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Rockwell Automation (ROK)

Market Price (9/18/2025): $344.59 | Market Cap: $38.8 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (9/18/2025): $344.59
Market Cap: $38.8 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%		 Trading close to highs
Dist 52W High is -3.5%, Dist 3Y High is -3.5%		 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.3%
1 Low stock price volatility
Vol 12M is 34%		 Weak multi-year price returns
2Y Excs Rtn is -23%, 3Y Excs Rtn is -19%		 
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%
1 Low stock price volatility
Vol 12M is 34%
2 Trading close to highs
Dist 52W High is -3.5%, Dist 3Y High is -3.5%
3 Weak multi-year price returns
2Y Excs Rtn is -23%, 3Y Excs Rtn is -19%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.3%

Market Valuation

 9/18/252024202320222021
Share Price CYE$344.59$282.23$300.98$245.43$324.82
Market Cap CYE ($ Bil)38.831.934.528.237.7
Total Debt ($ Bil)3.94.13.34.24.4
Total Cash ($ Bil)0.50.51.10.50.7
Enterprise Value ($ Bil)42.136.037.832.442.1
Valuation Ratios     
P/S TTM4.83.93.93.95.8
P/EBIT TTM30.126.020.424.925.0
P/E TTM39.934.225.732.030.1
Sector Ratios     
P/S TTM (Sector)1.71.41.41.11.6
P/EBIT TTM (Sector)11.310.210.08.312.1
P/E TTM (Sector)16.613.713.911.215.6
 9/18/2520242023
Share Price CYE$344.59$282.23$300.98
Market Cap CYE ($ Bil)38.831.934.5
Total Debt ($ Bil)3.94.13.3
Total Cash ($ Bil)0.50.51.1
Enterprise Value ($ Bil)42.136.037.8
Valuation Ratios   
P/S TTM4.83.93.9
P/EBIT TTM30.126.020.4
P/E TTM39.934.225.7
Sector Ratios   
P/S TTM (Sector)1.71.41.4
P/EBIT TTM (Sector)11.310.210.0
P/E TTM (Sector)16.613.713.9

Market Cap Chart

Business Description

Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
ROK Return26%41%-24%23%-6%22%89%
Peers Return13%-2%-25%17%8%19%25%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: HON, QS, ENVX, ETN, EMR. See ROK Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)

Better Bets than Rockwell Automation (ROK)

 ROKBetter Performance than ROK
MetricValueIndustry (Electrical Components & Equipm)
Rev Chg LTM-8.3%ETN (7.7%), EMR (4.8%), VRT (26.3%), AME (3.0%), BE (22.7%)
Rev Chg 3Y Avg3.2%ETN (9.5%), EMR (24.9%), VRT (20.7%), AME (6.2%), BE (18.8%)
Op Mgn LTM15.5%ETN (18.8%), EMR (18.8%), VRT (17.4%), AME (26.2%), NVT (16.2%)
CFO/Rev LTM18.9%AME (26.5%), NXT (19.9%), VICR (27.8%), ESP (46.7%), ADN (3687.0%)
FCF/Rev LTM16.4%AME (24.7%), NXT (18.5%), VICR (22.9%), ESP (39.8%), ADN (3613.9%)
Total Yield4.0%NVT (4.2%), AYI (4.0%), NXT (5.4%), ENS (9.3%), POWL (5.2%)
 ROKBetter Performance than ROK
MetricValueAll Other Sectors
Rev Chg LTM-8.3%NVDA (71.6%), MSFT (14.9%), AAPL (6.0%), GOOGL (13.1%), AMZN (10.9%)
Rev Chg 3Y Avg3.2%NVDA (92.0%), MSFT (12.5%), GOOGL (10.2%), AMZN (11.3%), META (13.0%)
Op Mgn LTM15.5%NVDA (58.1%), MSFT (45.6%), AAPL (31.9%), GOOGL (32.7%), META (42.9%)
CFO/Rev LTM18.9%NVDA (46.6%), MSFT (48.3%), AAPL (26.6%), GOOGL (36.0%), META (56.4%)
FCF/Rev LTM16.4%NVDA (43.6%), MSFT (25.4%), AAPL (23.5%), GOOGL (18.0%), META (30.7%)
Total Yield4.0%GOOGL (4.1%), BRK-B (5.9%), JPM (6.5%), XOM (9.7%), JNJ (8.1%)

