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Rockwell Automation, Inc. ROK SPXR3K

Industrials · Specialty Industrial Machinery · United States
https://www.rockwellautomation.com
Company Profile ↓
$423.87
+23.17% 1Y
Mkt Cap$47.07B
P/E39.76
P/B13.21
Div. Yield1.35%
52W High$493.56
52W Low$329.34
Book Value$31.46
EPS (TTM)$10.66

Company Overview

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 as spare parts. The company sells its products through independent distributors in relation to its direct sales force. It serves discrete end markets, including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets, such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals. The company was formerly known as Rockwell International Corporation and changed its name to Rockwell Automation, Inc. in February 2002. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 30.6%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 18.3%.

Healthy Margins

Operating margin of 21.0% supports profitability.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Sep 2025 Revenue of $8.34B (+0.9% YoY); net profit $869.00M.
  • Trailing 12 Months Year-on-year growth — revenue +7.9%, earnings +40.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 3.0%, profit CAGR -3.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:3.05%
1 Year:7.90%

Compounded Profit Growth

5 Years:-3.11%
1 Year:40.40%

Stock Price Performance

1 Year:+23.17%
6 Months:+4.30%
3 Months:-8.00%
1 Month:-2.08%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 58% of range
$329.34 $493.56
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • RSI (14)44.27 · Neutral
Price Performance
1M-2.08%
3M-8.00%
6M+4.30%
1Y+23.17%
Valuation vs Sector

P/E of 39.76 is above the sector median of 25.65 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 30.6%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Earnings shrank at -3.1% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
39.76
Industry PE
25.65
Forward P/E
28.53
PEG Ratio
1.83
Book Value
$31.46
Price to Book
13.21
P/S
5.14
EV/EBITDA
23.56
Dividend Yield
1.35%

Growth (CAGR)

Revenue 5Y
3.05%
Profit 5Y
-3.11%
Revenue (YoY)
7.90%
Earnings (YoY)
40.40%

Profitability & Returns

ROCE
18.30%
ROE
30.63%
ROA
9.99%
Profit Margin
13.39%
Op Margin
20.97%
Gross Margin
49.09%
EPS (Latest Qtr)
$3.65
EPS (TTM)
$10.66

Balance Sheet & Liquidity

Debt/Equity
1.03
Quick Ratio
0.66
Current Ratio
1.07
Debt
$3.61B
Total Assets
$11.09B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.16%
Chg in Prom Hold
-0.01%
FII / Inst Holding
92.98%
Chg in FII Hold
0.10%

Financial Snapshot

Enterprise Value
$47.07B
Total Revenue (TTM)
$8.97B
EBITDA
$2.09B
Free Cash Flow
$1.30B
Operating Cash Flow
$1.73B
Shares Outstanding
111.05M
Gross Margin
49.09%
Payout Ratio
51.03%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ROK Rockwell Automation, Inc. SPXR3K 423.87 39.76 $47.07B 1.35% 18.30% 30.63% 3.05% -3.11%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 144.75 -131.59 $1.10T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 704.05 30.31 $323.63B 0.80% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 293.54 34.53 $304.57B 0.60% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 194.71 34.34 $262.42B 1.51% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 827.42 23.73 $220.37B 0.22% 6.30% 82.58% 8.68% -
7 UNP Union Pacific Corporation SPXR3K 298.09 24.16 $177.09B 2.01% 15.22% 39.70% 2.30% 7.77%
8 DE Deere & Company SPXR3K 643.62 37.59 $173.54B 0.99% 12.53% 18.24% 3.43% 5.10%
9 BA The Boeing Company SPXR3KDEFENCE 187.55 66.98 $148.13B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Dec 2021Mar 2022Jun 2022Dec 2022Mar 2023Jun 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue --------1.59B1.65B1.70B1.73B1.64B1.66B1.67B1.73B1.68B1.68B1.39B1.57B1.57B1.78B1.85B1.86B1.81B1.97B1.98B2.28B2.24B2.05B2.13B2.05B--2.00B2.14B2.32B2.10B2.24B2.31B
Cost of Revenue ----------------------------------1.03B1.27B708.00M1.09B1.11B-
Gross Profit 612.70M594.10M616.80M651.90M642.30M656.50M677.70M647.70M700.20M703.90M744.70M736.10M738.70M708.20M730.30M722.90M702.90M698.80M554.20M639.30M646.50M767.40M764.40M749.10M664.10M802.40M813.60M932.50M915.40M795.00M833.00M795.00M--972.00M876.00M1.61B1.02B1.12B1.14B
Operating Expenses ----------------------------------631.00M498.00M1.15B650.00M658.00M-
Operating Income ----------------------------------341.00M378.00M458.00M366.00M467.00M550.00M
EBITDA ----------------------------------419.00M464.00M185.00M452.00M556.00M-
Interest Expense ----------------------------------39.00M41.00M37.00M32.00M36.00M-
Pretax Income ----------------------------------299.00M342.00M63.00M342.00M440.00M-
Tax Provision ----------------------------------51.00M49.00M33.00M40.00M89.00M-
Net Income 185.50M168.00M191.00M185.20M214.70M189.50M216.90M204.60M-236.40M227.40M198.60M345.90M80.30M346.00M261.40M8.10M310.70M132.20M317.80M262.70M593.30M415.00M271.30M241.50M53.90M297.90M384.00M300.30M400.20M215.00M266.00M232.00M--248.00M295.00M138.00M305.00M351.00M408.00M
Diluted EPS 1.401.281.461.431.651.451.671.57-1.841.771.582.800.662.882.200.072.661.132.732.255.063.542.322.050.462.553.312.593.451.862.312.02--2.222.601.232.693.103.65
R&D Expense ---------------------------------156.00M162.00M--172.00M180.00M173.00M

