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ROK logo ROK
Upturn stock ratingUpturn stock rating
ROK logo

Rockwell Automation Inc (ROK)

Upturn stock ratingUpturn stock rating
$347.51
Last Close (24-hour delay)
Profit since last BUY12.34%
upturn advisory
SELL
SELL since 4 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: ROK (1-star) is a SELL. SELL since 4 days. Profits (12.34%). Updated daily EoD!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

29 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $349.38

1 Year Target Price $349.38

Analysts Price Target For last 52 week
$349.38 Target price
52w Low $214.09
Current$347.51
52w High $360.92

Analysis of Past Performance

Type Stock
Historic Profit -0.55%
Avg. Invested days 42
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 39.07B USD
Price to earnings Ratio 40.84
1Y Target Price 349.38
Price to earnings Ratio 40.84
1Y Target Price 349.38
Volume (30-day avg) 29
Beta 1.39
52 Weeks Range 214.09 - 360.92
Updated Date 08/15/2025
52 Weeks Range 214.09 - 360.92
Updated Date 08/15/2025
Dividends yield (FY) 1.48%
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 2025-08-06
When -
Estimate 2.67
Actual 2.82

Profitability

Profit Margin 12.04%
Operating Margin (TTM) 17.63%

Management Effectiveness

Return on Assets (TTM) 7.32%
Return on Equity (TTM) 26.85%

Valuation

Trailing PE 40.84
Forward PE 30.86
Enterprise Value 42452077301
Price to Sales(TTM) 4.85
Enterprise Value 42452077301
Price to Sales(TTM) 4.85
Enterprise Value to Revenue 5.27
Enterprise Value to EBITDA 26.38
Shares Outstanding 112434000
Shares Floating 112065612
Shares Outstanding 112434000
Shares Floating 112065612
Percent Insiders 0.2
Percent Institutions 86.64

ai summary icon Upturn AI SWOT

Rockwell Automation Inc

stock logo

Company Overview

overview logo History and Background

Founded in 1903 as the Compression Rheostat Company, later renamed Allen-Bradley, Rockwell Automation has evolved from manufacturing motor starters to providing industrial automation and information solutions. A significant milestone was its acquisition by Rockwell International in 1985, solidifying its focus on automation.

business area logo Core Business Areas

  • Intelligent Devices: Includes drives, motion control, power products, sensors, safety products, and industrial components for smart manufacturing.
  • Software & Control: Encompasses control platforms, industrial software, and network infrastructure that enable automation and information solutions.
  • Lifecycle Services: Offers consulting, professional services, and support to optimize automation investments and improve operational performance.

leadership logo Leadership and Structure

Blake D. Moret serves as the Chairman and CEO. The company operates under a matrix organizational structure with global sales and marketing divisions.

Top Products and Market Share

overview logo Key Offerings

  • Programmable Logic Controllers (PLCs): Rockwell's Allen-Bradley PLCs are industry-leading controllers used for automating industrial processes. They hold a significant market share in the PLC market. Competitors include Siemens, Schneider Electric, and Mitsubishi Electric. They are a large driver for their Software & Control division.
  • Human-Machine Interface (HMI): Rockwell Automation's HMI solutions provide operators with real-time visualization and control of industrial processes. Competitors include Siemens, Schneider Electric, and GE. This offers a large recurring revenue stream.
  • FactoryTalk Software Suite: A comprehensive suite of industrial software that includes MES, HMI, and analytics solutions. Competitors include Siemens, Aveva, and AspenTech. They are a large driver for their Software & Control division.

Market Dynamics

industry overview logo Industry Overview

The industrial automation market is experiencing growth driven by trends like Industry 4.0, digital transformation, and the increasing need for efficiency and productivity. The market is fragmented with many key players.

Positioning

Rockwell Automation is a leading provider of industrial automation and information solutions, known for its strong brand recognition, extensive product portfolio, and global presence. Their strength lies in integrated architecture and ability to deliver end-to-end solutions.

Total Addressable Market (TAM)

The global industrial automation market is projected to reach hundreds of billions USD. Rockwell Automation is well-positioned to capitalize on a significant portion of this TAM due to its broad product offerings and strong market presence.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Extensive product portfolio
  • Global presence
  • Strong installed base
  • Integrated solutions

Weaknesses

  • Exposure to cyclical industries
  • High price point compared to some competitors
  • Complexity of integrated solutions can require specialized expertise

Opportunities

  • Growing demand for industrial automation in emerging markets
  • Increasing adoption of Industry 4.0 and digital transformation technologies
  • Expansion into new vertical markets
  • Strategic partnerships and acquisitions

Threats

  • Intense competition from other automation providers
  • Economic slowdowns and recessions
  • Cybersecurity threats to industrial control systems
  • Supply chain disruptions

Competitors and Market Share

competitor logo Key Competitors

  • Siemens (SIE.DE)
  • Schneider Electric (SU.PA)
  • ABB (ABB)

Competitive Landscape

Rockwell Automation competes with other large automation providers on factors such as product portfolio, price, innovation, and customer service. Rockwell's advantage lies in its integrated solutions and strong installed base.

Major Acquisitions

Plex Systems

  • Year: 2021
  • Acquisition Price (USD millions): 2220
  • Strategic Rationale: Expanded cloud-native smart manufacturing platform.

Growth Trajectory and Initiatives

Historical Growth: Rockwell Automation's historical growth has been driven by its strong position in the industrial automation market and its ability to innovate and expand its product offerings.

Future Projections: Analyst estimates suggest continued growth for Rockwell Automation, driven by increasing demand for automation solutions and the company's strategic initiatives.

Recent Initiatives: Recent initiatives include strategic acquisitions, partnerships, and investments in new technologies such as AI and cloud computing.

Summary

Rockwell Automation is a strong player in the industrial automation market, leveraging a broad portfolio and integrated solutions. It benefits from Industry 4.0 trends, but must navigate competition and economic cycles. Strategic acquisitions and technological investments support future growth, while cybersecurity and supply chain remain key considerations.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Rockwell Automation Investor Relations
  • Analyst Reports
  • Industry Publications
  • Company Filings

Disclaimers:

This analysis is based on available information and estimates and should not be considered financial advice. Market conditions and company performance can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.