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1Rockwell Automation Earnings Notes  
2Rockwell Automation vs Apple: Which Is A Better Investment?Counter-Intuitive Comparisons 
3Rockwell Automation vs Honeywell International: Which Is A Better Investment?Counter-Intuitive Comparisons 
4Rockwell Automation vs Eaton: Which Is A Better Investment?Counter-Intuitive Comparisons 
5Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From MSFT, GOOGL   
6Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From RTX, ETN   
7Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From ETN, EMR   
8ROK Drops 5.0% in a Day, But Does ETN Offer Better Fundamentals?Counter-Intuitive Comparisons 
9ROK Dip Buy Analysis  
10ROK YTD Stock Return Of 14% Outperforms ENVX by 35% and Outperforms CAE by 7.1%Return 
11ARTICLES  
12ROK’s 5.0% Decline in a Day Brings Valuations Into Focus – Is ETN a Better Deal? August 7th, 2025
13Mid Cap Stocks Trading At 52-Week High July 16th, 2025
147/6/2025 35 Mid Cap Stocks Trading Near 52W High July 7th, 2025
15Pick Honeywell Over Rockwell? September 10th, 2024
16Mixed Earnings Trend Could Take Rockwell Automation Stock To As Low As $255 July 14th, 2021
Title
0DASHBOARDS
1ROK’s 5.0% Decline in a Day Brings Valuations Into Focus – Is ETN a Better Deal?
2Mid Cap Stocks Trading At 52-Week High
37/6/2025 35 Mid Cap Stocks Trading Near 52W High
4Pick Honeywell Over Rockwell?
5Mixed Earnings Trend Could Take Rockwell Automation Stock To As Low As $255
6ARTICLES
7Rockwell Automation Earnings Notes
8Rockwell Automation vs Apple: Which Is A Better Investment?
9Rockwell Automation vs Honeywell International: Which Is A Better Investment?
10Rockwell Automation vs Eaton: Which Is A Better Investment?
11Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From MSFT, GOOGL 
12Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From RTX, ETN 
13Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From ETN, EMR 
14ROK Drops 5.0% in a Day, But Does ETN Offer Better Fundamentals?
15ROK Dip Buy Analysis
16ROK YTD Stock Return Of 14% Outperforms ENVX by 35% and Outperforms CAE by 7.1%

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1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1ECDAECD Automotive Design3347.2%307.9%
2BDSXBiodesix1090.6%-79.7%
3CLSDClearside Biomedical987.7%-74.7%
4ATHAAthira Pharma892.1%544.3%
5SDOTSadot690.6%-79.9%
6ATCHAtlasClear684.9%-83.1%
7HSDTHelius Medical Technologies232.1%-95.5%
8CHEKCheck-Cap222.2%134.4%
9APLMApollomics197.8%89.1%
10SPRCSciSparc147.0%1141.7%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1CURXCuranex Pharmaceuticals-80.5%148.4%
2ATYRaTyr Pharma-80.4%-71.7%
3NAKAKindly MD-70.2% 
4BNGOBionano Genomics-64.0%-89.8%
5XAGELongevity Health-57.6%-86.1%
6FAASDigiAsia-55.4%-88.0%
7ASSTStrive-54.5%650.3%
8VCIGVCI Global-51.0%-98.9%
9REXREX American Resources-50.7%44.3%
10RBNERobin Energy-42.6% 

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Rockwell Automation

Financials

ROKHONQSENVXETNEMRMedian
NameRockwell.Honeywel.QuantumS.Enovix Eaton Emerson . 
Mkt Price344.66211.6810.269.31363.35131.00171.34
Mkt Cap38.8134.95.81.9141.873.656.2
Rev LTM8,06139,99002725,99017,77912,920
Op Inc LTM1,2497,921-506-1664,8933,3392,294
FCF LTM1,3204,968-317-1403,2752,7412,031
FCF 3Y Avg1,0554,873-336-1573,0002,0431,549
CFO LTM1,5226,194-274-894,0623,1722,347
CFO 3Y Avg1,2435,934-252-993,7532,4251,834

