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ROK · Rockwell Automation, Inc

Track ROK — free
$449.37 +3.86 (+0.87%) At close · Aug 14
Market Cap
$50.13B
Shares
111.05M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$449.37 Open$444.74 Day$440.55–450.42 52W close$333.75–495.08 Avg vol 30d824K Short int3.8M · 3.5% float · 5.3d Short vol66% 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
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 Neutral Momentum Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +8%
      above
      Price vs 50-day avg −3%
      below
      RSI (14) 46
      neutral
      MACD trend Negative
      52-week position 72%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return −3%
      trailing
      6-month return +16%
      trailing
      YTD return +16%
      this year
      Relative strength +2%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $463 › 200d $416 — 50d above 200d
      Institutional flow Accumulating
      +6% holders QoQ · +223 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
      1,504 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 42.3
      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 3.2%
      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
      Reported sales growth · fiscal 2026 7.5% – 9.5%
      Divestiture · fiscal 2026 -1.5%
      Organic sales growth · fiscal 2026 7.5% – 9.5%
      Currency translation · fiscal 2026 1.5%
      Adjusted EPS · fiscal 2026 $13.00 – $13.30
      Diluted EPS · fiscal 2026 $12.72 – $13.02
      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 Neutral
      1 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +8% Bullish
      Price vs 50-day avg
      −3% Neutral
      RSI (14)
      46 Neutral
      MACD trend
      Negative Bearish
      52-week position
      72% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $463 › 200d $416 — 50d above 200d
      Institutional flow Accumulating
      +6% holders QoQ · +223 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
      1,504 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $334 Now $449 · 72% Range high $495
      vs 200-day avg +8% vs 50-day avg -3%

      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
      Enterprise operating margin non-GAAP 22.3% the third quarter of fiscal 2026
      Organic ARR non-GAAP 6% the third quarter of fiscal 2026
      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
      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
      $50.13B +15.5% +5.6% 42.3 3.5%
      GEV
      GE Vernova Inc.
      $283.18B +62.7% +9.0% 30.5 3.2%
      ETN
      Eaton Corp plc
      $175.37B +41.8% +10.3% 46.0 1.8%
      SMERY
      Siemens Energy AG/ADR
      $158.90B 0.0%
      PH
      Parker-Hannifin Corp
      $134.85B +20.1% +18.9% 39.5 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
      1,504
      % held
      89.7%
      Net QoQ
      +2.2M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      1,263
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.8M
      Days to cover
      5.3d
      Change
      +64.1K sh
      View
      Short Volume
      Short vol %
      66%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.6K
      Value
      $1.2M
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      41.5%
      Week of
      Jul 6, 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 +1.9% -2.7% +15.9% -6.4% +15.5%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +1.5% -7.2% +2.2% -10.3% +1.7%

      Capital returns

      Latest dividend
      $1.38 / share · ex May 18, 2026
      Declared · upcoming
      $1.38 / share · ex Aug 17, 2026
      Raised 5.3%
      Paid (TTM)
      $5.45 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.21%
      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) 1369 filings 1339 filers Visit website Investor relations