Rockwell Automation Inc ROK

IndustrialsMachinery, Tools, Heavy Vehicles, Trains & ShipsUnited States of America

Last close 440.16 USD on Nov 2, 2026, +14.2% year to date

Quant rating

Quant rating B Rank 176 of 486 in Industrials

Growth C 249 of 486
Valuation D 415 of 486
Quality A 68 of 486
Revisions C 229 of 486
Momentum B 177 of 486

Wall Street consensus Buy (2.38)Average target 471.20 USD +7.1%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Key data

Market cap: 48.9B
Enterprise value: 51.7B
52-week range: 347.64 – 497.24
3-year range: 218.97 – 497.24
Dividend yield: 1.33%
Beta (5 years): 1.52
Shares outstanding: 111M
Next earnings: Nov 5, 2026

About the company

Rockwell Automation, Inc. is engaged in industrial automation and digital transformation. The Company operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment portfolio includes power control, motion control, safety, sensing, and industrial components, and micro control and distributed input/output. The Software & Control operating segment contains a comprehensive portfolio of production automation and production operations platforms, including hardware and software. This integrated portfolio is merging information technology (IT) and operational technology (OT), bringing the benefits of the Connected Enterprise to the production system. The Lifecycle Services segment includes consulting services, including cybersecurity and digital transformation strategy and design and professional services, including global automation and information program and project management and delivery capabilities, and connected services.

Growth and profitability fiscal year ends September 30

Growth and profitability by fiscal year
	2025	2024	2023	2022	2021	5Y avg
Revenue (mil)	8,342	8,264	9,058	7,760	6,997	–
Revenue growth	0.9%	−8.8%	16.7%	10.9%	10.5%	5.7%
EPS (basic, normalized)	10.53	9.71	12.12	9.49	9.43	–
EPS growth	8.4%	−19.9%	27.7%	0.6%	–	–
Gross margin	48.1%	46.6%	41.0%	40.0%	41.4%	43.4%
Net margin	10.4%	11.5%	15.3%	12.0%	19.4%	13.7%
ROE	24.3%	27.0%	44.1%	36.4%	79.5%	42.3%

Balance sheet, last quarter
Cash & short-term investments (mil)	479
Current ratio	1.08x
Long-term debt (mil)	2,570
Net debt (mil)	2,781
Total equity (mil)	3,494
Net debt / equity	0.80x
Net debt / EBITDA	1.37x

Estimates and valuation

Consensus estimates and implied multiples
	Sales (mil)			EBITDA (mil)			EPS
Fiscal year	Mean est.	Growth	EV/Sales	Mean est.	Growth	EV/EBITDA	Mean est.	Growth	P/E
2025 actual	8,342	+0.9%	6.2x	2,023	+21.4%	25.5x	10.53	+8.4%	41.8x
2026	9,058	+8.6%	5.7x	2,185	+8.0%	23.6x	13.24	+25.7%	33.3x
2027	9,591	+5.9%	5.4x	2,407	+10.2%	21.5x	14.89	+12.4%	29.6x
2028	10,177	+6.1%	5.1x	2,627	+9.2%	19.7x	16.68	+12.0%	26.4x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
	Sales				EPS
Fiscal year	Estimate (mil)	1M	3M	6M	Estimate	1M	3M	6M
2026	9,058	+0.1%	+0.6%	+1.3%	13.24	0.0%	+0.7%	+4.5%
2027	9,591	+0.2%	+0.7%	+1.6%	14.89	−0.1%	+1.3%	+4.1%
2028	10,177	−0.1%	+0.7%	+1.8%	16.68	−0.2%	+1.2%	+3.8%

Earnings surprises EPS beat in 4 of the last 4 quarters

Reported results versus consensus, last 10 fiscal quarters
Quarter ended	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Sales reported (mil)	2,126	2,051	2,036	1,881	2,001	2,144	2,316	2,105	2,239	2,313
Sales mean (mil)	2,056	2,062	2,065	1,881	1,962	2,065	2,202	2,078	2,157	2,247
Surprise	+3.4%	−0.5%	−1.4%	0.0%	+2.0%	+3.8%	+5.2%	+1.3%	+3.8%	+2.9%
EPS reported	2.50	2.71	2.47	1.83	2.45	2.82	3.34	2.75	3.30	3.49
EPS mean	2.16	2.08	2.41	1.59	2.09	2.67	2.93	2.46	2.89	3.38
Surprise	+15.9%	+30.4%	+2.6%	+15.4%	+17.0%	+5.6%	+13.8%	+11.6%	+14.3%	+3.2%

Peer comparison Machinery, Tools, Heavy Vehicles, Trains & Ships

Peers in the same industry group, by market capitalization
Company	Market cap	Net debt/EBITDA	Net margin	P/B	FY1 P/E	FY2 P/E	FY1 EV/EBITDA	FY2 EV/EBITDA
ROK Rockwell Automation Inc	48.9B	1.37x	10.4%	14.00x	33.3x	29.6x	23.6x	21.5x
CAT Caterpillar Inc	282.1B	2.87x	13.1%	13.13x	22.5x	19.0x	18.2x	15.5x
SIEGn Siemens AG	236.5B	2.55x	9.6%	3.02x	24.8x	21.7x	16.1x	14.6x
ETN Eaton Corporation PLC	142.2B	2.91x	14.9%	7.02x	26.9x	22.7x	20.7x	17.6x
SCHN Schneider Electric SE	161.9B	–	10.4%	5.53x	23.4x	19.5x	16.1x	13.9x
ABBN Abb Ltd	157.7B	0.22x	13.7%	9.46x	23.8x	23.4x	18.8x	16.3x
Mean		1.99x	12.0%	8.69x	25.8x	22.6x	18.9x	16.5x
Median		2.55x	11.8%	8.24x	24.3x	22.2x	18.5x	15.9x

