olivLaw · US equity research
Rockwell Automation, Inc. ROK
Measuring & Controlling Devices, NEC · SIC 3829 · Vertical: Measuring & Controlling Devices, NEC (SIC 3829)
Rockwell Automation, Inc. (ROK) describes itself as the world's largest company dedicated to industrial automation and digital transformation, with three operating segments. In the third quarter of fiscal 2026 sales were 2313 million USD, up 8%, and organic sales rose 10%. The company updated its fiscal 2026 guidance, with an Adjusted EPS range of 13.00-13.30 USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Rockwell Automation, Inc. (ROK) stock was 443.88 USD (−0.56% on the day), with market capitalisation 49.3 bn USD, P/E 41.6 on diluted EPS of 10.66 USD over the last 12 months, dividend yield 1.23%, beta 1.23, 52-week range 348.51–495.08 USD. Latest reported quarter (Q3 2026): revenue of 2.3 bn USD (+7.9% YoY), net income of 408.0 m USD (+38.3% YoY), diluted EPS 3.65 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 55.2
- strong (55–70)
- Bollinger (20, 2)
- 417.26 – 450.38
- in the upper half of the band · %B 0.80 · band width 7.6%
- SMA 50 / 200
- 431.55 / 427.52
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 2.79 / 1.29
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −2.5% | −1.1% | −1.4 pp | — |
| 3 months | −1.4% | −0.5% | −0.9 pp | — |
| 6 months | −3.4% | +4.4% | −7.8 pp | — |
| Year to date | +14.1% | +12.3% | +1.8 pp | — |
| 1 year | +23.4% | +13.5% | +9.8 pp | −33.4% |
| 3 years | +68.3% | +76.4% | −8.1 pp | −9.9% |
| 5 years | +30.9% | +63.7% | −32.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0 bn | 1.9 bn | 2.0 bn | 2.1 bn | 2.3 bn | 2.1 bn | 2.2 bn | 2.3 bn |
| Cost of revenue | 607.0 m | 1.0 bn | 1.0 bn | 1.1 bn | 1.2 bn | 1.1 bn | 1.1 bn | 1.2 bn |
| Gross profit | 1.4 bn | 878.0 m | 972.0 m | 1.0 bn | 1.1 bn | 1.0 bn | 1.1 bn | 1.1 bn |
| Research & development | — | 156.0 m | 162.0 m | 170.0 m | 191.0 m | 172.0 m | 180.0 m | 173.0 m |
| SG&A | 485.0 m | 476.0 m | 469.0 m | 498.0 m | 471.0 m | 478.0 m | 478.0 m | 490.0 m |
| Operating income | — | 321.0 m | 408.0 m | 454.0 m | 520.0 m | 435.0 m | 530.0 m | 550.0 m |
| Depreciation & amortisation | — | 78.0 m | 81.0 m | 81.0 m | 85.0 m | 79.0 m | 79.0 m | 79.0 m |
| Interest expense | 40.0 m | 39.0 m | 39.0 m | 41.0 m | 37.0 m | 32.0 m | 36.0 m | 33.0 m |
| Pre-tax income | 275.0 m | 213.0 m | 299.0 m | 342.0 m | 63.0 m | 342.0 m | 440.0 m | 470.0 m |
| Income tax | 36.0 m | 35.0 m | 51.0 m | 49.0 m | 33.0 m | 40.0 m | 89.0 m | 62.0 m |
| Net income | 240.0 m | 184.0 m | 252.0 m | 295.0 m | 138.0 m | 305.0 m | 350.0 m | 408.0 m |
| Diluted EPS | 2.11 ≈ | 1.61 | 2.22 | 2.60 | 1.22 ≈ | 2.69 | 3.10 | 3.65 |
| Operating cash flow | 432.0 m | 364.0 m | 199.0 m ≈ | 527.0 m ≈ | 454.0 m | 234.0 m | 320.0 m ≈ | 724.0 m ≈ |
| Capex | 65.0 m | 71.0 m | 28.0 m ≈ | 38.0 m ≈ | 49.0 m | 64.0 m | 45.0 m ≈ | 70.0 m ≈ |
| Dividends paid | 142.0 m | 149.0 m | 148.0 m ≈ | 147.0 m ≈ | 147.0 m | 156.0 m | 153.0 m ≈ | 155.0 m ≈ |
