Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Rockwell Automation (ROK - Free Report) , which belongs to the Zacks Electronics - Miscellaneous Products industry, could be a great candidate to consider.
When looking at the last two reports, this industrial equipment and software maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 11.23%, on average, in the last two quarters.
For the most recent quarter, Rockwell Automation was expected to post earnings of $2.89 per share, but it reported $3.3 per share instead, representing a surprise of 14.19%. For the previous quarter, the consensus estimate was $2.54 per share, while it actually produced $2.75 per share, a surprise of 8.27%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Rockwell Automation. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Rockwell Automation currently has an Earnings ESP of +1.55%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 4, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors with an interest in Electronics - Miscellaneous Products stocks have likely encountered both Kimball Electronics (KE) and Rockwell Automation (ROK). But which of these two companies is the best option for those looking for undervalued stocks?
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of B, forecasting year-over-year earnings growth of 24% for the current fiscal year.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $13.06 per share. ROK boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
Food and beverage producer adopts on-machine architecture to reduce cabling, simplify maintenance and improve production visibility.
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, modernizes end-of-line operations at Ken's Foods, improving performance, reducing complexity and supporting continued growth.
Legacy equipment, limited visibility and conveyor layouts that restrict material flow create inefficiencies across packaging and palletizing. Traditional cabinet-based automation architecture also slows maintenance, requiring technicians to access remote panels to troubleshoot.
Kens Foods Ken's Foods implements an on-machine architecture with Rockwell Automation PowerFlex 350 variable frequency drives (VFDs) accessible directly on production equipment, simplifying operations and delivering measurable gains:
Increased visibility: On-machine drives provide remote access to real-time current, voltage and speed data. Teams identify issues faster and improve end-of-line performance.
Simplified maintenance: Direct access to drives on the equipment reduces troubleshooting time and speeds replacement. Local disconnects, test points and quick-connect power and input/output (I/O) simplify lockout/tagout procedures and allow teams to isolate equipment without shutting down large sections of the line.
Reduced complexity: On-machine architecture cuts cabling, eliminates the need for large control panels and reduces engineering efforts. Conveyor-mounted drives shorten wire runs and simplify installation. Setup is intuitive, and commissioning moves quickly with minimal configuration delays.
"We estimate an overall cost savings of 17% compared to designing, building centralized panels and wiring directly to local motor disconnects, I/O points and motors," said Kyle Richard, vice president of business development for Elm Electrical, an electrical partner of Ken's Foods. "The on-machine VFDs also support a scalable safety system across a 130-drive palletizing line. A network-based safety architecture reduces wiring and panel costs and allows electronic stops to be placed where they are needed along the conveyors."
Based on the results, Ken's Foods establishes on-machine architecture as the standard for future pallet-conveying systems.
"This approach helps us operate more efficiently as demand grows," said Tony Stolo, project engineer, Ken's Foods. "It takes up less space, installs faster and is easier to maintain. It also gives us flexibility to expand or reconfigure as our operations evolve and reconfigure the system as our operations evolve."
Learn more about Rockwell Automation's on-machine portfolio and solutions for food and beverage manufacturing. Read more about Ken's Foods journey with Rockwell Automation 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 the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.
About Ken's Foods
Ken's Foods is a family-owned and -operated company that produces high-quality dressings, sauces and marinades. Ken's Foods, Inc was incorporated in 1958 and currently has plant operations in Marlborough, Massachusetts, McDonough, Georgia, Las Vegas and Lebanon, Indiana. In addition, Ken's employs over 1,600 employees nationally. Today, between its Retail Grocery Products and Food Service divisions, Ken's Foods produces and packages over 400 varieties of dressings and sauces. For more information, visit www.kensfoods.com.
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) is scheduled to report its third quarter fiscal 2026 results on Tuesday, Aug. 4, before the market opens. The release will be posted on the Rockwell Investor Relations website at www.rockwellautomation.com/en-us/investors.html. A conference call to discuss the quarterly results will be held at 7:30 a.m. CDT on Aug. 4. This call will be audio webcast and accessible on the Rockwell Automation Investor Relations website. Presentatio.
Boston Common Asset Management LLC lessened its position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 34.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,021 shares of the industrial products company’s stock after selling 3,126 shares during the quarter. Boston Common Asset Management LLC’s holdings in Rockwell Automation were worth $2,161,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. MV Capital Management Inc. acquired a new position in Rockwell Automation in the 4th quarter valued at $28,000. Manchester Capital Management LLC lifted its holdings in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares in the last quarter. First Horizon Corp acquired a new stake in Rockwell Automation during the 4th quarter worth $32,000. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation during the 4th quarter worth $33,000. Finally, TD Capital Management LLC acquired a new stake in Rockwell Automation during the 4th quarter worth $33,000. 75.75% of the stock is owned by institutional investors and hedge funds.
Rockwell Automation Trading Down 0.1% Shares of ROK opened at $461.50 on Monday. Rockwell Automation, Inc. has a 12-month low of $305.44 and a 12-month high of $497.36. The firm has a market capitalization of $51.35 billion, a P/E ratio of 47.97, a P/E/G ratio of 2.94 and a beta of 1.54. The firm has a 50-day moving average price of $461.27 and a 200 day moving average price of $419.84. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72.
Rockwell Automation (NYSE:ROK – Get Free Report) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Sell-side analysts forecast that Rockwell Automation, Inc. will post 13.06 EPS for the current year.
Rockwell Automation Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is presently 57.38%.
Rockwell Automation declared that its Board of Directors has authorized a stock buyback program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.
Analysts Set New Price Targets ROK has been the subject of a number of recent research reports. KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Zacks Research upgraded shares of Rockwell Automation from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th. Wall Street Zen cut shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Evercore increased their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $469.33.
View Our Latest Stock Analysis on ROK
Insider Transactions at Rockwell Automation In related news, VP Terry L. Riesterer sold 4,024 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the completion of the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. This represents a 96.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Matthew W. Fordenwalt sold 600 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $449.58, for a total value of $269,748.00. Following the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $1,994,786.46. This trade represents a 11.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 9,361 shares of company stock valued at $4,189,886 in the last ninety days. 0.76% of the stock is currently owned by corporate insiders.
Rockwell Automation Company Profile (Free Report)
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.
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, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced Aalo Atomics, the company building fully modular nuclear plants to power modern AI data centers, has selected Rockwell as the control platform provider for its Aalo-X test reactor.
Aalo Atomics' Aalo-X test reactor, supported by Rockwell Automation's control platform technology. Photo credit: Aalo Atomics The collaboration supports Aalo's participation in the U.S. Department of Energy Reactor Pilot Program, an initiative to accelerate the development, authorization and validation of advanced nuclear technologies. Aalo reached criticality on its pilot reactor two weeks ago, ahead of its July 4, 2026, deadline, marking a significant milestone for next-generation nuclear deployment in the United States.
Rockwell Automation provides integrated control and information solutions, including its ControlLogix® platform, to support reactor operations, system reliability and accelerated development timelines. The platform is designed to deliver safe, scalable control for a first-of-its-kind reactor system across the full lifecycle, from design to operation.
"This collaboration highlights the growing need for proven industrial control systems to enable new energy technologies at scale," said Brian Holte, VP, Global Industry Sales at Rockwell Automation. "By supporting Aalo's path to first criticality, we're demonstrating how flexible, resilient platforms can accelerate the commercialization of advanced reactor designs."
Aalo's Aalo-X test reactor serves as a testbed for rapid innovation in modular reactor technology, allowing real-world validation of system performance and operational readiness. Through the DOE pilot program, Aalo has demonstrated a streamlined pathway to advance next-generation nuclear capabilities in a live environment.
"Rockwell brings deep expertise in mission-critical control systems that are essential for achieving our accelerated program milestones," said Yasir Arafat, President & CTO, Aalo Atomics. "Having a trusted automation partner is key to executing safely and efficiently and will help us pave the way towards commercial power."
The project positions Rockwell as a key enabler of emerging nuclear technologies and reinforces its role in supporting energy transition efforts through advanced automation and digital solutions. The companies will continue to collaborate as the program advances, with the Aalo-X test reactor serving as a foundation for future commercial deployments.
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
About Aalo Atomics
Aalo Atomics is developing next-generation small modular reactor technologies designed to enable safe, scalable and cost-effective nuclear energy. Through participation in the U.S. Department of Energy Reactor Pilot Program, Aalo advances rapid reactor development and testing to support the future of clean energy.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. ROK has a Momentum Style Score of A, and shares are up 0.7% over the past four weeks.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.26 to $13.06 per share. ROK also boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROK should be on investors' short list.
When Ford CEO Jim Farley returned from a factory tour in China, he described what he saw as “the most humbling thing I’ve ever seen”. He told interviewers that Chinese vehicles’ cost and quality are “far superior to what I see in the West” and warned, “We are in a global competition with China, and it’s not just EVs. And if we lose this, we do not have a future at Ford.” China, he added, has “enough capacity in China with existing factories to serve the entire North American market, put us all out of business.”
Octopus Energy chief Greg Jackson recounted touring a fully automated Chinese phone factory with virtually no human involvement. Fortescue founder Andrew Forrest said his own China trip led him to abandon plans to build EV powertrains in-house. What rattled all three was the same thing: the “dark factory,” a fully automated plant that needs no lighting because no humans work the floor.
The Scale Of China’s Lead The numbers explain the C-suite panic. China operated more than 1.75 million industrial robots as of 2023, roughly 51% of global robot demand, with a robot density of 470 per 10,000 manufacturing workers, ahead of Germany and the United States. That is the installed base American manufacturers are working to catch.
The US Race Is Just Beginning No fully automated dark factory exists yet in the US. Analysts cited by Automotive News predict at least one fully automated automotive assembly line, in the US or China, by 2030. In the meantime, twelve of the world’s top 25 automakers are running advanced robotic pilot programs, including humanoid robots, on production lines.
The most concrete US data point sits in Hayward, California, where 1X Technologies, backed by OpenAI, has launched full-scale production at a 58,000-square-foot NEO humanoid robot factory, described as the most vertically integrated humanoid robot facility in the US, targeting 10,000 units in its first year and scaling toward 100,000 units by the end of 2027. That plant builds robots; it is not itself a dark factory. Hyundai has announced plans to build 30,000 Atlas humanoid robots per year by 2028 for its own factories, and Tesla is producing Optimus robots on a limited scale in California.
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The Reality Check Executives at automation consultancies warn against overnight transformation. Daryl Edwards of Agent Impact and Craig Melrose of Htec argue that most US manufacturers are pursuing gradual, hybrid automation rather than building dark factories from scratch, because US plants are being retrofitted rather than built new, unlike China and Japan. Alex Shikany of the Association for Advancing Automation said roughly a quarter of robot units ordered in North America in a recent quarter were collaborative robots, or “cobots,” designed to work alongside humans, not replace them.
