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NYSE · US · Specialty Industrial Machinery

ROK Rockwell Automation

Industrial automation and controls

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$431.6
+1.29% today
1W
+1.7%
1M
−0.6%
3M
−8.1%
YTD
+12.0%
1Y
+22.7%
Off 52w high
−12.6%
Next earnings (est.): 2026-11-05
Market cap$47.41B
P/E (trailing)39.9Forward 28.6
EV / sales5.6×EV/EBITDA 24.0×
Revenue (TTM)$8.97BGrowth 7.9% y/y
Margins49.1%gross · op 21.0%
Free cash flow$1.30BCash $479M · debt $3.61B
Analyst target$474.9+10.0% upside · 25 analysts · buy
Riskβ 1.5Short 3.8% of float · yield 1.3%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ROK · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-03EarningsBeat / raise

    Reported EPS 3.49 vs 3.38 expected (+3.1% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 3.3 vs 2.88 expected (+14.6% surprise).

  3. 6
    2026-02-05EarningsBeat / raise

    Reported EPS 2.75 vs 2.48 expected (+10.7% surprise).

  4. 5
    2025-11-06EarningsBeat / raise

    Reported EPS 3.34 vs 2.94 expected (+13.6% surprise).

  5. 4
    2025-08-06EarningsBeat / raise

    Reported EPS 2.82 vs 2.67 expected (+5.7% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS 2.45 vs 2.12 expected (+15.8% surprise).

  7. 2
    2025-02-10EarningsBeat / raise

    Reported EPS 1.83 vs 1.58 expected (+16.0% surprise).

  8. 1
    2024-11-07EarningsBeat / raise

    Reported EPS 2.47 vs 2.47 expected (+0.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-033.383.49+3.1%
2026-05-052.883.3+14.6%
2026-02-052.482.75+10.7%
2025-11-062.943.34+13.6%
2025-08-062.672.82+5.7%
2025-05-072.122.45+15.8%
2025-02-101.581.83+16.0%
2024-11-072.472.47+0.1%
2024-08-072.082.71+30.2%
2024-05-072.162.5+15.6%
2024-01-312.632.04−22.5%
2023-11-023.473.64+4.9%
2023-08-013.193.01−5.7%
2023-04-272.63.01+15.8%
2023-01-261.872.46+31.6%
2022-11-022.983.04+1.9%
2022-07-272.342.66+13.6%
2022-05-032.291.66−27.4%
2022-01-271.912.14+12.2%
2021-11-022.182.33+7.1%
2021-07-272.092.31+10.3%
2021-04-282.162.41+11.6%
2021-01-261.872.38+27.0%
2020-11-101.751.87+6.7%

About Rockwell Automation

Website ↗

Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems. It also provides digital consulting, professional services, engineered-to-order solutions, recurring services, cybersecurity, safety, remote monitoring, customer technical support and repair, asset management and optimization consulting, and training, as well …

26,000 employees · Milwaukee, United States

Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.

Magnets→Motor→Drive→Axis

What would prove us wrong. Weakens if ferrite or rare-earth-free motors reach parity in robots.

Reshoring and labour scarcity push automation spend. Integrators and controls vendors are the existing, profitable expression of physical AI.

Controls→Cells→Integration→Factory

What would prove us wrong. Weakens if industrial orders fall for multiple quarters despite reshoring announcements.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6506.T
Yaskawa Electric
Servos, drives and industrial robots ¥3,980.0−1.04%−11.7%−15.2%
6954.T
Fanuc
Industrial robots and CNC ¥5,639.0+0.93%−5.2%−5.2%
6503.T
Mitsubishi Electric
Factory automation and servos ¥4,696.0−1.55%−10.4%+3.6%
6594.T
Nidec
Motors and actuators ¥1,708.0+0.18%−39.5%−19.9%
300124.SZ
Shenzhen Inovance
Chinese servo and automation leader ¥55.25+3.27%+7.1%−26.2%
EMR
Emerson Electric
Process automation and controls $162.2+0.41%+2.5%+23.6%
SIE.DE
Siemens
Factory automation and industrial software €261.4+1.79%−6.1%+11.6%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.68+2.80%−13.1%+19.4%
ZBRA
Zebra Technologies
Warehouse robotics and scanning $388.4+0.50%+5.0%+60.0%
SYM
Symbotic
Warehouse robotics systems $38.79−1.25%−10.8%−34.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.