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Rockwell Automation, Inc. (NYSE: ROK) Chairman & CEO, Blake Moret, and SVP, Intelligent Devices, Tessa Myers, will present at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, Sept. 16, in Dana Point, California.

The fireside chat will be webcast beginning at approximately 8:30 a.m. PDT 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/20260901227497/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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Christian E. Rothe, Sr. VP and CFO, sold 590 shares of Rockwell Automation, Inc. (ROK -0.49%) at $434.30 per share on Aug. 20, 2026, according to a SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$256,237Shares sold590Post-transaction shares (directly held)10,428.6941Post-transaction value$4.5 millionTransaction value based on SEC Form 4 weighted average sale price ($434.30); post-transaction value based on Aug. 20, 2026, market close ($431.45).

Key questionsDoes this transaction indicate a change in management sentiment?
The sale was non-discretionary and executed under a Rule 10b5-1 plan specifically to satisfy tax obligations following the vesting of restricted stock units on Aug. 19, 2026.What is the executive's remaining equity exposure?
Following the disposal, the executive retains 10,428.6941 shares held directly, valued at $4.5 million as of the Aug. 20, 2026 market close, as well as 1,257 derivative securities.How has the stock performed leading up to this transaction?
The stock was priced at $431.45 at the Aug. 20, 2026 market close, having generated a 29% return over the preceding 12 months.When was this trading plan established?
The Rule 10b5-1 plan used for this transaction was adopted on Nov. 25, 2025, roughly nine months before the automated execution occurred.Company OverviewMetricValueShare Price (as of market close 2026-08-20)$431.45Market Capitalization$48.0 billionRevenue (TTM)$9.0 billionNet Income (TTM)$1.1 billionCompany SnapshotRockwell Automation provides industrial automation and digital transformation solutions through three primary segments: Intelligent Devices (hardware products including drives, motion control systems, and safety equipment), Software & Control (automation software and control platforms), and Lifecycle Services (maintenance, support, and optimization services).The company generates revenue through a diversified business model combining hardware sales, software licensing, and recurring service contracts, enabling both upfront capital equipment sales and long-term recurring revenue streams from customer support and digital solutions.Rockwell Automation serves a broad customer base across manufacturing, process industries, and infrastructure sectors, with particular strength in automotive, food and beverage, pharmaceutical, and energy markets globally.

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Rockwell Automation, established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in industrial automation with approximately 26,000 employees worldwide.

The company maintains a competitive advantage through its comprehensive portfolio spanning hardware, software, and services, combined with deep domain expertise in manufacturing optimization and digital transformation.

With TTM revenue of $9.0 billion and net income of $1.2 billion, Rockwell Automation demonstrates strong operational performance and profitability in the industrial automation sector.

What this transaction means for investorsThis sale shouldn't concern investors. It represented a small percentage of the executive's holdings in the company's stock. Moreover, it was completed under a pre-adopted trading plan to satisfy tax obligations.

Importantly, Rockwell's business is posting solid growth and profitability. TTM revenue grew 11% year over year, with operating margin at 17.3%.

However, the stock is trading at a high price-to-earnings multiple relative to expected earnings growth. Analysts expect 13.5% annualized earnings growth in the next several years, yet the shares trade at a forward (12-month) earnings multiple of 30. This is slightly above its historical average.

John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends Rockwell Automation. The Motley Fool has a disclosure policy.

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

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

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

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

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

Key benefits of this new offering include:

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

Learn more about TechConnectIQ Support on Rockwell's website.

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

SOURCE Rockwell Automation, Inc.

Advisors Capital Management LLC acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,531 shares of the industrial products company’s stock, valued at approximately $1,254,000.

Several other institutional investors have also modified their holdings of ROK. Vanguard Group Inc. increased its position in shares of Rockwell Automation by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 14,206,311 shares of the industrial products company’s stock worth $5,527,249,000 after purchasing an additional 114,469 shares in the last quarter. BlackRock Inc. purchased a new position in Rockwell Automation in the 2nd quarter valued at $6,129,376,000. State Street Corp boosted its stake in Rockwell Automation by 4.2% during the 4th quarter. State Street Corp now owns 4,996,130 shares of the industrial products company’s stock worth $1,943,844,000 after purchasing an additional 202,705 shares during the last quarter. Geode Capital Management LLC boosted its stake in Rockwell Automation by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 2,924,501 shares of the industrial products company’s stock worth $1,133,397,000 after purchasing an additional 17,855 shares during the last quarter. Finally, Morgan Stanley boosted its stake in Rockwell Automation by 10.4% during the 4th quarter. Morgan Stanley now owns 2,921,840 shares of the industrial products company’s stock worth $1,136,801,000 after purchasing an additional 276,021 shares during the last quarter. Institutional investors and hedge funds own 75.75% of the company’s stock.

