Tearsheet

Rockwell Automation (ROK)

Market Price (3/23/2026): $360.3 | Market Cap: $40.5 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (3/23/2026): $360.3
Market Cap: $40.5 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

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

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%	Weak multi-year price returns 3Y Excs Rtn is -32%	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x
1	Low stock price volatility Vol 12M is 32%		Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.
2	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
1	Low stock price volatility Vol 12M is 32%
2	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.
3	Weak multi-year price returns 3Y Excs Rtn is -32%
4	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 33x
5	Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.

Valuation, Metrics & Events

	3/23/26	2025	2024	2023	2022
Share Price CYE	$360.30	$389.07	$285.79	$310.48	$257.57
Market Cap CYE ($ Bil)	40.5	43.7	32.3	35.6	29.6
Total Debt ($ Bil)	3.8	3.8	4.0	3.7	4.4
Total Cash ($ Bil)	0.4	0.4	0.5	0.4	0.5
Enterprise Value ($ Bil)	43.8	47.5	36.3	39.3	34.0
Valuation Ratios
P/S TTM	4.7	5.1	4.0	3.9	3.8
P/EBIT TTM	33.9	36.6	26.6	23.2	21.3
P/E TTM	40.9	44.1	35.0	29.2	27.5
P/FCF TTM	32.8	35.4	33.4	31.3	38.2
Sector Ratios
P/S TTM (Sector)	1.6	1.7	1.6	1.4	1.2
P/EBIT TTM (Sector)	10.9	11.5	11.4	10.9	9.0
P/E TTM (Sector)	14.6	15.4	15.2	15.1	12.0
P/FCF TTM (Sector)	11.4	11.6	12.5	10.7	8.2

	3/23/26	2025	2024
Share Price CYE	$360.30	$389.07	$285.79
Market Cap CYE ($ Bil)	40.5	43.7	32.3
Total Debt ($ Bil)	3.8	3.8	4.0
Total Cash ($ Bil)	0.4	0.4	0.5
Enterprise Value ($ Bil)	43.8	47.5	36.3
Valuation Ratios
P/S TTM	4.7	5.1	4.0
P/EBIT TTM	33.9	36.6	26.6
P/E TTM	40.9	44.1	35.0
P/FCF TTM	32.8	35.4	33.4
Sector Ratios
P/S TTM (Sector)	1.6	1.7	1.6
P/EBIT TTM (Sector)	10.9	11.5	11.4
P/E TTM (Sector)	14.6	15.4	15.2
P/FCF TTM (Sector)	11.4	11.6	12.5

	ROK	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	8.6
Rev Chg Q	11.9%	7.3%
Rev Chg LTM	5.8%	6.6%
Rev Chg 3Y Avg	3.4%	5.7%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	1.5
CFO LTM ($ Bil)	1.4
Net Inc LTM ($ Bil)	1.0
Op Mgn LTM	18.0%	18.7%
CFO/Rev LTM	16.5%	20.9%
Net Inc Mgn	11.6%	12.8%
VALUATION	HIGH
P/S	4.7	3.1
P/CFO	28.6	14.9
P/FCF	32.8	19.3
P/E	40.9	23.4
STABILITY	GOOD
Debt/Equity	0.09	0.22
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

Upcoming
5/06/2026	Earnings Release	Rev: $2.0 Bil (E) EPS: $2.88 (E)

Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Rockwell Automation (ROK) stock has lost about 10% since 11/30/2025 because of the following key factors:

1. Decline in Free Cash Flow in Q1 Fiscal 2026.

Despite strong earnings, Rockwell Automation reported a notable decrease in free cash flow, which fell to $170 million in the first quarter of fiscal 2026, a significant reduction from $293 million in the same period of the prior fiscal year.

2. Conservative Fiscal Year 2026 Guidance.

Following the release of better-than-expected Q1 fiscal 2026 results on February 5, 2026, which saw earnings per share of $2.75 against an estimated $2.46, the stock experienced a pre-market decline of 4.71%. This reaction was likely influenced by the company's reaffirmed and slightly updated fiscal 2026 diluted EPS guidance range of $10.75 to $11.55, which may have been perceived as conservative by investors relative to the strong quarterly performance and positive demand commentary.

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Stock Movement Drivers

Fundamental Drivers

The -10.0% change in ROK stock from 11/30/2025 to 3/22/2026 was primarily driven by a -21.1% change in the company's P/E Multiple.