Profit & Loss (Annual)

Figures in USD.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Revenue 5.00B5.70B4.33B4.86B6.00B6.26B6.35B6.62B6.31B5.88B6.31B6.67B6.69B6.33B-7.76B9.06B8.26B8.34B
Cost of Revenue ---------------4.66B4.63B4.41B4.33B
Gross Profit 2.10B2.34B1.57B1.94B2.39B2.52B2.57B2.75B2.70B2.48B2.67B2.88B2.90B2.60B-3.10B4.42B3.85B4.02B
Operating Expenses ---------------1.77B2.73B2.66B2.59B
Operating Income ---------------1.34B1.69B1.19B1.42B
EBITDA ---------------1.44B1.99B1.57B1.40B
Interest Expense ---------------123.20M135.00M154.00M156.00M
Pretax Income ---------------1.07B1.61B1.10B917.00M
Tax Provision ---------------154.50M330.00M152.00M168.00M
Net Income 1.49B577.60M220.70M464.30M697.80M737.00M756.30M826.80M827.60M729.70M825.70M535.50M695.80M1.02B-932.20M1.39B953.00M869.00M
Diluted EPS 9.233.891.553.224.805.135.365.916.095.566.354.215.838.77-7.9711.958.287.67
R&D Expense -191.30M170.00M198.90M243.90M247.60M260.70M290.10M307.30M319.30M348.20M371.80M378.90M371.50M422.50M440.90M706.00M658.00M679.00M

Balance Sheet (Annual)

Figures in USD.

Metric Sep 2006Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Total Assets --4.59B4.31B4.75B5.28B5.64B5.84B6.22B6.40B7.10B7.16B6.26B6.11B7.26B10.70B10.76B11.30B11.23B11.22B
Total Equity 1.92B1.74B1.69B1.32B1.46B1.75B1.85B2.59B2.66B2.26B1.99B2.66B1.62B404.20M1.03B2.39B2.73B3.56B3.50B3.65B
Cash & Equivalents 408.10M624.20M582.20M643.80M813.40M988.90M903.90M1.20B1.19B1.43B1.53B1.41B618.80M1.02B704.60M662.20M490.70M1.07B471.00M468.00M
Long Term Debt --904.40M904.70M904.90M905.00M905.00M905.10M900.40M1.50B1.52B1.24B1.23B1.96B1.97B3.46B--2.56B2.61B
Current Liabilities --1.30B947.20M1.22B1.33B1.53B1.54B1.69B1.33B1.98B2.15B2.24B1.94B1.81B2.99B3.57B3.37B3.60B3.44B

Cash Flows (Annual)

