Rockwell Automation, Inc
Rockwell Automation provides industrial automation and information products, solutions, and services.
Business. Rockwell Automation, Inc. (NYSE: ROK) is a technology company operating within the Software & IT Services sector, specifically focused on application software. The firm utilizes a subscription-based revenue model, with key performance indicators including annual recurring revenue and net revenue retention. No specific operating segments or geographic breakdowns are provided in the available data. The company is primarily listed on the New York Stock Exchange under the ticker symbol ROK.
Analyst recommendations
29 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
1Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsFY 2026 earnings (expected)2026-11-09 · estimated
- Peers
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · ServiceNow (NOW)
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressKevin Hern — Rockwell Automation, Inc. Common2024-06-10 · Republican · OK · Purchase · $1,001 - $15,000
- CongressKevin Hern — Rockwell Automation, Inc. Common2024-03-11 · Republican · OK · Purchase · $1,001 - $15,000
- CongressKevin Hern — Rockwell Automation, Inc.2023-12-11 · Republican · OK · Purchase · $1,001 - $15,000
- CongressJosh Gottheimer — Rockwell Automation, Inc.2023-11-27 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressKevin Hern — Rockwell Automation, Inc.2023-09-11 · Republican · OK · Purchase · $1,001 - $15,000
- CongressJosh Gottheimer — Rockwell Automation, Inc.2023-06-22 · Democrat · NJ · Sale · $1,001 - $15,000
Pre-earnings brief
Rockwell Automation, Inc. (ROK) has entered the scope of this analysis, marking the first available data point for the ticker with no prior basis for computing material changes. The company is currently tracked with 35 top holders and maintains membership in one index, though specific analyst coverage and officer counts are not currently reported in the available data. The most significant recent activity involves a major modification in holdings by investor ID 587. Data detected on June 25, 2026, indicates that this investor increased their position to 81,323 shares, valued at approximately $29.19 million, representing a portfolio weight of 0.0168%. This follows a separate detection on June 26, 2026, which recorded a reduction in the same investor's holdings to 1,528 shares, valued at roughly $0.55 million, with a weight of 0.0003%. Both changes are associated with the reporting period as of March 31, 2026. These conflicting signals regarding investor ID 587's position highlight a period of significant adjustment or data reconciliation for this specific holder. The shift from a minimal holding of 1,528 shares to a substantial position of 81,323 shares, or vice versa depending on the sequence of detection, represents a major severity event in the holder change logs. Given that this is the first analysis for Rockwell Automation, these holder changes establish the initial baseline for monitoring institutional interest. The presence of 35 top holders suggests a diversified shareholder base, while the specific volatility in investor ID 587's reported position warrants attention as the primary material signal in the current dataset. No other cross-source signals or material changes were identified in the available facts.
Signals & dispatch
Composite-score breakdown
Synthesis
Rockwell Automation, Inc. (NYSE: ROK) is a technology company operating within the Software & IT Services sector, specifically focused on application software. The firm utilizes a subscription-based revenue model, with key performance indicators including annual recurring revenue and net revenue retention. No specific operating segments or geographic breakdowns are provided in the available data. The company is primarily listed on the New York Stock Exchange under the ticker symbol ROK.
Rockwell Automation maintains a capital structure characterized by significant leverage relative to equity, with a debt-to-equity ratio of 0.73 and long-term debt of $2.57 billion against total equity of $3.52 billion. Liquidity is assessed as high, though the current ratio of 1.09 sits close to the minimum comfort range, indicating tight short-term working capital management. The company holds $423 million in cash and equivalents, resulting in a net cash position that is negative after subtracting total debt. Operating cash flow stands at $554 million, supporting free cash flow of $445 million after capital expenditures of $109 million.
Profitability metrics demonstrate strong returns, with a return on equity of 24.67% and a return on assets of 7.72%. The company generated $655 million in net income on $4.34 billion in revenue, yielding a net margin of approximately 15.1%. Gross profit was $2.14 billion, and operating income reached $965 million, reflecting efficient cost management despite the inclusion of material, labor, and overhead costs in cost of sales. The valuation snapshot shows a price-to-earnings ratio of 61.34 and an EV/EBITDA of 27.35, suggesting the market prices in significant future growth or stability.
Revenue concentration is not explicitly detailed by segment or geography in the available data, but the company’s offerings consist of industrial automation and information products, solutions, and services. The lack of specific segment breakdown limits the ability to assess diversification risks, but the broad description suggests exposure to multiple industrial verticals.
Growth trajectory analysis is constrained by the absence of historical period data in the input, preventing a direct calculation of year-over-year revenue or net income trends. However, the current revenue base of $4.34 billion provides a substantial scale for operations.
