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New digitally enabled support experience helps manufacturers address skills gaps, simplify updates and resolve issues faster

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the launch of TechConnectIQ℠ Support, a modernized remote support experience designed to help manufacturers reduce downtime, speed time to resolution and simplify software and firmware updates.

Rockwell Automation expands remote support with launch of TechConnectIQ As manufacturing environments become more complex and on-site experts harder to staff, Rockwell TechConnectIQ makes it easier for maintenance, engineering and operations teams to get the help they need when issues arise. The new experience provides faster access to Rockwell's technical expertise and digital resources, helping teams stay productive and respond more effectively to challenges.

TechConnectIQ Support is available now for single-site contract customers in North America, with additional regions planned for 2027. Available 24x7x365, Rockwell's technical support engineers assist with installation, configuration, troubleshooting and issue resolution across industrial automation systems. The service also reduces the need for on-site field visits and helps teams work more efficiently through improved access to knowledge and updates.

"Manufacturers are being asked to do more with fewer resources and support needs to keep pace," said Matt Fordenwalt, senior vice president, Lifecycle Services, at Rockwell Automation. "TechConnectIQ brings together our expertise and AI capabilities to help customers stay productive when on-site resources are limited."

Key benefits of this new offering include:

Real-time access to specialists through web-based tools with scheduled callbacks and live support Improved data visibility via the myRockwellAutomation TechConnect hub, including installed base and support history Simplified support structure with consolidated hardware and software coverage and three support tiers: Basic, Standard and Professional AI-support tools including federated search, augmented reality guidance and instructional videos to assist with maintenance and remote support tasks "For more than 20 years, customers have relied on Rockwell's TechConnect service to keep their operations running," said Bill Prather, lead product manager for production optimization at Rockwell Automation. "TechConnectIQ builds on that trusted foundation and reflects what customers told us they need today. We modernized the experience while maintaining the reliability they expect from Rockwell."

Learn more about TechConnectIQ Support on Rockwell's website.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

SOURCE Rockwell Automation, Inc.

Integration brings AI-powered visual inspection into QMS workflows to help improve quality, traceability and defect detection

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced an API-enabled integration between Plex Quality Management System (QMS) and FactoryTalk® Analytics™ VisionAI™. The integration, available today, expands AI-driven quality management and reflects Rockwell's continued investment in artificial intelligence and elastic MES solutions.  

Brian Martensen, product manager, Rockwell Automation, overviews the new integration and recently introduced AI-capabilities. Rockwell continues to advance AI/ML across its offerings, including cloud-based MES platforms, edge AI and digital twins. According to Rockwell's "Scaling MES Across the Enterprise" report, 42% of manufacturing processes are expected to become AI-supported within the next year. The Plex QMS and FactoryTalk Analytics VisionAI integration offers manufacturers opportunities for strategic, automated quality intelligence. 

"AI plays a critical role in Rockwell's industrial autonomy strategy," states Devin Burke, group product manager, Rockwell Automation. "With predictive intelligence, manufacturers can shift from scripted automation to adaptable autonomy as systems learn, adjust and collaborate across software, hardware and workers." 

The integration builds on the API-first architecture of Plex QMS, enabling interoperability. When connected to FactoryTalk Analytics VisionAI, Plex QMS delivers AI-driven workflows to new and existing camera systems. These workflows help detect anomalies and reduce defects. Traditional visual inspection is only 80% effective and often fails to store inspection history. The Plex QMS and FactoryTalk Analytics VisionAI integration delivers exceptional visual inspection, as results recorded in the Plex system provide traceability, product serialization and an accurate record of inspection history. 

In addition to the new integration, Plex Connected Worker recently introduced AI-powered authoring agent within the Digital Work Instructions suite, which transforms CAD files and technical assets into structured, step-by-step instructions for frontline employees. Similarly, Plex includes an AI agent embedded within its Reporting and Analytics capabilities, delivering out‑of‑the‑box dashboards that turn operational data into real-time, actionable insights. Users can engage these agents in natural language to proactively surface risks, predict issues, and drive faster, smarter decisions—moving from operational foresight to action with a single click.  

