Rockwell Automation (ROK) AI Stock Analysis
Rockwell Automation
(BMV:ROK)
No summary available
Rockwell Automation (ROK) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 48.54B
- Dividend Yield
- 1.17%
- Average Volume (3M)
- 289
- Price to Earnings (P/E)
- 40.8
- Beta (1Y)
- -0.17
- Revenue Growth
- 1.35%
- EPS Growth
- 13.23%
- Country
- Mexico
- Employees
- 26,000
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Industrial - Machinery
Rockwell Automation Business Overview & Revenue Model
Company Description
Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelli...
Rockwell Automation Earnings Call Summary
The call conveyed strong top-line and margin performance with raised guidance, notable outperformance in Software & Control, Intelligent Devices, and discrete end markets (Semiconductor, Data Center, E‑commerce). Cash generation, share repurchases, and margin expansion were highlighted. Headwinds include persistent inflationary cost pressure, slower-than-expected recurring services/ARR growth, Sensia-related sales impacts and pockets of weak capital spending (e.g., Food & Beverage, some process areas and Mining). On balance, positives (revenue beat, margin expansion, EPS raise, strong free cash flow and increased guidance) materially outweigh the lowlights.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Rockwell's fiscal 2026 guidance: reported and organic sales growth of 7.5–9.5% (8.5% midpoint) with ~150 bps of favorable currency at the midpoint (partially offset by the Sensia dissolution); organic ARR growth mid‑single digits; enterprise operating margin ~21.5% (≈+260 bps YoY); adjusted EPS $13.00–$13.30 (midpoint $13.15, ~25% growth vs FY25); free cash‑flow conversion ~100%; full‑year price realization ~250 bps (≈100 bps tariff, 150 bps underlying) with tariffs expected to be EPS‑neutral; full‑year incrementals >50% as‑reported and high‑40s on an organic basis; Q4 expected low‑single‑digit sequential sales growth with roughly flat enterprise margin; segment expectations — Intelligent Devices: low double‑digit revenue growth, ~20% segment margin; Software & Control: high‑teens revenue growth, low‑30s margin; Lifecycle Services: ~-$150M revenue decline with flat to slightly up margin; CapEx ≈3% of sales; corporate & other ≈$115M; net interest ≈$120M; share repurchases ≈$850M for the year (≈300k shares / ~$150M repurchased YTD); average diluted shares ≈112.2M; adjusted ETR ≈19.5%.
Rockwell Automation Risk Analysis
Rockwell Automation disclosed 20 risk factors in its most recent earnings report. Rockwell Automation reported the most risks in the "Macro & Political" category.
Latest Risks Added
0 New RisksRockwell Automation Peers Comparison
Overall Rating
EMR76Outperform
ITT75Outperform
NDSN73Outperform
PH72Outperform
FLS63Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| EMR | 76Outperform | $92.00B | 35.91 | 12.69% | 1.35% | 4.82% | -1.66% |
| ITT | 75Outperform | $17.75B | 38.77 | 10.35% | 0.76% | 28.07% | -19.95% |
| NDSN | 73Outperform | $17.97B | 32.49 | 17.59% | 1.05% | 7.02% | 24.24% |
| PH | 72Outperform | $113.48B | 31.14 | 25.11% | 0.84% | 8.31% | 4.96% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| FLS | 63Neutral | $10.02B | 39.51 | 11.35% | 1.10% | 0.21% | -42.26% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:ROK | Rockwell Automation | 7990.00 | 1731.89 | 27.67% | |
| EMR | Emerson Electric | 164.94 | 27.08 | 19.64% | |
| FLS | Flowserve | 79.01 | 8.00 | 11.27% | |
| ITT | ITT Corporation | 198.50 | 14.41 | 7.83% | |
| NDSN | Nordson Corporation | 322.67 | 95.84 | 42.25% | |
| PH | Parker-Hannifin Corp | 899.82 | 134.31 | 17.55% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.