Growth & Margins

ROKHONQSENVXETNEMRMedian
NameRockwell.Honeywel.QuantumS.Enovix Eaton Emerson . 
Rev Chg LTM-8.3%7.1%-60.0%7.7%4.8%7.1%
Rev Chg 3Y Avg3.2%5.1%-436.9%9.5%24.9%9.5%
Rev Chg Q4.5%8.1%-98.2%10.7%3.9%8.1%
QoQ Delta Rev Chg LTM1.2%2.0%-16.2%2.7%1.0%2.0%
Op Mgn LTM15.5%19.8%--625.6%18.8%18.8%18.8%
Op Mgn 3Y Avg16.4%19.7%--5,961.8%17.4%17.5%17.4%
QoQ Delta Op Mgn LTM0.9%-0.0%-131.1%-0.3%0.5%0.5%
CFO/Rev LTM18.9%15.5%--336.1%15.6%17.8%15.6%
CFO/Rev 3Y Avg14.7%15.7%--2,970.9%15.6%14.7%14.7%
FCF/Rev LTM16.4%12.4%--524.6%12.6%15.4%12.6%
FCF/Rev 3Y Avg12.5%12.9%--4,279.7%12.5%12.4%12.5%

Valuation

ROKHONQSENVXETNEMRMedian
NameRockwell.Honeywel.QuantumS.Enovix Eaton Emerson . 
Mkt Cap38.8134.95.81.9141.873.656.2
P/S4.83.4-71.75.54.14.8
P/EBIT30.116.2-12.5-16.128.922.919.6
P/E40.023.6-12.4-14.936.127.825.7
P/CFO25.521.8-21.0-21.334.923.222.5
Total Yield4.0%6.4%-8.0%-6.7%3.0%4.0%3.5%
Dividend Yield1.5%2.2%0.0%0.0%0.3%0.4%0.3%
FCF Yield 3Y Avg3.0%3.4%-10.6%-6.1%2.7%3.3%2.9%
D/E0.10.30.00.10.10.20.1
Net D/E0.10.2-0.1-0.00.10.20.1

Returns

ROKHONQSENVXETNEMRMedian
NameRockwell.Honeywel.QuantumS.Enovix Eaton Emerson . 
1M Rtn0.5%-2.2%16.6%-8.5%2.8%-0.6%-0.0%
3M Rtn7.5%-4.1%134.2%9.5%8.8%2.2%8.2%
6M Rtn33.6%2.5%128.5%14.5%24.1%17.5%20.8%
12M Rtn33.2%5.8%71.0%0.6%18.1%28.2%23.1%
3Y Rtn53.4%27.8%-9.3%-57.2%175.0%79.0%40.6%
1M Excs Rtn-1.8%-4.5%14.2%-10.8%0.4%-3.0%-2.4%
3M Excs Rtn-2.3%-14.4%132.2%-0.0%-0.1%-7.1%-1.2%
6M Excs Rtn17.0%-15.6%117.2%0.6%8.3%0.5%4.4%
12M Excs Rtn16.0%-11.5%55.1%-21.3%3.0%13.2%8.1%
3Y Excs Rtn-18.6%-42.5%-71.5%-118.8%97.0%3.1%-30.6%