Risk factors include medium dilution risk, with source documents mentioning dilution or offering risk. A key flag notes that the current ratio is close to the minimum comfort range, and net cash is negative after subtracting total debt. Additionally, the company recorded goodwill and intangible assets pre-tax, non-cash impairment charges of $161 million and $63 million, respectively, during the quarter ended September 30, 2025, due to a triggering event involving joint venture partners.
Recent events include the issuance of FASB ASU 2025-06, which modernizes internal-use software guidance by removing software development considerations and clarifying capitalization thresholds. Analyst sentiment is mixed, with a mean recommendation of 2.34 (on a 1-5 scale) and a mean price target of $461.64, compared to the current market price of $472.99. The high price target is $555.00, while the low is $250.00, indicating a wide dispersion in analyst views.
Rockwell Automation, Inc. (ROK) has entered the scope of this analysis, marking the first available data point for the ticker with no prior basis for computing material changes. The company is currently tracked with 35 top holders and maintains membership in one index, though specific analyst coverage and officer counts are not currently reported in the available data. The most significant recent activity involves a major modification in holdings by investor ID 587. Data detected on June 25, 2026, indicates that this investor increased their position to 81,323 shares, valued at approximately $29.19 million, representing a portfolio weight of 0.0168%. This follows a separate detection on June 26, 2026, which recorded a reduction in the same investor's holdings to 1,528 shares, valued at roughly $0.55 million, with a weight of 0.0003%. Both changes are associated with the reporting period as of March 31, 2026. These conflicting signals regarding investor ID 587's position highlight a period of significant adjustment or data reconciliation for this specific holder. The shift from a minimal holding of 1,528 shares to a substantial position of 81,323 shares, or vice versa depending on the sequence of detection, represents a major severity event in the holder change logs. Given that this is the first analysis for Rockwell Automation, these holder changes establish the initial baseline for monitoring institutional interest. The presence of 35 top holders suggests a diversified shareholder base, while the specific volatility in investor ID 587's reported position warrants attention as the primary material signal in the current dataset. No other cross-source signals or material changes were identified in the available facts.
- High profitability with 24.67% ROE, but elevated valuation multiples (P/E 61.34) require sustained growth.
- Liquidity is tight with a current ratio of 1.09 and negative net cash, despite high liquidity risk rating.
- Medium dilution risk flagged in source documents, warranting monitoring of share count changes.
- Significant non-cash impairment charges ($224 million total) in Q3 2025 reflect strategic adjustments in joint ventures.
- Analyst consensus is neutral-to-positive (mean rec 2.34) with a wide price target range ($250-$555).
Bull / Bear case
Generated · model-assistedWith a debt-to-equity ratio of 0.73, Rockwell Automation exhibits low leverage relative to the software sector median of 0.06.
Analysts maintain a consensus buy recommendation for Rockwell Automation, reflecting positive sentiment from 30 covering analysts.
Revenue contracted at a 4.5% compound annual growth rate over the two-year period ending in FY2025.
Operating income decreased by 6.3% year-over-year in the latest period, highlighting pressure on core operational earnings.
The company faces a high liquidity risk flag, indicating potential challenges in meeting short-term financial obligations.
In focus — financials by report
Revenue $4.34B; Operating income $965.0M.
- ▍Revenue $4.34B
- ▍Operating income $965.0M
- ▍Net margin 15.1%
Revenue $2.10B; Operating income $435.0M.
- ▍Revenue $2.10B
- ▍Operating income $435.0M
- ▍Net margin 14.5%
Revenue $8.34B; Operating income $1.70B.
- ▍Revenue $8.34B
- ▍Operating income $1.70B
- ▍Net margin 10.4%
Revenue $8.26B; Net margin 11.5%.
- ▍Revenue $8.26B
- ▍Net margin 11.5%
Revenue $8.26B; Operating income $1.59B.
- ▍Revenue $8.26B
- ▍Operating income $1.59B
- ▍Net margin 11.5%
Revenue $9.06B; Net margin 15.3%.
- ▍Revenue $9.06B
- ▍Net margin 15.3%
Revenue $9.06B; Net margin 15.3%.
- ▍Revenue $9.06B
- ▍Net margin 15.3%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 12,15 |
| Revenue | —no estimate | —no estimate | 8,9B USD |
| Operating income | —no estimate | —no estimate | 1,8B USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Current ratio is close to the minimum comfort range.