(LTM values as of)	11302025	3222026	Change
Stock Price ($)	394.49	355.11	-10.0%
Change Contribution By:
Total Revenues ($ Mil)	8,342	8,566	2.7%
Net Income Margin (%)	10.4%	11.6%	10.9%
P/E Multiple	51.0	40.3	-21.1%
Shares Outstanding (Mil)	112	112	0.1%
Cumulative Contribution			-10.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/22/2026

	Return	Correlation
ROK	-10.0%
Market (SPY)	-4.8%	62.8%
Sector (XLI)	5.2%	70.3%

Fundamental Drivers

The 4.1% change in ROK stock from 8/31/2025 to 3/22/2026 was primarily driven by a 6.3% change in the company's Total Revenues ($ Mil).

(LTM values as of)	8312025	3222026	Change
Stock Price ($)	340.99	355.11	4.1%
Change Contribution By:
Total Revenues ($ Mil)	8,061	8,566	6.3%
Net Income Margin (%)	12.0%	11.6%	-4.1%
P/E Multiple	39.5	40.3	2.0%
Shares Outstanding (Mil)	112	112	0.2%
Cumulative Contribution			4.1%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/22/2026

	Return	Correlation
ROK	4.1%
Market (SPY)	1.1%	64.7%
Sector (XLI)	6.8%	69.6%

Fundamental Drivers

The 25.6% change in ROK stock from 2/28/2025 to 3/22/2026 was primarily driven by a 16.2% change in the company's P/E Multiple.

(LTM values as of)	2282025	3222026	Change
Stock Price ($)	282.81	355.11	25.6%
Change Contribution By:
Total Revenues ($ Mil)	8,093	8,566	5.8%
Net Income Margin (%)	11.4%	11.6%	1.4%
P/E Multiple	34.7	40.3	16.2%
Shares Outstanding (Mil)	113	112	0.6%
Cumulative Contribution			25.6%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/22/2026

	Return	Correlation
ROK	25.6%
Market (SPY)	10.4%	71.6%
Sector (XLI)	19.8%	74.9%

Fundamental Drivers

The 26.8% change in ROK stock from 2/28/2023 to 3/22/2026 was primarily driven by a 34.6% change in the company's P/E Multiple.

(LTM values as of)	2282023	3222026	Change
Stock Price ($)	280.15	355.11	26.8%
Change Contribution By:
Total Revenues ($ Mil)	7,884	8,566	8.6%
Net Income Margin (%)	13.6%	11.6%	-15.2%
P/E Multiple	29.9	40.3	34.6%
Shares Outstanding (Mil)	115	112	2.2%
Cumulative Contribution			26.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/22/2026

	Return	Correlation
ROK	26.8%
Market (SPY)	70.3%	60.1%
Sector (XLI)	67.1%	68.3%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
ROK Return	41%	-24%	23%	-6%	38%	-8%	56%
Peers Return	21%	-1%	28%	26%	11%	7%	128%
S&P 500 Return	27%	-19%	24%	23%	16%	-3%	76%
Monthly Win Rates [3]
ROK Win Rate	67%	33%	50%	42%	58%	33%
Peers Win Rate	65%	37%	53%	57%	53%	67%
S&P 500 Win Rate	75%	42%	67%	75%	67%	33%
Max Drawdowns [4]
ROK Max Drawdown	-4%	-45%	0%	-19%	-23%	-8%
Peers Max Drawdown	-6%	-23%	-8%	-5%	-20%	-0%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-3%

[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 3/20/2026 (YTD)

How Low Can It Go

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

Compare to EMR, HON, ETN, PH, AME

In The Past

Rockwell Automation's stock fell -45.6% during the 2022 Inflation Shock from a high on 12/15/2021. A -45.6% loss requires a 83.9% gain to breakeven.

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About Rockwell Automation (ROK)

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

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

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Here are 1-2 brief analogies 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

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AYI (4.1% | 13.3x)

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AMETEK

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

AME (25.8%)

AMETEK

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

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AMETEK

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EMR (16.6%)

Emerson Electric

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

VICR (26.3%)

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Higher Total Yield (Value for ROK: 4.0%)

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nVent Electric

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 4.7x)

RTX (9.9% | 3.0x)

RTX

UBER (17.7% | 2.9x)

Uber Technologies

BA (12.3% | 1.7x)

Boeing

LMT (4.4% | 1.9x)

Lockheed Martin

NOC (4.7% | 2.4x)

Northrop Grumman

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 25.8x)

LMT (4.4% | 18.7x)

Lockheed Martin

NOC (4.7% | 23.6x)

Northrop Grumman

GD (10.1% | 17.4x)

General Dynamics

WM (8.6% | 20.2x)

Waste Management

TT (10.1% | 22.9x)

Trane Technologies

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

BA (34.5%)

Boeing

GE (18.5%)

GE Aerospace

UBER (18.3%)

Uber Technologies

RTX (9.7%)