| Share repurchases | 118.0 m | 100.0 m | 132.0 m ≈ | 124.0 m ≈ | 69.0 m | 153.0 m | 446.0 m ≈ | 155.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 81 percentile of its own 43-quarter history (min 17.3, median 27.9, max 68.9; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.7 bn | 6.7 bn | 6.3 bn | 7.0 bn | 7.8 bn | 9.1 bn | 8.3 bn | 8.3 bn |
| Revenue YoY | +5.6% | +0.4% | −5.5% | +10.5% | +10.9% | +16.7% | −8.8% | +0.9% |
| Net income | 535.5 m | 695.8 m | 1.0 bn | 1.4 bn | 932.2 m | 1.4 bn | 953.0 m | 869.0 m |
| Net income YoY | −35.1% | +29.9% | +47.1% | +32.7% | −31.4% | +48.8% | −31.3% | −8.8% |
| Diluted EPS | 4.21 | 5.83 | 8.77 | 11.58 | 7.97 | 11.95 | 8.28 | 7.67 |
| Diluted EPS YoY | −33.7% | +38.5% | +50.4% | +32.0% | −31.2% | +49.9% | −30.7% | −7.4% |
| net % | 8.0% | 10.4% | 16.2% | 19.4% | 12.0% | 15.3% | 11.5% | 10.4% |
| Free cash flow | 1.2 bn | 1.0 bn | 1.0 bn | 1.1 bn | 682.0 m | 1.2 bn | 639.0 m | 1.4 bn |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 30 Sept 2025
- Cash
- 468.0 m USD
- Financial debt
- 3.2 bn USD
- Net debt
- 2.8 bn USD
- Equity
- 3.7 bn USD
- Total assets
- 11.2 bn USD
- Debt / equity
- 0.87x
- Current ratio
- 1.14x
- ROE
- 23.5%
- ROA
- 7.7%
- FCF margin
- 16.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 6.3 bn | 7.0 bn | 7.8 bn | 9.1 bn | 8.3 bn | 8.3 bn | SEC (XBRL)· 12 Nov 2025verified |
| Cost of revenue | 3.7 bn | 4.1 bn | 4.7 bn | 4.6 bn | 4.4 bn | 4.3 bn | SEC (XBRL)· 12 Nov 2025verified |
| Gross profit | 2.6 bn | 2.9 bn | 3.1 bn | 4.4 bn | 3.9 bn | 4.0 bn | SEC (XBRL)· 12 Nov 2025verified |
| Research & development | 371.5 m | 422.5 m | 440.9 m | 706.0 m | 658.0 m | 679.0 m | SEC (XBRL)· 12 Nov 2025verified |
| SG&A | 1.5 bn | 1.7 bn | 1.8 bn | 2.0 bn | 2.0 bn | 1.9 bn | SEC (XBRL)· 12 Nov 2025verified |
| Operating income | — | — | — | 1.9 bn | 1.6 bn | 1.7 bn | SEC (XBRL)· 12 Nov 2025verified |
| Depreciation & amortisation | 172.7 m | 189.8 m | 238.9 m | 250.0 m | 317.0 m | 325.0 m | SEC (XBRL)· 12 Nov 2025verified |
| EBITDA | — | — | — | 2.2 bn ≈ | 1.9 bn ≈ | 2.0 bn ≈ | SEC (XBRL)· 12 Nov 2025derived |
| Interest expense | 103.5 m | 94.6 m | 123.2 m | 135.3 m | 154.0 m | 156.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Pre-tax income | 1.1 bn | 1.5 bn | 1.1 bn | 1.6 bn | 1.1 bn | 917.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Income tax | 112.9 m | 181.9 m | 154.5 m | 330.0 m | 152.0 m | 168.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Net income | 1.0 bn | 1.4 bn | 932.2 m | 1.4 bn | 953.0 m | 869.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Diluted EPS | 8.77 | 11.58 | 7.97 | 11.95 | 8.28 | 7.67 | SEC (XBRL)· 12 Nov 2025verified |
| Weighted average diluted shares | 116.6 m | 117.1 m | 116.7 m | 115.6 m | 114.5 m | 113.1 m | SEC (XBRL)· 12 Nov 2025verified |
| Dividend per share | 4.08 | 4.28 | 4.48 | 4.72 | 5.00 | 5.24 | SEC (XBRL)· 12 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 704.6 m | 662.2 m | 490.7 m | 1.1 bn | 471.0 m | 468.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Inventories | 584.0 m | 798.1 m | 1.1 bn | 1.4 bn | 1.3 bn | 1.2 bn | SEC (XBRL)· 12 Nov 2025verified |
| Current assets | 2.7 bn | 3.1 bn | 3.6 bn | 4.9 bn | 3.9 bn | 3.9 bn | SEC (XBRL)· 12 Nov 2025verified |
