Rockwell Automation, Inc.
- Open
- 455.54
- Day high
- 465.52
- Day low
- 452.62
- Prev close
- 468.67
- Volume
- 758K
- Mkt cap
- $51.4B
- P/E (TTM)
- 47.8
- EPS (TTM)
- $9.66
- P/B
- 14.6
- P/S
- 5.8
- Yield
- 1.18%
- Per share
- $5.45
- ▼Insiders net selling -$4.2M over the last 3 months (0 open-market buys, 12 sales)
- 🏛Institutions accumulating (13F)
Rockwell Automation, Inc. (ROK) is a Industrials company listed on NYSE. The stock is up 30% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 12 sales (SEC Form 4).
Rockwell Automation, Inc. (ROK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ROK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $2.88 | $3.30 | +14.6% | $2.2B | +3.7% |
| Feb 5, 2026 | $2.47 | $2.75 | +11.3% | $2.1B | +1.1% |
| Nov 6, 2025 | $2.94 | $3.34 | +13.6% | $2.3B | +4.7% |
| Nov 7, 2024 | $2.41 | $2.47 | +2.5% | $2.0B | -1.4% |
| Jan 31, 2024 | $2.64 | $2.04 | -22.7% | $2.1B | -2.1% |
| Nov 2, 2023 | $3.49 | $3.64 | +4.3% | $2.6B | +5.3% |
| Aug 1, 2023 | $3.17 | $3.01 | -5.0% | $2.2B | -4.1% |
| Apr 27, 2023 | $2.60 | $3.01 | +15.8% | $2.3B | +8.2% |
| Jan 26, 2023 | $1.88 | $2.46 | +30.9% | $2.0B | +2.6% |
| Nov 2, 2022 | $2.97 | $3.04 | +2.4% | $2.1B | +0.1% |
| Jul 27, 2022 | $2.38 | $2.66 | +11.8% | $2.0B | -0.8% |
| May 3, 2022 | $2.27 | $1.66 | -26.9% | $1.8B | -7.5% |
ROK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 1, 2026 | Gipson William Pdirector | Grant | 69 | — |
| Jun 4, 2026 | Fordenwalt Matthew W.officer: SVP Lifecycle Services | Sell | 377 | $460.51 |
| Jun 3, 2026 | Fordenwalt Matthew W.officer: SVP Lifecycle Services | Sell | 218 | $456.34 |
| Jun 3, 2026 | Fordenwalt Matthew W.officer: SVP Lifecycle Services | Option | 595 | — |
| May 21, 2026 | MILLER JOHN Mofficer: VP and Chief IP Counsel | Option | 700 | $136.40 |
| May 21, 2026 | MILLER JOHN Mofficer: VP and Chief IP Counsel | Sell | 354 | $426.02 |
| May 21, 2026 | MILLER JOHN Mofficer: VP and Chief IP Counsel | Sell | 700 | $426.02 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Sell | 1,100 | $451.83 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Option | 500 | $196.43 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Option | 1,246 | $259.81 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Option | 900 | $246.77 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Sell | 2,924 | $452.02 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Option | 778 | $279.50 |
| May 8, 2026 | Riesterer Terry L.officer: Vice President and Controller | Option | 400 | $246.77 |
| May 6, 2026 | Fordenwalt Matthew W.officer: SVP Lifecycle Services | Sell | 140 | $448.26 |
Source: ROK SEC Form 4 filings, latest Jul 1, 2026. For informational purposes only — not investment advice.
See the full ROK insider & 13F page →Rockwell Automation, Inc. company profile
Overview
Rockwell Automation, Inc. (NYSE:ROK) is a leading American industrial automation company founded in 1903 and headquartered in Milwaukee, Wisconsin. The company has evolved from its origins as a manufacturer of electrical components to become a comprehensive provider of industrial automation and digital transformation solutions. Today, Rockwell Automation serves manufacturing and process industries worldwide, helping companies optimize their operations through advanced automation technologies, software platforms, and lifecycle services.
Business
Rockwell Automation operates in the industrial automation sector, providing comprehensive solutions that help manufacturers automate their production processes, improve efficiency, and enable digital transformation. Industrial automation involves using control systems, software, and robotics to operate equipment and processes with minimal human intervention, allowing factories and plants to run more efficiently, safely, and consistently. The company operates through three primary business segments: Intelligent Devices represents the largest revenue segment, offering hardware components that form the foundation of automated systems. This includes motor drives that control the speed and torque of electric motors, motion control systems for precise positioning and movement, safety devices that protect workers and equipment, sensors that monitor conditions and detect changes, and various industrial components. These devices are often configured to customer specifications and serve as the "nervous system" of automated manufacturing lines. Software & Control provides the "brain" of automation systems through control and visualization software that manages entire production processes, information software that collects and analyzes operational data, digital twin technology that creates virtual replicas of physical systems for testing and optimization, and network infrastructure that connects all components securely. This segment also includes programmable logic controllers (PLCs) and human-machine interfaces (HMIs) that allow operators to monitor and control automated systems. Lifecycle Services offers ongoing support throughout the entire lifespan of automation systems, including consulting and professional services for system design and implementation, connected services that provide remote monitoring and predictive maintenance, and traditional maintenance and repair services. This segment helps customers maximize the value and longevity of their automation investments. Based on recent financial performance, Intelligent Devices typically generates approximately 45-50% of total revenue, Software & Control accounts for 30-35%, and Lifecycle Services contributes 15-20% of total sales.
