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Upturn AI SWOT - About
ROK 
Rockwell Automation Inc (ROK)
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Upturn Advisory Summary
10/10/2025: ROK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $353.6
1 Year Target Price $353.6
| 10 | Strong Buy |
| 4 | Buy |
| 13 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.55% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 37.52B USD | Price to earnings Ratio 39.22 | 1Y Target Price 353.6 |
Price to earnings Ratio 39.22 | 1Y Target Price 353.6 | ||
Volume (30-day avg) 29 | Beta 1.4 | 52 Weeks Range 213.27 - 359.54 | Updated Date 10/12/2025 |
52 Weeks Range 213.27 - 359.54 | Updated Date 10/12/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) 8.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.04% | Operating Margin (TTM) 17.63% |
Management Effectiveness
Return on Assets (TTM) 7.16% | Return on Equity (TTM) 26.85% |
Valuation
Trailing PE 39.22 | Forward PE 30.49 | Enterprise Value 42584749889 | Price to Sales(TTM) 4.66 |
Enterprise Value 42584749889 | Price to Sales(TTM) 4.66 | ||
Enterprise Value to Revenue 5.28 | Enterprise Value to EBITDA 26.46 | Shares Outstanding 112434397 | Shares Floating 112077980 |
Shares Outstanding 112434397 | Shares Floating 112077980 | ||
Percent Insiders 0.18 | Percent Institutions 86.76 |
Upturn AI SWOT
Rockwell Automation Inc
Company Overview
History and Background
Rockwell Automation, Inc. was founded in 1903 as the Compression Rheostat Company. Over time, it evolved into a leading provider of industrial automation and information solutions through innovation and strategic acquisitions.
Core Business Areas
- Intelligent Devices: Encompasses drives, motion control, safety, sensing, industrial components, and configurable control systems. These products control production and improve manufacturing. Revenue 2023: $3.66B
- Software & Control: Includes control platforms, software applications, and network and security infrastructure. The Software & Control segment delivers automation and control software, and provides information management solutions, helping customers to improve productivity and make better operating decisions. Revenue 2023: $4.13B
- Lifecycle Services: Offers consulting, professional services, and solutions to maximize productivity. This includes design, implementation, and support services. Revenue 2023: $1.68B
Leadership and Structure
Blake Moret is the Chairman and CEO. The company has a functional organizational structure with various business units and support functions.
Top Products and Market Share
Key Offerings
- Programmable Logic Controllers (PLCs): Rockwell Automation's PLCs, like the Allen-Bradley ControlLogix and CompactLogix families, are critical for industrial automation. These are used to control machinery in manufacturing, factories and process facilities. Competitors include Siemens, Mitsubishi Electric, and Schneider Electric. Market share estimated at around 30% in the PLC market globally.
- Human-Machine Interfaces (HMIs): The PanelView family of HMIs allows operators to interact with machines and processes. Competitors include Siemens, Schneider Electric, and Pro-face. Market share estimated at around 20%.
- Industrial Software (FactoryTalk): FactoryTalk is a suite of software applications for manufacturing operations management (MOM), MES, and data analytics. Competitors include Siemens (Opcenter), AVEVA (System Platform), and SAP (Manufacturing Intelligence and Integration). Revenue generated is not explicitly segmented publicly.
Market Dynamics
Industry Overview
The industrial automation market is driven by increasing demand for efficiency, productivity, and safety in manufacturing and industrial processes. The integration of IIoT, cloud computing, and AI is transforming the industry.
Positioning
Rockwell Automation is a leading player in the industrial automation market, known for its strong brand reputation, comprehensive product portfolio, and extensive global presence. It focuses on providing integrated solutions to its customers.
Total Addressable Market (TAM)
The global industrial automation market is estimated to reach over $300 billion by 2030. Rockwell Automation is well positioned with it's offering and history to capture a significant portion of that TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Comprehensive product portfolio
- Extensive global presence and distribution network
- Focus on innovation and technology leadership
- Strong customer relationships
Weaknesses
- Exposure to cyclical industries
- Dependence on key suppliers
- Potential for cybersecurity vulnerabilities
- High Cost of entry for new customers with significant existing hardware.
Opportunities
- Growing demand for industrial automation in emerging markets
- Increasing adoption of IIoT and cloud-based solutions
- Strategic acquisitions to expand product portfolio
- Increased spending on modernization and automation initiatives
- Addressing labor shortages with more automation
Threats
- Intense competition from global players
- Economic slowdown and uncertainty
- Rapid technological changes
- Geopolitical risks and trade tensions
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- SI (Siemens AG)
- ABB (ABB Ltd)
- HON (Honeywell International Inc)
Competitive Landscape
Rockwell Automation faces stiff competition from Siemens and ABB, particularly in Europe and Asia. Rockwell's strength lies in North America and its integrated solutions approach.
Major Acquisitions
Plex Systems
- Year: 2021
- Acquisition Price (USD millions): 2220
- Strategic Rationale: Acquired to bolster cloud-native manufacturing platform capabilities and expand its SaaS offerings.
Kalypso
- Year: 2019
- Acquisition Price (USD millions): 400
- Strategic Rationale: Acquired to enhance digital transformation consulting services and expand its expertise in areas like product lifecycle management (PLM).
Growth Trajectory and Initiatives
Historical Growth: Rockwell Automation has demonstrated consistent growth in revenue and earnings over the past decade, driven by strategic acquisitions and product innovation.
Future Projections: Analysts expect Rockwell Automation to continue growing at a moderate pace, driven by increasing demand for industrial automation and expansion into new markets. Expected to reach $10B in revenue by 2025.
Recent Initiatives: Rockwell Automation is focusing on expanding its software and services offerings, investing in digital transformation, and strengthening its presence in emerging markets.
Summary
Rockwell Automation is a strong player in the industrial automation market with a comprehensive portfolio and robust financial performance. Its strengths lie in its brand and integrated solutions. It needs to watch out for increased competition and supply chain disruptions. Investments in digital transformation and emerging markets are key to future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Rockwell Automation Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports (e.g., ARC Advisory Group)
- Analyst Reports (e.g., Goldman Sachs, Morgan Stanley)
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Market data is based on estimates and may vary. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rockwell Automation Inc
Exchange NYSE | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 1987-01-01 | President, Chairman & CEO Mr. Blake D. Moret | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 27000 | |
Full time employees 27000 | |||
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. It sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, and warehousing and logistics, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. The company was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
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