"At Rockwell Automation, we've built a context-rich industrial data foundation shaped by years of manufacturing expertise," shares Manu Ravichandran, senior product manager, Rockwell Automation. "This foundation gives manufacturers the structure, context, and scalability needed to operationalize advanced analytics and AI across complex operations." 

You can learn more about Plex QMS here and FactoryTalk Analytics VisionAI here

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com 

SOURCE Rockwell Automation, Inc.

Prepare for the Next Wave of Factory Automation With These 3 Standout NamesRockwell Automation NYSE: ROK reported third-quarter fiscal 2026 results that exceeded its expectations, supported by double-digit organic sales growth, stronger earnings and broad demand in several automation markets. The company also raised its full-year sales and adjusted earnings outlook.

Chairman and CEO Blake Moret said reported sales increased 8% from a year earlier, while organic sales rose 10%. The dissolution of Sensia reduced sales by 3%, while currency added roughly one percentage point of growth. Adjusted earnings per share were $3.49, up more than 20% year over year, and enterprise operating margin reached 22.3%.

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Buyback Capacity Is Rising Across 3 Soaring and Sinking Stocks“We delivered a strong quarter with double-digit year-over-year growth in sales and earnings exceeding our expectations,” Moret said. He cited Rockwell’s North American position, growing exposure to new end markets, product launches, partner network and operational execution.

Demand Led by Semiconductor, Data Centers and Warehouse Automation Rockwell said products outperformed its longer-cycle solutions businesses during the quarter, as smaller modernization projects supported growth across most industries. The company continues to see strong demand in semiconductor, data center, e-commerce and warehouse automation, while it has yet to see a broader recovery in capital spending across food and beverage and parts of process industries.

These 5 Companies Just Made a Massive Bet on ThemselvesIntelligent Devices organic sales increased 10%, with growth across all product lines. Moret said newer products, including PointMax I/O, PowerFlex drives and FLEXLINE motor control centers, have seen strong adoption in e-commerce, warehouse automation and process applications.

Software & Control organic sales rose 18%, driven by another quarter of double-digit growth in Logix. Lifecycle Services organic sales declined 2%, generally in line with management’s expectations, as the segment remained constrained by the absence of a broader capital-spending recovery in food and beverage and certain process markets.

Organic annual recurring revenue increased 6%, below Rockwell’s expectations. High-single-digit software growth was partly offset by slower recurring Lifecycle Services growth. Moret pointed to an expanded cybersecurity engagement with Unilever as an example of an ARR win, combining Rockwell’s threat detection and secure remote-access software with managed cybersecurity services.

Discrete sales grew by the high teens year over year. E-commerce and warehouse automation sales increased 30%. Automotive sales rose by the low double digits. Life sciences sales increased 10%. Process sales increased by the high single digits, led by energy, metals and chemicals. North America grew 12% and was Rockwell’s strongest region in the quarter. Moret said data-center investment continued to create demand for power, cooling, automation and control systems. Rockwell participates in the market through power distribution, controls for chiller manufacturers and Logix controllers used in central utility plants, energy monitoring and backup-generator controls.

He added that excluding data-center-related activity, Rockwell’s organic sales growth would still have been 8% during the quarter.

Margins Expanded Despite Inflation Pressure CFO Christian Rothe said enterprise operating margin expanded 280 basis points year over year, driven by higher sales volume and favorable mix, partly offset by negative price-cost dynamics. The Sensia dissolution contributed about 40 basis points to enterprise operating margin.

Gross margin increased 70 basis points to 49.5%, aided by volume, mix and the Sensia dissolution. Selling, general and administrative expense rose less than 1%, while engineering and development spending increased 5% and represented about 8% of sales.

Segment margins were mixed. Intelligent Devices margin rose 120 basis points to 20%, while Software & Control margin expanded 320 basis points to 34.8%. Lifecycle Services margin increased 180 basis points to 15.1%, helped by project execution, productivity and the Sensia dissolution, though lower sales volume was a partial offset.

Free cash flow was $654 million in the third quarter, $165 million above the prior-year period, primarily reflecting higher pre-tax income and working-capital management.

Rothe said inflation remains an increasing headwind, particularly for memory and other inputs affected by data-center demand. Rockwell’s supply-chain focus is first on maintaining component availability and product shipments, followed by managing costs through pricing, productivity and supplier negotiations.