RTX

GEV (9.0%)

GE Vernova

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

GE (18.3%)

GE Aerospace

UBER (17.7%)

Uber Technologies

BA (12.3%)

Boeing

RTX (9.9%)

RTX

CAT (4.6%)

Caterpillar

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

UNP (40.2%)

Union Pacific

PH (21.0%)

Parker Hannifin

ETN (19.0%)

Eaton

GE (18.9%)

GE Aerospace

VRT (18.5%)

Vertiv

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

UBER (19.4%)

Uber Technologies

GE (18.6%)

GE Aerospace

CAT (17.4%)

Caterpillar

HON (17.1%)

Honeywell International

DE (16.8%)

Deere

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

UNP (22.4%)

Union Pacific

UBER (18.8%)

Uber Technologies

PH (16.3%)

Parker Hannifin

GE (15.8%)

GE Aerospace

HON (14.5%)

Honeywell International

Higher Total Yield (Value for ROK: 4.0%)

UNP (7.5%)

Union Pacific

UBER (6.6%)

Uber Technologies

HON (5.5%)

Honeywell International

LMT (5.1%)

Lockheed Martin

DE (4.3%)

Deere

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 4.7x)

AMZN (11.7% | 3.1x)

Amazon.com

BRK-B (27.0% | 2.5x)

Berkshire Hathaway

WMT (5.3% | 1.3x)

Walmart

JPM (12.8% | 4.3x)

JPMorgan Chase

COST (6.9% | 1.5x)

Costco Wholesale

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 25.8x)

MSFT (14.4% | 19.9x)

Microsoft

META (19.9% | 18.0x)

Meta Platforms

V (11.1% | 20.8x)

Visa

MU (45.3% | 16.9x)

Micron Technology

MA (13.8% | 22.8x)

Mastercard

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

NVDA (65.5%)

NVIDIA

MSFT (16.7%)

Microsoft

GOOGL (15.1%)

Alphabet

AMZN (12.4%)

Amazon.com

AAPL (10.1%)

Apple

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

NVDA (101.8%)

NVIDIA

MSFT (14.4%)

Microsoft

GOOGL (12.5%)

Alphabet

AMZN (11.7%)

Amazon.com

AAPL (4.1%)

Apple

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

NVDA (60.4%)

NVIDIA

MSFT (46.7%)

Microsoft

META (41.4%)

Meta Platforms

AAPL (32.4%)

Apple

GOOGL (32.0%)

Alphabet

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

MSFT (52.5%)

Microsoft

NVDA (47.6%)

NVIDIA

GOOGL (40.9%)

Alphabet

AAPL (31.1%)

Apple

AMZN (19.5%)

Amazon.com

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

NVDA (44.8%)

NVIDIA

AAPL (28.3%)

Apple

MSFT (25.3%)

Microsoft

META (22.9%)

Meta Platforms

GOOGL (18.2%)

Alphabet

Higher Total Yield (Value for ROK: 4.0%)

JPM (7.3%)

JPMorgan Chase

XOM (6.8%)

Exxon Mobil

BRK-B (6.5%)

Berkshire Hathaway

MSFT (5.1%)

Microsoft

META (4.4%)

Meta Platforms

Best Bets in Industrials

What You Pay

P/EBIT (Value for ROK: 33.4x)

GATX (8.7x)

GATX

PAYX (14.4x)

Paychex

AGX (54.7x)

Argan

TDG (16.1x)

TransDigm

PCTY (18.0x)

Paylocity

WOR (16.2x)

Worthington Enterprises

STRL (28.8x)

Sterling Infrastructure

PAYC (11.0x)

Paycom Software

CSW (24.7x)

CSW Industrials

POWL (27.8x)

Powell Industries

P/E (Value for ROK: 40.3x)

GATX (17.5x)

GATX

PAYX (20.8x)

Paychex

AGX (54.6x)

Argan

TDG (33.8x)

TransDigm

PCTY (25.5x)

Paylocity

WOR (22.1x)

Worthington Enterprises

STRL (42.5x)

Sterling Infrastructure

PAYC (15.1x)

Paycom Software

CSW (33.8x)

CSW Industrials

POWL (33.3x)

Powell Industries

What You Get

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

GATX (11.0%)

GATX

PAYX (7.9%)

Paychex

AGX (26.9%)

Argan

TDG (17.5%)

TransDigm

PCTY (19.0%)

Paylocity

WOR (-6.3%)

Worthington Enterprises

STRL (12.1%)

Sterling Infrastructure

PAYC (14.4%)

Paycom Software

CSW (11.0%)

CSW Industrials

POWL (27.3%)

Powell Industries

Rev Chg LTM (Value for ROK: 5.8%)