Insider Activity at Rockwell Automation In other news, SVP Matthew W. Fordenwalt sold 377 shares of the company’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $460.51, for a total transaction of $173,612.27. Following the sale, the senior vice president owned 4,437 shares of the company’s stock, valued at approximately $2,043,282.87. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Christian E. Rothe sold 590 shares of the stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $434.30, for a total value of $256,237.00. Following the completion of the sale, the chief financial officer owned 10,429 shares in the company, valued at approximately $4,529,314.70. The trade was a 5.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 1,185 shares of company stock worth $529,331. 0.76% of the stock is owned by insiders.

Analysts Set New Price Targets Several research firms have recently weighed in on ROK. JPMorgan Chase & Co. raised their price target on shares of Rockwell Automation from $404.00 to $417.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. BNP Paribas Exane increased their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a report on Wednesday, May 6th. KeyCorp raised their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Zacks Research cut Rockwell Automation from a “strong-buy” rating to a “hold” rating in a report on Thursday, July 30th. Finally, HSBC upped their price target on Rockwell Automation from $445.00 to $490.00 in a research report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $468.19. Get Our Latest Analysis on Rockwell Automation

Rockwell Automation Stock Up 1.4% NYSE:ROK opened at $437.50 on Friday. Rockwell Automation, Inc. has a 52 week low of $332.71 and a 52 week high of $497.36. The stock’s fifty day moving average is $461.98 and its two-hundred day moving average is $427.00. The stock has a market capitalization of $48.58 billion, a price-to-earnings ratio of 41.00, a price-to-earnings-growth ratio of 2.52 and a beta of 1.54. The company has a quick ratio of 0.74, a current ratio of 1.08 and a debt-to-equity ratio of 0.74.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a return on equity of 39.83% and a net margin of 13.39%.The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same period in the previous year, the firm posted $2.82 earnings per share. The company’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Research analysts anticipate that Rockwell Automation, Inc. will post 13.22 EPS for the current year.

Rockwell Automation Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a $1.38 dividend. The ex-dividend date is Monday, August 17th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.3%. Rockwell Automation’s payout ratio is 51.73%.

Rockwell Automation declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to buy up to 2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

(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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Editor’s note: “The Most Important Part of Unitree’s IPO Wasn’t the Robot” was previously published in July 2026 with the title “The Physical AI Proof Points Are Suddenly Everywhere.” It has since been updated to include the most relevant information available.

When trading began on August 19, Unitree Robotics was a roughly $9 billion company. By the closing bell, investors had turned it into a $50 billion one.

Shares of the Chinese humanoid-robot maker finished their Shanghai debut 460% above the IPO price after climbing as much as 629% during the session.

That is probably too much, too fast.

Many humanoid robots still spend more time performing demonstrations than doing valuable work inside homes and factories. One blockbuster IPO does not settle the commercial case for the entire industry.

But the market’s message is hard to miss.

Physical AI has moved from the demo reel into the public markets.

For the first phase of the AI boom, intelligence mostly lived behind a screen. You typed a prompt. A model answered. Maybe it wrote code, summarized a document, generated an image, or helped draft an email.

Now AI is moving into machines that can see, hear, navigate, and act in the world around us.

AI is getting a body.

And public markets just put a price on it.

Unitree Is Only One Signal in the Physical AI Boom Unitree’s debut is the loudest signal yet, but it is not happening in a vacuum. 

Across the Physical AI market, products are shipping, developer tools are opening up, and companies are building the supply chains required to scale. 

Microsoft’s (MSFT) new Surface AI laptops, powered by Qualcomm’s (QCOM) Snapdragon X2 chips, are now shipping. On-device AI has moved from the roadmap into real products and enterprise budgets. Nvidia (NVDA) and Hugging Face are bringing robotics models, teleoperation tools, datasets, and workflows into LeRobot, giving developers a more open toolkit for building Physical AI. 1X unveiled a new hand for its NEO humanoid robot that is designed to grip, adjust, and manipulate objects more like a human hand. Useful robots need more than the ability to walk. They need to handle real-world objects reliably. Applied Materials (AMAT) and EssilorLuxottica are developing intelligent optical systems for AR and AI-powered eyewear, showing that the smart-glasses supply chain is beginning to industrialize. Mobileye (MBLY) is moving from autonomy supplier to robotaxi operator, with a planned U.S. launch in 2027 and a target of roughly 17,000 vehicles over the following five years. These developments are starting to reinforce one another. Better tools speed up development, while real product launches give suppliers a reason to build for scale.