The company implemented an inflation-related price increase late in the third quarter that it expects to be realized in the fourth quarter. For fiscal 2026, Rockwell continues to expect about 250 basis points of price realization, including roughly 100 basis points related to tariffs and 150 basis points from underlying pricing. Management expects tariffs to be earnings-neutral for the year, with pricing offsetting related costs.

Full-Year Outlook Raised Rockwell increased its fiscal 2026 outlook for reported and organic sales growth to a range of 7.5% to 9.5%, up 150 basis points from its prior forecast. The midpoint of 8.5% assumes modest sequential growth in the fourth quarter, including a typical seasonal pickup in longer-cycle businesses within Lifecycle Services and Intelligent Devices.

The company raised its adjusted EPS outlook to a range of $13.00 to $13.30, with a midpoint of $13.15, up $0.35 from the midpoint of its previous guidance. The midpoint represents approximately 25% growth from fiscal 2025.

Rockwell maintained its expectation for enterprise operating margin of 21.5%, up 260 basis points year over year, and free-cash-flow conversion of 100%. It expects organic ARR to grow at a mid-single-digit rate.

For the fourth quarter, management expects reported sales to rise by the low single digits sequentially, with enterprise operating margin roughly flat versus the third quarter. Rothe attributed the expected margin profile to higher inflation and an unfavorable seasonal mix, as configure-to-order and solutions sales reach their typical fourth-quarter peak.

Looking beyond the current fiscal year, Moret said Rockwell sees continued opportunities in data centers, automotive, life sciences, production logistics, energy and manufacturing automation. He said larger capital projects remain delayed by customer caution, funding constraints, tariff uncertainty and contractual considerations, but modernization spending has remained resilient.

“We like our position in the market,” Moret said, pointing to continued product introductions, productivity initiatives and Rockwell’s ability to support manufacturers seeking to expand automation.

About Rockwell Automation (NYSE:ROK)Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company's product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Should You Invest $1,000 in Rockwell Automation Right Now?Before you consider Rockwell Automation, you'll want to hear this.

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As breakthroughs in artificial intelligence (AI) models and chip technology evolve, robotics and automation are expanding from single-task machinery to intelligent, general-purpose systems. These advancements are expected to drive strong adoption across factories, manufacturing, food service, and healthcare settings.

According to research published by Future Market Insights, the industrial robotics market could grow from $65 billion this year to nearly $344 billion by 2036, representing an 18% compound annual growth rate (CAGR). With such strong growth projected in the coming decade, here are three robotics and automation stocks investors can consider buying in August.

Image source: Getty Images.

Rockwell's Control Systems create sticky customer relationships When it comes to industrial automation, Rockwell Automation (ROK -7.43%) is one of the biggest in the world. The company develops the "brains" of robotics, including drives, sensors, motion controls, and related software that tell robots how and when to move and what to do next. So while a factory owner could swap out old robotic arms for newer models, Rockwell's systems remain in place.

Rockwell stands out thanks to its dominant 50% market share of programmable logic controllers (through its subsidiary Allen-Bradley) in North America, giving it a robust competitive advantage as Western manufacturers look to reshore and modernize industrial automation processes. On top of this, once its architecture is in place, many factory operators don't want to switch or retrain it, and the switching costs become prohibitive.

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The company has a stellar track record and boasts gross margins of 49%, while operating margins hover around 22%, making it a highly profitable company that should benefit from the tailwinds of growing AI and automation. In the second quarter, the company reported $2.2 billion in sales, up 9%, while generally accepted accounting principles (GAAP) earnings per share (EPS) rose 40% to $3.10.

Rockwell is building on its position and is looking toward the nuclear energy market next. It was recently selected by Aalo Atomics as the control platform provider for its Aalo-X test reactor, which is part of the U.S. Department of Energy's pilot program to accelerate the development of advanced nuclear technologies. This move also positions it to be a key player in the long-term growth of small modular reactor (SMR) technologies.

Ouster manufactures the "eyes" of automation For investors seeking growth, Ouster (OUST +12.62%) is a robotics stock on the rise. If Rockwell provides the brains, then Ouster provides the eyes for robotics. The company develops digital 3D LiDAR (light detection and ranging) hardware and spatial perception software, with sensors built on a custom silicon chip architecture.