| Property, plant & equipment, net | 574.4 m | 581.9 m | 586.5 m | 684.0 m | 777.0 m | 797.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Goodwill | 1.7 bn | 3.6 bn | 3.5 bn | 3.5 bn | 4.0 bn | 3.8 bn | SEC (XBRL)· 12 Nov 2025verified |
| Intangibles (excl. goodwill) | 479.3 m | 1.0 bn | 902.0 m | 852.4 m | 1.1 bn | 864.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Total assets | 7.3 bn | 10.7 bn | 10.8 bn | 11.3 bn | 11.2 bn | 11.2 bn | SEC (XBRL)· 12 Nov 2025verified |
| Accounts payable | 687.8 m | 889.8 m | 1.0 bn | 1.2 bn | 860.0 m | 930.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Short-term debt | 24.6 m | 509.7 m | 359.3 m | 94.7 m | 771.0 m | 608.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Long-term debt | 2.0 bn | 3.5 bn | 2.9 bn | 2.9 bn | 2.6 bn | 2.6 bn | SEC (XBRL)· 12 Nov 2025verified |
| Current liabilities | 1.8 bn | 3.0 bn | 3.6 bn | 3.4 bn | 3.6 bn | 3.4 bn | SEC (XBRL)· 12 Nov 2025verified |
| Equity | 1.3 bn | 2.7 bn | 3.0 bn | 3.7 bn | 3.7 bn | 3.7 bn | SEC (XBRL)· 12 Nov 2025verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 1.1 bn | 1.3 bn | 823.1 m | 1.4 bn | 864.0 m | 1.5 bn | SEC (XBRL)· 12 Nov 2025verified |
| Capex | 113.9 m | 120.3 m | 141.1 m | 160.5 m | 225.0 m | 186.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Free cash flow | 1.0 bn ≈ | 1.1 bn ≈ | 682.0 m ≈ | 1.2 bn ≈ | 639.0 m ≈ | 1.4 bn ≈ | SEC (XBRL)· 12 Nov 2025derived |
| Investing cash flow | -618.0 m | -2.6 bn | -7.8 m | 854.0 m | -982.0 m | -216.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Financing cash flow | -798.9 m | 1.3 bn | -934.2 m | -1.7 bn | -503.0 m | -1.3 bn | SEC (XBRL)· 12 Nov 2025verified |
| Dividends paid | 472.8 m | 497.1 m | 519.4 m | 542.0 m | 571.0 m | 591.0 m | SEC (XBRL)· 12 Nov 2025verified |
| Share repurchases | 264.2 m | 299.7 m | 301.3 m | 312.0 m | 595.0 m | 425.0 m | SEC (XBRL)· 12 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 49 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 49.3 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation11
- Returns65
- Quality97
- Balance sheet75
- Growth10
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 68.86 – 266.35 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)163.77 – 266.35 (Mid 203.37)WACC 9.0% · starting FCFF 1.6 bn USD · terminal value share of EV 73%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 37.3%
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/Eunavailable · not enough peers
- Dividend discount (DDM)68.86 – 92.60 (Mid 78.99)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 49/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 26.2% | 100 (on a fixed band) | 10% |
| Net margin · Quality | 13.4% | 88 (vs peers) | 6% |
| FCF conversion · Quality | 125.2% | 100 (on a fixed band) | 6% |
| Revenue CAGR 3Y · Growth | 2.4% | 20 (on a fixed band) | 8% |
| EPS CAGR 3Y · Growth | -1.3% | 0 (on a fixed band) | 8% |
| Net debt / EBITDA · Balance sheet | 1.2x | 81 (on a fixed band) | 10% |
| Interest coverage · Balance sheet | 14.7x | 100 (on a fixed band) | 6% |