Figures in USD.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Operating Cash Flow ----------1.03B1.30B1.18B1.12B1.26B823.10M1.37B864.00M1.54B
Investing Cash Flow -----------516.70M-170.40M225.00M-618.00M-2.63B-7.80M854.00M-982.00M-216.00M
Financing Cash Flow -----------649.60M-1.89B-985.90M-798.90M1.30B-934.20M-1.68B-503.00M-1.33B
Capital Expenditure -131.00M-151.00M-98.00M-99.40M-120.10M-139.60M-146.20M-141.00M-122.90M-116.90M-141.70M-125.50M-132.80M-113.90M-120.30M-141.10M-160.50M--
Free Cash Flow ----------892.30M1.17B1.05B1.01B1.14B682.00M1.21B--
Share Buybacks 1.52B359.10M53.50M118.80M298.70M259.40M402.70M485.70M598.40M507.60M342.60M1.48B1.01B264.20M299.70M301.30M312.00M595.00M425.00M
Dividends Paid 184.70M170.20M164.50M173.60M211.00M247.40M276.30M320.50M350.10M378.20M390.70M440.80M459.80M472.80M497.10M519.40M542.00M571.00M591.00M

Ratios (Annual)

Figures in %.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Gross Margin % 41.9%41.1%36.2%39.9%39.8%40.3%40.5%41.6%42.9%42.1%42.3%43.3%43.3%41.0%-40.0%48.8%46.6%48.1%
Operating Margin % ---------------17.2%18.7%14.4%17.1%
Net Margin % 29.7%10.1%5.1%9.6%11.6%11.8%11.9%12.5%13.1%12.4%13.1%8.0%10.4%16.2%-12.0%15.3%11.5%10.4%
ROE % 85.4%34.2%16.8%31.8%39.9%39.8%29.3%31.1%36.7%36.7%31.0%33.1%172.1%99.6%-34.2%38.9%27.2%23.8%
ROCE % ---------------18.6%21.3%15.6%18.3%

Shareholding Pattern

Insiders
0.16%
Institutions
92.98%
Public Float
93.13%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 11.15% 12.38M $5.36B
2 Vanguard Capital Management LLC 6.55% 7.27M $3.15B
3 Vanguard Portfolio Management LLC 5.34% 5.93M $2.56B
4 State Street Corporation 4.79% 5.32M $2.30B
5 Geode Capital Management, LLC 2.82% 3.13M $1.36B
6 Morgan Stanley 2.74% 3.04M $1.32B
7 JPMORGAN CHASE & CO 2.63% 2.92M $1.26B
8 UBS Group AG 1.97% 2.18M $944.63M
9 Goldman Sachs Group Inc 1.74% 1.93M $836.32M
10 Invesco Ltd. 1.64% 1.82M $787.63M

Analyst View

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Latest News

Recent headlines for ROK

Google News hu, 22 Oct 2026

Is Rockwell Automation (ROK) Fairly Valued As Its FactoryTalk Conductor AI Platform Rolls Out? - Yahoo Finance

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Google News hu, 22 Oct 2026

A Look at Rockwell Automation Inc (ROK) After 3.3% Decline -- GF Value $325.58 vs Price $423.87 - GuruFocus

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Google News hu, 22 Oct 2026

Rockwell Automation will outline its fiscal 2027 outlook Nov. 5 - Stock Titan

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Google News Sat, 17 Oct 2026

Rockwell Automation (NYSE:ROK) - Stock Analysis - Simply Wall Street

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Google News Wed, 21 Oct 2026

Rockwell Automation, Inc. $ROK Stock: Robeco Institutional Asset Management B.V. Boosts Position - MarketBeat

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Google News Mon, 19 Oct 2026

Rockwell Automation Inc. Research & Ratings | ROK - Barron's

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ROK — Frequently Asked Questions

What is the current share price of Rockwell Automation, Inc. (ROK)?

As of 2026-10-22 16:30 PDT, Rockwell Automation, Inc. (ROK) trades at $423.87 on NYSE. Its 52-week range is $329.34 to $493.56.

What is the market capitalisation of ROK?

Rockwell Automation, Inc. (ROK) has a market capitalisation of $47.07B on NYSE.

What is the P/E ratio of ROK?

ROK trades at a trailing price-to-earnings (P/E) ratio of 39.76. The industry average P/E is 25.65. Its price-to-book (P/B) ratio is 13.21.

Does ROK pay a dividend?

Rockwell Automation, Inc. (ROK) currently offers a dividend yield of 1.35%.

What is the return on equity (ROE) of ROK?

ROK has a return on equity (ROE) of 30.63%. Its return on capital employed (ROCE) is 18.30%.

Is ROK a good stock to buy?

This page provides a data-driven analysis of Rockwell Automation, Inc. (ROK), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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