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ROK · Rockwell Automation, Inc

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$435.33 +3.80 (+0.88%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$48.21B
Shares
111.05M
Volume · Sep 30 820.53K Avg daily vol (3M) 751.91K

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$435.33 Open$436.94 Day$432.50–439.95 52W close$333.75–495.08 Avg vol 30d682K Short int3.8M · 3.4% float · 5.2d Short vol49% Last earningsAug 4, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 5 wks
Latest filing: 10-Q
filed Aug 4, 2026
Q3 2026 earnings call transcript
call held 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)
40.4
Trailing earnings · reciprocal yield 2.5%
FCF yield
3.1%
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)
+25.3%
Trailing year
Short interest
3.4%
Latest settlement · 5.2 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg −1%
below
RSI (14) 55
neutral
MACD trend Positive
52-week position 63%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +10%
trailing
YTD return +12%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $438 › 200d $423 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +228 funds added
Insider flow Distributing
Net -$474.6K over 90 days · 100% sells
Short interest Rising
3.40% of float · ▲ +3.8% MoM · 5.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,553 holders — near 3-yr high, broad support
Squeeze score 58
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 40.7
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 2.3%
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%
Adjusted EPS Initiated $13.00 – $13.30
Diluted EPS Initiated $12.72 – $13.02
prior FY $7.67 midpoint +67.8% Y/Y
Fiscal 2026
Effective tax rate Initiated 16.5%
Adjusted Effective Tax Rate Initiated 19.5%
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 Buy
0 · 5 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
55 Neutral
MACD trend
Positive Bullish
52-week position
63% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $438 › 200d $423 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +228 funds added
Insider flow Distributing
Net -$474.6K over 90 days · 100% sells
Short interest Rising
3.40% of float · ▲ +3.8% MoM · 5.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,553 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $334 Now $435 · 63% Range high $495
vs 200-day avg +3% vs 50-day avg -1%

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
$48.21B +11.9% +5.6% 40.7 3.4%
GEV
GE Vernova Inc.
 $255.05B +45.4% +9.0% 27.5 3.3%
ETN
Eaton Corp plc
 $170.89B +34.9% +10.3% 44.8 2.0%
SMERY
Siemens Energy AG/ADR
 $139.03B — — — 0.0%
PH
Parker-Hannifin Corp
 $123.32B +8.7% +18.9% 34.4 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
1,553
% held
90.3%
Net QoQ
+2.8M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
945
View
Short & Settlement
Short Interest Rising
Shares short
3.8M
Days to cover
5.2d
Change
+137.3K sh
View
Short Volume
Short vol %
49%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
2.0K
Value
$868.8K
As of
Sep 10, 2026
View
Off-Exchange
Off-exchange %
41.1%
Week of
Aug 24, 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
Kevin Hern
Amount
$15.0K–$50.0K
Traded
Sep 14, 2026
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
Sep 24, 2026
This year
13
View
Proposed Sales
Value
$66.6K
Shares
154
Filed
Sep 8, 2026
View
Earnings & Events
Earnings Calls
Last call
Sep 16, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
ROK +0.6% +4.3% +10.2% +2.6% +11.9%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY +1.2% +4.2% -1.9% +3.2% +0.1%

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) 37 filings 23 filers Visit website Investor relations