| Current ratio · Balance sheet | 1.1x | 23 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 41.6x | 0 (on a fixed band) | 10% |
| EV/EBITDA · Valuation | 22.1x | 0 (on a fixed band) | 10% |
| FCF yield · Valuation | 3.1% | 38 (on a fixed band) | 8% |
| Shareholder yield (distributions) · Returns | 2.9% | 42 (on a fixed band) | 6% |
| Payout ratio (FCF) · Returns | 40.6% | 100 (on a fixed band) | 4% |
Score groups
- Balance sheet75/100 · 3/3 factors with a value
- Growth10/100 · 2/2 factors with a value
- Quality97/100 · 3/3 factors with a value
- Returns65/100 · 2/2 factors with a value
- Valuation11/100 · 3/3 factors with a value
Memo
Rockwell Automation, Inc. (ROK). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 8.3 bn USD in 2025; YoY growth 0.9%; net margin 13.4%; ROE 34.5%; net debt/EBITDA 1.2x.
The estimated value range is 116.31–179.48 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 141.18 USD, the price of 443.88 USD leaves a potential of -68.2% (value / price − 1) and a margin of safety of -214.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 49/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROIC: 26.2%
- Net margin: 13.4%
- FCF conversion: 125.2%
- Net debt / EBITDA: 1.2x
- Interest coverage: 14.7x
- Payout ratio (FCF): 40.6%
What contradicts it
- Revenue CAGR 3Y: 2.4%
- EPS CAGR 3Y: -1.3%
- Current ratio: 1.1x
- P/E (TTM): 41.6x
- EV/EBITDA: 22.1x
- The price is above the estimated value range
- The valuation methods diverge
Versus the vertical median
Measuring & Controlling Devices, NEC (SIC 3829) · same industry (4-digit SIC) · compared with 9 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | 261.6 bn | 37.3 | 13.4% | 14.9% | +3.9% | +20% / +42% |
| ROKRockwell Automation, Inc. | 49.3 bn | 41.6 | 34.5% | 13.4% | +0.9% | +23% / +68% |
| TRMBTrimble Inc. | 12.4 bn | — | -2.9% | -4.1% | −2.6% | −33% / +17% |
| ONTOOnto Innovation Inc. | 9.1 bn | 69.4 | 6.8% | 11.8% | unavailable | +29% / +31% |
| MIRMirion Technologies, Inc. | 336.9 m | 159.4 | 1.6% | 2.7% | +7.5% | −31% / +101% |
| OWLTOwlet, Inc. | 132.4 m | — | — | -7.7% | +35.4% | −66% / −10% |
| GEOSGeospace Technologies Corp | 51.0 m | — | -34.4% | -43.1% | −18.3% | −70% / −67% |
| BCHTBirchtech Corp. | 28.9 m | — | -134.4% | -21.7% | +1.3% | −75% / −78% |
| QSIQuantum-Si Incorporated | — | — | -49.1% | -6,138.3% | −20.3% | −9% / −20% |
| NIKINiki BioSolutions, Inc. | — | — | -6.2% | — | −66.7% | −87% / −90% |
1- and 3-year price returns: for ROK from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 260.59 Total return -40% · Per year -40% | 461.17 Total return 5% · Per year 5% | 695.29 Total return 58% · Per year 58% |
| 3 years | 242.54 Total return -43% · Per year -17% | 483.93 Total return 13% · Per year 4% | 802.57 Total return 86% · Per year 23% |
| 5 years | 225.73 Total return -45% · Per year -11% | 507.82 Total return 21% · Per year 4% | 926.41 Total return 118% · Per year 17% |
- Exit P/E± 120.98
- Net margin± 84.69
- Annual revenue growth± 70.92
- Annual dilution± 7.12
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 8-K (05 Nov 2026 · results).
