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ROK · Rockwell Automation, Inc

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$416.50 -2.35 (-0.56%) At close · Sep 15
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$46.22B
Shares
111.05M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$418.85 Open$416.33 Day$412.24–419.97 52W close$333.75–495.08 Avg vol 30d807K Short int3.6M · 3.3% float · 5.6d Short vol54% Last earningsAug 4, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 7 wks
Latest filing: 10-Q
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$8.97B
Trailing 12 months
Net income (TTM)
$1.20B
Trailing 12 months
Revenue growth YoY
+7.9%
Year over year
Operating margin
22.7%
Trailing 12 months
P / E (TTM)
39.2
Trailing earnings · reciprocal yield 2.5%
FCF yield
3.2%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.2%
Year over year · fewer shares
Price change (1Y)
+21.4%
Trailing year
Short interest
3.3%
Latest settlement · 5.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 17.2 · elevated Equity put/call 0.67
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −1%
below
Price vs 50-day avg −7%
below
RSI (14) 40
neutral
MACD trend Positive
52-week position 53%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −7%
trailing
6-month return +17%
trailing
YTD return +8%
this year
Relative strength +1%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $448 › 200d $422 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +246 funds added
Insider flow Distributing
Net -$474.6K over 90 days · 100% sells
Short interest Rising
3.28% of float · ▲ +1.0% MoM · 5.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,548 holders — near 3-yr high, broad support
Squeeze score 52
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 39
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 2.6%
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

Beat or met 1 of last 3
Latest guidance · from the 8-K filed Aug 4, 2026
fiscal 2026
Reported sales growth Initiated 7.5% – 9.5%
Organic sales growth Initiated 7.5% – 9.5%
Currency translation Initiated 1.5%
Diluted EPS Initiated $12.72 – $13.02
prior FY $7.67 midpoint +67.8% Y/Y
Adjusted EPS Initiated $13.00 – $13.30
Fiscal 2026
Adjusted Effective Tax Rate Initiated 19.5%
Effective tax rate Initiated 16.5%
Prior guidance period ended · from the 8-K filed Aug 7, 2024
Inorganic sales growth · fiscal 2024 1.5%
Currency translation · fiscal 2024 0%
Diluted EPS · fiscal 2024 $8.32
Adjusted EPS · fiscal 2024 $9.60
Guided vs delivered · last 3 settled
Diluted EPS fiscal 2024
guided $8.32
$8.28 Miss −0.5%
Sales fiscal 2022
guided $8.2B
$7.76B Miss −5.4%
Sales fiscal 2021
guided $6.8B
$7B Beat +2.9%

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

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−1% Neutral
Price vs 50-day avg
−7% Bearish
RSI (14)
40 Neutral
MACD trend
Positive Bullish
52-week position
53% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $448 › 200d $422 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +246 funds added
Insider flow Distributing
Net -$474.6K over 90 days · 100% sells
Short interest Rising
3.28% of float · ▲ +1.0% MoM · 5.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,548 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $334 Now $419 · 53% Range high $495
vs 200-day avg -1% vs 50-day avg -7%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$46.22B +7.7% +5.6% 39.0 3.3%
GEV
GE Vernova Inc.
 $232.98B +33.8% +9.0% 25.1 3.3%
ETN
Eaton Corp plc
 $152.70B +23.4% +10.3% 40.0 1.9%
SMERY
Siemens Energy AG/ADR
 $130.05B — — — 0.0%
PH
Parker-Hannifin Corp
 $116.99B +5.7% +18.9% 32.6 1.1%

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
1,548
% held
90.1%
Net QoQ
+11.9M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
932
View
Short & Settlement
Short Interest Rising
Shares short
3.6M
Days to cover
5.6d
Change
+37.2K sh
View
Short Volume
Short vol %
54%
As of
Sep 15, 2026
Short Total
View
Fails to Deliver
FTD shares
28
Value
$12.0K
As of
Aug 25, 2026
View
Off-Exchange
Off-exchange %
48.5%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$474.6K
Buyers / Sellers
0 / 1
Buyers Sellers
View
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
$66.6K
Shares
154
Filed
Sep 8, 2026
View
Earnings & Events
Earnings Calls
Last call
Sep 16, 2026
View

Performance

5D 20D 120D MTD YTD
ROK -3.5% -6.8% +17.1% -1.3% +7.7%
SPY -1.2% -2.0% +16.1% -0.8% +11.6%
vs SPY -2.2% -4.8% +1.0% -0.5% -3.9%

Capital returns

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) 81 filings 59 filers Visit website Investor relations