Physical AI is beginning to move like a real market.

What Physical AI Is – and Why It Needs a Different Hardware Stack  Physical AI changes where intelligence has to run.

Cloud models can draw on vast data centers and send an answer back over the internet. A robot, car, wearable, or factory system has to make many decisions on the spot – often in milliseconds, on a tight power budget, and sometimes without a reliable connection.

That creates a very different hardware problem.

Your headphones need to filter background noise before you notice it.

A warehouse robot has to identify the right box and decide how to grip it.

An autonomous vehicle has to recognize a pedestrian and react immediately.

Those systems need fast local chips, sensors, memory, optics, power management, and connectivity working together.

That difference runs through the entire supply chain.

Six Types of Physical AI Stocks to Watch Think of Physical AI not as a single industry but as six distinct hardware categories that all need to scale simultaneously. 

1. Edge AI Chips: Running Intelligence Locally This is the foundation. Every physical AI device needs a chip that can run inference locally – fast, cool, and cheap. Qualcomm’s Snapdragon X2 is now shipping inside Microsoft’s Surface lineup. On-device AI has moved from the roadmap into products businesses can actually buy.

Arm‘s (ARM) architectures dominate mobile computing and increasingly sit inside processors designed for edge AI. 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 and Machine Vision: Giving AI Eyes and Ears Image sensors, depth cameras, radar, lidar, microphones – these are the eyes and ears of every robot, wearable, and autonomous vehicle. 

Apple (AAPL) is reportedly exploring camera-equipped AirPods. Though the timeline remains fluid, the larger direction is clear: wearables are gaining the ability to see and interpret the world around us. That creates a new demand cycle for smaller cameras, microphones, depth sensors, and related components.

Key names: Ambarella (AMBA), ON Semiconductor (ON), STMicroelectronics (STM), Sony (SONY), Cognex (CGNX)

3. Advanced Optics: The Interface for AI Glasses 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 and Automation: Where Physical AI Does the Work Unitree proved investors are ready to pay for the humanoid-robot story. The next wave will belong to robots that can earn their keep.

Genesis AI’s Eno is built to adjust to changing tasks and environments. Traditional automation follows a script. Eno is designed to respond when the real world refuses to follow it. 

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 will keep drawing the headlines. Much of the near-term revenue, however, is already coming from less glamorous automation systems working inside factories and distribution centers. 

Key names: SYM, TER, ROK, HON, TSLA

5. Memory, Storage, and Power: Feeding Edge AI On-device AI needs more memory and storage than ordinary electronics. A wearable, robot, or AI PC has to hold models locally, process large streams of sensor data, and deliver sudden bursts of computing power without draining the battery or overheating.

That supports demand for next-generation low-power memory, larger storage systems, power-management chips, and analog components that translate signals from the physical world.

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: Keeping Physical AI Connected to the Cloud  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

How to Invest in Physical AI Stocks Without Chasing One Robot Unitree’s debut will make the robot maker the obvious stock people want to chase.

The broader Physical AI opportunity is much larger than any one robot company.

Every humanoid, wearable, AI PC, smart-glasses platform, autonomous vehicle, and industrial machine pulls demand through the same hardware layers: chips, sensors, optics, memory, storage, power management, and connectivity.

The winning device may change. The need for supporting hardware does not.

That creates an enormous opportunity across public markets. It also highlights an increasingly difficult task.

As this boom stretches across edge-chip suppliers, optics companies, robotics specialists, memory manufacturers, power-management firms, and networking stocks, investors have to decide which names deserve capital, how much weight each one should carry, and where different holdings depend on the same underlying trend.

Louis Navellier, Eric Fry, and I have gone back through more than 200 AI recommendations and narrowed the field to roughly 20 stocks we believe deserve capital now, each with a recommended portfolio weight. 

Unitree’s debut shows how quickly an exciting AI theme can attract capital – and how easy it is to chase the company making the loudest headline.

See where Louis, Eric, and I are focusing our attention now.

Capital Financial Group Inc. Co. ADV purchased a new position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,576 shares of the industrial products company’s stock, valued at approximately $780,000.

