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ROK · Rockwell Automation, Inc

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$402.46 -1.74 (-0.43%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$44.17B
Shares
109.76M
Volume · Nov 13 913.86K Avg daily vol (3M) 830.14K

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$402.46 Open$407.32 Day$398.33–408.60 52W close$348.51–495.08 Avg vol 30d1.0M Short int3.6M · 3.3% of shares · 4.3d Short vol59% Last earningsNov 5, 2026 DataJan 2020–Nov 2026 Filing10-K · Nov 12

Up next

Next earnings call
Feb 4, 2027 Est · unconfirmed · in 12 wks
Q4 2026 earnings call transcript
call held Nov 5, 2026
Play latest call

Latest documents

2026
Nov 12
Annual report 10-K FY2026, ended Sep 30
Annual report for FY2026 AI summary on its way
Revenue $8.99B ▲ 7.8% Net income $1.41B ▲ 62.1% Diluted EPS $12.54 ▲ 63.5%
Nov 5
Earnings call
Fiscal 2027 organic sales growth forecast at 6% to 9%

Rockwell Automation expects Fiscal 2027 organic sales growth of 6% to 9%, with adjusted EPS guidance of $14.50 to $15.50 and enterprise operating margin guidance of 23%. Adjusted EPS was $13.42, up 27%.

5 source passages
Rockwell Automation's quarterly conference call. We enter Fiscal 2027 from a position of strength. Demand across both our traditional and emerging end markets remains healthy, and customers continue to invest in productivity, resilience, and more autonomous operations. We expect our organic sales growth for the year to be in the 6% to 9% range. Our adjusted EPS guidance is a range of $14.50 to $15.50, or $15 at the midpoint. Our enterprise operating margin guidance is 23%, up almost 100 basis points year-over-year. Adjusted EPS of $13.42 was up 27% and $1.72 better than the midpoint of our initial guide for the year, including the $0.11 benefit from tariff refunds. Open the document at this passage
Nov 5
Current report 8-K
Sales rose 8%; 2027 organic growth guided 6% - 9%

Rockwell Automation reported fiscal 2026 sales of $8,989 million, up 8%, diluted EPS of $12.54 and Adjusted EPS of $13.42. Fiscal 2027 guidance calls for reported sales growth of 4.5% - 7.5%, organic sales growth of 6% - 9%, diluted EPS of $13.78 - $14.78 and Adjusted EPS of $14.50 - $15.50.

Financial results Read from the first part of this long document
3 source passages
Fiscal 2026 sales were $8,989 million, a reported and organic increase of 8% from $8,342 million in fiscal 2025. •Full year fiscal 2026 diluted EPS of $12.54 and Adjusted EPS of $13.42; up 63% and 27% year over year, respectively •Fiscal 2027 guidance: ◦Reported sales growth of 4.5% to 7.5%; organic sales growth of 6% to 9% ◦Diluted EPS $13.78 - $14.78; Adjusted EPS $14.50 - $15.50 Open the document at this passage
Sep 24
Current report 8-K Events of Sep 21
Director or officer change, or executive pay

Scott A. Genereux will cease serving as Rockwell Automation, Inc.’s Chief Revenue Officer effective September 30, 2026, remain a Senior Vice President, and retire from employment effective December 31, 2026.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$8.99B
Trailing 12 months
Net income (TTM)
$1.41B
Trailing 12 months
Revenue growth YoY
+0.7%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
32.1
Trailing earnings · reciprocal yield 3.1%
FCF yield
3.9%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$2.85B
Latest balance sheet
Dividend yield
1.4%
Trailing 12 months
Shares change YoY
-1.2%
Year over year · fewer shares
Price change (1Y)
+6.0%
Trailing year
Short interest
3.3%
Latest settlement · 4.3 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▼8.3% $1.88B $184.00M '25 Q1 ▼5.9% $2.00B $252.00M '25 Q2 ▲4.5% $2.14B $295.00M '25 Q3 ▲13.8% $2.32B $138.00M '25 Q4* ▲11.9% $2.10B $305.00M '26 Q1 ▲11.9% $2.24B $350.00M '26 Q2 ▲7.9% $2.31B $408.00M '26 Q3 LATEST ▲0.7% $2.33B $346.00M '26 Q4*

