnings (P/E) ratio compared to industry peers and historical averages. This high valuation suggests that the market is pricing in significant future growth, leaving limited room for error. If the company fails to meet these high growth expectations or if the broader industrial recovery falters, there is a risk of a significant stock price correction.
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The aggressive expansion of hyperscale cloud providers (e.g., AWS, Microsoft Azure, Google Cloud) into the industrial operational technology (OT) and Industrial Internet of Things (IIoT) space presents an emerging threat. These providers are developing and offering comprehensive cloud-native and edge computing platforms for industrial data collection, analytics, control, and digital twins. This offers a fundamentally different technology stack and business model compared to traditional proprietary industrial automation solutions, potentially enabling customers to bypass or reduce their reliance on Rockwell's established software, control systems, and digital transformation services by integrating devices directly with cloud-based platforms.
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Rockwell Automation operates in several significant addressable markets within industrial automation and digital transformation. The size of these markets varies by product or service category and region.Overall Addressable Markets
- Industrial Automation and Control Systems: The global market size for industrial automation and control systems was estimated at approximately USD 228.88 billion in 2025 and is projected to grow to about USD 576.99 billion by 2034. Another estimate places the global market at USD 272.51 billion in 2025, expected to reach USD 632.12 billion by 2034. Europe held a significant market share of 32.99% in 2025, valued at USD 89.9 billion.
- Digital Transformation Solutions: The global digital transformation market was valued at an estimated USD 1,070.43 billion in 2024 and is projected to reach USD 4,617.78 billion by 2030. Another source indicates a global market size of USD 1.49 trillion in 2025, anticipated to reach USD 12.53 trillion by 2035. North America dominated this global market with over a 43.0% revenue share in 2024.
Addressable Markets by Segment
Intelligent Devices Segment
- Industrial Sensors: The global industrial sensor market was valued at USD 27.13 billion in 2024 and is expected to reach USD 56.48 billion by 2032. North America captured 38.73% of the industrial sensors market revenue in 2025.
- Industrial Safety: The global industrial safety market was valued at USD 7.2 billion in 2024 and is projected to grow to USD 12.3 billion by 2032. North America held approximately 30% of the total revenue in 2024 and 40% of the market share in 2024.
- Motion Control: The global motion control market was valued at USD 20.3 billion in 2023 and is estimated to reach USD 33.4 billion by 2032. The Asia Pacific region surpassed 45% revenue share of the motion control industry in 2023 and held the largest market share in 2024, valued at USD 6.78 billion.
- Industrial Drives (AC, DC, Servo): The global AC drives market size was valued at USD 17 billion in 2024. The global servo motors and drives market is currently valued at approximately USD 18.6 billion and is anticipated to reach USD 31.9 billion by 2032. The integrated drive systems market size was USD 35.14 billion in 2025 and is projected to reach USD 49.39 billion by 2030.
Software & Control Segment
- Industrial Software: The global industrial software market reached USD 146 billion in 2023 and is forecasted to reach USD 355 billion by 2030. Another estimate places the global market at USD 56.7 billion in 2024, expected to reach USD 134.0 billion by 2032. North America held the dominant share in the global industrial software market in 2023 and accounted for 34.3% of the revenue share in 2024.
- Digital Twin and Simulation Software: The global digital twin market size was estimated at USD 35.82 billion in 2025 and is projected to reach USD 328.51 billion by 2033. The global AI-powered simulation and digital twins market was valued at USD 31.3671 billion in 2024. North America dominated the AI-powered Simulation & Digital Twins Market in 2024, capturing over 35.4% of the market with revenues reaching USD 1.3 billion.
- Industrial Networking and Security Infrastructure Solutions: The global industrial networking solutions market size was valued at USD 26.5 billion in 2023 and is estimated to reach USD 85.8 billion by 2032. The global industrial cyber security solutions and services market was valued at USD 22.15 billion in 2025 and is projected to reach USD 56.93 billion by 2035. North America is expected to account for 42.2% of the industrial networking solutions market share in 2025.
Lifecycle Services Segment
- Industrial Maintenance Services: The global industrial maintenance services market size was estimated at USD 141.55 billion in 2024 and is projected to reach USD 199.45 billion by 2033. The Asia Pacific region dominated this market with the largest revenue share of 49.9% in 2024. The U.S. industrial maintenance services market size was USD 34.00 billion in 2025 and is expected to reach USD 50.49 billion by 2033.
