Tearsheet

Rockwell Automation (ROK)

Market Price (12/23/2025): $400.0 | Market Cap: $45.0 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (12/23/2025): $400.0
Market Cap: $45.0 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 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%	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 42x, P/EPrice/Earnings or Price/(Net Income) is 52x
1	Low stock price volatility Vol 12M is 33%	Weak multi-year price returns 2Y Excs Rtn is -9.9%, 3Y Excs Rtn is -13%	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 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%
1	Low stock price volatility Vol 12M is 33%
2	Megatrend and thematic drivers Megatrends include Automation & Robotics, and Smart Grids & Grid Modernization. Themes include Factory Automation, Process / Warehouse Automation, Show more.
3	Trading close to highs Dist 52W High is -3.5%, Dist 3Y High is -3.5%
4	Weak multi-year price returns 2Y Excs Rtn is -9.9%, 3Y Excs Rtn is -13%
5	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 42x, P/EPrice/Earnings or Price/(Net Income) is 52x
6	Key risks ROK key risks include [1] its dependence on cyclical industrial capital expenditure, Show more.

Valuation, Metrics & Events

	12/23/25	2024	2023	2022
Share Price CYE	$400.00	$281.20	$299.88	$244.54
Market Cap CYE ($ Bil)	45.0	31.8	34.4	28.1
Total Debt ($ Bil)	3.6	3.6	4.1	3.3
Total Cash ($ Bil)	0.5	0.5	0.5	1.1
Enterprise Value ($ Bil)	48.1	35.4	38.5	31.4
Valuation Ratios
P/S TTM	5.4	3.9	4.3	3.3
P/EBIT TTM	41.9	30.0	28.2	17.0
P/E TTM	51.7	37.1	37.1	21.3
P/FCF TTM	33.1	23.7	55.4	24.4
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4	1.1
P/EBIT TTM (Sector)	12.7	11.8	11.2	9.1
P/E TTM (Sector)	17.1	16.5	15.4	12.1
P/FCF TTM (Sector)	13.3	13.3	12.1	8.5

	12/23/25	2024	2023
Share Price CYE	$400.00	$281.20	$299.88
Market Cap CYE ($ Bil)	45.0	31.8	34.4
Total Debt ($ Bil)	3.6	3.6	4.1
Total Cash ($ Bil)	0.5	0.5	0.5
Enterprise Value ($ Bil)	48.1	35.4	38.5
Valuation Ratios
P/S TTM	5.4	3.9	4.3
P/EBIT TTM	41.9	30.0	28.2
P/E TTM	51.7	37.1	37.1
P/FCF TTM	33.1	23.7	55.4
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4
P/EBIT TTM (Sector)	12.7	11.8	11.2
P/E TTM (Sector)	17.1	16.5	15.4
P/FCF TTM (Sector)	13.3	13.3	12.1

	ROK	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	8.3
Rev Chg Q	13.8%	7.3%
Rev Chg LTM	0.9%	6.1%
Rev Chg 3Y Avg	3.0%	5.5%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	1.4
CFO LTM ($ Bil)	1.5
Net Inc LTM ($ Bil)	0.9
Op Mgn LTM	17.1%	18.8%
CFO/Rev LTM	18.5%	20.4%
Net Inc Mgn	10.4%	13.1%
VALUATION	VERY HIGH
P/S	5.4	3.2
P/CFO	29.1	15.7
P/FCF	33.1	20.7
P/E	51.7	23.5
STABILITY	GOOD
Debt/Equity	0.08	0.21
Cash/Assets	0.04	0.07

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

Upcoming
2/09/2026	Earnings Release	Rev: - EPS: -

ROK Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Here are the key points explaining Rockwell Automation's (ROK) stock movement between August 31, 2025, and December 23, 2025:

1. Rockwell Automation reported robust fourth-quarter fiscal 2025 financial results on November 6, 2025, significantly surpassing analyst expectations for both earnings per share (EPS) and revenue. Adjusted EPS reached $3.34, exceeding estimates of $2.94-$2.96, and revenue hit $2.32 billion, topping the $2.21 billion estimate.

2. The company demonstrated strong sales growth, with reported and organic sales in Q4 fiscal 2025 increasing by 14% and 13% year-over-year, respectively. This robust growth contributed to investor confidence.