Who Sells The Picks And Shovels Rockwell Automation (NYSE:ROK | ROK Price Prediction) has posted double-digit year-over-year sales growth in its industrial automation segment, driven partly by autonomous mobile robot adoption across automotive, food and beverage, and data center customers. Teradyne (NASDAQ:TER) owns Universal Robots and MiR, and its robotics division reported revenue growth in recent quarters tied to demand for collaborative robots and physical AI applications. NVIDIA (NASDAQ:NVDA) has expanded robotics partnerships in 2026, including with LG and Doosan in South Korea and with Unitree Robotics on the Isaac GR00T platform and Jetson Thor computing hardware. Robotics-segment results shift every earnings cycle and should be confirmed against each company’s own releases.
The more useful frame for investors is the shared supply chain. Both sides need the same controllers, test equipment, and AI compute to get there. The dark factory is a 2028 to 2030 story. The supply chain feeding it is already booking orders.
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Manufacturers are moving from MES deployment to enterprise-wide performance, but most are struggling to scale
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today released "Scaling MES Across the Enterprise," an industry insights report based on input from 1,560 manufacturing and industrial operations decision makers across 17 countries. The research finds that despite widespread manufacturing execution system (MES) adoption, scaling it across the enterprise has become the defining challenge for manufacturers seeking to drive performance, integration and long-term value.
Rockwell Automation's "Scaling MES Across the Enterprise" report offers insights on the MES maturity gap Most manufacturers have MES running in at least one facility. However, far fewer have made it work consistently across all sites, due to contributing factors such as disconnected systems, underutilized data and rising operational risk, all of which are limiting the value manufacturers can extract from the investments they have already made.
Key findings from the report include:
MES adoption is widespread, but scale is lagging: 93% of manufacturers have MES in place, yet only 28% have deployed it enterprise-wide and just 23% report full integration across Enterprise Resource Planning (ERP), Product Lifecycle Management (PLM), quality and operational technology (OT) systems. Integration is the top priority — and the top obstacle: 44% of manufacturers rank integration as their top MES buying requirement. It also ranks as the leading modernization challenge, with 33% citing MES as their biggest data integration problem. AI ambition is outpacing operational readiness: Manufacturers expect 42% of processes to be AI-supported within the next year and 54% by 2030. Yet 43% acknowledge they are not effectively using their collected data — the foundation AI requires to perform. Resilience is now a buying requirement: 46% of manufacturers experienced a cyber incident in the past year. Security and compliance now rank as the second-highest MES buying requirement, cited by 43% of respondents. Real-world manufacturers are scaling with Rockwell's MES technology, such as Kumi North America, a Tier 1 automotive supplier specializing in injection-molded interior plastics and assemblies. The longtime customer initially implemented Plex in 2008 and has since deployed the smart manufacturing software in facilities across the United States and Canada. They most recently expanded their usage to include Plex MES Automation & Orchestration (MES A&O).
"Before Plex, our operations struggled to synch and some locations didn't have any software," shared Paul Andrews, assistant vice president of systems, Kumi North America. "Our Plex infrastructure has grown alongside Kumi's expanding business, and we've continued to leverage Plex technology in new ways."
"MES adoption is no longer the hurdle, but enterprise scale is," said Anthony Murphy, vice president of product management, Rockwell Automation. "Manufacturers may have checked the box by making initial investments in MES technology, but many struggle to gain full value across the enterprise. The impact of a MES has also changed—it's shifted from production tracking to providing insights across a company's full operations, like quality management, worker productivity and supply chain forecasting. Additionally, when connectivity is actualized, there are more opportunities to leverage AI technology. Manufacturers winning the race are not doing more than the rest, they're just doing more together. With an elastic, edge-to-cloud MES like Plex, manufacturers can connect all aspects of production right away and then scale however they want over time."
"Manufacturers have moved past the question of whether to adopt MES and are now confronting the harder challenge of scaling it," said Lorenzo Veronesi, associate research director, IDC. "With integration ranking as both the top buying requirement and the leading modernization challenge, organizations risk leaving significant value on the table if disconnected systems and underutilized data go unaddressed."
The recommended steps to address the incumbent gap between the deployment and scaling of MES are mapped out in the full report, available here.
Methodology
This survey reflects input from 1,560 hardware, software and services decision-makers across manufacturing and industrial operations globally. Respondents represent 17 leading manufacturing countries, spanning discrete, process and hybrid industries. More than half (58%) work at organizations with over $1B in annual revenue, and 54% are primary decision-makers.
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.
Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Kimball Electronics (KE - Free Report) and Rockwell Automation (ROK - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, Kimball Electronics is sporting a Zacks Rank of #1 (Strong Buy), while Rockwell Automation has a Zacks Rank of #2 (Buy). This means that KE's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is only part of the picture for value investors.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
KE currently has a forward P/E ratio of 17.83, while ROK has a forward P/E of 37.18. We also note that KE has a PEG ratio of 0.89. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. ROK currently has a PEG ratio of 3.09.
Another notable valuation metric for KE is its P/B ratio of 1.07. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, ROK has a P/B of 15.02.
These are just a few of the metrics contributing to KE's Value grade of A and ROK's Value grade of D.
KE sticks out from ROK in both our Zacks Rank and Style Scores models, so value investors will likely feel that KE is the better option right now.
Key Takeaways UNFI's 2026 earnings are expected to soar 254.9% as broker ratings rose 9.1% over four weeks.ROK's 2026 earnings are projected to jump 23.3%, with broker ratings revised up 3.9% in four weeks.W's 2026 earnings are expected to rise 11.9% after broker ratings increased 3.2% over four weeks. U.S. equities delivered a strong first-half 2026 performance, although gains remained uneven across sectors. Investor sentiment was pressured by Middle East tensions, oil price volatility, tariff uncertainty, persistent inflation concerns and questions over stretched AI-led valuations. Even so, resilient economic data, renewed enthusiasm around AI, solid corporate earnings and easing geopolitical worries helped support risk appetite and kept the broader market advance intact.
Hence, it is not easy for retail investors to select stocks for generating robust returns over time. One way to cut short this task is to follow brokers’ recommendations. Stocks like United Natural Foods, Inc. (UNFI - Free Report) , Rockwell Automation, Inc. (ROK - Free Report) and Wayfair Inc. (W - Free Report) are worth betting on.
Broker recommendations generally stem from an extensive research framework that includes direct interaction with company management, careful review of public filings, earnings-call analysis, channel checks and broader industry assessment. This helps analysts evaluate a company’s fundamentals in relation to macroeconomic trends, sector conditions, competitive strength and peer performance, instead of viewing the business on a standalone basis.
A broker upgrade usually indicates a notable improvement in an analyst’s view of a company’s prospects. Such a change may be supported by multiple factors that may not yet be fully reflected in consensus estimates or current market valuations. So, an upgrade can point to a possible turning point in earnings expectations and investor sentiment.
Still, broker upgrades should not be treated as independent investment signals. They are most useful when assessed together with other fundamental and valuation considerations. Thus, broker recommendations should serve as one element of a broader, balanced investment decision-making approach.
Selecting the Winning StrategyWe have a screening strategy that may help you identify potential winners.
Broker Rating Upgrades (Four Weeks) of 1% or More: The screen selects stocks that have witnessed broker rating upgrades of 1% or more over the past four weeks.
Current Price Greater Than $5: The stocks must trade above $5.
Average 20-Day Volume Greater Than 100,000: A large trading volume guarantees that the stock is easily tradable.
Zacks Rank Equal to #1 (Strong Buy) or 2 (Buy): Despite good or bad market conditions, stocks with a Zacks Rank #1 or 2 have a proven record of success. You can see the complete list of today’s Zacks #1 Rank stocks here.
VGM Score of A or B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.
3 Stocks With Upgraded Broker RatingsProvidence, RI-based United Natural Foods is the leading distributor of natural, organic and specialty food and non-food products in the United States and Canada. UNFI offers nearly 250,000 products, consisting of national, regional and private label brands.
UNFI’s fiscal 2026 earnings are expected to soar 254.9% year over year. United Natural Foods, which currently sports a Zacks Rank #1, has witnessed a 9.1% upward revision in broker ratings over the past four weeks.
Rockwell Automation, based in Milwaukee, WI, provides industrial automation and information solutions worldwide. ROK has a wide network spanning more than 100 countries.
Rockwell Automation’s fiscal 2026 earnings are projected to jump 23.3% on a year-over-year basis. ROK, carrying a Zacks Rank #2 at present, has witnessed a 3.9% upward revision in broker ratings over the past four weeks.
Headquartered in Boston, MA, Wayfair is one of the world's leading online sellers of home goods products, consisting of furniture and home decor. W currently offers more than 40 million products from more than 20,000 suppliers.
Wayfair’s 2026 earnings are expected to rise 11.9% year over year. W, which currently sports a Zacks Rank #1, has witnessed a 3.2% upward revision in broker ratings over the past four weeks.
Here are three stocks with buy rank and strong income characteristics for investors to consider today, July 2:
Rockwell Automation, Inc. (ROK - Free Report) : This industrial automation company witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.9% the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.1%, compared with the industry average of 0.0%.
Cummins Inc. (CMI - Free Report) : This power solutions company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 12.6% the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.1%, compared with the industry average of 0.6%.
Analog Devices, Inc. (ADI - Free Report) : This integrated circuit company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 11.6% in the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.1%, compared with the industry average of 0.0%.
See the full list of top ranked stocks here.
Find more top income stocks with some of our great premium screens.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of B, forecasting year-over-year earnings growth of 23.3% for the current fiscal year.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.84 to $12.98 per share. ROK also boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
It's no secret that artificial intelligence (AI) data center infrastructure spending is booming, and the market continues to reward companies with exposure to it. It's not difficult to find companies that will benefit from the major 2026-2030 capital spending on AI data center build-outs.
Still, the real value may lie in stocks with relatively low current exposure to AI but with excellent long-term growth prospects as AI spending shifts from infrastructure-weighted to inference (when trained models are running AI applications). I think ON Semiconductor (ON 2.29%) and Rockwell Automation (ROK +1.16%) are great examples of stocks long-sighted investors should consider.
Image source: Getty Images.
The two are ideal for three reasons:
First, their current AI exposure is low, which is why they are largely hidden from many investors. This is somewhat indicated by their lagging share-price performance relative to other highly visible AI data-center plays in the industrial sector, such as Vertiv, Comfort Systems, and GE Vernova.