A number of other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in shares of Rockwell Automation in the fourth quarter worth approximately $615,596,000. Northwestern Mutual Wealth Management Co. increased its position in Rockwell Automation by 5,925.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock worth $352,572,000 after purchasing an additional 891,153 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in Rockwell Automation during the second quarter worth approximately $300,589,000. Eurizon Capital SGR S.p.A. purchased a new position in Rockwell Automation during the fourth quarter worth approximately $156,017,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Rockwell Automation during the second quarter worth approximately $192,201,000. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Price Performance Shares of ROK stock opened at $445.69 on Tuesday. The company has a market capitalization of $49.49 billion, a PE ratio of 41.77, a price-to-earnings-growth ratio of 2.62 and a beta of 1.54. The firm has a fifty day simple moving average of $463.60 and a 200-day simple moving average of $426.67. The company has a current ratio of 1.08, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. Rockwell Automation, Inc. has a twelve month low of $332.71 and a twelve month high of $497.36.

Rockwell Automation (NYSE:ROK – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.11. Rockwell Automation had a net margin of 13.39% and a return on equity of 39.83%. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. During the same period last year, the business earned $2.82 EPS. The business’s revenue was up 7.9% on a year-over-year basis. Rockwell Automation has set its FY 2026 guidance at 13.000-13.300 EPS. Equities research analysts anticipate that Rockwell Automation, Inc. will post 13.22 earnings per share for the current fiscal year. Rockwell Automation Dividend Announcement The firm also recently announced 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 dividend on an annualized basis 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 51.73%.

Rockwell Automation announced that its board has authorized a share repurchase 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 buy up to 2% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s management believes its shares are undervalued.

Analyst Ratings Changes A number of research analysts recently weighed in on ROK shares. Rothschild & Co Redburn lifted their target price on Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Citigroup dropped their price target on Rockwell Automation from $555.00 to $536.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. Barclays raised their price objective on Rockwell Automation from $400.00 to $480.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. KeyCorp lifted their price objective on Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein boosted their target price on Rockwell Automation from $501.00 to $514.00 and gave the stock a “market perform” rating in a report on Friday. Nine investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $468.67.

Get Our Latest Report on ROK

Insider Activity In related news, SVP Matthew W. Fordenwalt sold 377 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $460.51, for a total value of $173,612.27. Following the transaction, the senior vice president owned 4,437 shares in the company, valued at approximately $2,043,282.87. The trade was a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John M. Miller sold 1,054 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $426.02, for a total value of $449,025.08. Following the completion of the transaction, the vice president directly owned 5,615 shares of the company’s stock, valued at $2,392,102.30. This represents a 15.80% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,649 shares of company stock worth $722,119. Insiders own 0.76% of the company’s stock.

Rockwell Automation 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.

See Also Five stocks we like better than Rockwell Automation Commodities Are Booming, But These 3 ETFs Tell Different Stories 3 Active ETFs Making Big Moves in August This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem Birkenstock Beats the Skeptics—But Not on EPS Want to see what other hedge funds are holding ROK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rockwell Automation, Inc. (NYSE:ROK – Free Report).

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I reiterate a Strong Buy rating on Rockwell Automation with a $564/share price target, supported by robust end-market outlooks and margin expansion from software revenue. Rockwell Automation is positioned for durable, margin-accretive growth as digital transformation, manufacturing reshoring, and automation drive demand, especially in software platforms. ROK's Logix platform is set to benefit from surging data center infrastructure investments, while the semiconductor, electrical equipment, aerospace & defense, and pharmaceuticals markets offer major growth opportunities.

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

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

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

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

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

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

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

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

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

SOURCE Rockwell Automation, Inc.

Have you assessed how the international operations of Rockwell Automation (ROK - Free Report) performed in the quarter ended June 2026? For this industrial equipment and software maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.

In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

Our review of ROK's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.

The company's total revenue for the quarter stood at $2.31 billion, increasing 7.9% year over year. Now, let's delve into ROK's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Exploring ROK's International Revenue PatternsOf the total revenue, $288 million came from Asia Pacific during the last fiscal quarter, accounting for 12.5%. This represented a surprise of +5.68% as analysts had expected the region to contribute $272.52 million to the total revenue. In comparison, the region contributed $257 million, or 11.5%, and $266 million, or 12.4%, to total revenue in the previous and year-ago quarters, respectively.

EMEA generated $404 million in revenues for the company in the last quarter, constituting 17.5% of the total. This represented a surprise of -0.38% compared to the $405.52 million projected by Wall Street analysts. Comparatively, in the previous quarter, EMEA accounted for $430 million (19.2%), and in the year-ago quarter, it contributed $392 million (18.3%) to the total revenue.