Financials

$ Mil | FY: 9/302025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/6/20255/7/20252/10/202511/12/20248/7/20245/7/20241/31/202411/8/20238/1/20234/27/20231/26/202311/8/2022
Key Financials Quarterly            
Total Revenue2,1442,0011,8812,0352,0512,1262,0522,5632,2392,2751,9812,126
Ebitda464419330396374431370417568449560499
Operating Income378341246284294332281504414326344438
Net Income295252184240232266215303400300384339
EPS2.612.221.622.112.032.321.872.643.472.603.332.92
Key Financials TTM            
Total Revenue TTM8,0617,9688,0938,2648,7928,9809,1299,0588,6218,3517,8847,760
Ebitda TTM1,6091,5191,5311,5711,5921,7861,8041,9942,0771,9401,6241,436
Operating Income TTM1,2491,1651,1561,1911,4111,5311,5251,5881,5221,4681,3781,335
Net Income TTM9709089229521,0161,1841,2181,3871,4231,3211,075932
Growth Rates Quarterly            
Total Revenue Growth4.5%-5.9%-8.3%-20.6%-8.4%-6.6%3.6%20.5%13.7%25.8%6.7%17.6%
EBITDA Growth24.1%-2.8%-10.8%-5.0%-34.2%-4.1%-33.9%-16.5%31.6%236.1%50.9%489.4%
Operating Income Growth28.6%2.7%-12.5%-43.7%-29.0%1.9%-18.3%15.1%14.9%38.3%14.1%60.8%
Net Income Growth27.2%-5.3%-14.4%-20.9%-42.0%-11.4%-44.0%-10.6%34.3%457.1%59.0%423.8%
Margins Quarterly            
EBITDA Margin21.6%20.9%17.5%19.5%18.2%20.3%18.0%16.3%25.4%19.7%28.3%23.5%
Operating Income Margin17.6%17.0%13.1%13.9%14.3%15.6%13.7%19.7%18.5%14.3%17.4%20.6%
Net Income Margin13.8%12.6%9.8%11.8%11.3%12.5%10.5%11.8%17.9%13.2%19.4%15.9%
Cash & Debt            
Total Cash4954504714714074704401,072444456460491
Total Debt3,8754,0934,0274,0854,1074,0933,7443,3354,0944,3294,3714,183
Net Debt / (Cash)3,3803,6433,5563,6143,7003,6223,3042,2633,6503,8733,9113,692
Cash Flows Quarterly            
FCF from Operations5271993644322791203384028218766399
Cash Flows TTM            
FCF from Operations TTM1,5221,2741,1958641,2721,2741,3411,375934998901823
Returns to Shareholders Quarterly            
Dividends147148149142142143144136136136136129
Share Repurchases12413210011816319412054623815783
Return on Invested Capital (ROIC) Quarterly            
ROIC38.3%31.1%23.1%27.3%28.8%31.3%27.9%57.7%38.3%28.2%28.5%39.3%
Return on Invested Capital (ROIC) TTM            
ROIC TTM31.4%27.5%28.2%28.4%30.5%33.7%36.7%55.7%34.6%31.5%29.6%31.0%

Price Behavior

ROK Betas & Captures as of 8/31/2025

 1M2M3M6M1Y3Y
Beta1.261.271.201.131.111.21
Up Beta1.861.751.710.991.041.12
Down Beta1.331.111.601.261.111.18
Up Capture72%85%86%141%140%217%
Bmk +ve Days10223571142415
Stock +ve Days9213670125393
Down Capture141%132%90%111%109%105%
Bmk -ve Days11192754106334
Stock -ve Days12212756124357

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity2,217,961
Short Interest: % Change Since 8152025-5.0%
Average Daily Volume860,095
Days-to-Cover Short Interest2.58
Basic Shares Quantity112,500,000
Short % of Basic Shares2.0%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/6/2025-5.0%-1.4%-0.8%
5/7/202511.9%21.9%27.2%
2/10/202512.6%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%
...
SUMMARY STATS   
# Positive81013
# Negative161411
Median Positive8.5%4.6%5.3%
Median Negative-3.4%-3.1%-4.9%
Max Positive12.6%21.9%27.2%
Max Negative-17.6%-18.7%-12.7%

SEC Filings

Expand for More

Report DateFiling DateFiling
6302025806202510-Q 6/30/2025
3312025507202510-Q 3/31/2025
12312024210202510-Q 12/31/2024
93020241112202410-K 9/30/2024
6302024807202410-Q 6/30/2024
3312024507202410-Q 3/31/2024
12312023131202410-Q 12/31/2023
93020231108202310-K 9/30/2023
6302023801202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022126202310-Q 12/31/2022
93020221108202210-K 9/30/2022
6302022727202210-Q 6/30/2022
3312022503202210-Q 3/31/2022
12312021127202210-Q 12/31/2021
93020211109202110-K 9/30/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0KEANE JAMES P 8262025Sell356.052,795995,1603,345,802Form
1Bulho Matheus De A G VieraSVP Software and Control6112025Sell325.35526171,134319,819Form
2Buttermore Robert L.SVP,Chief Supply Chain Officer5122025Sell304.371,704518,651275,762Form
3Bulho Matheus De A G VieraSVP Software and Control5122025Sell304.24939285,682299,068Form
4Myers Tessa M.SVP, Intelligent Devices3032025Sell285.431,231351,3641,041,820Form

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