GEV data by YCharts.
Second, even though that exposure is relatively small right now, it's growing fast and, at this rate, will be a significant contributor to profitability in a few years.
Third, long-term growth looks assured as both companies, for different reasons, are heavily exposed to the growth in inference spending that will follow the medium-term heavy investment in AI data center build-out.
ON Semiconductor
The power and sensing chip company is best known for its exposure to auto (electric vehicles (EVs), advanced driver assistance systems, EV charging) and industrial (factory automation, energy infrastructure) markets, but it's also an Nvidia partner and a key provider of power chips for the next generation of AI data centers.
CEO Hassane El-Khoury defines the company's AI data center revenue as everything "within the walls of the data center," although this is likely conservative, as it also serves the "microgrid and the energy storage" markets, according to El-Khoury. Still, its AI data center revenue totaled about $250 million in 2025, representing about 4.2% of its $6 billion in revenue.
But here's the thing. He expects it to double in 2026, and penciling in $500 million for 2026 and accepting the Wall Street consensus of $6.48 billion in overall revenue raises the share to 7.7%.
Let's put it another way. ON's AI data center revenue will grow by $250 million compared to just $228 million for the rest of its revenue. To be clear, auto and industrial end markets look like they are inflecting in 2026, so they are likely to contribute more in the future. Still, it's clear -- and management confirms -- that its AI data center revenue (reported in the "other" end market) will "grow as a percentage of the pie" in the future.
Data source: ON Semiconductor presentations. Chart by author.
Its AI-related revenue is highly likely to grow in the future, as edge inference will require power across many environments, not just data centers; for example, in enterprises, manufacturing, EVs, life sciences, or any other environments where inference takes place near data creation.
Rockwell Automation
Speaking of edge inference in industrial environments, Rockwell is a great example of a company that embeds inference models into its technology, enabling its customers to run them across their operations. The company is best known for its industrial automation (hardware, controllers, and software), which is applied across a wide range of industries and end markets, from energy and mining to life sciences, food and beverage, automotive, and semiconductors.
That's precisely why Rockwell partners with Nvidia to integrate the latter's applications into its software, enabling customers to build so-called "digital twins" of their operations. By building digital twins of their physical operations, industrial/manufacturing companies can simulate performance in the physical world and, in doing so, implement significant improvements.
Image source: Getty Images.
Embedding AI in Rockwell's solutions will significantly increase the value added by its automation solutions through AI inference, improving how automated processes operate.
Stocks to buy There are plenty of stocks to buy with AI exposure, but the real question is whether they are trading at valuations that account for the AI environment after the initial phase of massive investment in AI data centers. ON Semiconductor and Rockwell Automation will benefit from spending on AI inference (ON Semiconductor) and the growth of it (Rockwell Automation), which makes them attractive stocks for long-term investors.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. ROK has a Momentum Style Score of A, and shares are up 5.4% over the past four weeks.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.81 to $12.95 per share. ROK also boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROK should be on investors' short list.
Shares of Rockwell Automation (ROK - Free Report) have been strong performers lately, with the stock up 5.4% over the past month. The stock hit a new 52-week high of $486.47 in the previous session. Rockwell Automation has gained 23.2% since the start of the year compared to the 14.2% move for the Zacks Computer and Technology sector and the 80% return for the Zacks Electronics - Miscellaneous Products industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on May 5, 2026, Rockwell Automation reported EPS of $3.3 versus consensus estimate of $2.89.
For the current fiscal year, Rockwell Automation is expected to post earnings of $12.95 per share on $8.97 in revenues. This represents a 22.98% change in EPS on a 7.52% change in revenues. For the next fiscal year, the company is expected to earn $14.53 per share on $9.46 in revenues. This represents a year-over-year change of 12.21% and 5.51%, respectively.
Valuation MetricsThough Rockwell Automation has recently hit a 52-week high, what is next for Rockwell Automation? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Rockwell Automation has a Value Score of D. The stock's Growth and Momentum Scores are B and A, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 37X current fiscal year EPS estimates, which is a premium to the peer industry average of 29.5X. On a trailing cash flow basis, the stock currently trades at 30.9X versus its peer group's average of 21X. Additionally, the stock has a PEG ratio of 3.08. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, Rockwell Automation currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Rockwell Automation meets the list of requirements. Thus, it seems as though Rockwell Automation shares could have a bit more room to run in the near term.
Qualcomm outlined the acceleration of its diversification strategy at its 2026 Investor Day on June 24. In connection with the event, the semiconductor company announced updated long-term revenue targets.
Qualcomm now expects non-handset revenue of $40 billion by fiscal 2029, which includes more than $15 billion in data center revenue, more than $14 billion in IoT revenue and $10 billion in Automotive revenue.
Separately, Qualcomm expanded its partnership with Hugging Face to accelerate open, developer-focused artificial intelligence across devices and cloud infrastructure.
Stephanie Link, chief investment strategist, head of investment solutions and equity portfolio manager at Hightower Advisors, picked Rockwell Automation, Inc. (NYSE:ROK).
Rockwell Automation, on June 9, approved an additional $1 billion to repurchase shares of common stock, while the company’s board also declared a quarterly dividend of $1.38 per share.
Don’t forget to check out our premarket coverage here
Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended Merck & Co., Inc. (NYSE:MRK).
Merck, on June 22, said its investigational therapy tulisokibart achieved the primary endpoint in a Phase 3 study in moderately to severely active ulcerative colitis (UC), marking what the company described as the first positive Phase 3 induction results for an anti-TL1A biologic.
Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, picked Simon Property Group, Inc. (NYSE:SPG).
On Thursday, Barclays analyst Richard Hightower maintained Simon Property Group with an Equal-Weight rating and raised the price target from $212 to $213.
Price Action Qualcomm gained 3.8% to close at $204.90 on Thursday. Rockwell Automation shares rose 4.1% to settle at $479.39 during the session. Merck shares gained 4% to close at $125.45 on Thursday. Simon Property shares 1.5% to settle at $225.49 during the session. Photo via Shutterstock
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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?
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].
Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Daikin Industries (DKILY - Free Report) and Rockwell Automation (ROK - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Daikin Industries and Rockwell Automation are both sporting a Zacks Rank of #2 (Buy) right now. Investors should feel comfortable knowing that both of these stocks have an improving earnings outlook since the Zacks Rank favors companies that have witnessed positive analyst estimate revisions. However, value investors will care about much more than just this.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
DKILY currently has a forward P/E ratio of 22.61, while ROK has a forward P/E of 36.25. We also note that DKILY has a PEG ratio of 1.62. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ROK currently has a PEG ratio of 3.02.
Another notable valuation metric for DKILY is its P/B ratio of 2.06. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, ROK has a P/B of 14.51.
These metrics, and several others, help DKILY earn a Value grade of B, while ROK has been given a Value grade of D.
Both DKILY and ROK are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that DKILY is the superior value option right now.
New product offers a unified execution architecture, bringing intelligence, resilience and enterprise scalability to modern manufacturing operations
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the availability of FactoryTalk® ResilientEdge™, a next-generation execution architecture designed to support autonomous manufacturing operations across highly-automated environments.
With Rockwell Automation's FactoryTalk ResilientEdge, users have an accessible and unified execution layer. Built on FactoryTalk Optix™ and integrated across Rockwell Automation's portfolio, including Plex Manufacturing Execution System (MES), FactoryTalk ResilientEdge creates a single execution layer that spans machines, people and production systems. The platform delivers predictable, low-latency execution at the edge along with cloud capabilities that enable analytics, Artificial Intelligence (AI) training and enterprise orchestration. The combination of edge and cloud means that operations are continuous even if connectivity is lost.
A Unified Execution Model
FactoryTalk ResilientEdge turns advanced manufacturing capabilities into a standard operating infrastructure by unifying plant models, connectivity, execution and intelligence into a single framework. Within FactoryTalk ResilientEdge, users will find a variety of innovative features: shared production model, native and interoperable connectivity, real-time edge execution with embedded business logic, cloud-scale analytics, and AI. The result is an execution system that eliminates the divide between Operational Technology (OT) and Information Technology (IT), dramatically reducing the complexity of deploying and evolving modern manufacturing operations.
"At a time when 95% of manufacturers are advancing AI and machine learning initiatives, FactoryTalk ResilientEdge enables a new class of manufacturing execution," said Anthony Murphy, vice president of product management, Rockwell Automation. "Manufacturers can scale automation, intelligence, and autonomy across their operations while preserving the economic and scalability advantages of the cloud, helping manufacturers deploy faster and lower their total cost of ownership."
Enabling AI-Driven Autonomy
Modern automation initiatives require reliable execution, structured data flow and scalable architecture as the foundation for advanced analytics and AI initiatives. FactoryTalk ResilientEdge delivers a resilient execution layer that supports advanced analytics, AI and closed-loop optimization without compromising plant-level performance.
Secure, Interoperable and Built to Scale
FactoryTalk ResilientEdge helps manufacturers modernize operations by improving operational resiliency, optimized for Rockwell Automation ecosystems while remaining open and interoperable across heterogeneous production environments. The security, interoperability and scalability of the new offering is a testament to Rockwell's elastic MES solutions.
Faster Deployment and Lower Lifecycle Cost
By reducing integration complexity, centralizing monitoring and supporting modular scalability, FactoryTalk ResilientEdge can lower lifecycle costs and accelerate deployment. FactoryTalk ResilientEdge capabilities can be deployed as needed, supporting companies who phase their modernization strategy.
Representing a foundational shift in how manufacturers can scale execution systems, FactoryTalk ResilientEdge is available globally today.
Learn more about FactoryTalk ResilientEdge 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 the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
Listen to the audio version of this article (generated by AI).
For the better part of three years, the Physical AI narrative — the idea that AI would move off the cloud and into the physical world, powering robots, wearables, autonomous vehicles, and smart devices — played out like every great tech story does: loud, early, and mostly theoretical.
Elon Musk stood on stage and told us Optimus robots would soon be doing our laundry. Venture capitalists competed to fund the most humanoid-looking thing they could find. CNBC ran breathless segments about the robot revolution. And the stock market assigned billion-dollar valuations to companies whose most impressive product was a press release and a demo reel.
That was then. This is now.
The Proof Points Are Piling Up Consider what happened in a single quarter:
Microsoft (MSFT) shipped AI PCs with on-device inference chips from Qualcomm (QCOM) — real products, real volumes, real revenue. Genesis AI launched an industrial robot that, more than just executing programmed sequences, can reason adaptively. Plaud is targeting $500 million in wearable AI device sales this year. Applied Materials (AMAT) partnered with EssilorLuxottica to industrialize smart optical systems for AR eyewear. Apple (AAPL) confirmed cameras in AirPods for 2027, signaling that Physical AI is now a core product roadmap item for the world’s most valuable company. Mobileye (MBLY) announced a concrete U.S. robotaxi deployment with a scaling plan to 17,000 vehicles. Six different companies. Six different products. One underlying shift in what AI needs to run.