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Rockwell Automation (ROK) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Expansion in High-Growth End Markets: The company anticipates continued strong demand from sectors like e-commerce and warehouse automation, fueled by labor shortages, the need for network modernization, and increased focus on sustainability and cybersecurity. Additionally, the proliferation of AI-driven data centers is boosting demand for Rockwell's industrial-grade controls in power and advanced cooling solutions.
- Growth in Software & Control Segment and Digital Transformation Solutions: The Software & Control segment is a primary driver of both sales and earnings growth. Rockwell Automation is focusing on high-margin recurring revenue, cloud-native software, digital services, edge computing, and leveraging AI for production system design and optimization, with Annual Recurring Revenue (ARR) expected to grow.
- Continued Realization of Pricing Power and Differentiated Portfolio: Rockwell Automation has demonstrated its ability to implement price increases and effectively manage costs, contributing to revenue quality. The company's differentiated portfolio across its Intelligent Devices, Software & Control, and Lifecycle Services segments, catering to diverse end markets, positions it for sustained growth.
- Strategic Investments in U.S. Manufacturing and Digital Infrastructure: Rockwell Automation is committing significant capital investments over the next five years to enhance its U.S. manufacturing capabilities, talent, and digital infrastructure. These investments are aimed at boosting productivity and margins, thereby enabling future revenue expansion by strengthening its operational foundation and technological offerings.
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Share Repurchases
- Rockwell Automation's Board of Directors authorized an additional $1 billion for common stock repurchase on September 5, 2024. This was in addition to a May 2, 2022 authorization of $1 billion, of which approximately $353 million remained as of September 5, 2024.
- Over the five years leading up to September 5, 2024, Rockwell Automation returned almost $4.7 billion to shareholders through dividends and share repurchases.
- In fiscal year 2025, Rockwell Automation repurchased approximately 1.5 million shares of its common stock at a total cost of $419 million.
Share Issuance
- The number of outstanding shares for Rockwell Automation generally trended downwards, from 116 million in September 2021 to 112.4 million at the end of 2025, indicating net share repurchases rather than significant share issuances.
Outbound Investments
- On September 5, 2023, Rockwell Automation signed an agreement to acquire Clearpath Robotics Inc., a leader in autonomous robotics for industrial applications (OTTO Motors Division).
- Rockwell Automation acquired Verve Industrial Protection, an industrial security management and monitoring platform, in October 2023.
- In June 2021, Rockwell Automation acquired Plex Systems for $2.22 billion.
Capital Expenditures
- Rockwell Automation's capital expenditures for fiscal year 2025 were $158.4 million, following a peak of $202.1 million in fiscal year 2024.
- The company expects capital expenditures in 2026 to be approximately $270 million, with plans to increase investments in plant and digital infrastructure.
- Over the next five years, Rockwell Automation plans to invest more than $2 billion in capital expenditures within the United States, focusing on upgrading facilities, digital infrastructure, and workforce development.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 319.18 |
| Mkt Cap | 94.3 |
| Rev LTM | 19,652 |
| Op Inc LTM | 4,022 |
| FCF LTM | 3,115 |
| FCF 3Y Avg | 2,262 |
| CFO LTM | 3,558 |
| CFO 3Y Avg | 2,686 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.0% |
| Rev Chg 3Y Avg | 5.8% |
| Rev Chg Q | 11.0% |
| QoQ Delta Rev Chg LTM | 2.6% |
| Op Inc Chg LTM | 9.4% |
| Op Inc Chg 3Y Avg | 11.2% |
| Op Mgn LTM | 19.5% |