- Net cash is negative after subtracting total debt.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Vice President and Controller · Restricted Stock Units → Common StockDisposed 849exercise · 2026-07-16
- Director · Restricted Stock Units → Common StockAcquired 69grant · 2026-07-01
- SVP Lifecycle Services · Restricted Stock Units → Common StockDisposed 595exercise · 2026-06-01
- VP and Chief IP Counsel · Employee Stock Option (Right to Buy) → Common StockDisposed 700 @ $136,40exercise · 2026-05-20
- Vice President and Controller · Employee Stock Option (Right to Buy) → Common StockDisposed 400 @ $246,77exercise · 2026-05-08
- Vice President and Controller · Employee Stock Option (Right to Buy) → Common StockDisposed 500 @ $196,43exercise · 2026-05-08
- Vice President and Controller · Employee Stock Option (Right to Buy) → Common StockDisposed 900 @ $246,77exercise · 2026-05-07
- Vice President and Controller · Employee Stock Option (Right to Buy) → Common StockDisposed 1 246 @ $259,81exercise · 2026-05-07
- Vice President and Controller · Employee Stock Option (Right to Buy) → Common StockDisposed 778 @ $279,50exercise · 2026-05-07
- SVP, Chief Information Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 2 538 @ $350,76exercise · 2026-05-05
- SVP Lifecycle Services · Employee Stock Option (Right to Buy) → Common StockDisposed 600 @ $246,77exercise · 2026-05-05
- SVP Lifecycle Services · Employee Stock Option (Right to Buy) → Common StockDisposed 1 200 @ $196,43exercise · 2026-04-13
- SVP, Chief Technology Officer · Restricted Stock Units → Common StockDisposed 581exercise · 2026-04-09
- Director · Restricted Stock Units → Common StockAcquired 90grant · 2026-04-01
- SVP Software and Control · Restricted Stock Units → Common StockDisposed 882exercise · 2026-04-01
- SVP,Chief Supply Chain Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 1 050 @ $246,77exercise · 2026-03-02
- SVP,Chief Supply Chain Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 1 611 @ $297,10exercise · 2026-03-02
- SVP,Chief Supply Chain Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 800 @ $196,43exercise · 2026-03-02
- SVP,Chief Supply Chain Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 3 525 @ $279,50exercise · 2026-03-02
- SVP,Chief Supply Chain Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 1 546 @ $259,81exercise · 2026-03-02
- SVP, Chief Information Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 500 @ $192,86exercise · 2026-02-26
- SVP, Chief Information Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 7 000 @ $171,46exercise · 2026-02-26
- SVP, Chief Information Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 3 400 @ $246,77exercise · 2026-02-26
- SVP, Chief Information Officer · Employee Stock Option (Right to Buy) → Common StockDisposed 3 565 @ $259,81exercise · 2026-02-26
- Vice President and Treasurer · Employee Stock Option (Right to Buy) → Common StockDisposed 500 @ $259,81exercise · 2026-02-25
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- ROCKWELL AUTOMATION, INC company facts · 2026-07-25
- ROCKWELL AUTOMATION, INC 10-Q 2026-05-05 · 2026-07-25
- ROCKWELL AUTOMATION, INC 10-Q 2026-02-05 · 2026-07-25
- ROCKWELL AUTOMATION, INC 10-K 2025-11-12 · 2026-07-25
- ROCKWELL AUTOMATION, INC 10-Q 2025-08-06 · 2026-07-25
- allocator_boost (allocator) on ROK · 2026-07-25
- Rockwell Automation Inc Market data — analyst estimates · 2026-07-25
- Rockwell Automation Inc Market data — ESG · 2026-07-25
- Rockwell Automation Inc — company reference export (2026-07-05) · 2026-07-25
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,17 %$272M
- Investment Managers · as of 2026-03-310,14 %$782M
- Institutional Investor · as of 2022-09-300,12 %$0M
- Investment Managers · as of 2026-03-310,12 %$216M
- Investment Managers · as of 2026-03-310,11 %$333M
- Funds · as of 2026-03-310,09 %$605M
- Investment Managers · as of 2026-03-310,09 %$690M
- Investment Managers · as of 2026-03-310,08 %$554M
- Investment Managers · as of 2025-12-310,08 %$5 527M
- Investment Managers · as of 2026-03-310,07 %$222M
- Investment Managers · as of 2026-03-310,07 %$1 093M
- Investment Managers · as of 2026-03-310,07 %$509M
- Investment Managers · as of 2026-03-310,06 %$1 815M
- Investment Managers · as of 2026-03-310,06 %$90M
- Investment Managers · as of 2026-03-310,06 %$1 013M
- Brokerage Firms · as of 2026-03-310,06 %$192M
- Investment Managers · as of 2026-03-310,06 %$0M