What Physical AI Actually Means — and Why the Architecture Is Completely Different From Cloud AI What makes this cycle different from the AI wave we’ve been riding isn’t the ambition. It’s the architecture.
Cloud-based AI is about scale — throw compute at a model, let it learn, serve answers via API. Physical AI is about efficiency — get the answer right, in milliseconds, on a device with a 40-watt thermal budget, without a network connection.
It’s the AI inside your headphones that filters background noise before you even notice it…
The vision system on a warehouse robot that decides which box to pick next…
The autonomous vehicle perception stack that identifies a pedestrian at 60 miles per hour.
The requirements are completely different — and that difference runs all the way down the supply chain.
The Six Pillars of the Physical AI Supply Chain Think of Physical AI not as a single industry but as six distinct hardware categories that all need to scale simultaneously.
1. Edge AI Silicon This is the foundation. Every physical AI device needs a chip that can run inference locally — fast, cool, and cheap. Qualcomm’s Snapdragon X2, which just launched inside Microsoft’s new Surface lineup, is the clearest proof point that on-device AI silicon has crossed the viability threshold.
Arm‘s (ARM) architecture underpins virtually every mobile AI chip on the planet. Nvidia (NVDA) is pushing into embedded inference with its Jetson platform. AMD (AMD) and Intel (INTC) are fighting for their share of the AI PC market. The edge silicon war is just beginning, and the winners here get paid on every device that ships.
Key names: QCOM, ARM, NVDA, AMD, INTC
2. Sensors & Machine Vision Image sensors, depth cameras, radar, lidar, microphones — these are the eyes and ears of every robot, wearable, and autonomous vehicle.
The AMAT-EssilorLuxottica partnership to develop intelligent optical systems for AR eyewear tells you everything: the optics industry is being recruited into the AI supply chain at the component level. Apple’s forthcoming AI AirPods with embedded cameras will drive a new demand cycle for miniaturized sensor modules.
Key names: Ambarella (AMBA), ON Semiconductor (ON), STMicroelectronics (STM), Sony (SONY), Cognex (CGNX)
3. Advanced Optics AR glasses and AI eyewear aren’t a consumer curiosity anymore — they’re a hardware category. And the bottleneck? Optics.
Waveguides, photonic displays, specialty glass, and laser projection systems are what separate a pair of glasses from a heads-up display. Corning (GLW) and Coherent (COHR) are two of the most underappreciated Physical AI plays in the market for precisely this reason. Applied Materials’ pivot into intelligent optics manufacturing signals how seriously the semiconductor equipment industry is taking this category.
Key names: AMAT, GLW, Lumentum (LITE), COHR
4. Robotics & Industrial Automation Genesis AI’s Eno robot isn’t interesting because it’s humanoid — it’s interesting because it reasons. That’s the leap from industrial automation 1.0 (programmed motion) to Physical AI 1.0 (adaptive intelligence).
Companies like Symbotic (SYM), Teradyne (TER), Rockwell Automation (ROK), and Honeywell (HON) are already deploying AI-driven automation in factories and warehouses at scale. Tesla‘s (TSLA) Optimus is the flashy version; the boring but lucrative version is already running in distribution centers across America.
Key names: SYM, TER, ROK, HON, TSLA
5. Memory, Storage & Power On-device AI needs more local memory than anyone planned for. That means Low Power Double Data Rate 6 (LPDDR6) RAM, expanded NAND storage, power management integrated circuits (PMICs) that can handle burst inference workloads, and analog semiconductors for signal processing.
Micron (MU) is already winning here with its LPCAMM modules for AI PCs. The storage plays — Seagate (STX), Western Digital (WDC), SanDisk (SNDK) — get a demand tailwind as every edge device needs local model storage.
Key names: MU, STX, WDC, SNDK, Monolithic Power (MPWR), Analog Devices (ADI), Texas Instruments (TXN).
6. Connectivity & Infrastructure Even edge AI needs the cloud. Local inference handles the latency-sensitive tasks; cloud AI handles the heavy lifting — model updates, data sync, fleet coordination for robotaxis, telemetry from billions of wearables.
That means the optical networking and connectivity layer is a direct beneficiary of Physical AI scaling. Robotaxis syncing to the cloud. AR glasses streaming map data. Industrial robots phoning home with diagnostic telemetry. Broadcom (AVGO), Marvell (MRVL), Arista (ANET), Ciena (CIEN), Credo (CRDO), and Corning are all toll roads on that data highway.
Key names: AVGO, MRVL, ANET, CRDO, CIEN, GLW
The Investor’s Guide: Own the Picks and Shovels for the Biggest Hardware Cycle Since the Smartphone Nobody made more money in the California Gold Rush by panning for gold. The real fortunes went to the people selling the equipment.
Physical AI follows the same logic — with one important difference.
In the Gold Rush, you could only sell one pan at a time. In Physical AI, every device that ships — every robot, wearable, AI PC, and autonomous vehicle — needs chips, sensors, optics, memory, power management, and connectivity. The suppliers don’t need to pick the winning application. They get paid on every unit, across every category, regardless of which company’s robot ends up in your warehouse or which AR glasses end up on your face.
The transition from cloud AI to Physical AI is the single biggest hardware cycle since the smartphone. And like the smartphone, the companies that win aren’t just the device makers — they’re the entire supply chain underneath them.
The hype was right. It just took the hardware a few years to catch up.
The names in this piece — the edge silicon suppliers, the sensor makers, the optics companies, the memory and connectivity plays — are the public-market expression of that thesis. But the smartest money isn’t just moving into the obvious trades.
Take Peter Thiel’s most recent 13F, for example: zero shares of Nvidia, Apple, Microsoft, or Tesla. Not trimmed — liquidated entirely. His private fund, meanwhile, has been quietly building positions in energy infrastructure, nuclear power, chip fabrication, and natural resources — the physical backbone of everything described in this piece.
He can’t buy most of those positions publicly.
Seven of them, however, have a backdoor…
And we think they’re among the most compelling AI plays hiding in plain sight.
PlantPAx helps streamline operations at the state-of-the-art facility and enables future AI-driven optimization.
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, helped an iconic bourbon maker bring its operations into the digital era. When Opus Integration helped Heaven Hill launch a new distillery last year in Bardstown, KY, it used the PlantPAx® modern distributed control system (DCS) from Rockwell Automation to increase efficiency and embed digital transformation from day one.
Opus Integration "Creating a state-of-the-art distillery with digital transformation embedded from day one creates long-term advantages," said Kris Dornan, Commercial Marketing Manager, Rockwell Automation. "Using the PlantPAx modern DCS, Opus and Heaven Hill have created a unified control and data environment giving operators deep visibility into operations today while laying the groundwork for more advanced analytics and richer insights in the future."
Heaven Hill is the world's largest independent bourbon maker, with well-known brands such as Elijah Craig, Evan Williams and its namesake bourbon. The new production facility launched in 2025 brought operations back to Bardstown for the first time in decades after a fire destroyed the distillery where the company had previously produced bourbon since 1935.
While Heaven Hill has crafted bourbon for more than 90 years, the company wanted its new distillery to be fully modernized. The facility required full plant visualization, robust cybersecurity and a foundation capable of supporting long-term digital transformation.
Opus Integration, a Rockwell Automation partner specializing in industrial control systems, with deep expertise in process automation and plant modernization, deployed the PlantPAx modern DCS to deliver a cohesive view of the entire distillery. The solution transformed how operators engage with the production environment and reduced troubleshooting time. Modern interlock objects allow operators to immediately see what is preventing equipment from running, eliminating the need to dig through code or place multiple support calls.
The modern DCS also allows operators to analyze historical trends and compare past production runs. This supports anomaly detection, process optimization and continuous improvement in the distillery operations.
"The PlantPAx DCS gives operators greater visibility into the distillery's operations than they've had in the past, allowing them to stay focused on delivering Heaven Hill's iconic products without worrying about the production process," said Don Ault, owner and CEO of Opus Integration. "Heaven Hill now has the real-time insights and information security it needs to succeed today and a foundation for digital evolution based on future business needs."
The PlantPAx-based infrastructure positions the new distillery to use AI-driven insights and other advanced technologies. Heaven Hill is already building AI-focused roles to interpret and apply production data generated through the PlantPAx system.
To learn more about how Rockwell Automation supports Heaven Hill with PlantPAx to modernize operations, read the full case study 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. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.
New solution coordinates end-to-end material flow and production processes to improve throughput and operational responsiveness across the factory floor
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the launch of FactoryTalk® Orchestration™ software, a new solution designed to coordinate material flow and production processes from end-to-end. Rockwell will showcase the solution live at the Automate trade show from June 22–25 in Chicago, Ill.
Rockwell Automation's new FactoryTalk Orchestration software coordinates end-to-end material flow and production processes to improve throughput and operational responsiveness across the factory floor FactoryTalk Orchestration software is a key component of Rockwell's production logistics strategy, connecting automated equipment with enterprise and plant systems to coordinate operations using real-time production signals. Built on the FactoryTalk® Optix™ platform, the solution standardizes connectivity across the portfolio, including OTTO autonomous mobile robots (AMRs), with additional ecosystem integrations planned.
"As manufacturers continue investing in automation and robotics, the opportunity is shifting from deploying individual technologies to coordinating them across the operation," said Ara Surenian, Production Logistics Business Manager at Rockwell Automation. "FactoryTalk Orchestration software is designed to help manufacturers move from fragmented automation toward more connected, autonomous operations."
By connecting machines, material handling, and production processes into a unified operation, FactoryTalk Orchestration software helps manufacturers:
Improve throughput and reduce bottlenecks Respond faster to disruptions and changing demand Simplify operations through real-time orchestration At Rockwell's Twinsburg, Ohio facility, FactoryTalk Orchestration software enabled autonomous operations across key production processes, improving drop-off zone space utilization by 70%, and reducing overall material handling space requirements by 50%. The solution is now expanding to additional Rockwell manufacturing facilities worldwide.
Rockwell will showcase FactoryTalk Orchestration software at Automate in booth S2267 through a live production logistics demonstration. Visitors can also see how Emulate3D digital twin software and OTTO AMRs work alongside the solution to enable more coordinated, end-to-end operations across the plant.
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.
On the earnings front, Vistra posted first-quarter sales of $5.640 billion on May 7, compared with market estimates of $5.650 billion.
