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ROK 
Rockwell Automation Inc (ROK)
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Upturn Advisory Summary
01/09/2026: ROK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $406.96
1 Year Target Price $406.96
| 10 | Strong Buy |
| 4 | Buy |
| 13 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.73% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.16B USD | Price to earnings Ratio 53.45 | 1Y Target Price 406.96 |
Price to earnings Ratio 53.45 | 1Y Target Price 406.96 | ||
Volume (30-day avg) 29 | Beta 1.52 | 52 Weeks Range 212.49 - 415.89 | Updated Date 01/10/2026 |
52 Weeks Range 212.49 - 415.89 | Updated Date 01/10/2026 | ||
Dividends yield (FY) 1.30% | Basic EPS (TTM) 7.68 |
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 10.42% | Operating Margin (TTM) 19.73% |
Management Effectiveness
Return on Assets (TTM) 7.92% | Return on Equity (TTM) 20.28% |
Valuation
Trailing PE 53.45 | Forward PE 34.72 | Enterprise Value 48563779457 | Price to Sales(TTM) 5.53 |
Enterprise Value 48563779457 | Price to Sales(TTM) 5.53 | ||
Enterprise Value to Revenue 5.82 | Enterprise Value to EBITDA 34.74 | Shares Outstanding 112433185 | Shares Floating 111909801 |
Shares Outstanding 112433185 | Shares Floating 111909801 | ||
Percent Insiders 0.17 | Percent Institutions 86.56 |
Upturn AI SWOT
Rockwell Automation Inc
Company Overview
History and Background
Rockwell Automation Inc. was founded in 1903 as the Allen-Bradley Company by Lynde Bradley and his brother Harry. Initially, it produced motor starters. Over the decades, the company grew through innovation and acquisitions, expanding its offerings in industrial automation and information solutions. A significant milestone was its acquisition by Rockwell International in 1985, leading to the formation of Rockwell Automation. In 2001, Rockwell Automation became a separate, publicly traded entity. The company has consistently focused on providing solutions for factory automation, process control, and information management for a wide range of industries.
Core Business Areas
- Intelligent Devices: This segment offers a broad range of industrial control and safety components, including motor control, sensing and safety devices, human-machine interfaces (HMIs), and industrial communication products. These are the foundational building blocks for automated systems.
- Software: This segment focuses on industrial control and automation software, including design and simulation software, manufacturing execution systems (MES), manufacturing operations management (MOM) solutions, and analytics software. These tools enable customers to design, operate, and optimize their production processes.
- Control Systems: This segment provides integrated control systems such as programmable logic controllers (PLCs), distributed control systems (DCS), and safety instrumented systems (SIS). These systems are the brains of industrial automation, managing complex operations.
- Services: This segment offers a comprehensive suite of services, including consulting, implementation, maintenance, and support services for automation solutions. This helps customers maximize the value of their automation investments.
Leadership and Structure
Rockwell Automation is led by a Board of Directors and an executive leadership team. Key executives include the Chairman and Chief Executive Officer, the Chief Financial Officer, and leaders for various business segments and functions. The company operates through its main business segments as described above, with a global presence through its direct sales force and a network of partners.
Top Products and Market Share
Key Offerings
- Description: A powerful Programmable Automation Controller (PAC) that combines the capabilities of a PLC with the flexibility of a PC. It's designed for complex, high-performance applications requiring advanced logic, motion, and process control. Competitors include Siemens (SIMATIC S7 series), Schneider Electric (Modicon M580), and Mitsubishi Electric (iQ-R series). Market share for PACs is highly competitive and fragmented, with Rockwell Automation being a significant player.
- Market Share Data: Specific market share for individual products is proprietary and not publicly disclosed. However, Rockwell Automation is consistently ranked among the top vendors in the industrial automation control systems market.
- Product Name 1: Allen-Bradley ControlLogix PAC
- Description: A leading Manufacturing Execution System (MES) that provides real-time visibility and control over manufacturing operations. It helps optimize production, improve quality, and reduce downtime. Key competitors include Siemens (Opcenter), AVEVA (Unified Operations Center), and SAP (Manufacturing Suite).
- Market Share Data: The MES market is growing, and Rockwell Automation is a strong contender with its comprehensive FactoryTalk suite. Exact market share is not publicly available, but they are recognized as a leader in this space.
- Product Name 2: FactoryTalk ProductionCentre
- Description: A line of VFDs used to control the speed and torque of electric motors, leading to energy savings and improved process control. Competitors include Siemens (SINAMICS), ABB (ACS series), and Yaskawa Electric (A1000 series).
- Market Share Data: Rockwell Automation holds a substantial share in the global VFD market, known for its reliability and integration with its broader automation portfolio.
- Product Name 3: PowerFlex Variable Frequency Drives (VFDs)
Market Dynamics
Industry Overview
Rockwell Automation operates in the industrial automation and digital transformation market. This industry is characterized by strong demand driven by the need for increased efficiency, productivity, safety, and sustainability in manufacturing and industrial operations. Key trends include the adoption of the Industrial Internet of Things (IIoT), artificial intelligence (AI), predictive maintenance, and smart manufacturing technologies. The market is global and highly competitive, with significant investments in research and development.
