ROK
Rockwell Automation, Inc.

Rockwell Automation, Inc.ROK

Industrials · Specialty Industrial Machinery
427.19USD
+0.54%
Sep 23, 2026
ROK overview ready
Full-stack industrial-automation enabler: Rockwell supplies the factory-floor control layer, connected devices and motion products, engineering and visualization software, digital-twin and simulation tools, and lifecycle services required to implement and operate modern automated production systems.
Narrative is still early
Exposed to the Industrial Automation and Physical AI narrative through Digital Twins, Engineering Data and Industrial Control Software — enabling supplier.
Range-bound price action
Longer-term context reads near trend floor, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Unremarkable fundamentals
Primary risk
Cyclical downturns in industrial capital spending.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 22

Conviction Level

NarrativeHeat7.7ThemeHeat7.9PriceAction6.0Valuation2.9CompanyPosition9.3
Price
Loading price history…

Price Action

Range-bound price action
Longer-term context reads near trend floor, with a near-term setup of daily advance.
EntryConstructive

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

Key Financials

Market Cap
$47.4B
Avg Volume (60D)
799.2K
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
+3.2%
Distance from 200DMA
+1.6%
Next Earnings
2026-11-05
P/E
39.5x
EV / EBITDA
21.0x
EV / Sales
5.5x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Rockwell Automation, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 3.2% free-cash-flow yield and 21.0x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Full-stack industrial-automation enabler: Rockwell supplies the factory-floor control layer, connected devices and motion products, engineering and visualization software, digital-twin and simulation tools, and lifecycle services required to implement and operate modern automated production systems.
Opportunity
Moderate opportunity
Manufacturers are investing in connected engineering, simulation, operational-data and control-software stacks to shorten design cycles, improve throughput and quality, and move selected production processes from automated operation toward more adaptive autonomy.
Key risk
Cyclical downturns in industrial capital spending.

Narrative & Theme

Industrial Automation and Physical AI
Part of Digital Twins, Engineering Data and Industrial Control Software, with strong fit.
ROK has a genuine, direct fit with factory digitalization and automation rather than a generic AI adjacency.
Narrative HeatHeating up7.7 / 10
Theme HeatHeating up7.9 / 10

Business & Markets

Industrials · Specialty Industrial Machinery
What they do

Rockwell Automation designs, manufactures, and sells industrial automation and digital transformation solutions globally through three segments: Intelligent Devices, Software & Control, and Lifecycle Services.

How it earns

The company generates revenue primarily through transactional sales of hardware and software products, as well as project-based and recurring services.

Products & services
Motion control drives
Industrial sensors
Control and visualization software
Digital twin and simulation software
Lifecycle services
Customers & end markets
Industrial manufacturers
Automation system integrators
Process industries
Market position

Leader in industrial automation with a broad portfolio of hardware and software solutions.

Demand drivers
Medium cyclicality

Business is tied to industrial capital spending cycles and manufacturing activity.

Related companies

Finding other covered companies in the same part of this story…