Technical analysis

1M−3.1%
3M−8.0%
1Y+21.1%
3Y+78.8%

Financial statements in millions of USD

Income statement in millions of USD, fiscal years

Income statement, Rockwell Automation Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Total revenue	8,342	8,264	9,058	7,760	6,997	6,330
Cost of revenue	4,326	4,413	5,341	4,658	4,100	3,735
Gross profit	4,016	3,851	3,717	3,102	2,898	2,595
Selling, general & administrative expenses	1,914	2,001	2,024	1,767	1,680	1,480
Research & development	679	658	–	–	–	–
Interest expense (income), operating	146	139	−154	256	−304	−55.9
Unusual expense (income)	224	0	158	0	−70.0	–
Other operating expenses	136	−47.0	81.0	6.0	65.9	35.2
Operating income	917	1,100	1,608	1,074	1,526	1,136
Net interest income (expense)	–	–	–	–	–	–
Gain (loss) on sale of assets	–	–	–	–	–	–
Other non-operating income (expense)	0	0	0	0	0	0
Net income before taxes	917	1,100	1,608	1,074	1,526	1,136
Provision for taxes	168	152	330	154	182	113
Minority interest	120	5.0	109	13.1	13.8	0.2
Equity in affiliates	–	–	–	–	–	–
U.S. GAAP adjustment	–	–	–	–	–	–
Net income before extraordinary items	869	953	1,387	932	1,358	1,023
Extraordinary items	–	–	–	–	–	–
Net income	869	953	1,387	932	1,358	1,023
EBIT, normalized	1,282	1,336	1,612	1,329	1,152	1,080
EBITDA, normalized	1,607	1,653	1,863	1,568	1,342	1,253
Basic EPS, normalized	10.53	9.71	12.12	9.49	9.43	–

Balance sheet in millions of USD, fiscal years

Balance sheet, Rockwell Automation Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Assets
Cash & short-term investments	468	471	1,072	503	663	705
Receivables	1,931	1,802	2,167	1,737	1,424	1,249
Total inventory	1,247	1,293	1,405	1,054	798	584
Prepaid expenses	–	–	–	–	–	–
Other current assets	265	315	266	316	178	148
Total current assets	3,911	3,881	4,911	3,611	3,063	2,686
Property, plant & equipment	1,200	1,199	1,034	908	960	917
Goodwill	3,839	3,993	3,529	3,524	3,626	1,650
Intangibles	864	1,066	852	902	1,022	479
Long-term investments	182	169	157	1,056	1,364	954
Note receivable	–	–	–	–	–	–
Other long-term assets	1,223	923	821	758	667	578
Total assets	11,219	11,232	11,304	10,759	10,702	7,265
Liabilities
Accounts payable	930	860	1,150	1,028	890	688
Payable/accrued	–	–	–	–	–	–
Accrued expenses	624	444	677	476	594	381
Short-term debt	608	771	94.7	359	510	24.6
Current portion of long-term debt	2.0	307	8.6	609	–	0
Other current liabilities	1,281	1,221	1,435	1,100	999	718
Total current liabilities	3,445	3,604	3,365	3,572	2,992	1,811
Long-term debt	2,614	2,561	2,863	2,868	3,465	1,975
Minority interest	57.0	177	182	291	304	319
Other liabilities	1,449	1,392	1,332	1,302	1,551	2,132
Total liabilities	7,565	7,734	7,742	8,033	8,312	6,237
Shareholders' equity
Preferred stock	–	–	–	–	–	–
Common stock	141	181	181	181	181	181
Additional paid-in capital	2,283	2,189	2,102	2,007	1,934	1,831
Retained earnings (accumulated deficit)	5,422	9,635	9,255	8,412	8,000	7,140
Treasury stock	−3,535	−7,734	−7,187	−6,957	−6,709	−6,510
Other equity	−657	−772	−790	−917	−1,017	−1,614
Total equity	3,654	3,498	3,562	2,726	2,390	1,028
Total liabilities & shareholders' equity	11,219	11,232	11,304	10,759	10,702	7,265

Cash flow statement in millions of USD, fiscal years

Cash flow statement, Rockwell Automation Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Operating activities
Net income	749	947	1,278	919	1,344	1,023
Depreciation, depletion & amortization	325	317	250	239	190	173
Deferred taxes	−114	−68.1	−100	−33.6	−184	−65.7
Non-cash items	371	88.9	66.4	228	−254	−52.8
Changes in working capital	213	−422	−120	−530	165	43.1
Cash from operations	1,544	864	1,375	823	1,261	1,120
Investing activities
Capital expenditures	−186	−225	−160	−141	−120	−114
Other investing cash flows	−30.0	−758	1,015	133	−2,506	−504
Cash from investing	−216	−982	854	−7.8	−2,627	−618
Financing activities
Financing cash flow items	−10.0	−50.3	−34.7	−21.0	−30.4	0.8
Cash dividends paid	−591	−571	−542	−519	−497	−473
Issuance (retirement) of debt, net	–	–	–	–	–	–
Other financing cash flows	−734	118	−1,098	−394	1,825	−327
Cash from financing	−1,335	−503	−1,676	−934	1,298	−799
Foreign exchange effects	4.0	12.1	19.2	−52.6	16.8	8.4
Net change in cash	−3.0	−609	572	−172	−51.0	−288
Free cash flow	1,358	639	1,214	682	1,141	1,007

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 2, 2026 after market close.