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Stock Movement Drivers

Fundamental Drivers

The 15.8% change in ROK stock from 9/22/2025 to 12/22/2025 was primarily driven by a 29.3% change in the company's P/E Multiple.

	9222025	12222025	Change
Stock Price ($)	344.10	398.60	15.84%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	8061.00	8342.00	3.49%
Net Income Margin (%)	12.05%	10.42%	-13.52%
P/E Multiple	39.87	51.56	29.32%
Shares Outstanding (Mil)	112.50	112.40	0.09%
Cumulative Contribution			15.84%

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025

	Return	Correlation
ROK	15.8%
Market (SPY)	2.7%	74.4%
Sector (XLI)	2.6%	76.0%

Fundamental Drivers

The 24.0% change in ROK stock from 6/23/2025 to 12/22/2025 was primarily driven by a 29.0% change in the company's P/E Multiple.

	6232025	12222025	Change
Stock Price ($)	321.39	398.60	24.02%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	7968.00	8342.00	4.69%
Net Income Margin (%)	11.40%	10.42%	-8.59%
P/E Multiple	39.96	51.56	29.02%
Shares Outstanding (Mil)	112.90	112.40	0.44%
Cumulative Contribution			24.02%

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025

	Return	Correlation
ROK	24.0%
Market (SPY)	14.4%	64.4%
Sector (XLI)	9.6%	69.9%

Fundamental Drivers

The 39.8% change in ROK stock from 12/22/2024 to 12/22/2025 was primarily driven by a 52.0% change in the company's P/E Multiple.

	12222024	12222025	Change
Stock Price ($)	285.13	398.60	39.80%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	8264.00	8342.00	0.94%
Net Income Margin (%)	11.53%	10.42%	-9.67%
P/E Multiple	33.93	51.56	51.96%
Shares Outstanding (Mil)	113.40	112.40	0.88%
Cumulative Contribution			39.78%

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025

	Return	Correlation
ROK	39.8%
Market (SPY)	16.9%	69.0%
Sector (XLI)	19.2%	72.3%

Fundamental Drivers

The 63.5% change in ROK stock from 12/23/2022 to 12/22/2025 was primarily driven by a 71.0% change in the company's P/E Multiple.

	12232022	12222025	Change
Stock Price ($)	243.75	398.60	63.53%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	7760.40	8342.00	7.49%
Net Income Margin (%)	12.01%	10.42%	-13.28%
P/E Multiple	30.15	51.56	71.01%
Shares Outstanding (Mil)	115.30	112.40	2.52%
Cumulative Contribution			63.43%

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025

	Return	Correlation
ROK	34.1%
Market (SPY)	47.7%	60.7%
Sector (XLI)	42.3%	67.5%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
ROK Return	26%	41%	-24%	23%	-6%	41%	118%
Peers Return	24%	21%	-1%	28%	26%	11%	165%
S&P 500 Return	16%	27%	-19%	24%	23%	17%	113%
Monthly Win Rates [3]
ROK Win Rate	50%	67%	33%	50%	42%	67%
Peers Win Rate	55%	65%	37%	53%	57%	53%
S&P 500 Win Rate	58%	75%	42%	67%	75%	73%
Max Drawdowns [4]
ROK Max Drawdown	-40%	-4%	-45%	0%	-19%	-23%
Peers Max Drawdown	-45%	-6%	-23%	-8%	-5%	-20%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[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] 2025 data is for the year up to 12/22/2025 (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 HON, CAE, QS, ENVX, FCEL

In The Past

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

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About Rockwell Automation (ROK)

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

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

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

Intel for factories
Cisco for manufacturing automation

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

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

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

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

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

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

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

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

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

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

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

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

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

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Share Repurchases

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

Share Issuance

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

Outbound Investments

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

Capital Expenditures

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

Better Bets than Rockwell Automation (ROK)

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RTX (4.0%)

RTX

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.0% | 5.4x)

AMZN (11.3% | 3.6x)

Amazon.com

BRK-B (19.8% | 2.7x)

Berkshire Hathaway

WMT (5.4% | 1.3x)

Walmart

JPM (13.4% | 5.0x)

JPMorgan Chase

BAC (5.2% | 3.9x)