- Investment Managers · as of 2024-06-300,06 %$2 495M
- Investment Managers · as of 2026-03-310,05 %$254M
- Institutional Investor · as of 2026-03-310,04 %$226M
- Institutional Investor · as of 2026-03-310,04 %$177M
- Investment Managers · as of 2026-03-310,03 %$55M
- Investment Managers · as of 2026-03-310,02 %$34M
- Investment Managers · as of 2024-12-310,02 %$71M
- Brokerage Firms · as of 2026-03-310,02 %$99M
- Investment Managers · as of 2026-03-310,02 %$29M
- Investment Managers · as of 2026-03-310,02 %$59M
- Investment Managers · as of 2026-03-310,01 %$58M
- Investment Managers · as of 2026-03-310,01 %$29M
- Institutional Investor · as of 2026-03-310,01 %$169M
- Investment Managers · as of 2026-03-310,01 %$13M
- Institutional Investor · as of 2026-03-310,00 %$8M
- Institutional Investor · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
Insider activity
- Vice President and Controller · Common StockOther 849 · 2026-07-16
- Vice President and Controller · Common StockSold 281 @ $453,24$127K · 2026-07-16
- SVP Lifecycle Services · Common StockSold 377 @ $460,51$174K · 2026-06-04
- SVP Lifecycle Services · Common StockSold 218 @ $456,34$99K · 2026-06-02
- SVP Lifecycle Services · Common StockOther 595 · 2026-06-01
- VP and Chief IP Counsel · Common StockSold 700 @ $426,02$298K · 2026-05-20
- VP and Chief IP Counsel · Common StockSold 354 @ $426,02$151K · 2026-05-20
- VP and Chief IP Counsel · Common StockOther 700 @ $136,40$95K · 2026-05-20
- Vice President and Controller · Common StockOther 500 @ $196,43$98K · 2026-05-08
- Vice President and Controller · Common StockOther 400 @ $246,77$99K · 2026-05-08
- Vice President and Controller · Common StockSold 1 100 @ $451,83$497K · 2026-05-07
- Vice President and Controller · Common StockSold 2 924 @ $452,02$1,3M · 2026-05-07
- Vice President and Controller · Common StockOther 778 @ $279,50$217K · 2026-05-07
- Vice President and Controller · Common StockOther 900 @ $246,77$222K · 2026-05-07
- Vice President and Controller · Common StockOther 1 246 @ $259,81$324K · 2026-05-07
- SVP, Chief Information Officer · Common StockSold 550 @ $450,04$248K · 2026-05-05
- SVP Lifecycle Services · Common StockSold 140 @ $448,26$63K · 2026-05-05
- Sr.VP, Chief Revenue Officer · Common StockSold 550 @ $447,73$246K · 2026-05-05
- SVP Lifecycle Services · Common StockSold 460 @ $449,98$207K · 2026-05-05
- SVP Lifecycle Services · Common StockOther 600 @ $246,77$148K · 2026-05-05
- SVP, Chief Information Officer · Common StockOther 2 538 @ $350,76$890K · 2026-05-05
- SVP, Chief Information Officer · Common StockSold 586 @ $440,82$258K · 2026-05-05
- SVP, Chief Information Officer · Common StockSold 1 402 @ $447,37$627K · 2026-05-05
- Director · Common StockOther 229 · 2026-04-16
- SVP Lifecycle Services · Common StockOther 1 200 @ $196,43$236K · 2026-04-13
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total assets (YoY) (2025-12-31 vs 2024-12-31): 2.6%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.16xDerived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -5.7%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 0.4%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 10.7%Derived (calculated)
- Cash & equivalents (annual): USD 444MSEC XBRL filing
- Total assets (annual): USD 11.23BSEC XBRL filing
- Long-term debt (annual): USD 2.57BSEC XBRL filing
- Shareholders' equity (annual): USD 3.75BSEC XBRL filing
- Current assets (annual): USD 3.99BSEC XBRL filing
- Current liabilities (annual): USD 3.45BSEC XBRL filing
- Net margin (FY 2025-09-30): 10.4%Derived (calculated)
- Gross margin (FY 2025-09-30): 48.1%Derived (calculated)
- Operating cash flow (YoY) (2025-09-30 vs 2024-09-30): 78.7%Derived (calculated)
- Gross profit (YoY) (2025-09-30 vs 2024-09-30): 4.3%Derived (calculated)
- EPS (basic) (YoY) (2025-09-30 vs 2024-09-30): -7.6%Derived (calculated)
- Net income (YoY) (2025-09-30 vs 2024-09-30): -8.8%Derived (calculated)
- EPS (diluted) (YoY) (2025-09-30 vs 2024-09-30): -7.4%Derived (calculated)
- Revenue (YoY) (2025-09-30 vs 2024-09-30): 0.9%Derived (calculated)
- R&D expense (YoY) (2025-09-30 vs 2024-09-30): 3.2%Derived (calculated)
- Cost of revenue (YoY) (2025-09-30 vs 2024-09-30): -2.0%Derived (calculated)
- Operating income (YoY) (2025-09-30 vs 2024-09-30): 6.8%Derived (calculated)
- Net income (annual): USD 869MSEC XBRL filing
- Pre-tax income (annual): USD 917MSEC XBRL filing