GATX (9.8%)

GATX

PAYX (12.4%)

Paychex

AGX (13.5%)

Argan

TDG (11.7%)

TransDigm

PCTY (12.1%)

Paylocity

WOR (7.4%)

Worthington Enterprises

STRL (17.7%)

Sterling Infrastructure

PAYC (8.9%)

Paycom Software

CSW (16.9%)

CSW Industrials

POWL (5.1%)

Powell Industries

Rev Chg Q (Value for ROK: 11.9%)

GATX (8.6%)

GATX

PAYX (18.3%)

Paychex

AGX (-2.3%)

Argan

TDG (13.9%)

TransDigm

PCTY (10.4%)

Paylocity

WOR (19.5%)

Worthington Enterprises

STRL (51.5%)

Sterling Infrastructure

PAYC (10.2%)

Paycom Software

CSW (20.3%)

CSW Industrials

POWL (4.0%)

Powell Industries

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

GATX (37.4%)

GATX

PAYX (32.6%)

Paychex

AGX (24.5%)

Argan

TDG (22.1%)

TransDigm

PCTY (21.7%)

Paylocity

WOR (20.9%)

Worthington Enterprises

STRL (18.4%)

Sterling Infrastructure

PAYC (18.2%)

Paycom Software

CSW (18.0%)

CSW Industrials

POWL (17.7%)

Powell Industries

[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.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
EFX_2272026_Monopoly_xInd_xCD_Getting_Cheaper	02272026	EFX	Equifax	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	0.0%	0.0%	0.0%
LZ_2202026_Dip_Buyer_High_CFO_Margins_ExInd_DE	02202026	LZ	LegalZoom.com	Dip Buy	DB \| CFO/Rev \| Low D/EDip Buy with High Cash Flow Margins Buying dips for companies with significant cash flows from operations and reasonable debt / market cap	7.2%	7.2%	-5.0%
ADP_2132026_Dip_Buyer_ValueBuy	02132026	ADP	Automatic Data Processing	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	1.1%	1.1%	-3.0%
TREX_2132026_Dip_Buyer_ValueBuy	02132026	TREX	Trex	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	-3.2%	-3.2%	-5.9%
PCTY_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE	02132026	PCTY	Paylocity	Dip Buy	DB \| CFO/Rev \| Low D/EDip Buy with High Cash Flow Margins Buying dips for companies with significant cash flows from operations and reasonable debt / market cap	-0.6%	-0.6%	-4.8%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
PL	Planet Labs PBC	10.5	25.5%	71.6%
GTN-A	Gray Media	1.3	24.4%	8.6%
LBTYB	Liberty Global	4.8	16.7%	19.9%
SEDG	SolarEdge Technologies	3.1	13.3%	79.3%
FMCC	Federal Home Loan Mortgage	15.8	10.7%	-51.9%
VG	Venture Global	38.5	10.6%	132.1%
URG	Ur-Energy	0.5	9.8%	4.3%
SCHL	Scholastic	0.9	8.8%	26.4%
FNMA	Federal National Mortgage Association Fannie Mae	31.1	8.6%	-50.6%
SM	SM Energy	3.4	8.3%	62.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
BCPC	Balchem	0.8	-85.7%	-84.7%
SMCI	Super Micro Computer	12.3	-33.3%	-29.9%
VNDA	Vanda Pharmaceuticals	0.4	-16.9%	-19.3%
TE	T1 Energy	1.1	-14.4%	-1.2%
AAOI	Applied Optoelectronics	5.5	-14.1%	151.1%
VICR	Vicor	7.4	-13.5%	50.1%
VST	Vistra	49.5	-12.8%	-9.4%
RCAT	Red Cat	1.3	-12.5%	67.1%
AEBI	Aebi Schmidt	0.8	-12.3%	-21.5%
FLOC	Flowco	0.6	-11.3%	16.2%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
RHLD	Resolute Management	1.4	44.9%	-22.0%
BW	Babcock & Wilcox Enterprises	1.6	44.4%	139.4%
SEDG	SolarEdge Technologies	3.1	38.2%	79.3%
PL	Planet Labs PBC	10.5	36.5%	71.6%
DSGR	Distribution Solutions	1.2	35.0%	-4.9%
NEXT	NextDecade	1.9	27.0%	39.1%
HTFL	HeartFlow	1.3	27.0%	-10.7%
GLNG	Golar LNG	5.4	22.7%	42.3%
ANDG	Andersen	3.0	22.2%	7.6%
KOS	Kosmos Energy	1.4	21.9%	213.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
BCPC	Balchem	0.8	-86.1%	-84.7%
SMCI	Super Micro Computer	12.3	-33.2%	-29.9%
MVST	Microvast	0.5	-28.3%	-42.9%
USAS	Americas Gold And Silver	1.5	-26.9%	5.3%
AEBI	Aebi Schmidt	0.8	-25.8%	-21.5%
NG	Novagold Resources	3.2	-25.6%	-16.8%
IDR	Idaho Strategic Resources	0.4	-23.6%	-33.7%
IAUX	i-80 Gold	1.0	-23.5%	-13.0%
SCZM	Santacruz Silver Mining	0.6	-23.5%	-42.2%
ELE	Elemental Royalty	0.4	-23.5%	0.9%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
AXTI	AXT	2.4	127.8%	231.7%
CRCL	Circle Internet	29.0	103.5%	58.9%
LWLG	Lightwave Logic	0.9	96.8%	109.0%
AAOI	Applied Optoelectronics	5.5	86.3%	151.1%
SOC	Sable Offshore	1.6	82.3%	80.5%
DAWN	Day One Biopharmaceuticals	2.2	77.6%	130.0%
AMPX	Amprius Technologies	2.3	75.8%	130.7%
ACLX	Arcellx	6.5	72.5%	76.0%
BW	Babcock & Wilcox Enterprises	1.6	62.5%	139.4%
KOS	Kosmos Energy	1.4	60.5%	213.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
BCPC	Balchem	0.8	-86.6%	-84.7%
MNKD	MannKind	0.8	-55.3%	-56.4%
EOSE	Eos Energy Enterprises	1.4	-54.7%	-54.7%
GRAL	GRAIL	1.7	-53.9%	-45.3%
CWH	Camping World	0.4	-48.9%	-37.0%
VITL	Vital Farms	0.6	-47.3%	-54.6%
FWRD	Forward Air	0.5	-44.3%	-38.1%
GO	Grocery Outlet	0.6	-43.2%	-42.7%
FULC	Fulcrum Therapeutics	0.4	-42.3%	-40.1%
ERII	Energy Recovery	0.5	-41.1%	-29.9%