Bank of America

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.0% | 31.5x)

GOOGL (11.0% | 30.2x)

Alphabet

MSFT (13.2% | 26.5x)

Microsoft

META (17.3% | 20.3x)

Meta Platforms

WMT (5.4% | 31.0x)

Walmart

ORCL (9.8% | 29.2x)

Oracle

Higher Rev Chg LTM (Value for ROK: 0.9%)

NVDA (65.2%)

NVIDIA

MSFT (15.6%)

Microsoft

GOOGL (13.4%)

Alphabet

AMZN (10.9%)

Amazon.com

AAPL (6.0%)

Apple

Higher Rev Chg 3Y Avg (Value for ROK: 3.0%)

NVDA (91.6%)

NVIDIA

META (17.3%)

Meta Platforms

MSFT (13.2%)

Microsoft

AMZN (11.3%)

Amazon.com

GOOGL (11.0%)

Alphabet

Higher Op Mgn LTM (Value for ROK: 17.1%)

NVDA (58.8%)

NVIDIA

MSFT (46.3%)

Microsoft

META (43.2%)

Meta Platforms

GOOGL (32.2%)

Alphabet

AAPL (31.9%)

Apple

Higher CFO/Rev LTM (Value for ROK: 18.5%)

META (56.8%)

Meta Platforms

MSFT (50.0%)

Microsoft

NVDA (44.4%)

NVIDIA

GOOGL (39.3%)

Alphabet

AAPL (26.6%)

Apple

Higher FCF/Rev LTM (Value for ROK: 16.3%)

NVDA (41.3%)

NVIDIA

MSFT (26.6%)

Microsoft

META (23.7%)

Meta Platforms

AAPL (23.5%)

Apple

GOOGL (19.1%)

Alphabet

Higher Total Yield (Value for ROK: 3.3%)

BRK-B (6.3%)

Berkshire Hathaway

META (3.8%)

Meta Platforms

MSFT (3.6%)

Microsoft

GOOGL (3.6%)

Alphabet

WMT (3.4%)

Walmart

		Best Bets In Industrials Sector
	ROK	GATX	VRSK	PAYX	ADT	AGX	PCTY	TDG	FTV	VRRM	CSW
What You Pay
P/E	51.6	20.0	33.4	25.9	10.4	39.0	38.0	36.5	30.6	70.3	36.5
P/EBIT	41.8	9.6	22.8	17.8	5.2	39.0	27.3	18.0	14.9	20.8	28.1
What You Get
Rev Chg Q	13.8%	8.4%	5.9%	18.3%	4.4%	-2.3%	12.5%	11.5%	2.3%	16.1%	21.5%
Rev Chg LTM	0.9%	10.7%	7.3%	12.4%	6.3%	13.5%	13.3%	11.2%	27.9%	8.5%	14.9%
Rev Chg 3Y Avg	3.0%	10.3%	13.4%	7.9%	3.4%	26.9%	21.4%	17.7%	9.4%	9.1%	11.3%
FCF/Rev 3Y Avg	12.5%	39.2%	33.2%	32.6%	24.7%	24.5%	21.5%	21.0%	20.1%	19.0%	18.9%

[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	Topic
0	DASHBOARDS
1	Rockwell Automation Earnings Notes
2	Rockwell Automation Earnings Notes
3	Day 6 of Gains Streak for Rockwell Automation Stock with 9.6% Return (vs. 40% YTD) [11/12/2025]TREFISDASH	Notification
4	Pay Less, Grow More: ETN, EMR Beat Rockwell Automation Stock	Actionable
5	Eaton or Rockwell Automation: Which Stock Has More Upside?	Counter-Intuitive Comparisons
6	Would You Still Hold Rockwell Automation Stock If It Fell 30%?	Return
7	Rockwell Automation vs Honeywell International: Which Is A Better Investment?	Counter-Intuitive Comparisons
8	Rockwell Automation vs Eaton: Which Is A Better Investment?	Counter-Intuitive Comparisons
9	Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From RTX, ETN
10	Better Bet Than ROK Stock: Pay Less Than Rockwell Automation To Get More From ETN, EMR

