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ROK · Rockwell Automation, Inc

$480.08 +9.07 (+1.93%) At close · Jul 31
Market Cap
$53.42B
Shares
111.27M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$480.08 Open$478.67 Day$468.07–482.67 52W$302.11–497.36 Avg vol 30d863K Short int3.8M · 3.4% float · 5.4d Short vol74% Last earningsAug 4, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Aug 4, 2026 Scheduled · this week
FQ4-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 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
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 16 · calm Equity put/call 0.63
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +17%
      above
      Price vs 50-day avg +4%
      above
      RSI (14) 57
      neutral
      MACD trend Positive
      52-week position 91%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +2%
      trailing
      6-month return +16%
      trailing
      YTD return +24%
      this year
      Relative strength +8%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $464 › 200d $411 — 50d above 200d
      Institutional flow Accumulating
      693 of 1,421 funds reported for Jun 30 · net +283.3K sh shares · +106 new
      Insider flow Distributing
      Net -$4.2M over 90 days · 100% sells
      Short interest Falling
      3.40% of float · ▼ -10.6% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,421 holders — near 3-yr high, broad support
      Squeeze score 69
      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 49.9
      rich
      Buyback $318.0M
      remaining
      Balance sheet $2.1B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 30%
      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 May 5, 2026
      Reported sales growth · fiscal 2026 Initiated 5% – 9%
      Diluted EPS · fiscal 2026 GAAP Initiated $11.88 – $12.48
      prior FY $7.67 midpoint +58.8% Y/Y

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

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 2 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +17% Bullish
      Price vs 50-day avg
      +4% Bullish
      RSI (14)
      57 Neutral
      MACD trend
      Positive Bullish
      52-week position
      91% Bullish
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $464 › 200d $411 — 50d above 200d
      Institutional flow Accumulating
      693 of 1,421 funds reported for Jun 30 · net +283.3K sh shares · +106 new
      Insider flow Distributing
      Net -$4.2M over 90 days · 100% sells
      Short interest Falling
      3.40% of float · ▼ -10.6% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,421 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $302 Now $480 · 91% 52-wk high $497
      vs 200-day avg +17% vs 50-day avg +4%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Organic sales growth non-GAAP 9% second quarter fiscal 2026
      Total ARR 6% second quarter fiscal 2026
      Adjusted EBITDA margin non-GAAP 21.2% Q1 FY2026
      Adjusted EPS non-GAAP $2.75 the first quarter of 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 · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $53.42B +23.8% +5.6% 49.9 3.4%
      GEV
      GE Vernova Inc.
      $263.75B +51.7% +12.1% 28.4 3.8%
      ETN
      Eaton Corp plc
      $161.26B +30.8% +11.8% 42.3 2.1%
      SMERY
      Siemens Energy AG/ADR
      $145.20B +22.3% 0.0%
      PH
      Parker-Hannifin Corp
      $123.13B +11.3% +18.9% 36.0 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
      1,495
      % held
      82.5%
      Reported
      693 of 1,421
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      867
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.8M
      Days to cover
      5.4d
      Change
      -447.9K sh
      View
      Short Volume
      Short vol %
      74%
      As of
      Jul 31, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.6K
      Value
      $1.2M
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      41.7%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$4.2M
      Buyers / Sellers
      0 / 5
      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
      $318.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 5, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $127.4K
      Shares
      281
      Filed
      Jul 17, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Aug 4, 2026
      Last call
      Jun 11, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      ROK +3.9% +1.8% +16.1% -3.0% +23.8%
      SPY +1.1% +0.3% +8.2% +0.0% +9.6%
      vs SPY +2.8% +1.5% +7.9% -3.1% +14.3%

      Capital returns

      Latest dividend
      $1.38 / share · ex May 18, 2026
      Raised 5.3%
      Paid (TTM)
      $5.45 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.14%
      Buyback program · as of Mar 31, 2026
      Authorized
      Spent (derived)
      Remaining
      $318.00M

      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) 689 filings 662 filers Visit website Investor relations