Rockwell Automation Inc

Rockwell Automation Inc

ROK

Get informed when a big investor buys or sells

+ Follow
Market Cap$50.19B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Rockwell Automation IncRockwell Automation Inc46.51.21%31%5.91.3

Earnings Call Q2 2026

May 5, 2026 - AI Summary

Q2 results beat expectations (strong operating momentum) - Sales +12% YoY reported (organic +9% YoY); currency contributed ~3 points. - Orders/book-to-bill slightly above historical average (normal corridor expected full year: 0.95–1.1; Q2 a bit above). - Profitability: enterprise operating margin 22.5% (up strongly YoY) and adjusted EPS $3.30 (up >30% YoY). - Free cash flow: $275M in Q2 (above expectations; +$104M YoY), with receivables a use of cash due to strong shipments.
Segment & end-market strength led by software, industrial controls, and data center - Intelligent Devices organic +9% YoY: strong Motion, I/O, Safety & Sensing; Logix grew >20% within Software & Control. - Software & Control organic +17% YoY (well above expectations), boosted by North America and data center-driven demand. - OTTO AMRs gaining adoption (production logistics wins across multiple industries; e.g., Subaru of Indiana Automotive; broader rollouts including pilots in data center). - Data center end-market more than doubled YoY; also improved demand broadening into semiconductor (high teens growth) and e-commerce/warehouse automation (>30% growth). - Lifecycle Services organic -1% YoY: customers deferring/lower near-term spend on larger projects; book-to-bill 1.07 in the segment.
Guidance raised for FY26; margin expansion remains strong but back-half faces headwinds - Outlook (raised): reported & organic sales growth expected 5%–9% (midpoint ~7%), reflecting first-half outperformance and broader demand. - Adjusted EPS guide raised to $12.50–$13.10 (midpoint $12.80, +$1 vs prior midpoint). - Enterprise operating margin outlook increased to ~21.5% (from ~20% previously). - Q3 expectation: reported sales roughly flat sequentially and enterprise operating margin roughly flat; adjusted EPS up ~$0.05 sequentially and up mid- to high teens YoY. - Surprise/challenge: management explicitly expects sequential margin pressure in 2H due to inflation (notably memory/components), supplier cost pressures, and normal Q4 mix—even though Q2 was exceptionally strong.

Exclusive for Stockcircle Pro members

Sign upSign Up
$465.00

Target Price by Analysts

0.7% upsideRockwell Automation Target Price DetailsTarget Price
$129.03

Current Fair Value

72.1% downside

Overvalued by 72.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$50.19 Billion
Enterprise Value$54.48 Billion
Dividend Yield$5.45 (1.21%)
Earnings per Share$7.69
Beta1.56
Outstanding Shares112,100,000

Return

Return on Equity30.89%ROE
Return on Assets9.67%
Return on Invested Capital17.51%

Valuation & Multiples

P/E Ratio46.47P/E Ratio
PEG119.5PEG
Price to Sales5.92Price to Sales
Price to Book Ratio14.89Price to Book Ratio
Enterprise Value to Revenue6.19
Enterprise Value to EBIT41.43
Enterprise Value to Net Income50
Total Debt to Enterprise0.09
Debt to Equity1.34Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$2.89
Average shareholder expectation
Revenue Estimate
$2.16 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$3.37
Average shareholder expectation
Revenue Estimate
$2.24 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6251▼ 14.35%
Total Calls961,700▼ 0.58%
Total Puts601,200▼ 19.14%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %84.97%▲ 0.36%
Total Invested$34.34B▼ 7.37%
Investors Holding1,440▼ 13.00%

ESG Score

No data

About Rockwell Automation Inc

CEO: Blake Moret

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official analysis and scoring for all tax legislation, directly influencing corporate tax structures and capital investment credits, which are critical financial considerations for Rockwell Automation.

Finance

This powerful committee controls taxation and trade policy, which are paramount for Rockwell Automation as a global manufacturer. Tax rates, tariffs, and international trade agreements directly impact profitability and competitiveness.

Appropriations

This committee directly allocates discretionary federal spending. Its funding decisions significantly impact government contracts and projects in infrastructure, defense, and scientific research that utilize Rockwell Automation's products and services, directly affecting its order books.

Judiciary

This committee's oversight of antitrust laws, intellectual property rights, and M&A activities is critical for a large technology-enabled manufacturing firm like Rockwell Automation, impacting its growth strategies and market position.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, technology regulations (e.g., IoT, data privacy, AI), and manufacturing-related industries (e.g., aerospace). These areas are highly relevant to Rockwell's smart manufacturing and industrial software offerings.

Energy and Natural Resources

This committee's decisions on energy policy, public lands, and resource extraction directly impact sectors like oil, gas, mining, and renewable energy, all of which are major users of Rockwell Automation's industrial control and automation systems.

Environment and Public Works

This committee directly impacts infrastructure spending and environmental regulations. Rockwell's automation solutions are critical for manufacturing plants to meet environmental standards and are essential components of large-scale infrastructure projects (e.g., water treatment, transportation).