	Title
0	ARTICLES

Trade Ideas

Select ideas related to ROK. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	18.9%	18.9%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	5.5%	5.5%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	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	6.5%	6.5%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	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	3.3%	3.3%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	6.0%	6.0%	-0.4%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ADEA	Adeia	1.8	30.5%	21.0%
AAOI	Applied Optoelectronics	2.5	24.8%	6.1%
QBTS	D-Wave Quantum	11.0	20.0%	283.2%
ZBIO	Zenas BioPharma	1.8	17.1%	416.8%
UNF	UniFirst	3.6	16.1%	16.4%
FLY	Firefly Aerospace	4.0	16.0%
UAMY	United States Antimony	0.7	16.0%	215.8%
RZLT	Rezolute	0.2	15.8%	-58.2%
RCAT	Red Cat	0.8	14.5%	-28.2%
KURA	Kura Oncology	1.0	14.5%	29.4%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
TPL	Texas Pacific Land	7.0	-66.3%	-72.5%
EWTX	Edgewise Therapeutics	2.2	-18.0%	-21.6%
DJT	Trump Media & Technology	4.0	-10.4%	-57.7%
AVO	Mission Produce	0.8	-9.7%	-17.0%
GTN-A	Gray Media	1.0	-8.0%	43.1%
ANGX	Angel Studios	0.8	-8.0%
DDS	Dillard's	9.6	-7.7%	48.3%
NKTR	Nektar Therapeutics	0.6	-7.2%	211.7%
MPLT	MapLight Therapeutics	0.8	-6.7%
TLRY	Tilray Brands	11.0	-6.6%	-21.7%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
LUNR	Intuitive Machines	2.0	50.1%	-8.1%
FBYD	Falcons Beyond Global	0.7	46.4%	129.2%
TE	T1 Energy	1.1	44.3%
HUT	Hut 8	5.3	42.2%	145.9%
FLY	Firefly Aerospace	4.0	40.5%
RKLB	Rocket Lab	39.9	40.0%	204.5%
DJT	Trump Media & Technology	4.0	37.8%	-57.7%
QBTS	D-Wave Quantum	11.0	35.6%	283.2%
EEX	Emerald	0.9	34.2%	-0.1%
AAOI	Applied Optoelectronics	2.5	30.8%	6.1%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
NOW	ServiceNow	32.5	-79.5%	-26.1%
TPL	Texas Pacific Land	7.0	-63.9%	-72.5%
LW	Lamb Weston	6.0	-28.0%	-34.3%
OLMA	Olema Pharmaceuticals	2.4	-21.4%	383.4%
FDMT	4D Molecular Therapeutics	0.5	-20.5%	56.4%
NKTR	Nektar Therapeutics	0.6	-18.4%	211.7%
INSP	Inspire Medical Systems	2.9	-17.9%	-47.2%
PLAY	Dave & Buster's Entertainment	0.6	-17.9%	-45.0%
NKE	Nike	84.5	-15.6%	-22.6%
HPP	Hudson Pacific Properties	4.6	-14.9%	-51.6%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
TE	T1 Energy	1.1	168.4%
WVE	WAVE Life Sciences	2.9	166.0%	45.3%
LUNR	Intuitive Machines	2.0	107.3%	-8.1%
AAOI	Applied Optoelectronics	2.5	100.6%	6.1%
RKLB	Rocket Lab	39.9	96.4%	204.5%
VERA	Vera Therapeutics	3.4	93.0%	27.2%
ANF	Abercrombie & Fitch	5.9	83.9%	-16.6%
PL	Planet Labs PBC	6.3	83.4%	409.9%
ARWR	Arrowhead Pharmaceuticals	9.6	81.1%	267.0%
FTRE	Fortrea	1.6	76.2%	-5.1%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
RZLT	Rezolute	0.2	-78.8%	-58.2%
TPL	Texas Pacific Land	7.0	-65.7%	-72.5%
JANX	Janux Therapeutics	0.9	-50.7%	-73.7%
FRMI	Fermi	6.2	-42.4%
LENZ	LENZ Therapeutics	0.5	-36.4%	-39.0%
GOGO	Gogo	0.6	-30.3%	-41.9%
UP	Wheels Up Experience	0.4	-27.4%	-62.1%
ACLX	Arcellx	3.7	-27.2%	-15.0%
ORIC	ORIC Pharmaceuticals	0.7	-26.8%	4.1%
KOS	Kosmos Energy	0.5	-26.5%	-71.8%