In brief
Rockwell Automation, Inc. (ROK) describes itself as the world's largest company dedicated to industrial automation and digital transformation, with three operating segments. In the third quarter of fiscal 2026 sales were 2313 million USD, up 8%, and organic sales rose 10% 3. The company updated its fiscal 2026 guidance, with an Adjusted EPS range of 13.00-13.30 USD 3.
SWOT
Strengths
- Leading position in industrial automation and an integrated control architecture that the company presents as a differentiator 1.
- Strong organic growth in the third quarter of fiscal 2026 and expanding margins 3.
- A broad partner ecosystem and a significant distribution network that amplify internal capabilities 1.
Weaknesses
Opportunities
Risks
- Economic cyclicalityhigh
Recessions could lead to reduced, canceled or delayed orders, as customers cut capital spending 1.
- Cybersecurityhigh
The company's systems and those of its customers are exposed to attacks, and the adoption of artificial intelligence has made threats more sophisticated 1.
- Tariffs and trademedium
Trade policy changes could raise production costs and limit the ability to pass prices on to customers 1.
- Supplier dependencemedium
Shortages of components and delays from single-source suppliers could affect delivery schedules 1.
- Currency riskmedium
A stronger US dollar could reduce sales and profitability from outside the US, and hedging instruments may not be effective 1.
- Cost of capitallow
Access to credit markets and borrowing costs depend on the credit rating and market conditions 1.
Investment thesis
What would need to be true (bull case)
- Strong organic growth and rising margins could support further guidance increases if demand from semiconductors and data centers stays robust 3.
- Growth in software and recurring ARR could improve revenue predictability and quality over the long term 13.
- A recovery in US industrial production could generate new automation investment and the localization of supply chains 12.
What would break the thesis
What to watch
- Delivery against the adjusted EPS and organic sales guidanceQ4 2026
- Trajectory of organic ARR and the Software & Control segmentQ1 2027
- Effect of BEPS Pillar Two on the adjusted effective tax ratenext 10-K
- Development of producer prices and the price/cost effect2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 8-K (05 Nov 2026 · results).
The business
Rockwell Automation traces its roots to the Allen-Bradley Company, founded in 1903, and has been incorporated in Delaware since 1996, after divesting its aerospace and defense businesses 1. The company operates in more than 100 countries and had 26000 employees at the end of fiscal 2025 1. Its strategy is to bring the Connected Enterprise to life, built on an integrated control architecture with Logix at its core 1.
The company says it can cover many production disciplines, from discrete and process to safety and robotics, within a single hardware and software environment 1. Around 65% of global sales go through independent distributors, and the two largest distributors account for about 20% of total sales 1. Its addressed market is put at approximately 120 billion USD 1.
Meanwhile, the company strengthened its portfolio through the dissolution of the Sensia joint venture on April 1, 2026, which also brought a margin benefit in the third quarter 3. It aims to grow recurring revenue and pursues acquisitions focused on industrial AI applications 12.
Market context
Demand depends on investment in manufacturing and on global industrial output levels 1. In the third quarter of fiscal 2026, the US manufacturing PMI reached 53.3 in June 2026, its highest level in four years, while PPI growth rose to 5.5% 23.
The company cites growth in semiconductors, data centers and warehouse automation, along with improving activity in automotive and life sciences 3. Oil and gas markets have been a source of adverse impacts in certain periods 2.
Trends
- Price and cost pressureheadwind
Producer price inflation has accelerated, which can create pressure between prices and costs, and the company noted a negative price/cost effect 23.
- Demand for software and recurring ARRtailwind
Growth in software and recurring ARR supports the company's long-term growth goal, although its contribution depends on the pace of adoption 13.
- Tariffs and trade policyheadwind
Changes in tariffs and trade policy could raise procurement costs and disrupt supply chains, with effects that depend on how quickly prices can be passed on to customers 1.