Jim Lebenthal, partner and chief market strategist at Cerity Partners, said CRH plc (NYSE:CRH) announced a big acquisition on Monday.
CRH agreed to acquire 100% of Arcosa in an all-cash transaction for $150 per share.
Don’t forget to check out our premarket coverage here
Stephanie Link, chief investment strategist, head of investment solutions and equity portfolio manager at Hightower Advisors, picked Rockwell Automation, Inc. (NYSE:ROK).
According to recent news, Rockwell Automation announced on June 9 a $1 billion common stock repurchase and declared a quarterly dividend of $1.38 per share.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended Generac Holdings Inc. (NYSE:GNRC), an industrial name.
On June 15, the company acquired a new facility to expand its packaging capacity for large-MW generators.
Price Action:
Vistra shares gained 2.3% to close at $167.26 on Monday. CRH rose 0.01% to settle at $111.25 during the session. Rockwell Automation shares gained 0.9% to close at $478.08 on Monday. Generac shares jumped 5.9% to settle at $295.54. Photo via Shutterstock
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Recognition highlights advanced manufacturing capabilities at Rockwell’s Singapore facility and the company’s role in scaling AI-driven transformation
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK), the world’s largest company dedicated to industrial automation and digital transformation, today announced its Singapore manufacturing facility has been named a member of the Global Lighthouse Network by the World Economic Forum (WEF). The designation recognizes this facility for applying advanced technologies at scale to deliver measurable improvements in productivity, quality and workforce enablement.
Rockwell’s Singapore site was recognized with distinction in the productivity category, reflecting its transformation into a highly flexible, data-driven operation. By deploying more than 50 digital and AI-enabled solutions - including intelligent automation, AI-driven quality control and predictive maintenance - the facility improved output efficiency, reduced defects and accelerated workforce onboarding.
“This recognition reflects how Rockwell is applying advanced automation technologies not just within a single site, but in ways that can scale across our global operations and for our customers,” said Bob Buttermore, SVP and chief supply chain officer at Rockwell Automation. “We are focused on turning data into decisions and AI into outcomes - helping manufacturers build Factories of the Future that are more resilient, adaptive and productive.”
According to the World Economic Forum, this latest cohort of Lighthouse sites demonstrates how AI is becoming embedded into core operations, enabling organizations to improve decision-making, accelerate innovation and continuously optimize performance.
Rockwell’s participation in the Global Lighthouse Network connects the company to a global community of leading manufacturers advancing industrial transformation. Through this collaboration, Rockwell will share best practices and work alongside other Lighthouse members to accelerate the adoption of advanced technologies across industries and regions.
“The world’s leading manufacturers are no longer optimizing individual processes; they are reimagining entire operating systems,” said Kiva Allgood, managing director, World Economic Forum. “The newest Lighthouse sites show how intelligence is becoming embedded into the fabric of operations, enabling organizations to respond faster, learn continuously and unlock new levels of performance across their value chains.”
This recognition reinforces Rockwell’s commitment to helping manufacturers move beyond pilot programs to scaled transformation, linking data, automation and AI to deliver measurable business outcomes.
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.
Highlights where AI and automation are delivering measurable gains in uptime, quality and production performance across automotive manufacturing
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, has partnered with the Center for Automotive Research (CAR) to release a new white paper today. The report, Smart Manufacturing in Automotive: Deployment and Impact, was authored by CAR using comprehensive data from Rockwell Automation to detail how artificial intelligence (AI), machine learning (ML) and automation are reshaping manufacturing across the automotive, tire and battery industries.
Rockwell Automation and the Center for Automotive Research release new white paper on the next phase of smart manufacturing in automotive The research shows that the industry is entering a new phase of adoption. For manufacturers, the question is no longer whether to invest in smart manufacturing, but how quickly and where to apply it.
Automakers and suppliers already operate with advanced automation in body, paint and welding. The shift now is into areas that have been harder to automate, including electronics assembly, validation, production coordination and logistics. At the same time, AI and ML are improving predictive maintenance, inspection accuracy and system performance across existing operations.
"The industry has built a strong automation foundation. What is changing now is how manufacturers are using AI and data to manage growing complexity, improve decision-making, and create competitive advantage," said Edgar Faler, principal mobility analyst and strategy lead at CAR. "Those that move faster are starting to see measurable advantages."
The white paper combines CAR analysis with proprietary data from Rockwell Automation's 11th annual State of Smart Manufacturing report. It highlights key drivers accelerating adoption, including more complex production environments, ongoing warranty pressures, rising costs and increasing global competition. Automation is also helping enable onshoring by supporting cost-competitive production in tight labor markets.
Manufacturers are already reporting measurable results, including up to 50% reductions in unplanned downtime in select applications, approximately 5% improvements in overall equipment effectiveness and 5% to 7% gains in throughput from real-time production analytics.
"Manufacturers are being asked to do more with less while managing greater complexity," said James Glasson, VP Global Industry – Automotive, Tire & Advanced Mobility at Rockwell Automation. "The combination of automation and AI is helping teams identify issues earlier, reduce downtime and improve performance across plants. The difference now is how effectively companies scale these capabilities."
The findings also point to a growing divide across the industry. Differences in adoption are creating gaps in quality, uptime and productivity, with implications for supplier performance and long-term competitiveness.
The full white paper is available here: https://www.rockwellautomation.com/en-us/industries/automotive-tire/smart-manufacturing-automotive-whitepaper2.html
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. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
About the Center for Automotive Research
The Center for Automotive Research (CAR) is a nonprofit organization based in Ann Arbor, Michigan, that produces independent research, convenes industry stakeholders, and provides insights on critical issues facing the mobility and automotive sectors. CAR's work spans manufacturing, technology, policy, and economic trends shaping the global automotive industry. For more information, visit www.cargroup.org.
Buybacks are a sign of financial health and confidence in future cash flow. Companies that initiate or expand buyback programs not only affirm their outlook but also provide investors with leverage. Share buybacks are a tax-efficient means of returning capital and aid shareholders by reducing share count. In the best cases, buybacks reduce shares aggressively, at modest to middling single-digit figures. In the worst cases, buybacks diminish the impact of dilutive actions, but either way, they aid investors beyond the inherent strengths that enabled the buybacks in the first place.
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NVIDIA Increases Buybacks, Dividends, and InvestmentsNVIDIA’s NASDAQ: NVDA dominance in AI is evident in robust cash flow and profitability. Balance sheet highlights reveal steady cash flow, healthy cash balances, and a focus on reinvestment rather than capital returns.
NVIDIA Today
$212.07 +6.88 (+3.35%)
As of 02:33 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$142.03▼
$236.54Dividend Yield0.47%
P/E Ratio32.46
Price Target$305.67
The investments center on new technology, securing capacity, and future capacity, while capital returns include dividends and share buybacks.
The story in Q2 2026 is that the buyback authorization was increased by $80 billion, bringing the active authorization to over $120 billion, in addition to the dividend.
NVIDIA’s dividend is a token, but still, the recent 24X increase was substantial, and more increases are likely. NVIDIA’s investments will mature over time, driving growth and cash flow, enabling steady increases that buybacks will support.
Reducing the share count offsets the cash cost of distribution and may also accelerate over time. As it stands, NVIDIA is incrementally reducing its share count and aggressively investing in the future.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$76.95▼
$143.56Dividend Yield1.70%
P/E Ratio17.52
Price Target$137.62
Citigroup NYSE: C announced a massive buyback, representing approximately 13.7% of its shares at the time. The buyback is underpinned by healthy business across segments, ample cash flow, and a fortress-quality balance sheet with strong Tier 1 credit ratios. The $30 billion authorization succeeds the preceding one and is expected to be used before the decade's end. Activity in fiscal Q1 2026 reduced the count by 2% sequentially and 9% compared to last year.
Citigroup’s dividend is also substantial, yielding approximately 1.7%. The payout is reliable for the same reasons that enable the buybacks, and the distribution is expected to grow annually. MarketBeat data indicate a low-single-digit compound annual growth rate, likely to continue as buybacks are prioritized. Analysts, who rate the stock as a consensus of Moderate Buy with a 75% Buy-side bias, are lifting price targets and pointing to higher highs for this stock.
CrowdStrike Ups the Ante on CybersecurityCrowdStrike Today
$692.43 +9.63 (+1.41%)
As of 02:33 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$342.72▼
$785.66Price Target$692.71
CrowdStrike NASDAQ: CRWD doesn’t yet offset dilution with its buybacks, but it is producing record cash flow and ample free cash flow sufficient to give some back. The latest news is an additional $500 million, bringing the remaining authorization to approximately $1.5 billion. The critical takeaway is that cash flow is strong enough to support the move, and buybacks will likely continue over the long-term.
CrowdStrike is well-positioned for AI, providing a unified, cloud-native approach to security.
Results are accelerating, guidance forecasts the same, and momentum continues to build (as hyperscalers build and complete new data centers). Analysts are lifting price targets in the wake of the Q1 release, leading this market toward fresh all-time highs.
Rockwell Automation: Automating Capital ReturnsRockwell Automation Today
ROK
Rockwell Automation
$468.59 +9.25 (+2.01%)
As of 02:33 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$305.44▼
$473.91Dividend Yield1.18%
P/E Ratio48.68
Price Target$451.75
Rockwell Automation NYSE: ROK is also well-positioned for AI, manufacturing industrial automation equipment while providing software and services to support it. The buyback authorization was increased by $1 billion in early 2026, setting the stage for sustained share count reduction. Buyback activity reduced the count by approximately 2% as of the end of the firm's fiscal Q2, and a dividend is in effect.
Rockwell Automation stock yields approximately 1.2% with shares at early-June highs, but may not sustain that level. The share price is poised to advance, driven by results and analyst sentiment trends.
Analyst are lifting their price targets in Q2, leading this market to even higher levels. Institutions limit risk in 2026, owning approximately 75% of the shares and buying at a $2.5-to-$1 pace.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$58.16▼
$79.19Dividend Yield1.70%
P/E Ratio18.63
Price Target$80.07
Masco NYSE: MAS had an existing repurchase authorization in place but accelerated it in Q2. The company entered into an accelerated repurchase agreement to acquire $300 million in shares, worth approximately 2% of the market cap. The move reflects management's confidence in growth and cash flow despite the cautious tone in guidance, which noted dynamic macroeconomic conditions.
The takeaway for investors is that buybacks remain on track, as do dividends and distribution growth. Analyst sentiment trends also reflect confidence, with coverage increasing and the Hold rating firming.
Institutional trends are likewise bullish, with institutions owning more than 90% of shares and buying at a nearly $2-to-$1 pace.