Peer Comparisons for Rockwell Automation

Peers to compare with:

Financials

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Price	398.60	134.99	195.96	320.39	886.47	206.23	263.31
Mkt Cap	44.8	75.9	124.5	124.6	112.1	47.6	94.0
Rev LTM	8,342	18,015	40,670	26,633	20,030	7,164	19,023
Op Inc LTM	1,423	3,531	7,692	5,049	4,137	1,874	3,834
FCF LTM	1,358	2,667	6,164	3,322	3,385	1,643	2,994
FCF 3Y Avg	1,070	1,951	5,212	3,114	3,081	1,591	2,516
CFO LTM	1,544	3,098	7,485	4,104	3,814	1,768	3,456
CFO 3Y Avg	1,261	2,356	6,336	3,881	3,488	1,722	2,922

Growth & Margins

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Rev Chg LTM	0.9%	3.0%	7.5%	8.2%	0.2%	3.7%	3.3%
Rev Chg 3Y Avg	3.0%	9.4%	5.2%	9.7%	7.4%	5.9%	6.7%
Rev Chg Q	13.8%	5.1%	7.0%	10.1%	3.7%	10.8%	8.6%
QoQ Delta Rev Chg LTM	3.5%	1.3%	1.7%	2.5%	0.9%	2.6%	2.1%
Op Mgn LTM	17.1%	19.6%	18.9%	19.0%	20.7%	26.2%	19.3%
Op Mgn 3Y Avg	16.7%	17.7%	19.5%	17.8%	19.1%	25.7%	18.4%
QoQ Delta Op Mgn LTM	1.6%	0.8%	-0.9%	0.1%	0.2%	-0.1%	0.2%
CFO/Rev LTM	18.5%	17.2%	18.4%	15.4%	19.0%	24.7%	18.5%
CFO/Rev 3Y Avg	14.7%	13.5%	16.4%	15.8%	17.5%	25.1%	16.1%
FCF/Rev LTM	16.3%	14.8%	15.2%	12.5%	16.9%	22.9%	15.7%
FCF/Rev 3Y Avg	12.5%	11.1%	13.5%	12.6%	15.5%	23.2%	13.1%

