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Rockwell Automation Inc (ROK)



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Upturn Advisory Summary
08/14/2025: ROK (1-star) is a SELL. SELL since 4 days. Profits (12.34%). Updated daily EoD!
1 Year Target Price $349.38
1 Year Target Price $349.38
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 SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
Rockwell Automation Inc

Company Overview
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.
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 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
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
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
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.
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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