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q4 FY26 earnings call · Nov 5, 2026
Q4 FY26

TL;DR. Rockwell delivered 8% fiscal 2026 sales growth, a 22.2% enterprise operating margin, 27% adjusted EPS growth and $1,701 million of free cash flow, while core fourth-quarter sales grew 7%. Fiscal 2027 guidance calls for 6% to 9% organic sales growth, a 23% enterprise operating margin, 7% ARR growth and adjusted EPS of $14.50 to $15.50, while semiconductor sales rose almost 50%. Key risks include the customer tariff refund program's sales reduction, weaker mining and Lifecycle Services performance, disappointing ARR growth, persistent inflation and component constraints, and the Sensia revenue headwind.

Bullish
  • + Core fourth-quarter sales grew 7%, with sales in all three business segments largely in line with expectations.
Bearish
  • − Mining sales fell about 10% in the fourth quarter because of project timing and prior-year comparisons.
  • − ARR growth fell short of expectations as project delays and inflation reduced the scale of some digital-infrastructure rollouts.

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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −6%
below
Price vs 50-day avg −6%
below
RSI (14) 42
neutral
MACD trend Negative
52-week position 37%
mid-range
Momentum
relative strength
Weak
1-month return −6%
trailing
6-month return −12%
trailing
YTD return +3%
this year
Relative strength −12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $427 › 200d $427 — 50d above 200d
Institutional flow Distributing
1,412 of 1,561 funds reported for Sep 30 · net -585.1K sh shares · +91 new
Insider flow Accumulating
Net +$1.1M over 90 days · 50% sells
Short interest Rising
3.29% of shares out · ▲ +0.1% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,561 holders — near 3-yr high, broad support
Squeeze score 60
elevated · 0–100
Fundamentals
Excellent
Revenue growth +6%
Y/Y
Gross margin 67%
expanding
EPS growth +63%
Y/Y
Free cash flow $1.7B
Valuation P/E 32.1
below peers
Buyback $1.2B
remaining
Balance sheet $2.8B
net debt
Quant / Vol
risk profile
Moderate
Volatility 34%
annualized · 1-yr
Max drawdown −24%
past year
ATR 3.8%
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 3 of last 8
Latest guidance · from the Earnings Call filed Jan 29, 2020
Sensia EBITDA margin · going forward 20%
Prior guidance period ended · from the Earnings Call filed Aug 4, 2026
Reported and organic sales growth · full year 7.5% – 9.5%
Enterprise operating margin · full year 21.5%
Adjusted EPS · full year $13.00 – $13.30
Free cash flow conversion · full year 100%
E&D as percent of sales · full year 8%
Adjusted ETR · full year 19.5%
Corporate and other expense · full year $115M
Net interest expense · full year $120M
Share repurchases · full year $850M
Repurchases · full year $850M
Guided vs delivered · last 8 settled
Diluted EPS fiscal 2026
guided $12.72 – $13.02
$12.54 Miss −2.6%
Reported sales guide full year
guided $8.9B
$8.99B Beat +1.0%
Reported sales midpoint Fiscal 2025
guided $8.2B
$8.34B Beat +1.7%
Diluted EPS Fiscal 2025
guided $8.89 – $9.29
$7.67 Miss −15.6%