Peer Comparisons

Peers to compare with:

Financials

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Price	355.11	128.15	221.50	356.80	894.41	209.37	288.31
Mkt Cap	39.9	72.0	140.7	138.6	112.9	48.1	92.4
Rev LTM	8,566	18,186	37,442	27,448	20,461	7,401	19,324
Op Inc LTM	1,543	3,613	6,567	5,210	4,293	1,910	3,953
FCF LTM	1,235	2,575	5,422	3,553	3,339	1,672	2,957
FCF 3Y Avg	1,113	2,032	5,082	3,313	3,165	1,657	2,599
CFO LTM	1,414	3,020	6,408	4,472	3,741	1,802	3,380
CFO 3Y Avg	1,317	2,449	5,948	4,141	3,569	1,789	3,009

Growth & Margins

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Rev Chg LTM	5.8%	3.6%	7.8%	10.3%	2.8%	6.6%	6.2%
Rev Chg 3Y Avg	3.4%	9.1%	2.0%	9.8%	6.2%	6.4%	6.3%
Rev Chg Q	11.9%	4.1%	8.8%	13.1%	9.1%	13.4%	10.5%
QoQ Delta Rev Chg LTM	2.7%	0.9%	1.5%	3.1%	2.2%	3.3%	2.4%
Op Mgn LTM	18.0%	19.9%	17.5%	19.0%	21.0%	25.8%	19.4%
Op Mgn 3Y Avg	16.7%	18.0%	18.4%	18.1%	19.7%	25.8%	18.3%
QoQ Delta Op Mgn LTM	1.0%	0.3%	-0.6%	0.0%	0.3%	-0.3%	0.1%
CFO/Rev LTM	16.5%	16.6%	17.1%	16.3%	18.3%	24.3%	16.9%
CFO/Rev 3Y Avg	15.3%	13.9%	17.0%	16.4%	17.8%	25.7%	16.7%
FCF/Rev LTM	14.4%	14.2%	14.5%	12.9%	16.3%	22.6%	14.4%
FCF/Rev 3Y Avg	12.9%	11.5%	14.5%	13.1%	15.8%	23.8%	13.8%

