ROK
Rockwell Automation, Inc.

Rockwell Automation, Inc.ROK

Industrials · Specialty Industrial Machinery
375.86USD
-1.36%
Nov 08, 2026
ROK overview ready
Industrial automation platform supplying control hardware and software to manufacturers
Rockwell is an industrial-automation platform provider combining control hardware, motion, sensing, visualization, industrial software and lifecycle services.
Primary theme is lagging
Robotics / Automation is lagging (-6.7pp vs SPY over 21 sessions; 3 of 10 members ahead of SPY).
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Exposure to industrial capital spending cycles.
Market Nov 6Filing Jun 30Price action Nov 7Research Oct 22

Conviction Level

PriceAction5.4BusinessPerformance5.0BusinessQuality8.1Valuation3.6ThemeMomentum1.0Mixed — Revenue is still growing (+7.9% YoY), but growth has slowed, down from +12%. Diluted EPS is up 40% year over year at $3.65. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
−6.7pp
Theme return
−11.7%
Beating SPY
3 of 10
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$41.7B
Avg Volume (60D)
867.4K
60 sessions
Revenue Growth YoY
+0.9%
FY2025 vs FY2024
Gross Margin
+49.1%
Trailing twelve months
Operating Margin
+22.7%
Trailing twelve months
Free Cash Flow Yield
-1.1%
Distance from 200DMA
-11.7%
Next Earnings
2027-02-04
P/E
34.8x
EV / EBITDA
18.6x
EV / Sales
4.9x
Market metrics as of Nov 6, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Business Performance

Mixed

Revenue is still growing (+7.9% YoY), but growth has slowed, down from +12%. Diluted EPS is up 40% year over year at $3.65.

Latest reported: Q3 FY2026, ended Jun 30
Revenue growthSlowing
+7.9%
$2.31B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +14%
  2. +12%
  3. +12%
  4. +7.9%
Earnings growthGrowing
+40%
Diluted EPS $3.65 vs $2.60 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. -41%
  2. +67%
  3. +40%
  4. +40%
Operating marginExpanding
23.8%
+2.6 pp YoY · gross margin 49.5% (+0.7 pp)

Business Quality

8.1 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
Rockwell Automation, Inc. has a Fair valuation stance because the price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.

Company Research

Thesis
Rockwell is an industrial-automation platform provider combining control hardware, motion, sensing, visualization, industrial software and lifecycle services.
Opportunity
Moderate opportunity
Manufacturers' spending on the connected software, operational data, simulation and control layers needed to design, program, operate and continuously optimize increasingly automated production assets.
Key risk
Exposure to industrial capital spending cycles.

Economic classification

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Business & Markets

Industrials · Specialty Industrial Machinery
What they do

Rockwell Automation provides industrial automation and digital transformation solutions globally through hardware, software, and services organized into Intelligent Devices, Software & Control, and Lifecycle Services segments.

How it earns

The company generates revenue primarily through transactional sales of products and project-based contracts, supplemented by recurring software licenses and service agreements.

Products & services
Drives and motion control products
Industrial control and visualization software
Digital twin and simulation software
Industrial sensors and safety components
Lifecycle and maintenance services
Customers & end markets
Manufacturing companies
Industrial producers
Automation system integrators
Market position

Leader in industrial automation platforms combining hardware, software, and services.

Demand drivers
Medium cyclicality

Demand is linked to industrial capital spending cycles and manufacturing activity.