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Release integrates more motor control components, improves diagnostics and simplifies control panel design
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced new capabilities of its EtherNet/IP™ In-cabinet Solution, expanding support for additional motor control and protection devices. The update enables manufacturers to connect more components inside the control panel, simplify wiring and gain deeper diagnostic insight, without redesigning their existing architecture.
Rockwell Automation expands EtherNet/IP In-cabinet Solution with new motor control and power connection capabilities As manufacturers work to increase productivity and reduce downtime, they often face challenges related to limited data access and complex panel installations. The EtherNet/IP In-cabinet Solution addresses these issues by streamlining communication between devices inside the panel, improving real-time data availability and making it easier to install, scale and maintain motor control systems over time.
The expanded release adds a supplemental power tap and extends EtherNet/IP connectivity to additional motor control components, including 140ME Motor Protective Switching Devices and E100 Electronic Overload Relays through a 100-E Contactor communication module. These enhancements help manufacturers build smarter, more connected control panels while improving diagnostics and overall system visibility.
"The EtherNet/IP In‑cabinet Solution continues to transform how customers design and deploy control panels," said Kelly Passineau, product manager at Rockwell Automation. "With the addition of a supplemental power tap and connections for additional panel components, we're giving them even more ways to reduce installation time, improve diagnostics and build intelligent, data- driven systems with less complexity."
Key benefits of this new release include:
Supplemental power tap: Helps maintain stable performance as device counts increase, reducing the need for oversized power supplies or additional interposing relays and enabling scalable motor control architectures. Expanded smart motor control capabilities: Extends EtherNet/IP communication to 140ME Motor Protective Switching Devices and E100 Electronic Overload Relays using a 100-E Contactor communication module. Faster installation: In certain case studies, EtherNet/IP In-cabinet Solution has been shown to reduce wiring time by up to 80% compared to traditional hard-wired installations when implemented according to recommended standards. Optimized space: Compact components allow more devices to fit within the same footprint, helping reduce overall panel size. Improved data access: Real-time communication between devices boosts productivity and supports smarter decision making. With expanded connectivity across more components, users gain access to more data and meaningful insights. Scalability: Easily adapts to future networking needs without major redesigns or infrastructure changes. "The EtherNet/IP In-cabinet Solution isn't just a product—it's a growing portfolio designed to evolve alongside your system," said Jimmy Alvarez, director of Portfolio and Business Management at Rockwell Automation. "This release is the next step on our roadmap that includes expanding support for additional panel components, deeper data access and richer diagnostic capabilities that enhance visibility and performance over time. As your operational needs change, the solution is built to scale with you, offering a flexible, long-term path toward smarter, connected in-cabinet architectures."
Learn more about the EtherNet/IP In-cabinet Solution on Rockwell's website.
What's new in the latest EtherNet/IP In‑cabinet Solution release?
This release adds a supplemental power tap and expands connectivity to additional motor control and protection devices, including 140ME Motor Protective Switching Devices and E100 Electronic Overload Relays.
Who is this solution for?
This portfolio is designed for panel builders, manufacturers and OEMs looking to streamline industrial networking, simplify in-panel wiring and gain better diagnostics from their control panels with more connected devices.
How does this help manufacturers?
The EtherNet/IP In-cabinet Solution reduces wiring time and complexity, improves access to real‑time data and allows manufacturers to scale systems without major redesign.
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.
2026 State of Smart Manufacturing Report shows manufacturers scaling AI, strengthening operations and focusing on measurable outcomes
, /PRNewswire/ -- Rockwell Automation, Inc, (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today released findings from its 11th annual "State of Smart Manufacturing" report. The global study of more than 1,500 manufacturers across 17 countries shows a shift in industry focus: manufacturers are no longer debating whether to adopt digital technologies, but how to execute, scale and deliver measurable value from them.
90% of manufacturers say digital transformation is now essential, according to new global study The report reflects an inflection point for the industry, as many manufacturers move beyond experimentation and toward broader deployment of digital capabilities. Fewer organizations are operating in pilot mode, while more report active use of smart manufacturing technologies to support day-to-day operations.
The study found that 90% of manufacturers now say digital transformation is essential to staying competitive, reflecting its evolution into a baseline business requirement.
"Across the industry, manufacturers are facing more complexity and pressure than at any point in the last decade," said Blake Moret, chairman & CEO, Rockwell Automation. "What stands out in this year's research is not just the challenges, but how leaders are responding - by making digital transformation a core operating priority. The organizations that are seeing results are those that connect technology, people and processes to turn insight into better decisions, stronger performance and greater resilience."
Key findings from the "2026 State of Smart Manufacturing" report include:
Manufacturers are moving from pilots to scale:
6 in 10 manufacturers (59%) report actively using smart manufacturing technologies to support operations, while only 18% remain in pilot mode, marking the decline of the pilot-heavy phase that dominated previous years.
AI is becoming the engine of industrial advantage:
One-third of operations (34%) are AI-augmented today, supporting functions such as quality, cybersecurity and process optimization. Manufacturers expect more than half of operations to be AI-supported by 2030, reinforcing AI's role as a core operational capability.
Operational intelligence is now a competitive divider:
While organizations continue to collect growing volumes of data, only 43% is being used effectively, highlighting execution — not data availability — as a constraint on performance.
Cybersecurity is an operational reality:
Nearly half of manufacturers (46%) experienced at least one cyber incident in the past year, reflecting rising exposure as operations become more connected and autonomous. Secure, integrated IT/OT architectures are now foundational to scaling AI and advanced automation.
The report also finds that manufacturers are targeting transformation investments toward measurable outcomes – improving quality, reducing cost, lowering operational risk and increasing overall equipment effectiveness. One-third of operating budgets remain dedicated to industrial technology, signaling sustained, execution-focused investment rather than short-term experimentation.
The 2026 State of Smart Manufacturing Report draws on more than a decade of global research to highlight the capabilities shaping modern industrial operations, including intelligence, resilience, adaptability and workforce transformation.
The complete 2026 "State of Smart Manufacturing" report is available here.
Methodology
This report analyzes feedback from 1,560 respondents across 17 of the top manufacturing countries representing roles from management through C-suite and was conducted by Sapio Research in association with Rockwell Automation. The survey sampled from a range of industries including Consumer Packaged Goods, Food & Beverage, Automotive, Semiconductor, Energy, Life Sciences, and more. With a balanced distribution of company sizes with revenues spanning $100 million to over $30 billion, it offers a wide breadth of manufacturing business perspectives.
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. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
/PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), das weltweit größte Unternehmen für industrielle Automatisierung und digitale Transformation, hat heute
Le rapport 2026 sur la situation de la fabrication intelligente montre comment les fabricants déploient l'IA, renforcent leurs opérations et se concentrent sur des résultats mesurables
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE : ROK), un leader mondial de l'automatisation industrielle et de la transformation numérique, a publié les conclusions de la 11e édition annuelle du « Rapport sur la situation de la fabrication intelligente ». Cette étude mondiale menée auprès de plus de 1 500 fabricants répartis dans 17 pays révèle un changement d'orientation dans le secteur : les fabricants ne s'interrogent plus sur la nécessité d'adopter les technologies numériques, mais plutôt sur la manière de les exécuter, de les déployer et d'en obtenir des résultats mesurables.
90% of manufacturers say digital transformation is now essential, according to new global study Ce rapport témoigne d'un tournant pour le secteur, car de nombreux fabricants passent de la phase d'expérimentation à un déploiement plus large des capacités numériques. Moins d'entreprises opèrent en mode pilote et elles sont de plus en plus nombreuses à déclarer utiliser activement les technologies de fabrication intelligente pour leurs opérations quotidiennes.
L'étude révèle que 90 % des fabricants considèrent désormais la transformation numérique comme essentielle pour rester compétitifs, reflétant ainsi son évolution vers une exigence commerciale fondamentale.
« Dans l'ensemble du secteur, les fabricants sont confrontés à une complexité et à une pression sans précédent depuis la dernière décennie », déclare Blake Moret, président-directeur général de Rockwell Automation. « Ce qui ressort de l'étude de cette année, ce ne sont pas seulement les défis rencontrés, mais aussi la manière dont les dirigeants les relèvent, en faisant de la transformation numérique une priorité opérationnelle fondamentale. Les entreprises qui obtiennent des résultats sont celles qui associent la technologie, les personnes et les processus pour transformer les informations en meilleures décisions, en performances plus solides et en résilience accrue. »
Principales conclusions du rapport sur la « Situation de la fabrication intelligente 2026 » :
Les fabricants passent de la phase pilote aux applications concrètes :
6 fabricants sur 10 (59 %) déclarent utiliser activement les technologies de fabrication intelligente pour optimiser leurs opérations, tandis que seulement 18 % restent en phase pilote, soulignant ainsi le net recul de la phase qui prédominait au cours des années précédentes.
L'IA devient le moteur de l'avantage concurrentiel :
Un tiers des opérations (34 %) sont aujourd'hui augmentées par l'IA, notamment pour des fonctions telles que la qualité, la cybersécurité et l'optimisation des procédés. Les fabricants prévoient que plus de la moitié des opérations seront prises en charge par l'IA d'ici à 2030, renforçant ainsi le rôle de l'IA comme capacité opérationnelle fondamentale.
L'intelligence opérationnelle est désormais un facteur de différenciation concurrentielle :
Alors que les entreprises continuent de collecter des volumes croissants de données, seules 43 % sont utilisées efficacement, ce qui met en évidence que l'exécution, et non la disponibilité des données, constitue un frein à la performance.
La cybersécurité est une réalité opérationnelle :
Près de la moitié des fabricants (46 %) ont subi au moins un cyberincident au cours de l'année écoulée, ce qui témoigne d'une exposition croissante à mesure que les opérations deviennent plus connectées et autonomes. Des architectures IT/OT sécurisées et intégrées sont désormais essentielles au déploiement à grande échelle de l'IA et de l'automatisation avancée.
Le rapport révèle également que les fabricants orientent leurs investissements dans la transformation vers des résultats mesurables : amélioration de la qualité, réduction des coûts, diminution des risques opérationnels et augmentation du taux de rendement synthétique. Un tiers des budgets d'exploitation reste consacré aux technologies industrielles, ce qui indique des investissements soutenus et axés sur l'exécution plutôt que sur des expérimentations à court terme.
Le rapport 2026 sur la situation de la fabrication intelligente s'appuie sur plus d'une décennie de recherches mondiales pour mettre en évidence les capacités qui façonnent les opérations industrielles modernes, notamment l'intelligence, la résilience, l'adaptabilité et la transformation de la main-d'œuvre.
Le rapport 2026 complet « Situation de la fabrication intelligente » est disponible ici.