Valuation

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Cap	39.9	72.0	140.7	138.6	112.9	48.1	92.4
P/S	4.7	4.0	3.8	5.0	5.5	6.5	4.9
P/EBIT	33.4	20.7	20.6	26.8	24.7	25.6	25.1
P/E	40.3	31.1	29.7	33.9	31.9	32.5	32.2
P/CFO	28.2	23.8	22.0	31.0	30.2	26.7	27.4
Total Yield	4.0%	3.6%	5.5%	3.2%	3.9%	3.7%	3.8%
Dividend Yield	1.5%	0.4%	2.1%	0.3%	0.8%	0.6%	0.7%
FCF Yield 3Y Avg	3.0%	2.8%	3.8%	2.8%	4.0%	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	0.2	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	-11.0%	-13.8%	-8.8%	-4.1%	-12.5%	-10.2%	-10.6%
3M Rtn	-10.0%	-3.3%	11.8%	12.6%	2.4%	3.2%	2.8%
6M Rtn	2.8%	-2.4%	13.4%	-4.2%	18.8%	11.8%	7.3%
12M Rtn	39.3%	15.2%	14.2%	22.3%	45.1%	20.8%	21.5%
3Y Rtn	34.3%	63.3%	34.0%	126.0%	188.9%	54.3%	58.8%
1M Excs Rtn	-5.0%	-10.1%	-2.4%	0.0%	-6.5%	-4.7%	-4.9%
3M Excs Rtn	-5.3%	0.9%	14.6%	16.5%	7.0%	8.1%	7.6%
6M Excs Rtn	4.5%	-0.2%	14.9%	-1.4%	20.7%	13.2%	8.8%
12M Excs Rtn	24.0%	1.3%	0.4%	8.0%	28.6%	4.4%	6.2%
3Y Excs Rtn	-32.1%	1.3%	-34.0%	66.3%	128.1%	-7.9%	-3.3%

FDIC Bank Data

Bank Capital

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Bank Deposits

null

Bank Assets

null

Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

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

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

Segment Financials

Revenue by Segment

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

Operating Income by Segment

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

Assets by Segment

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

Price Behavior

Price Behavior

Market Price	$355.11
Market Cap ($ Bil)	39.9
First Trading Date	12/31/1981
Distance from 52W High	-17.2%
	50 Days	200 Days
DMA Price	$398.30	$365.68
DMA Trend	up	down
Distance from DMA	-10.8%	-2.9%
	3M	1YR
Volatility	32.7%	32.3%
Downside Capture	166.57	132.04
Upside Capture	151.01	146.62
Correlation (SPY)	62.6%	71.2%

ROK Betas & Captures as of 2/28/2026

	1M	2M	3M	6M	1Y	3Y
Beta	2.06	2.01	2.02	1.60	1.22	1.25
Up Beta	0.46	1.30	1.33	1.53	1.00	1.13
Down Beta	4.32	2.29	2.26	1.42	1.26	1.20
Up Capture	199%	241%	238%	212%	201%	224%
Bmk +ve Days	9	20	31	70	142	431
Stock +ve Days	10	21	32	66	137	392
Down Capture	172%	182%	187%	147%	119%	108%
Bmk -ve Days	12	21	30	54	109	320
Stock -ve Days	11	20	29	58	114	359

[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	38.8%	32.3%	1.04	-
Sector ETF (XLI)	22.3%	19.1%	0.93	73.9%
Equity (SPY)	15.8%	18.9%	0.64	70.9%
Gold (GLD)	48.2%	27.0%	1.45	8.0%
Commodities (DBC)	17.8%	17.4%	0.83	23.9%
Real Estate (VNQ)	1.0%	16.4%	-0.11	48.9%
Bitcoin (BTCUSD)	-18.9%	44.2%	-0.35	34.4%

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	7.9%	31.1%	0.29	-
Sector ETF (XLI)	12.3%	17.1%	0.56	68.8%
Equity (SPY)	11.8%	17.0%	0.54	63.7%
Gold (GLD)	20.7%	17.5%	0.97	9.2%
Commodities (DBC)	10.9%	19.0%	0.46	17.8%
Real Estate (VNQ)	2.8%	18.8%	0.06	48.0%
Bitcoin (BTCUSD)	4.8%	56.7%	0.31	24.7%

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	15.0%	31.1%	0.52	-
Sector ETF (XLI)	13.5%	19.8%	0.60	74.3%
Equity (SPY)	14.2%	17.9%	0.68	67.8%
Gold (GLD)	13.3%	15.7%	0.70	2.0%
Commodities (DBC)	8.3%	17.6%	0.39	27.0%
Real Estate (VNQ)	5.0%	20.7%	0.21	50.1%
Bitcoin (BTCUSD)	66.9%	66.8%	1.06	16.0%

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

Short Interest

Short Interest: As Of Date	2272026
Short Interest: Shares Quantity	3.2 Mil
Short Interest: % Change Since 2152026	4.6%
Average Daily Volume	1.2 Mil
Days-to-Cover Short Interest	2.6 days
Basic Shares Quantity	112.3 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