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

Technicals

trend & momentum for long-term holders Sell
3 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−6% Bearish
Price vs 50-day avg
−6% Bearish
RSI (14)
42 Neutral
MACD trend
Negative Bearish
52-week position
37% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $427 › 200d $427 — 50d above 200d
Institutional flow Distributing
1,412 of 1,561 funds reported for Sep 30 · net -585.1K sh shares · +91 new
Insider flow Accumulating
Net +$1.1M over 90 days · 50% sells
Short interest Rising
3.29% of shares out · ▲ +0.1% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,561 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $349 Now $402 · 37% Range high $495
vs 200-day avg -6% 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 EBITDA margin non-GAAP 23.5% Nine Months Ended June 30, 2026 —
Adjusted Effective Tax Rate non-GAAP 19.2% Nine Months Ended June 30, 2026 —
Adjusted EPS non-GAAP $9.55 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 —
Enterprise operating profit non-GAAP 1.43B Nine Months Ended June 30, 2026 —
Free cash flow non-GAAP $654M third quarter of fiscal 2026 —
Organic sales non-GAAP 10% Fiscal 2026 third quarter —
Organic sales (Intelligent Devices) non-GAAP 10% third quarter of fiscal 2026 —
Organic sales (Software & Control) non-GAAP 18% third quarter of fiscal 2026 —
Organic Sales - Asia Pacific non-GAAP 286M the three months ended June 30, 2026 filing —
Organic Sales - Europe, Middle East, and Africa non-GAAP 392M the three months ended June 30, 2026 filing —
Organic Sales - Latin America non-GAAP 127M the three months ended June 30, 2026 filing —
Organic Sales - Lifecycle Services non-GAAP 477M the three months ended June 30, 2026 filing —
Organic Sales - North America non-GAAP 1.48B the three months ended June 30, 2026 filing —
Organic sales growth non-GAAP 10% the three months ended June 30, 2026 filing —
Organic Sales Growth - Intelligent Devices non-GAAP 12% Nine Months Ended June 30, 2026 —
Organic Sales Growth - Software & Control non-GAAP 17% Nine Months Ended June 30, 2026 —
ROIC 18.4% twelve months ended June 30, 2026 —
Segment operating earnings (Total) 550M the three months ended June 30, 2026 filing —
Segment operating earnings Intelligent Devices 216M Three Months Ended June 30, 2026 —
Segment operating earnings Lifecycle Services 73M Three Months Ended June 30, 2026 —
Segment operating earnings Software & Control 261M Three Months Ended June 30, 2026 —
Segment operating margin (Intelligent Devices) 20% third quarter of fiscal 2026 —
Segment operating margin (Lifecycle Services) 15.1% third quarter of fiscal 2026 —
Segment operating margin (Software & Control) 34.8% third quarter of fiscal 2026 —

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
$44.17B +3.4% +5.6% 32.1 3.3%
GEV
GE Vernova Inc.
 $212.57B +22.9% +9.0% 21.1 2.8%
ETN
Eaton Corp plc
 $137.13B +10.8% +10.3% 35.3 1.8%
SMERY
Siemens Energy AG
 $123.80B — — — 0.0%
PH
Parker-Hannifin Corp
 $120.51B +8.7% +18.9% 32.8 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 Reducing
Holders
1,559
% held
90.8%
Reported
1,412 of 1,561
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
942
View
Short & Settlement
Short Interest Rising
Shares short
3.6M
Days to cover
4.3d
Change
+2.4K sh
View
Short Volume
Short vol %
59%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
6.1K
Value
$2.6M
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
47.9%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$1.1M
Buyers / Sellers
1 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Kevin Hern
Amount
$15.0K–$50.0K
Traded
Sep 17, 2026
View
Financials
Financials
Revenue (FY)
$9.0B
Net income (FY)
$1.4B
EPS diluted
$12.54
View
Buybacks
Remaining
$1.2B
View
Filings
SEC Filings
Latest
10-K
Filed
Nov 12, 2026
This year
17
View
Proposed Sales
Value
$201.3K
Shares
500
Filed
Nov 12, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
ROK +7.1% -5.6% -11.8% -7.7% +3.4%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +4.5% -4.4% -12.3% -7.6% -7.2%

Capital returns

Latest dividend
$1.38 / share · ex Aug 17, 2026
Declared · upcoming
$1.45 / share · ex Nov 16, 2026
Raised 5.3%
Paid (TTM)
$5.52 / share · 4 payouts
Dividend yield (TTM, derived)
1.37%
Full dividend history
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) 1230 filings 1135 filers Visit website Investor relations