Méthodologie
Ce rapport, réalisé par Sapio Research en association avec Rockwell Automation, analyse les réponses de 1 560 personnes dans 17 des principaux pays manufacturiers, occupant des fonctions allant de la gestion à la direction. L'enquête a été menée auprès d'un échantillon couvrant divers secteurs, notamment les produits de grande consommation, l'agroalimentaire, l'automobile, les semi-conducteurs, l'énergie, les sciences de la vie, etc. Grâce à une répartition équilibrée de la taille des entreprises et des revenus allant de 100 millions à plus de 30 milliards de dollars, elle offre un large éventail de perspectives pour les entreprises manufacturières.
À propos de Rockwell Automation
Rockwell Automation, Inc. (NYSE : ROK), est un leader mondial dans les domaines de l'automatisation industrielle et de la transformation numérique. Nous connectons l'imagination de nos talents avec le potentiel de la technologie afin d'élargir le champ du possible, pour un monde plus productif et plus durable. Rockwell Automation, dont le siège social se trouve à Milwaukee (Wisconsin), emploie près de 26 000 personnes au service de ses clients dans plus de 100 pays (chiffres de l'exercice 2025). Pour découvrir comment nous donnons vie à la solution « Connected Enterprise® » dans les entreprises industrielles, rendez-vous sur le site www.rockwellautomation.com.
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MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) SVP, Intelligent Devices, Tessa Myers, and VP, Investor Relations and Market Strategy, Aijana Zellner, will present at Baird's 2026 Global Consumer, Technology & Services Conference on Tuesday, June 2, in New York.
The fireside chat will be webcast beginning at approximately 10:15 a.m. EDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-us/investors.html.
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.
Everyone’s talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching.
Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on long-dated power purchase agreements with hyperscalers that haven’t all been signed yet. You’re paying up for a narrative. Meanwhile, the companies actually shipping the turbines, transformers, switchgear, and cooling systems into those data centers have hard order books you can read in their filings. That’s the trade a retirement-focused investor should care about.
The cleanest redirect is GE Vernova (NYSE:GEV), the electrification and power equipment business spun out of GE last year. Three reasons it deserves the seat VST currently occupies.
First, the backlog is enormous and accelerating. Q1 2026 orders hit $18.30 billion, up 71% organically, with backlog expanding by more than $13 billion quarter-over-quarter. The Electrification segment alone booked $2.4 billion in data center equipment orders in Q1, exceeding all of 2025 combined. Total backlog hit a record $150 billion at the end of Q4 2025. These are signed contracts visible in the filings.
Second, management is raising guidance. The 2026 outlook now calls for revenue of $44.5–$45.5 billion, adjusted EBITDA margin of 12%–14%, and free cash flow of $6.5–$7.5 billion. CEO Scott Strazik told investors, “Demand is accelerating for our Power and Electrification solutions… backlog growing by more than $13 billion quarter-over-quarter.” That language signals confidence in the orders already on the books.
Third, valuation is reasonable for the growth on offer. GEV trades around 31x trailing and 37x forward earnings on a roughly $282 billion market cap, with a consensus analyst target near $1,217. Yes, the stock is up 55% year to date, but the backlog and guidance have moved with it.
If you want a basket instead of a single name, three more industrial AI picks fill out the bench. Vertiv (NYSE:VRT) is the pure-play data center power and cooling shop, with a $15 billion backlog, up 109% year over year, and Q4 2025 organic orders that grew 252% YoY. It is richer at 55x forward earnings, but the orders justify a look. Eaton (NYSE:ETN) booked a record $3.51 billion in Electrical Americas revenue in Q4 2025, up 21% YoY, at 24.9% segment margins, with a pending $9.5 billion Boyd Thermal acquisition for liquid cooling. Rockwell Automation is the factory-automation and industrial AI software angle, with Software & Control organic growth of 19% and segment operating margin of 31.2% in Q1 FY26.
Honeywell (NASDAQ:HON) rounds out the list as an optional catalyst pick. Building Automation grew 11% organically on data center and hospitality demand, backlog sits at $38.3 billion, and the aerospace spin-off completes June 29, 2026, creating a forced re-rating event for the remaining automation business.
Vistra might keep working for a stretch because momentum trades do. But it has one input: power prices. GE Vernova, Vertiv, Eaton, and Rockwell have signed orders stacked years deep, raised guidance in writing, and margin expansion already showing up in the segment data. That is the visibility a retirement-focused portfolio is supposed to demand.
The takeaway: GE Vernova deserves a top spot on any industrial AI research list, with the order book and guidance to back the thesis.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. ROK has a Momentum Style Score of A, and shares are up 3% over the past four weeks.
Nine analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.61 to $12.74 per share. ROK boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROK should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of B, forecasting year-over-year earnings growth of 21.9% for the current fiscal year.
Nine analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.71 to $12.84 per share. ROK also boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
MILWAUKEE--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) SVP, Software & Control, Matheus Bulho, and VP, Investor Relations and Market Strategy, Aijana Zellner, will present at the 2026 Wells Fargo Industrials & Materials Conference on Thursday, June 11, in Chicago.
The fireside chat will be webcast beginning at approximately 10:15 a.m. CDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-us/investors.html.
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.
Rockwell Automation to Present at Wells Fargo Industrials & Materials Conference Rockwell Automation, Inc. (NYSE: ROK) SVP, Software & Control, Matheus Bulho, and VP, Investor Relations and Market Strategy, Aijana Zellner, will present at the 2026 Wells Fargo Industrials & Materials Conference on Thursday, June 11, in Chicago.
The fireside chat will be webcast beginning at approximately 10:15 a.m. CDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-us/investors.html.
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260528374680/en/
Investors with an interest in Electronics - Miscellaneous Products stocks have likely encountered both Daikin Industries (DKILY) and Rockwell Automation (ROK). But which of these two companies is the best option for those looking for undervalued stocks?
Executives share perspectives from leading machine builders on designing, deploying and optimizing machines across the lifecycle
, /PRNewswire/ -- Rockwell Automation, the world's largest company dedicated to industrial automation and digital transformation, today announced it has released a new season of ROKStudios, its thought leadership video series featuring in‑depth interviews with executives from leading machine builders and industry associations.
Olaf Clemens (right), CEO of SN Maschinenbau, discusses the role of cybersecurity and secure data integration in enabling resilient, connected machinery. In this conversation, he shared his perspective on how OEMs are approaching long-term lifecycle value through secure, data-ready machine design. His interview is part of a new season ROKStudios, an executive thought leadership series from Rockwell Automation, highlighting how machine builders are responding to evolving performance, connectivity and operational requirements. The latest season shares perspectives from across the global packaging and manufacturing ecosystem, with each interview exploring how OEMs are evolving their strategies to deliver value across the full machine lifecycle – from initial design through commissioning and long‑term operation.
"These discussions share how machine builders are redefining success around lifecycle value," said Fabrizio Scovenna, regional vice president, OEM, EMEA, Rockwell Automation. "Across these conversations, we see a consistent shift toward strategies that integrate design, secure data and services to improve performance, resilience and long‑term outcomes."
Each episode provides a distinct perspective on how OEMs are responding to changing customer expectations, increasing complexity and new performance requirements:
Olaf Clemens, CEO, SN Maschinenbau: Explores the growing role of cybersecurity as a foundation for connected machinery, enabling secure data integration, resilient operations, and long-term lifecycle value.
Gian Paolo Crasta, director general, UCIMA: Shares an industry‑wide perspective on how packaging machinery OEMs are redesigning machines for flexibility, digital services, and measurable lifecycle performance while balancing sustainability and productivity goals.
Alessandro Rocca, vice president of global sales, Cama Group: Examines how robotics and standardized architectures are helping OEMs accelerate deployment, improve repeatability, and deliver scalable lifecycle performance in high‑mix production environments.
Luis Villegas, president, AMEC Envasgraf: Provides an industry association perspective on how OEMs are rethinking the machine lifecycle – from design through delivery and operation – in response to digitalization, sustainability pressures, and skills challenges.
Steve Rackham, group technical manager, Bradman Lake Group: Discusses how modular design and integrated "process‑to‑pallet" strategies are enabling OEMs to manage SKU complexity, improve uptime, and build more flexible, future‑ready packaging lines.
Michael Lampe, innovation manager, Meurer Verpackungssysteme GmbH: Explores how OEMs are adapting to sustainability requirements, including the shift to new materials, while maintaining efficiency, flexibility, and lifecycle performance.
Bino Bastian, head of sales, ECONO-PAK: Discusses how digital twins are evolving beyond virtual commissioning into lifecycle assets that support engineering efficiency, collaboration and post‑startup optimization, while addressing cybersecurity, compliance, and traceability requirements.
Piers Lamb, sales director UK and Ireland, Universal Pack: Highlights how data‑ready machine design is enabling traceability, compliance, and service‑led business models, while improving commissioning speed and long‑term operational performance.
Piyush Bhandari, Area Sales Head, Clearpack Group: Shares how OEMs are evolving from standalone machines to intelligent, connected systems to meet changing consumer demands while maintaining secure and resilient operations.
Davide Furini, Area Sales Manager, CT Pack: Discusses how digital tools, connectivity, and data are enabling more resilient machine performance, helping OEMs meet evolving lifecycle requirements and operational demands.
Across all interviews, a consistent theme emerges: OEMs are moving beyond project‑based delivery toward lifecycle‑driven strategies that integrate design, data and ongoing services.
Machine builders are increasingly recognizing that decisions made during early design stages can significantly impact commissioning efficiency, uptime and long‑term serviceability.
Recorded at the recent Interpack 2026 in Düsseldorf, Germany, the new videos – alongside others featuring executives and domain specialists from Rockwell Automation – join more than 150 previous recordings at the ROKStudios portal.
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.
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A month has gone by since the last earnings report for Rockwell Automation (ROK - Free Report) . Shares have added about 0.5% in that time frame, underperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Rockwell Automation due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.
Rockwwell Automation Beats Q2 Earnings Estimates on Higher Volume, Hikes FY26 ViewRockwell Automation has delivered adjusted earnings of $3.30 per share in the second quarter of fiscal 2026, up 32% from the year-ago quarter’s $2.50. The figure beat the Zacks Consensus Estimate of $2.89.
Quarterly revenues rose 11.9% year over year to $2.24 billion and topped the consensus mark of $2.11 billion by 6.3%. Results have reflected solid execution as organic sales increased 9%. Our model predicted organic growth to rise 5.3% in the quarter.
Rockwell Automation's Growth Broadens With Organic Gains & FX TailwindsRockwell Automation’s fiscal second quarter featured a healthier demand backdrop across more end markets. Currency translation increased 3% year over year, surpassing our prediction of 0.7% growth.