Revenue model
Rockwell Automation generates revenue through multiple complementary business models across its three segments. The company primarily makes money through direct product sales of hardware components like drives, controllers, and sensors, software licensing for control and information management platforms, and service fees for ongoing support and maintenance contracts. The company's customers include discrete manufacturers in automotive, semiconductor, warehousing and logistics industries, hybrid manufacturers in food and beverage, life sciences, and consumer goods sectors, and process industries such as oil and gas, mining, chemicals, and utilities. Rockwell sells primarily through a combination of independent distributors working alongside its direct sales force, allowing for broad market coverage while maintaining close customer relationships. A significant and growing portion of revenue comes from Annual Recurring Revenue (ARR) through software subscriptions and service contracts, which reached approximately 10% of total revenue and is growing at double-digit rates. This recurring revenue model provides greater predictability and higher margins compared to one-time hardware sales. Several factors influence the company's profitability margins. Positive margin drivers include the ongoing shift toward higher-margin software and services, successful cost reduction programs targeting $250 million in annual savings, pricing power in specialized automation markets, and the secular trend toward industrial automation and digital transformation. Negative margin pressures come from commodity price inflation affecting component costs, supply chain disruptions requiring expedited shipping and alternative sourcing, competitive pricing in mature hardware markets, and economic downturns that reduce customer capital expenditure budgets and delay project implementations. The company's margin profile benefits from its position in mission-critical applications where reliability and performance often outweigh price considerations, allowing for premium pricing on specialized solutions.
Competitive moat
Rockwell Automation possesses a moderate to strong competitive moat built on several key advantages. The company benefits from significant switching costs as customers invest heavily in training, integration, and customization of automation systems, making it expensive and disruptive to change vendors. Once installed, Rockwell's systems become deeply embedded in customers' operations, creating substantial exit barriers. The company's ecosystem approach creates additional stickiness by offering integrated solutions where hardware, software, and services work seamlessly together. This comprehensive platform reduces complexity for customers and increases the cost of switching to competitors who may only offer point solutions. Rockwell's extensive installed base generates ongoing revenue through replacement parts, upgrades, and services, creating a natural moat around existing customers. Technical expertise and domain knowledge accumulated over more than 120 years in industrial automation provides another competitive advantage. The company's deep understanding of manufacturing processes and industry-specific requirements enables it to develop specialized solutions that generic technology providers cannot easily replicate. However, the moat faces several challenges. Technology disruption from cloud computing, artificial intelligence, and edge computing is lowering barriers to entry and enabling new competitors. Large technology companies like Microsoft, Amazon, and Google are increasingly targeting industrial markets with platform-based solutions. Commoditization pressure exists in basic automation components where differentiation is limited. Additionally, customer consolidation in some industries increases buyer power and pricing pressure. The strength of Rockwell's moat varies by market segment, being strongest in complex, mission-critical applications and weaker in standardized component markets. The company's ongoing investment in software, digital services, and emerging technologies like autonomous mobile robots helps maintain and potentially strengthen its competitive position.
Risks & safety
Rockwell Automation presents a moderate margin of safety with generally solid financial fundamentals but some areas of concern: **Cash and Liquidity:** - Cash position of $450 million with current ratio of 1.05, indicating tight but adequate liquidity - Free cash flow of $171 million in recent quarter, down from stronger historical levels - Operating cash flow generation remains positive but variable **Debt and Solvency:** - Debt-to-equity ratio of 1.19 indicates moderate leverage - Total debt manageable relative to EBITDA and cash generation capacity - No immediate solvency concerns given established market position **Valuation Metrics:** - P/E ratio of 28.9x appears elevated relative to current growth rates - EV/EBITDA of 19.6x suggests premium valuation - Price-to-book ratio of 8.5x indicates significant premium to tangible assets **Other Considerations:** - Cyclical nature of industrial capital expenditure creates earnings volatility - Ongoing cost reduction programs provide some downside protection - Recurring revenue base offers stability during downturns
Recent development
Over the past several years, Rockwell Automation has undergone significant strategic transformation focused on expanding beyond traditional hardware into higher-margin software and services. The company has made substantial investments in digital transformation capabilities, developing information software platforms, digital twin technology, and connected services that provide ongoing value to customers beyond initial equipment sales. A key strategic move has been the aggressive expansion of Annual Recurring Revenue (ARR) streams, which have grown 16% annually and now represent 10% of total revenue. This shift toward subscription-based software and service models provides greater revenue predictability and higher margins compared to traditional hardware sales. The company has also pursued targeted acquisitions to strengthen its portfolio, notably acquiring Clearpath Robotics to expand into autonomous mobile robots and warehouse automation, sectors experiencing rapid growth driven by e-commerce demand. This acquisition aligns with Rockwell's strategy to participate in emerging automation markets beyond traditional manufacturing. Cost reduction and operational efficiency have been major focus areas, with the company implementing comprehensive programs targeting $250 million in annual productivity savings. These efforts include SKU rationalization, manufacturing efficiency improvements, workforce optimization, and supply chain enhancements. Rockwell has also been expanding its presence in high-growth end markets including semiconductors, data centers, electric vehicles, and life sciences. The company has made significant investments in facilities and capabilities to serve these sectors, including new operations in India and expanded data center solutions. The company has strengthened its cybersecurity offerings, building this into a business exceeding $100 million in annual revenue as industrial systems become increasingly connected and vulnerable to cyber threats.
ROK company profile · for informational purposes only — not investment advice.
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