Valuation

	ROK	EMR	HON	ETN	PH	AME	Median
Name	Rockwell.	Emerson .	Honeywel.	Eaton	Parker H.	AMETEK
Mkt Cap	44.8	75.9	124.5	124.6	112.1	47.6	94.0
P/S	5.4	4.2	3.1	4.7	5.6	6.6	5.0
P/EBIT	41.8	22.3	14.2	24.8	24.0	25.7	24.4
P/E	51.6	33.1	20.3	31.7	30.8	32.4	32.1
P/CFO	29.0	24.5	16.6	30.4	29.4	26.9	28.0
Total Yield	3.3%	3.4%	7.3%	3.5%	4.0%	3.7%	3.6%
Dividend Yield	1.3%	0.4%	2.4%	0.3%	0.8%	0.6%	0.7%
FCF Yield 3Y Avg	3.1%	2.9%	4.0%	2.7%	4.3%	4.1%	3.5%
D/E	0.1	0.2	0.3	0.1	0.1	0.1	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	5.2%	5.3%	3.1%	-3.4%	5.6%	5.9%	5.3%
3M Rtn	15.8%	2.1%	0.0%	-15.1%	16.9%	9.6%	5.8%
6M Rtn	24.0%	5.2%	-6.5%	-3.2%	34.1%	16.7%	10.9%
12M Rtn	39.8%	10.6%	-7.0%	-4.0%	38.3%	13.2%	11.9%
3Y Rtn	63.5%	49.9%	3.7%	113.3%	215.9%	50.9%	57.2%
1M Excs Rtn	2.9%	3.9%	-1.0%	-7.6%	3.0%	3.5%	3.0%
3M Excs Rtn	13.4%	-0.2%	-3.4%	-16.2%	13.5%	7.3%	3.6%
6M Excs Rtn	10.3%	-8.8%	-19.3%	-19.0%	19.0%	2.5%	-3.1%
12M Excs Rtn	23.7%	-5.0%	-23.5%	-20.3%	21.9%	-2.3%	-3.6%
3Y Excs Rtn	-13.3%	-26.2%	-70.5%	38.7%	140.8%	-24.4%	-18.9%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 9/30	LTM	2025	2024	2023	2022	2021	2020
Period End	9/30/2025	9/30/2025	9/30/2024	9/30/2023	9/30/2022	9/30/2021	9/30/2020
Filing Date	11/12/2025	11/12/2025	11/12/2024	11/8/2023	11/8/2022	11/9/2021	11/10/2020
Key Financials
Total Revenue	8,342	8,342	8,264	9,058	7,760	6,997	6,330
EBITDA	1,398	1,398	1,571	1,993	1,436	1,811	1,412
Operating Income	1,423	1,423	1,192	1,693	1,335	1,218	1,115
Net Income	869	869	953	1,387	932	1,344	1,023
EPS	7.68	7.69	8.32	12.03	8.02	11.69	8.83
Growth Rates
Total Revenue Growth	0.9%	0.9%	-8.8%	16.7%	10.9%	10.5%	-5.5%
EBITDA Growth	-11.0%	-11.0%	-21.2%	38.8%	-20.7%	28.2%	22.7%
Operating Income Growth	19.4%	19.4%	-29.6%	26.8%	9.7%	9.2%	-18.1%
Net Income Growth	-8.8%	-8.8%	-31.3%	48.8%	-30.7%	31.4%	47.1%
Margins
EBITDA Margin	16.8%	16.8%	19.0%	22.0%	18.5%	25.9%	22.3%
Operating Income Margin	17.1%	17.1%	14.4%	18.7%	17.2%	17.4%	17.6%
Net Income Margin	10.4%	10.4%	11.5%	15.3%	12.0%	19.2%	16.2%
Cash & Debt
Total Cash	468	468	471	1,072	491	662	705
Total Debt	3,647	3,647	4,085	3,335	4,183	4,385	2,364
Net Debt / (Cash)	3,179	3,179	3,614	2,263	3,692	3,722	1,659
Cash Flows
Net Cash from Operations	1,544	1,544	864	1,374	823	1,261	1,120
Free Cash from Operations	1,358	1,358	639	1,213	682	1,141	1,007
Returns to Shareholders
Dividends	591	591	571	542	519	497	473
Share Repurchases	425	425	595	312	301	300	264