| Op Mgn 3Y Avg | 18.3% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 19.4% |
| CFO/Rev 3Y Avg | 16.2% |
| FCF/Rev LTM | 17.0% |
| FCF/Rev 3Y Avg | 13.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 94.3 |
| P/S | 5.4 |
| P/Op Inc | 26.1 |
| P/EBIT | 25.5 |
| P/E | 34.2 |
| P/CFO | 28.9 |
| Total Yield | 3.5% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 3.4% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -3.0% |
| 3M Rtn | -5.6% |
| 6M Rtn | 10.1% |
| 12M Rtn | 26.8% |
| 3Y Rtn | 75.5% |
| 1M Excs Rtn | -9.8% |
| 3M Excs Rtn | -12.9% |
| 6M Excs Rtn | 1.2% |
| 12M Excs Rtn | 1.4% |
| 3Y Excs Rtn | -7.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| 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 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| 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 |
| $ 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
| Market Price | $454.99 | |
| Market Cap ($ Bil) | 51.1 | |
| First Trading Date | 12/31/1981 | |
| Distance from 52W High | -0.9% | |
| 50 Days | 200 Days | |
| DMA Price | $391.30 | $378.10 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 16.3% | 20.3% |
| 3M | 1YR | |
| Volatility | 38.1% | 27.7% |
| Downside Capture | 150.75 | 139.79 |
| Upside Capture | 153.33 | 147.12 |
| Correlation (SPY) | 59.0% | 62.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.26 | 1.12 | 1.32 | 1.43 | 1.32 | 1.23 |
| Up Beta | 1.41 | 1.48 | 1.25 | 1.36 | 1.11 | 1.14 |
| Down Beta | 1.39 | 1.22 | 2.01 | 1.45 | 1.41 | 1.21 |
| Up Capture | 119% | 79% | 107% | 169% | 188% | 201% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 20 | 30 | 65 | 138 | 391 |
| Down Capture | 49% | 106% | 126% | 131% | 119% | 107% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 23 | 34 | 60 | 114 | 361 |
[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 | 54.4% | 27.7% | 1.55 | - |
| Sector ETF (XLI) | 25.5% | 15.3% | 1.28 | 69.7% |
| Equity (SPY) | 28.9% | 12.0% | 1.82 | 62.7% |
| Gold (GLD) | 44.6% | 26.8% | 1.35 | 19.5% |
| Commodities (DBC) | 47.8% | 18.6% | 1.96 | -12.8% |
| Real Estate (VNQ) | 11.3% | 13.5% | 0.55 | 36.4% |
| Bitcoin (BTCUSD) | -21.3% | 41.7% | -0.46 | 31.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROK | |
|---|---|---|---|---|
| ROK | 13.1% | 31.6% | 0.44 | - |
| Sector ETF (XLI) | 12.5% | 17.4% | 0.56 | 68.9% |
| Equity (SPY) | 13.7% | 17.1% | 0.63 | 63.6% |
| Gold (GLD) | 20.4% | 17.9% | 0.93 | 10.7% |
| Commodities (DBC) | 11.1% | 19.4% | 0.46 | 13.8% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 48.2% |
| Bitcoin (BTCUSD) | 7.5% | 55.9% | 0.35 | 25.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROK | |
|---|---|---|---|---|
| ROK | 17.4% | 31.3% | 0.58 | - |
| Sector ETF (XLI) | 14.1% | 20.0% | 0.62 | 74.3% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 67.7% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 3.2% |
| Commodities (DBC) | 8.3% | 17.9% | 0.38 | 24.4% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 50.2% |
| Bitcoin (BTCUSD) | 68.2% | 66.9% | 1.07 | 16.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/5/2026 | 8.9% | 14.1% | |
| 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 | 12 |
| # Negative | 16 | 14 | 11 |
| Median Positive | 8.1% | 6.8% | 5.1% |
| 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 |
Recent Forward Guidance [BETA]
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
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 | 5082026 | 451.97 | 4,024 | 1,818,722 | 60,564 | Form |
| 2 | Fordenwalt, Matthew W | SVP Lifecycle Services | Direct | Sell | 5062026 | 449.58 | 600 | 269,748 | 1,994,790 | Form |
| 3 | Nardecchia, Christopher | SVP, Chief Information Officer | Direct | Sell | 5062026 | 446.43 | 2,538 | 1,133,050 | 6,353,649 | Form |
| 4 | Genereux, Scott | Sr.VP, Chief Revenue Officer | Direct | Sell | 5062026 | 447.73 | 550 | 246,252 | 1,237,526 | Form |
| 5 | Perducat, Cyril | SVP, Chief Technology Officer | Direct | Sell | 4132026 | 395.00 | 198 | 78,209 | 2,465,172 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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