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ROK · Rockwell Automation, Inc

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$433.27 -0.40 (-0.09%) At close · Aug 19
Market Cap
$48.36B
Shares
111.05M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$433.27 Open$436.69 Day$431.29–439.43 52W close$333.75–495.08 Avg vol 30d812K Short int3.8M · 3.5% float · 5.3d Short vol67% Last earningsAug 4, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 11 wks
FQ4-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Neutral Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg +4%
      above
      Price vs 50-day avg −6%
      below
      RSI (14) 40
      neutral
      MACD trend Negative
      52-week position 62%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return −5%
      trailing
      6-month return +5%
      trailing
      YTD return +11%
      this year
      Relative strength −6%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $462 › 200d $417 — 50d above 200d
      Institutional flow Accumulating
      +7% holders QoQ · +225 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      3.46% of float · ▲ +1.7% MoM · 5.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,529 holders — near 3-yr high, broad support
      Squeeze score 60
      elevated · 0–100
      Fundamentals
      Fair
      Revenue growth +6%
      Y/Y
      Gross margin 60%
      contracting
      EPS growth −7%
      Y/Y
      Free cash flow $1.4B
      Valuation P/E 40.8
      rich
      Buyback $1.2B
      remaining
      Balance sheet $2.8B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 31%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 3.1%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 4, 2026
      fiscal 2026
      Reported sales growth Raised 7.5% – 9.5%
      Nov 6, 2025 3% – 7% changed to Aug 4, 2026 7.5% – 9.5%
      Organic sales growth Raised 7.5% – 9.5%
      Nov 6, 2025 2% – 6% changed to Aug 4, 2026 7.5% – 9.5%
      Diluted EPS Raised $12.72 – $13.02
      Nov 6, 2025 $10.40 – $11.40 changed to Aug 4, 2026 $12.72 – $13.02
      prior FY $7.67 midpoint +67.8% Y/Y
      Adjusted EPS Raised $13.00 – $13.30
      Nov 6, 2025 $11.20 – $12.20 changed to Aug 4, 2026 $13.00 – $13.30
      Fiscal 2026
      Effective tax rate Lowered 16.5%
      Nov 6, 2025 20% changed to Aug 4, 2026 16.5%
      Adjusted Effective Tax Rate Lowered 19.5%
      Nov 6, 2025 20% changed to Aug 4, 2026 19.5%
      Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
      ECommerce and Warehouse Automation sales growth · fiscal year '25 45%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +4% Bullish
      Price vs 50-day avg
      −6% Bearish
      RSI (14)
      40 Neutral
      MACD trend
      Negative Bearish
      52-week position
      62% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $462 › 200d $417 — 50d above 200d
      Institutional flow Accumulating
      +7% holders QoQ · +225 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      3.46% of float · ▲ +1.7% MoM · 5.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,529 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $334 Now $433 · 62% Range high $495
      vs 200-day avg +4% vs 50-day avg -6%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $1.56B Nine Months Ended June 30, 2026 —
      Adjusted Effective Tax Rate non-GAAP 19.2% Nine Months Ended June 30, 2026 —
      Adjusted Income non-GAAP $1.08B Nine Months Ended June 30, 2026 —
      Enterprise operating margin non-GAAP 21.4% Nine Months Ended June 30, 2026 —
      Lifecycle Services segment operating margin 15.1% Three Months Ended June 30, 2026 —
      Organic Sales non-GAAP 6.53B Nine Months Ended June 30, 2026 —
      Return on Invested Capital (ROIC) 18.4% twelve months ended June 30, 2026 —
      Segment operating margin 20% Q3 FY2026 —
      Software & Control segment operating margin 34.8% Three Months Ended June 30, 2026 —
      Total ARR 6% second quarter fiscal 2026 —
      Total ARR growth 7% Q1 FY2026 —
      Total segment operating margin non-GAAP 20.7% Q1 FY2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Specialty Industrial Machinery — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ROK
      Rockwell Automation, Inc
      this stock
      		$48.36B +11.4% +5.6% 40.8 3.5%
      GEV
      GE Vernova Inc.
      		 $262.99B +51.1% +9.0% 28.4 3.2%
      ETN
      Eaton Corp plc
      		 $164.37B +33.3% +10.3% 43.1 1.8%
      SMERY
      Siemens Energy AG/ADR
      		 $152.17B — — — 0.0%
      PH
      Parker-Hannifin Corp
      		 $130.80B +16.4% +18.9% 38.3 1.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,529
      % held
      89.9%
      Net QoQ
      +2.4M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      922
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.8M
      Days to cover
      5.3d
      Change
      +64.1K sh
      View
      Short Volume
      Short vol %
      67%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      648
      Value
      $299.3K
      As of
      Jul 20, 2026
      View
      Off-Exchange
      Off-exchange %
      40.6%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Rob Bresnahan
      Amount
      $1.0K–$15.0K
      Traded
      Apr 8, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $8.3B
      Net income (FY)
      $869.0M
      EPS diluted
      $7.67
      View
      Buybacks
      Remaining
      $1.2B
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 4, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $127.4K
      Shares
      281
      Filed
      Jul 17, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      ROK -4.0% -5.4% +5.3% -9.8% +11.4%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY -3.6% -8.3% -6.2% -12.7% -1.4%

      Capital returns

      Latest dividend
      $1.38 / share · ex Aug 17, 2026
      Raised 5.3%
      Paid (TTM)
      $5.52 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.27%
      Buyback program · as of Jun 30, 2026
      Authorized
      —
      Spent (derived)
      —
      Remaining
      $1.20B

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1024478 CUSIP 773903109 13F (30d) 1295 filings 1264 filers Visit website Investor relations

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