$ Mil \| FY: 9/30	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1
Period End	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	12/31/2022
Filing Date	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	1/26/2023
Key Financials Quarterly
Total Revenue	2,316	2,144	2,001	1,881	2,035	2,051	2,126	2,052	2,563	2,239	2,275	1,981
Ebitda	185	464	419	330	396	374	431	370	416	568	449	560
Operating Income	458	378	341	246	285	294	332	281	504	414	431	344
Net Income	138	295	252	184	240	232	266	215	302	400	300	384
EPS	1.23	2.61	2.22	1.62	2.11	2.03	2.32	1.87	2.64	3.47	2.60	3.33
Key Financials TTM
Total Revenue TTM	8,342	8,061	7,968	8,093	8,264	8,792	8,980	9,129	9,058	8,621	8,351	7,884
Ebitda TTM	1,398	1,609	1,519	1,531	1,571	1,591	1,785	1,803	1,993	2,077	1,940	1,624
Operating Income TTM	1,423	1,250	1,166	1,157	1,192	1,411	1,531	1,630	1,693	1,627	1,574	1,378
Net Income TTM	869	971	908	922	953	1,016	1,184	1,218	1,387	1,423	1,321	1,075
Growth Rates Quarterly
Total Revenue Growth	13.8%	4.5%	-5.9%	-8.3%	-20.6%	-8.4%	-6.6%	3.6%	20.5%	13.7%	25.8%	6.7%
EBITDA Growth	-53.3%	24.1%	-2.8%	-10.8%	-4.7%	-34.2%	-4.1%	-33.9%	-16.7%	31.6%	236.1%	50.9%
Operating Income Growth	60.7%	28.6%	2.7%	-12.5%	-43.4%	-29.0%	-23.0%	-18.3%	15.1%	14.9%	83.1%	14.1%
Net Income Growth	-42.5%	27.2%	-5.3%	-14.4%	-20.7%	-42.0%	-11.4%	-44.0%	-10.7%	34.3%	457.1%	59.0%
Margins Quarterly
EBITDA Margin	8.0%	21.6%	20.9%	17.5%	19.5%	18.2%	20.3%	18.0%	16.2%	25.4%	19.7%	28.3%
Operating Income Margin	19.8%	17.6%	17.0%	13.1%	14.0%	14.3%	15.6%	13.7%	19.6%	18.5%	19.0%	17.4%
Net Income Margin	6.0%	13.8%	12.6%	9.8%	11.8%	11.3%	12.5%	10.5%	11.8%	17.9%	13.2%	19.4%
Cash & Debt
Total Cash	468	495	450	471	471	407	470	440	1,072	444	456	460
Total Debt	3,647	3,875	4,093	4,027	4,085	4,107	4,093	3,744	3,335	4,094	4,329	4,371
Net Debt / (Cash)	3,179	3,380	3,643	3,556	3,614	3,700	3,622	3,304	2,263	3,650	3,873	3,911
Cash Flows Quarterly
FCF from Operations	454	527	199	364	432	279	120	33	839	282	187	66
Cash Flows TTM
FCF from Operations TTM	1,544	1,522	1,274	1,195	864	1,271	1,274	1,341	1,374	934	998	901
Returns to Shareholders Quarterly
Dividends	147	147	148	149	142	142	143	144	135	136	136	136
Share Repurchases	69	124	132	100	118	163	194	120	55	62	38	157
Return on Invested Capital (ROIC) Quarterly
ROIC	27.4%	38.3%	31.1%	23.1%	27.4%	28.8%	31.3%	27.9%	57.8%	38.3%	37.4%	28.5%
Return on Invested Capital (ROIC) TTM
ROIC TTM	36.6%	31.4%	27.5%	28.2%	28.4%	30.5%	33.7%	39.2%	59.5%	37.0%	33.8%	29.6%

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	$398.60
Market Cap ($ Bil)	44.8
First Trading Date	12/31/1981
Distance from 52W High	-3.5%
	50 Days	200 Days
DMA Price	$377.66	$326.34
DMA Trend	up	up
Distance from DMA	5.5%	22.1%
	3M	1YR
Volatility	23.4%	32.9%
Downside Capture	128.38	124.39
Upside Capture	183.80	138.53
Correlation (SPY)	73.4%	69.0%

ROK Betas & Captures as of 11/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.46	1.27	1.31	1.30	1.13	1.23
Up Beta	2.20	1.57	1.75	1.64	1.00	1.14
Down Beta	1.09	1.01	0.89	1.15	1.16	1.18
Up Capture	209%	178%	169%	140%	159%	212%
Bmk +ve Days	12	25	38	73	141	426
Stock +ve Days	12	23	33	69	127	394
Down Capture	93%	100%	119%	114%	109%	106%
Bmk -ve Days	7	16	24	52	107	323
Stock -ve Days	7	18	29	56	121	355

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

Based On 1-Year Data

		Comparison of ROK With Other Asset Classes (Last 1Y)
	ROK	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	38.0%	17.0%	14.7%	67.3%	6.8%	-0.5%	-16.6%
Annualized Volatility	32.8%	19.0%	19.7%	19.3%	15.2%	17.6%	35.4%
Sharpe Ratio	1.01	0.69	0.57	2.54	0.23	-0.18	-0.25
Correlation With Other Assets		72.3%	69.0%	2.0%	24.7%	49.6%	30.6%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

		Comparison of ROK With Other Asset Classes (Last 5Y)
	ROK	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	12.4%	14.1%	15.0%	18.9%	11.8%	5.1%	35.8%
Annualized Volatility	30.8%	17.2%	17.1%	15.5%	18.7%	18.9%	48.9%
Sharpe Ratio	0.43	0.66	0.71	0.98	0.51	0.18	0.63
Correlation With Other Assets		68.8%	63.3%	7.4%	17.3%	47.9%	25.6%