The company also highlighted momentum in recurring revenues. Total Annual Recurring Revenue (ARR) increased 6% year over year, with software ARR up in the high-single digits, reinforcing the shift toward more durable revenue streams.
Rockwell Automation’s Segment Mix Supports Profit ExpansionSegmental performance was led by the two higher-margin platforms. Intelligent Devices posted sales of $1 billion compared with $0.9 billion a year ago, whereas Software & Control increased to $684 million from $568 million.
The Intelligent Devices segment posted operating earnings of $211 million in the fiscal second quarter, which marked a year-over-year increase of 32.7%, while Software & Control’s operating earnings improved 39.8% to $239 million.
Lifecycle Services was comparatively steady, with sales of $547 million compared with $537 million in the prior-year quarter. The segment posted operating earnings of $80 million compared with $78 million in the prior-year quarter. However, the segment continues to report negative organic sales growth.
ROK’s Margin Upside Reflects Pricing & Operating LeverageThe cost of sales increased 8.3% year over year to $1.11 billion. The gross profit grew 15.8% to $1.12 billion. Selling, general and administrative expenses moved up 1.9% to $478 million.
Profitability improved sharply as Rockwell Automation converted higher volumes into stronger margins. The enterprise operating margin increased 350 basis points year over year to 22.5% in the quarter, alongside a pretax margin of 19.7%.
At the segment level, Intelligent Devices delivered a 20.9% operating margin, up 320 basis points year over year, and Software & Control reached 34.9%, up 480 basis points. Lifecycle Services was essentially flat year over year at 14.6%.
Rockwell Automation’s Cash Position & Balance Sheet UpdatesCash generation strengthened alongside earnings. Cash provided by operating activities was $320 million in the quarter compared with $199 million in the year-ago period.
The free cash flow improved to $275 million from $171 million. Rockwell Automation’s adjusted income was $373 million and free cash flow conversion was 74% for the quarter.
Cash and cash equivalents were $423 million at the quarter end, down from $468 million at the end of fiscal 2025.
Long-term debt stood at $2.57 billion, modestly below $2.61 billion at the end of fiscal 2025. The balance sheet positioning gives Rockwell Automation flexibility as it navigates portfolio actions, including the Sensia dissolution-related impacts discussed in its materials.
Raises FY26 Earnings ViewThe company lifted its full-year outlook following the strong quarter. ROK raised both its reported and organic sales growth view to 5-9% year over year and expects an Enterprise operating margin of 21.5%, up from the prior mentioned 20%.
Rockwell Automation also increased its adjusted earnings guidance to $12.50-$13.10 per share from $11.40-$12.20. The updated view reflects broadening demand and execution, while the company noted the guidance does not include sales, earnings or cash flows related to the divested Sensia joint venture businesses in the second half of fiscal 2026.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.
The consensus estimate has shifted 7.47% due to these changes.
VGM ScoresAt this time, Rockwell Automation has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Rockwell Automation has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerRockwell Automation belongs to the Zacks Electronics - Miscellaneous Products industry. Another stock from the same industry, Teradyne (TER - Free Report) , has gained 7.1% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
Teradyne reported revenues of $1.28 billion in the last reported quarter, representing a year-over-year change of +87%. EPS of $2.56 for the same period compares with $0.75 a year ago.
Teradyne is expected to post earnings of $1.99 per share for the current quarter, representing a year-over-year change of +249.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #1 (Strong Buy) for Teradyne. Also, the stock has a VGM Score of F.
Enhanced capabilities help manufacturers stay resilient, secure remote connectivity, and operationalize cybersecurity with continuous professional support
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced the launch of three enhanced offerings within the SecureOT™ solution suite: OT Cybersecurity Assessment Suite, SecureOT Platform Managed Services and Managed Secure Remote Access (MSRA).
Rockwell Automation Expands SecureOT Portfolio with Cybersecurity Assessment and Managed Service Capabilities Facing an increasing volume of alerts and limited visibility into operational technology (OT) assets, cybersecurity teams are under pressure to detect and respond quickly. SecureOT's industrial cybersecurity solution suite enables industrial enterprises to stay proactive and resilient without the need to add infrastructure or specialized staff.
"Understanding the current state of the OT environment is the foundation for defining the future," said Maria Else, senior global product manager, Cybersecurity Projects, Rockwell Automation. "Manufacturers are under increasing pressure to strengthen cybersecurity without slowing production. With SecureOT, we combine clarity, prioritized action plans and managed expertise to help industrial organizations secure what matters while keeping plants running safely and efficiently. We also leverage technologies such as artificial intelligence (AI) to identify vulnerabilities, automation to maintain efficiency and advanced intelligence to support analysis and understand the latest risks."
OT Cybersecurity Assessment Suite
The OT Cybersecurity Assessment Suite features a structured, modular approach tailored to the unique operational realities of industrial environments at every stage of their security journey. Combining OT-specific data collection with business-ready insights, the cybersecurity assessment delivers a clear path to building resilience.
Built for OT environments by OT professionals, the assessment offerings leverage new proprietary AI and machine learning models to help streamline analysis and standardize evaluation to deliver results and actions in an efficient manner.
SecureOT Platform Managed Services
SecureOT Platform is Rockwell Automation's risk and vulnerability management solution. Rockwell is now layering its deep industry knowledge on top of the platform to deliver SecureOT Platform Managed Services focused on continuous, professionally managed risk prioritization.
The latest update brings managed platform updates, providing the latest features and capabilities, management of the ongoing asset discovery and inventory, and drives programmatic discussions through technical account managers with the customer so security teams can quickly address cybersecurity exposure while minimizing downtime.
Managed Secure Remote Access (MSRA) and Beyond
Rockwell's new MSRA service connects OT assets, helping to reduce risks, improve efficiency and simplify operations in a vendor-neutral, Rockwell-managed and identity-driven environment. The cloud-routed remote access layer supports OT assets and enables customers to get up and running quickly with turnkey deployment, identity security and reduced workload for internal teams. MSRA enables faster troubleshooting and safer collaboration with vendors, delivered as a scalable service that adapts to each facility.
This latest update also introduces Rockwell's refreshed OT Cybersecurity Policy & Procedures offering. Built by Rockwell's OT Governance, Risk and Compliance (GRC) professionals and aligned with international standards, frameworks and best practices, the service provides a comprehensive set of documents to guide and strengthen security programs across the OT environment.
Now available for manufacturing and critical infrastructure organizations, these enhancements expand on Rockwell's SecureOT solution suite, a comprehensive industrial cybersecurity offering designed to help manufacturers assess, protect and continuously improve their OT security posture.
SecureOT solution suite is supported by Rockwell Automation's broader commitment to industrial cybersecurity, including product security protections embedded across the automation lifecycle and backed by its IEC 62443-4-1 Maturity Level 4 certification – the highest level for the secure product development lifecycle. Combined with capabilities such as assessment, managed services and secure remote access, this approach gives manufacturers a stronger foundation for managing OT risk and improving resilience.
To learn more about SecureOT and Rockwell's latest cybersecurity offerings, visit rockwellautomation.com/en-us/capabilities/industrial-cybersecurity.
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.
MILWAUKEE--(BUSINESS WIRE)--The Board of Directors of Rockwell Automation, Inc. (NYSE: ROK), following its regular review, today authorized the company to expend up to an additional $1 billion to repurchase shares of Rockwell Automation common stock. This is in addition to the authorization on Sept. 5, 2024, to repurchase $1 billion worth of common stock, of which approximately $215 million was remaining as of May 31, 2026.
The Board also declared a quarterly dividend of $1.38 per share on its outstanding common stock, payable Sept. 10, 2026, to shareowners of record at the close of business on Aug. 17, 2026.
“We remain committed to returning value to our shareholders,” said Blake Moret, Rockwell Automation Chairman and CEO. “Over the past five years, we have returned more than $4.6 billion to shareowners through dividends and share repurchases. This underscores our strong financial position and confidence in our long-term growth strategy, while maintaining a disciplined approach to capital allocation.”
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.
Automotive tier 2 zinc die-casting manufacturer adopts cloud-based MES, QMS, EDI and analytics to provide real-time visibility, traceability and quality across a new greenfield facility
, /PRNewswire/ -- Rockwell Automation, the world's largest company dedicated to industrial automation and digital transformation, today announced that Zinkteknik, a global automotive tier 2 zinc die-casting manufacturer based in Sweden, has selected the Plex Smart Manufacturing Platform to support a new greenfield manufacturing operation and establish a scalable digital foundation for future expansion.
Zinkteknik will initially deploy Plex manufacturing execution system (MES), quality management system (QMS), electronic data interchange (EDI) and analytics and operations (A&O) at its new Monterrey, Mexico, site. The implementation will be delivered in collaboration with Cumulus, a gold-level system integrator in Rockwell's PartnerNetwork™ ecosystem.
"Zinkteknik approached this project with a laser focus on business outcomes from the very beginning," said Sarah Dana, director of enterprise software sales, northern Europe, Rockwell Automation. "They wanted a platform that could support a new greenfield operation, deliver immediate visibility and quality control and scale globally over time. Plex was selected because it provides an integrated, real-time foundation that aligns with Zinkteknik's operational priorities and long-term growth strategy."
Zinkteknik is a family-owned manufacturer specializing in high-volume, high-precision zinc die-cast components for the automotive, electronics and industrial markets. The company operates advanced, highly automated production facilities in Sweden and Bosnia and serves customers worldwide with a strong focus on quality and traceability.
The Plex Smart Manufacturing Platform provides a single, integrated system of record that connects people, machines and processes across the plant and enterprise. With Plex MES, Zinkteknik will gain real-time insight into work in progress, material movement and production performance, helping teams make faster, more informed decisions. Integrated Plex QMS embeds quality checks directly into production workflows, supporting compliance with automotive standards and enabling closed-loop corrective actions.
Plex EDI will streamline communication with customers and partners, while analytics and operations capabilities will provide role-based dashboards and performance metrics to support continuous improvement initiatives. Because Plex is delivered as a cloud-native, single-instance platform, Zinkteknik can standardize processes across facilities while maintaining flexibility to adapt to local requirements as the business grows.
From Zinkteknik's perspective, the decision to adopt Plex reflects a broader commitment to digitalization and operational excellence. By serving as the digital foundation for Zinkteknik's new facility, the Plex Smart Manufacturing Platform will help the company reduce manual processes, improve data accuracy and support faster ramp-up. As Zinkteknik expands its use of Plex to additional sites, the platform will enable greater alignment across operations, helping the company continue to meet the demanding requirements of the global automotive supply chain
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.
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