Competitive position
Competitors range from large diversified corporations to smaller firms with limited portfolios, and competitive position depends on portfolio breadth, technology differentiation, industry expertise and partner ecosystem 1. The company expects competition to remain high 1.
- Siemens AG
A major competitor named in the annual report, with a broad industrial automation offering 1.
- ABB Ltd
A competitor named in the annual report in industrial automation 1.
- Emerson Electric Co.EMR
A competitor named in the annual report, active in process control and automation 1.
- Honeywell International Inc.HON
A competitor named in the annual report, with activities in industrial automation and software 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- De astazi in cinematografe: „Wild Horse Nine”, cu John Malkovich, Sam Rockwell si Steve Buscemi, intr-o comedie neagra despre spionaj si jocuri de putere. Filmarile au avut loc pe Insula Pastelui. - Urban.roSurge — Google News · 04 Nov 2026 · RO
- „Wild Horse Nine”: John Malkovich, Sam Rockwell și Steve Buscemi, într-o comedie neagră despre spionaj, jocuri de putere și secretele trecutului - Suceava News OnlineSurge — Google News · 04 Nov 2026 · RO
- „Wild Horse Nine”: John Malkovich, Sam Rockwell şi Steve Buscemi, într-o comedie neagră despre spionaj, jocuri de putere şi secretele trecutului/ VIDEO - News.roSurge — Google News · 04 Nov 2026 · RO
- ICS Patch Tuesday: Siemens Issues 17 Advisories, Rockwell Fixes ArmorBlock Takeover FlawSecurityWeek · 14 Oct 2026 · EN
- John Malkovich Oscar Chances Get Stronger With New Wild Horse Nine , Sam Rockwell Also StarsSurge — GDELT DOC · 23 Sept 2026 · RO
- Wild Horse Nine: John Malkovich și Sam Rockwell în roluri de agenți CIA pentru Martin McDonagh - Sortir à ParisSurge — Google News · 22 Sept 2026 · RO
- Minot Light’s Bullish Stance on Rockwell Medical (RMTI)Yahoo Finance — News · 22 Sept 2026 · EN
- Rockwell Just Got a Major AI Cybersecurity Boost From Anthropic. What It Means for ROK Stock.Yahoo Finance — News · 17 Sept 2026 · EN
- Is Rockwell Automation Stock Outperforming the S&P 500?Yahoo Finance — News · 14 Sept 2026 · EN
- Rockwell Automation 1756-ENBT ModuleCISA — Cybersecurity Advisories · 03 Sept 2026 · EN
- Rockwell Automation ArmorStart LTCISA — Cybersecurity Advisories · 03 Sept 2026 · EN
- Rockwell Automation ControlFLASHCISA — Cybersecurity Advisories · 03 Sept 2026 · EN
- Rockwell Automation Patches Over a Dozen Vulnerabilities Across ProductsSecurityWeek · 02 Sept 2026 · EN
- Rockwell Automation Redundancy Module Configuration ToolCISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation Logix PlatformCISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation FactoryTalk Activation ManagerCISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation RSLinx ClassicCISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation ControlLogix, CompactLogix, CompactLogix 5480, GuardLogix, Compact GuardLogixCISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation Historian MECISA — Cybersecurity Advisories · 01 Sept 2026 · EN
- Rockwell Automation OTTO Fleet ManagerCISA — Cybersecurity Advisories · 27 Aug 2026 · EN
The latest news item in our archive is from 04 Nov 2026; the newest SEC filing is from 05 Nov 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report05 Nov 2026Results of operations · Financial statements and exhibits
- Current report24 Sept 2026Departure or appointment of officers
- Quarterly report04 Aug 2026
- Current report04 Aug 2026Results of operations · Financial statements and exhibits
- Quarterly report05 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Current report17 Apr 2026Departure or appointment of officers · Financial statements and exhibits
- Current report17 Feb 2026Departure or appointment of officers · Financial statements and exhibits
- Current report13 Feb 2026Shareholder vote
- Quarterly report05 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-09-30 · SEC / Rockwell Automation, Inc. · 12 Nov 2025
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Rockwell Automation, Inc. · 04 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Rockwell Automation, Inc. · 04 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.