Its technology enables spatial navigation and mapping, letting mobile robots navigate complex environments, including warehouses, crop fields, or tunnels, without needing to use light or global positioning systems. Unlike many peers that went all-in on self-driving vehicles, Ouster has diversified into industrial machinery and infrastructure.

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In Q1, Ouster's revenue surged 49% to $48.6 million, while its gross profit jumped 55% to $20.8 million. The company's advantage comes from its digital chip architecture, and its recent quarter saw stellar profit margins of 43%. To be sure, the company did post a net loss of $17.4 million and recently raised $200 million by issuing 3.6 million shares of common stock, so investors must balance its rapid growth against its ongoing investments in automation technologies and the possible dilution of their ownership stake.

Looking ahead, Ouster aims to become a full-stack, high-margin physical AI perception platform by unifying stereo camera vision, 3D digital LiDAR, and edge perception software. If it succeeds, it could lock in customers across robotics and smart infrastructure and improve recurring revenue as it works toward profitability.

Symbotic is a Walmart-backed automation play in distribution centers Symbotic (SYM +3.51%) is another growing company developing AI-powered supply chain technology for automating warehouse systems. The company builds autonomous systems to help automate processes across the supply chain for retailers, including robots that operate in three dimensions. It also helps redesign traditional distribution infrastructure, enabling customers to manage higher inventory levels without increasing their physical footprint.

The company is deeply integrated into Walmart, its biggest single customer and an investor in Symbotic stock. Walmart owns 15 million Class A shares in Symbotic, giving it roughly an 11% ownership stake in the company. Walmart has a vested interest in Symbotic and is actively deploying its end-to-end system in all 42 of its U.S. regional distribution centers.

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Through the first half of Symbotic's fiscal year ended March 28, revenue surged 26% to $1.3 billion, while net income flipped from a loss of $26.7 million last year to a profit of $22.8 million.

Of course, investing in Symbotic comes with risks. For example, the company expects to spend $20 million to $25 million per quarter as it rolls out its next-generation systems, which are expected to significantly shorten installation assembly times.

Looking ahead, Symbotic plans to introduce prototype products targeting e-commerce fulfillment (SyMicro), automated pickup and delivery (APD), and cold-storage environments. For investors looking for exposure to warehouse automation backed by a retail giant, Symbotic is an intriguing growth stock to scoop up now.

Rockwell Automation (ROK - Free Report) came out with quarterly earnings of $3.49 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $2.82 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.95%. A quarter ago, it was expected that this industrial equipment and software maker would post earnings of $2.89 per share when it actually produced earnings of $3.3, delivering a surprise of +14.19%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Rockwell Automation, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $2.31 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.54%. This compares to year-ago revenues of $2.14 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Rockwell Automation shares have added about 23.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Rockwell Automation?While Rockwell Automation has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Rockwell Automation was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.64 on $2.38 billion in revenues for the coming quarter and $13.06 on $8.97 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Dragonfly Energy Holdings Corp. (DFLI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly loss of $0.34 per share in its upcoming report, which represents a year-over-year change of +94.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Dragonfly Energy Holdings Corp.'s revenues are expected to be $13.18 million, down 18.9% from the year-ago quarter.

Key Takeaways Honeywell faces pressure from automation weakness, high costs and lower earnings estimates after its spin-off.ROK is gaining from strength across automation markets, pricing actions and growing data center investments.Rockwell offers stronger earnings growth prospects than Honeywell despite trading at a higher valuation. Honeywell Technologies (HON - Free Report) and Rockwell Automation, Inc. (ROK - Free Report) are two familiar names operating in the industrial sector. As rivals, both companies compete in multiple industries with significant overlap in the industrial automation and process control markets.

These companies are poised to benefit from significant growth prospects in industrial and process automation sectors, supported by technological upgrades and higher demand for automation solutions. But which company is better positioned to deliver upside in 2026? Let’s compare their fundamentals, growth prospects and challenges to see which stock stands out now.