Based On 10-Year Data

		Comparison of ROK With Other Asset Classes (Last 10Y)
	ROK	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	16.8%	13.5%	14.9%	14.9%	6.7%	5.5%	69.9%
Annualized Volatility	31.0%	19.9%	18.0%	14.8%	17.6%	20.8%	55.8%
Sharpe Ratio	0.57	0.60	0.71	0.84	0.30	0.23	0.90
Correlation With Other Assets		74.8%	68.2%	-0.1%	27.7%	50.8%	15.8%

Short Interest

Short Interest: As Of Date	11282025
Short Interest: Shares Quantity	2,878,254
Short Interest: % Change Since 11152025	44.4%
Average Daily Volume	1,253,644
Days-to-Cover Short Interest	2.30
Basic Shares Quantity	112,400,000
Short % of Basic Shares	2.6%

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
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%
...
SUMMARY STATS
# Positive	9	11	14
# Negative	16	14	11
Median Positive	7.4%	4.9%	5.6%
Median Negative	-3.4%	-3.1%	-4.9%
Max Positive	12.6%	21.9%	27.2%
Max Negative	-17.6%	-18.7%	-12.7%

	Forward Returns
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%
1/29/2020	-0.3%	2.9%	-4.8%
11/12/2019	10.5%	10.3%	13.4%
SUMMARY STATS
# Positive	9	11	14
# Negative	16	14	11
Median Positive	7.4%	4.9%	5.6%
Median Negative	-3.4%	-3.1%	-4.9%
Max Positive	12.6%	21.9%	27.2%
Max Negative	-17.6%	-18.7%	-12.7%

SEC Filings

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Report Date	Filing Date	Filing
9302025	11122025	10-K 9/30/2025
6302025	8062025	10-Q 6/30/2025
3312025	5072025	10-Q 3/31/2025
12312024	2102025	10-Q 12/31/2024
9302024	11122024	10-K 9/30/2024
6302024	8072024	10-Q 6/30/2024
3312024	5072024	10-Q 3/31/2024
12312023	1312024	10-Q 12/31/2023
9302023	11082023	10-K 9/30/2023
6302023	8012023	10-Q 6/30/2023
3312023	4272023	10-Q 3/31/2023
12312022	1262023	10-Q 12/31/2022
9302022	11082022	10-K 9/30/2022
6302022	7272022	10-Q 6/30/2022
3312022	5032022	10-Q 3/31/2022
12312021	1272022	10-Q 12/31/2021

Insider Activity

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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 (12/23/2025): $400.0 | Market Cap: $45.0 BilSector: Industrials | Industry: Electrical Components & Equipment

Rockwell Automation (ROK)

Market Price (12/23/2025): $400.0Market Cap: $45.0 BilSector: IndustrialsIndustry: Electrical Components & Equipment

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

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ROK Stock

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About Rockwell Automation (ROK)

Interactive Breakdown

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INDUSTRY: Electrical Components & Equipment

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.0% | 5.4x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.0% | 31.5x)

Higher Rev Chg LTM (Value for ROK: 0.9%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.0%)

Higher Op Mgn LTM (Value for ROK: 17.1%)

Higher CFO/Rev LTM (Value for ROK: 18.5%)

Higher FCF/Rev LTM (Value for ROK: 16.3%)

Higher Total Yield (Value for ROK: 3.3%)

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.0% | 5.4x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.0% | 31.5x)

Higher Rev Chg LTM (Value for ROK: 0.9%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.0%)

Higher Op Mgn LTM (Value for ROK: 17.1%)

Higher CFO/Rev LTM (Value for ROK: 18.5%)

Higher FCF/Rev LTM (Value for ROK: 16.3%)

Higher Total Yield (Value for ROK: 3.3%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for ROK: 3.0% | 5.4x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for ROK: 3.0% | 31.5x)

Higher Rev Chg LTM (Value for ROK: 0.9%)

Higher Rev Chg 3Y Avg (Value for ROK: 3.0%)

Higher Op Mgn LTM (Value for ROK: 17.1%)

Higher CFO/Rev LTM (Value for ROK: 18.5%)

Higher FCF/Rev LTM (Value for ROK: 16.3%)

Higher Total Yield (Value for ROK: 3.3%)

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Market Price (12/23/2025): $400.0 | Market Cap: $45.0 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Market Price (12/23/2025): $400.0
Market Cap: $45.0 Bil
Sector: Industrials
Industry: Electrical Components & Equipment