Positioning
Rockwell Automation is positioned as a leading provider of industrial automation and digital transformation solutions. Its competitive advantages include a comprehensive product portfolio, deep domain expertise across various industries, a strong global presence, and a robust partner ecosystem. The company's integrated approach, combining hardware, software, and services, allows it to offer end-to-end solutions that address complex customer challenges. Its focus on innovation, particularly in areas like IIoT and AI, further solidifies its position.
Total Addressable Market (TAM)
The global industrial automation market is vast and estimated to be in the hundreds of billions of dollars, with projections for continued significant growth. This TAM encompasses a wide range of products and services including hardware (PLCs, drives, sensors), software (MES, SCADA, IIoT platforms), and services (integration, maintenance, consulting). Rockwell Automation is strategically positioned to capture a significant portion of this TAM by offering integrated solutions across its core business areas and by continuously expanding its digital offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation (Allen-Bradley legacy)
- Comprehensive product portfolio spanning hardware, software, and services
- Deep industry expertise across diverse sectors
- Extensive global sales and distribution network
- Commitment to innovation and R&D, particularly in digital transformation
- Strong partner ecosystem
Weaknesses
- Reliance on large capital expenditure cycles from customers
- Complexity of integrating diverse product lines
- Potential for disruption from smaller, niche players or new technologies
- Subject to global economic downturns affecting manufacturing investment
Opportunities
- Growing demand for IIoT, AI, and smart manufacturing solutions
- Increased focus on sustainability and energy efficiency in industrial processes
- Expansion into emerging markets with growing industrial bases
- Acquisitions to enhance technological capabilities or market reach
- Leveraging data analytics for predictive maintenance and process optimization
Threats
- Intensifying competition from global players and new entrants
- Global economic slowdowns impacting industrial investment
- Geopolitical instability and trade disputes affecting supply chains and demand
- Cybersecurity risks associated with connected industrial systems
- Rapid technological obsolescence
Competitors and Market Share
Key Competitors
- Siemens AG (SIEGY)
- Schneider Electric SE (SBGSY)
- ABB Ltd (ABBNY)
Competitive Landscape
Rockwell Automation faces intense competition from global industrial giants like Siemens, Schneider Electric, and ABB, who also offer comprehensive portfolios. Its advantages lie in its strong North American presence, deep integration of its Allen-Bradley brand, and its focus on a unified automation and information architecture. However, competitors often have broader global reach in certain regions or deeper expertise in specific niche areas. The landscape is characterized by continuous innovation, strategic partnerships, and competitive pricing.
Major Acquisitions
Clearpath Robotics Inc.
- Year: 2023
- Acquisition Price (USD millions): 500
- Strategic Rationale: To significantly enhance Rockwell Automation's autonomous mobile robot (AMR) capabilities and expand its presence in the rapidly growing field of material handling automation.
OTTO Motors
- Year: 2023
- Acquisition Price (USD millions): 500
- Strategic Rationale: OTTO Motors, a division of Clearpath Robotics, provides industrial autonomous mobile robots (AMRs). This acquisition directly bolsters Rockwell's offerings in warehouse and factory automation, complementing its existing portfolio.
ClearMotion
- Year: 2022
- Acquisition Price (USD millions): 160
- Strategic Rationale: To strengthen Rockwell's chassis control and adaptive damping technology offerings, enhancing its capabilities in advanced vehicle systems.
Growth Trajectory and Initiatives
Historical Growth: Rockwell Automation has demonstrated consistent historical growth, driven by organic expansion, strategic acquisitions, and the increasing adoption of automation and digital solutions by industries worldwide. The company has successfully navigated economic cycles by diversifying its customer base and end markets.
Future Projections: Analyst consensus generally projects continued revenue and earnings growth for Rockwell Automation over the next few years. This is expected to be fueled by the ongoing digital transformation of industries, investments in IIoT, AI, and the company's expanding software and services offerings. Growth is anticipated to be strongest in segments related to smart manufacturing and sustainable operations.
Recent Initiatives: Acquisition of Clearpath Robotics to enhance its autonomous mobile robot (AMR) capabilities.,Expansion of its FactoryTalk software suite with AI and analytics capabilities.,Strategic partnerships focused on sustainability and energy management solutions.,Investment in cybersecurity for industrial control systems.
Summary
Rockwell Automation Inc. is a strong player in the industrial automation market, with a solid history, diversified offerings, and a clear strategic focus on digital transformation. Its strengths lie in its comprehensive product suite, deep industry expertise, and robust partner network. The company is well-positioned to capitalize on the growing demand for IIoT and smart manufacturing solutions. However, it faces significant competition and is susceptible to global economic fluctuations. Continued investment in innovation and strategic acquisitions will be key to maintaining its growth trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Rockwell Automation Inc. Investor Relations
- Annual Reports (10-K filings)
- Quarterly Reports (10-Q filings)
- Reputable financial news outlets and market research reports (e.g., Reuters, Bloomberg, IDC, Gartner).
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may not be precise. Future projections are based on current analyst expectations and are subject to change. Investors should conduct their own due diligence 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 26000 | |
Full time employees 26000 | |||
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.
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