The Case for HoneywellSolid demand for its products and solutions, led by increasing building projects in North America, India and the Middle East, is driving the Building Automation segment. Increasing order rates and capex investments in data centers and health care projects bode well for it. In the second quarter, the segment’s organic revenues increased 9% year over year. Also, healthy growth in orders across the sensing and industrial measurement business bodes well for the Industrial Automation segment. The segment’s organic revenues increased 4% year over year in the second quarter.

However, Honeywell has been witnessing persistent weakness in the Process Automation and Technology segment. The segment’s organic revenues decreased 1% on a year-over-year basis in second-quarter 2026 following a decline of 6% in the first quarter. This decline was attributable to softness in the aftermarket business owing to lower refining catalyst shipments. However, growth in orders across LNG and automation projects bodes well.

The company has also been dealing with the adverse impact of rising cost of sales and operating expenses. In the second quarter, the company’s total cost of sales (including the Honeywell Aerospace business) was about $6.07 billion, up 7.2% year over year. The operating income margin declined to 17.9% from 19.8% in the year-ago period.

Its worth noting that on June 29, 2026, Honeywell Technologies became a standalone public company following the spin-off of the Aerospace Technologies business from Honeywell International. The separation completed the company's multi-year portfolio restructuring, creating three independent publicly traded companies. Recently, HON also completed the divestment of its warehouse and workflow solutions business to American Industrial Partners.

The Case for RockwellThe company continues to see broad-based demand across discrete, hybrid and process markets. Discrete markets posted mid-teens growth in fiscal second-quarter 2026 (ended March 2026), led by Automotive, e-Commerce & Warehouse, and Semiconductor. Within e-Commerce, customers continue to prioritize upgrades and retrofits within existing warehouses over new greenfield builds and the company’s fiscal 2026 guidance factors in a 20% rise in e-Commerce & Warehouse Automation sales.

Automotive is expected to be up mid-single digits while semiconductor is expected to be up around 10%, backed by AI and data center-driven investment. In hybrid markets, Food & Beverage remains strong, reflecting customer investments in healthier products. In the fiscal second quarter, Food & Beverage sales grew high-single digits and are projected to be up in mid-single digits for fiscal 2026.  Life Sciences is projected to be up mid-single digits, backed by new capacity projects in North America and the Asia Pacific.

Rockwell continues to drive productivity and pricing to support margins as demand shifts. Management expects pricing actions to fully recover tariff costs in fiscal 2026 and is also using supply-chain optimization to mitigate tariff exposure. For fiscal 2026, ROK raised its reported and organic sales growth outlook to 5-9% and lifted its adjusted EPS range to $12.50-$13.10.

The company continues to build momentum through new customer engagements across its end markets. Recent project awards in industrial automation and infrastructure underscore sustained demand for its solutions. Meanwhile, data centers remain a key growth driver, with customers investing in facility upgrades and new capacity to improve operational reliability, energy efficiency and deployment speed.

However, the Lifecycle Services segment has continued to face weak organic demand, as customers delay larger capital projects while maintaining focus on smaller productivity improvements and modernization initiatives.

The Zacks Consensus Estimate for HON & ROKThe Zacks Consensus Estimate for HON’s 2026 earnings per share (EPS) implies a year-over-year decline of 58%. Honeywell’s EPS estimates for both 2026 and 2027 have plunged over the past 60 days.

Image Source: Zacks Investment Research

The consensus estimate for ROK’s fiscal 2026 EPS implies year-over-year growth of 24%. The EPS estimates for both fiscal 2026 and fiscal 2027 have been raised over the past 60 days.

Image Source: Zacks Investment Research

Price Performance and Valuation of HON & ROKPost spin-off of its Aerospace business, Honeywell shares have gained 7.9%, while Rockwell stock has lost 3.4% over the same time frame.

Image Source: Zacks Investment Research

Honeywell is trading at a forward 12-month price-to-earnings ratio of 27.06X, above its median of 19.85X over the past year. Rockwell’s forward earnings multiple sits at 32.41X, close to its median of 31.46X over the same time frame.

Image Source: Zacks Investment Research

Final Take on HON & ROKHoneywell Technologies’ market leadership position and diversified product portfolio, weakness in the Process Automation and Technology unit and rising operating expenses pose a threat to its near-term catalysts. The spin-off of the Aerospace business will also likely weigh on its top and-bottom-line results in the quarters ahead. The downward estimate revision activity in earnings warrants a cautious approach for existing investors.