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
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%
...
SUMMARY STATS
# Positive	8	9	13
# Negative	16	15	11
Median Positive	6.1%	4.9%	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%

	Forward Returns
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%
4/8/2020	4.8%	-0.7%	19.3%
SUMMARY STATS
# Positive	8	9	13
# Negative	16	15	11
Median Positive	6.1%	4.9%	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
12/31/2025	02/05/2026	10-Q
09/30/2025	11/12/2025	10-K
06/30/2025	08/06/2025	10-Q
03/31/2025	05/07/2025	10-Q
12/31/2024	02/10/2025	10-Q
09/30/2024	11/12/2024	10-K
06/30/2024	08/07/2024	10-Q
03/31/2024	05/07/2024	10-Q
12/31/2023	01/31/2024	10-Q
09/30/2023	11/08/2023	10-K
06/30/2023	08/01/2023	10-Q
03/31/2023	04/27/2023	10-Q
12/31/2022	01/26/2023	10-Q
09/30/2022	11/08/2022	10-K
06/30/2022	07/27/2022	10-Q
03/31/2022	05/03/2022	10-Q

Insider Activity

Expand for More

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

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Riesterer, Terry L	Vice President and Controller	Direct	Sell	1052026	392.00	800	313,600	483,728	Form
2	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	401.01	294	117,896	669,680	Form
3	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.81	1,289	519,218	827,768	Form
4	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12102025	402.02	476	191,361	965,245	Form
5	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.02	231	92,637	1,066,725	Form
6	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12102025	401.92	229	92,039	1,171,192	Form
7	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	401.02	359	143,967	1,672,261	Form
8	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	400.91	70	28,064	1,837,368	Form
9	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12102025	402.48	146	58,762	1,785,789	Form
10	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	400.98	61	24,460	723,373	Form
11	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12102025	401.92	229	92,040	827,157	Form
12	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	400.89	61	24,454	711,974	Form
13	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12102025	402.13	225	90,480	817,939	Form
14	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	400.97	162	64,957	1,799,959	Form
15	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12102025	402.05	804	323,248	2,355,208	Form
16	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	400.96	480	192,463	5,467,956	Form
17	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12102025	402.09	612	246,079	5,722,546	Form
18	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	400.99	351	140,747	1,952,017	Form
19	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12102025	402.07	1,020	410,113	2,420,875	Form
20	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	400.92	25	10,023	2,352,122	Form
21	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12102025	401.92	92	36,976	2,398,958	Form
22	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	401.00	1,667	668,465	35,320,774	Form
23	Moret, Blake D	President and CEO	Family Trust	Sell	12102025	402.02	5,564	2,236,851	38,025,256	Form
24	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	400.96	351	140,738	4,120,705	Form
25	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12102025	402.06	1,698	682,697	4,905,125	Form
26	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	400.85	267	107,027	1,155,649	Form
27	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12102025	402.03	1,387	557,613	1,814,756	Form
28	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12052025	402.22	1,164	468,189	1,743,241	Form
29	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	12052025	403.45	2,370	956,169	792,370	Form
30	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	12052025	402.86	184	74,127	1,164,674	Form
31	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	12052025	402.92	295	118,860	1,824,806	Form
32	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	12052025	402.86	282	113,607	1,269,014	Form
33	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	12052025	402.93	371	149,486	2,102,882	Form
34	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	12052025	402.91	139	56,004	1,873,925	Form
35	Moret, Blake D	President and CEO	Family Trust	Sell	12052025	402.90	1,762	709,914	36,160,094	Form
36	Miller, John M	VP and Chief IP Counsel	Direct	Sell	12052025	402.89	30	12,087	2,373,764	Form
37	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	12052025	402.90	371	149,476	4,282,015	Form
38	Woods, Isaac	Vice President and Treasurer	Direct	Sell	12052025	402.89	68	27,396	751,388	Form
39	Riesterer, Terry L	Vice President and Controller	Direct	Sell	12052025	402.89	60	24,173	740,107	Form
40	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	12052025	402.96	129	51,981	5,688,534	Form
41	Moret, Blake D	President and CEO	Family Trust	Sell	11102025	391.56	61,700	24,159,343	32,841,435	Form
42	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	10312025	365.00	822	300,030	358,795	Form
43	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9122025	350.00	250	87,500	581,700	Form
44	Moret, Blake D	President and CEO	Family Trust	Sell	9122025	350.13	24,400	8,543,196	29,366,537	Form
45	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9082025	345.16	103	35,552	659,946	Form
46	Perducat, Cyril	SVP, Chief Technology Officer	Direct	Sell	9022025	348.08	1,435	499,500	1,318,192	Form
47	Woods, Isaac	Vice President and Treasurer	Direct	Sell	9022025	348.44	365	127,181	589,212	Form
48	Keane, James P		Direct	Sell	8262025	356.06	3,000	1,068,192	3,272,941	Form
49	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	350.08	2,100	735,166	361,632	Form
50	Riesterer, Terry L	Vice President and Controller	Direct	Sell	7172025	355.26	269	95,564	573,029	Form