In contrast, Rockwell’s steady demand across discrete, hybrid and process markets, along with its productivity measures and pricing actions, will likely drive its long-term performance. Despite its steeper valuation, ROK seems to be a better pick due to strong estimates and better prospects for sales and profit growth.

While ROK currently carries a Zacks Rank #3 (Hold), HON has a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

On June 17, 2026, we delve into the DCF analysis for Rockwell Automation Inc ROK , a company that has shown impressive price performance over the past year, with a 1-week increase of 1.3%, a 1-month rise of 4.2%, a year-to-date gain of 20.6%, and a remarkable 1-year surge of 45.8%. Here are some key points from our analysis:

DCF Earnings-based intrinsic value of $152.33 vs current price of $466.31 (margin of safety: -206.1%) DCF FCF-based intrinsic value of $136.93 vs current price (margin of safety: -240.6%) GF Score™ of 79/100 indicating a reliable assessment of the DCF inputs What Is ROK Worth? DCF Earnings-Based Model To determine the intrinsic value of Rockwell Automation, we employed a two-stage DCF model. The first stage considers the growth phase over the next ten years, where we expect the earnings per share (EPS) to grow at a rate of 6.2% annually. The second stage accounts for a terminal growth rate of 4% for the subsequent ten years. The discount rate applied to these cash flows is 11%, derived from the risk-free rate and equity risk premium.

Parameter Value Current EPS (TTM, excl. non-recurring) $12.21 10-Year Growth Rate 6.2% 10-Year Treasury Rate 4.43% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage, the growth stage value is calculated based on the projected EPS growth. The second stage reflects the terminal value based on a reduced growth rate. Below is a summary of the calculations:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 6.2%, discounted at 11% $96.52 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $55.81 Intrinsic Value Growth + Terminal $152.33 With the current price at $466.31, the intrinsic value of $152.33 indicates that Rockwell Automation is significantly overvalued, with a margin of safety of -206.1%. It is important to note that GuruFocus utilizes EPS excluding non-recurring items as research indicates that stock prices are more closely correlated with earnings than with free cash flow. For further analysis, you can visit the ROK DCF Calculator.

What Does the Free Cash Flow DCF Say? In addition to the earnings-based model, we also evaluated Rockwell Automation using a free cash flow (FCF) DCF model. The FCF-based intrinsic value is calculated at $136.93. This value further supports the earnings-based assessment, as both models indicate that the stock is significantly overvalued, with a margin of safety of -240.6%.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for Rockwell Automation is calculated at $312.61, providing a third perspective on the company's valuation. The GF Value™ is a proprietary measure from GuruFocus, derived from historical trading multiples, past business growth, and future performance estimates. All three models—DCF earnings, DCF FCF, and GF Value™—consistently indicate that Rockwell Automation is overvalued. For more details, visit the GF Value™ page.

What Does ROK's GF Score™ Tell Us? The GF Score™ ranks stocks on a scale from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have historically generated higher long-term returns (backtested from 2006 to 2021).

Metric Rating GF Score™ 79/100 Financial Strength 6/10 Profitability 8/10 Growth 6/10 Valuation 3/10 Momentum 10/10 With a predictability rank of 0/5 stars, the reliability of the DCF model for Rockwell Automation is low. For more information, visit the ROK stock page.

Key Assumptions and Limitations It is crucial to note that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Companies with low predictability ratings, such as Rockwell Automation, produce less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future economic conditions accurately.

What This Means for Investors In summary, the three valuation models—DCF earnings, DCF FCF, and GF Value™—all indicate that Rockwell Automation is significantly overvalued. Investors should exercise caution when considering this stock based on the current valuations presented.

For the full DCF analysis, visit the ROK DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.

Frequently Asked Questions What is ROK's intrinsic value based on DCF?

[Answer: earnings-based $152.33, FCF-based $136.93]

Is ROK overvalued or undervalued?

[Answer using DCF + GF Value™ consensus]

How reliable is the DCF model for ROK?

[Answer using predictability rank 0/5]

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].