51	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	6112025	325.35	526	171,134	319,819	Form
52	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	6102025	326.33	250	81,583	492,436	Form
53	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	6102025	326.31	494	161,197	640,874	Form
54	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	6102025	326.31	551	179,796	4,147,704	Form
55	Woods, Isaac	Vice President and Treasurer	Direct	Sell	6102025	326.31	297	96,913	551,783	Form
56	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	6102025	326.32	363	118,454	1,325,832	Form
57	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6102025	326.33	289	94,310	1,042,957	Form
58	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	313.97	223	70,015	1,007,520	Form
59	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	6042025	320.02	500	160,008	866,926	Form
60	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5302025	315.02	450	141,758	894,023	Form
61	Miller, John M	VP and Chief IP Counsel	Direct	Sell	5132025	310.02	1,800	558,038	1,776,112	Form
62	Riesterer, Terry L	Vice President and Controller	Direct	Sell	5122025	304.13	2,500	760,321	314,165	Form
63	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	5122025	304.37	1,704	518,651	275,762	Form
64	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	5122025	304.24	939	285,682	299,068	Form
65	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	5122025	304.18	5,200	1,581,724	2,976,987	Form
66	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	5092025	295.01	500	147,504	837,236	Form
67	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	5092025	295.01	5,000	1,475,030	2,887,223	Form
68	Bulho, Matheus De A G Viera	SVP Software and Control	Direct	Sell	4072025	257.68	293	75,500	495,258	Form
69	Woods, Isaac	Vice President and Treasurer	Direct	Sell	3032025	284.03	876	248,810	300,219	Form
70	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	3032025	285.43	1,231	351,364	1,041,820	Form
71	Miller, John M	VP and Chief IP Counsel	Direct	Sell	3032025	285.43	252	71,928	1,635,228	Form
72	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	3032025	285.43	1,250	356,788	686,459	Form
73	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	3032025	290.14	500	145,070	552,717	Form
74	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	3032026	398.92	8,932	3,563,146	1,148,089	Form
75	Woods, Isaac	Vice President and Treasurer	Direct	Sell	2272026	405.69	1,271	515,628	684,394	Form
76	Genereux, Scott	Sr.VP, Chief Revenue Officer	Direct	Sell	2272026	404.61	17,407	7,043,126	1,340,893	Form
77	House, Rebecca W	SVP, CLO and Secretary	Direct	Sell	2272026	404.27	12,100	4,891,716	4,932,143	Form
78	Myers, Tessa M	SVP, Intelligent Devices	Direct	Sell	2272026	409.37	1,985	812,599	1,652,217	Form
79	Fordenwalt, Matthew W	SVP Lifecycle Services	Direct	Sell	2272026	404.21	1,200	485,050	1,793,474	Form
80	Nardecchia, Christopher	SVP, Chief Information Officer	Direct	Sell	2272026	410.01	14,465	5,930,806	5,835,274	Form
81	Buttermore, Robert L	SVP,Chief Supply Chain Officer	Direct	Sell	2172026	380.14	204	77,548	1,246,097	Form

ROK Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

null

STOCK ARCHETYPE

null

INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

null

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

null

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 →

External Quote Links

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

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Rockwell Automation (ROK)

Market Price (3/23/2026): $360.3 | Market Cap: $40.5 BilSector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (3/23/2026): $360.3Market Cap: $40.5 BilSector: IndustrialsIndustry: Electrical Components & Equipment

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

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About Rockwell Automation (ROK)

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: 3.4% | 4.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 25.8x)

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

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

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

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

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

Higher Total Yield (Value for ROK: 4.0%)

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 4.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 25.8x)

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

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

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

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

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

Higher Total Yield (Value for ROK: 4.0%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.4% | 4.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.4% | 25.8x)

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

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

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

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

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

Higher Total Yield (Value for ROK: 4.0%)

Best Bets in Industrials

P/EBIT (Value for ROK: 33.4x)

P/E (Value for ROK: 40.3x)

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

Rev Chg LTM (Value for ROK: 5.8%)

Rev Chg Q (Value for ROK: 11.9%)

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

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Market Price (3/23/2026): $360.3 | Market Cap: $40.5 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Market Price (3/23/2026): $360.3
Market Cap: $40.5 Bil
Sector: Industrials
Industry: Electrical Components & Equipment