Latin America accounted for 6% of the company's total revenue during the quarter, translating to $139 million. Revenues from this region represented a surprise of +9.93%, with Wall Street analysts collectively expecting $126.44 million. When compared to the preceding quarter and the same quarter in the previous year, Latin America contributed $140 million (6.3%) and $132 million (6.2%) to the total revenue, respectively.

Prospective Revenues in International MarketsWall Street analysts expect Rockwell Automation to report $2.39 billion in total revenue for the current fiscal quarter, indicating an increase of 3.2% from the year-ago quarter. Asia Pacific, EMEA and Latin America are expected to contribute 11.7% (translating to $279.9 million), 17.1% ($409.3 million), and 6% ($144.37 million) to the total revenue, respectively.

For the entire year, the company's total revenue is forecasted to be $8.97 billion, which is an improvement of 7.5% from the previous year. The revenue contributions from different regions are expected as follows: Asia Pacific will contribute 11.9% ($1.06 billion), EMEA 18% ($1.62 billion) and Latin America 6.1% ($549.81 million) to the total revenue.

Wrapping UpRockwell Automation's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.

With the increasing intricacies of global interdependence and geopolitical strife, Wall Street analysts meticulously observe these patterns, especially for companies with an international footprint, to tweak their forecasts of earnings. Importantly, several additional factors, such as a company's domestic market status, also impact these earnings forecasts.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

At present, Rockwell Automation holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Reviewing Rockwell Automation's Recent Stock Price TrendsThe stock has declined by 6.6% over the past month compared to the 3.4% increase of the Zacks S&P 500 composite. Meanwhile, the Zacks Computer and Technology sector, which includes Rockwell Automation,has increased 2.8% during this time frame. Over the past three months, the company's shares have experienced a loss of 1.7% relative to the S&P 500's 6% increase. Throughout this period, the sector overall has witnessed a 3% increase.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Key Takeaways Rockwell Automation beat Q3 estimates with $3.49 adjusted EPS and $2.31 billion in revenues.ROK raised fiscal 2026 sales growth to 7.5-9.5% and adjusted EPS guidance to $13.00-$13.30 per share.Rockwell Automation sees growth beyond data centers as automotive, life sciences and warehouse demand improve. Rockwell Automation, Inc. (ROK - Free Report) used its third-quarter fiscal 2026 call to emphasize that growth is spreading beyond data centers and semiconductor projects. Automotive and life sciences improved, while modernization spending remained resilient despite cautious large-project approvals.

ROK’s third-quarter fiscal 2026 adjusted earnings of $3.49 per share beat the Zacks Consensus Estimate of $3.39. Revenues of $2.31 billion also topped the Zacks Consensus Estimate of $2.25 billion by 2.50%.

ROK Raises Its Full-Year OutlookChairman and CEO Blake Moret said customer investment is broadening across more end markets. Rockwell raised its fiscal 2026 reported and organic sales growth outlook to 7.5-9.5%.

CFO Christian Rothe said the midpoint increased 150 basis points from the prior view. Adjusted earnings guidance rose to $13.00-$13.30 per share, with the $13.15 midpoint up 35 cents.

For the fourth quarter, management expects reported sales to rise by low single digits sequentially and enterprise operating margin to remain roughly flat. Seasonal growth in solutions and configure-to-order products will create a less favorable mix.

Rockwell Sees Growth Beyond Data CentersMoret said semiconductor, data center, and e-commerce and warehouse automation remained the strongest markets. E-commerce and warehouse automation sales rose 30%, while automotive increased by low double digits.

Life sciences sales grew 10%, supported by activity at machine builders and end users. Food and beverage advanced by mid-single digits even without a recovery in major capital projects.

During the Q&A, Moret said organic growth would still have been 8% excluding all data center-related business. He also highlighted competitive wins in automotive architecture, drug-substance manufacturing and data center controls.

ROK Balances Pricing With InflationRothe said price contributed about 1% to third-quarter organic growth. For fiscal 2026, Rockwell still expects roughly 250 basis points of price realization, including 100 basis points tied to tariffs and 150 basis points from underlying price.

Tariff-related pricing is intended to offset tariff costs rather than expand earnings. An inflation-based price increase implemented late in the third quarter should benefit the fourth quarter.

A Bank of America analyst pressed management on persistent cost pressure. Rothe said inflation remains a double-digit-million-dollar headwind in the second half and has increased since the prior quarter, with memory and other data center-related components contributing to the pressure.

Rockwell's Mix Supports Margin ExpansionEnterprise operating margin reached 22.3%, up 280 basis points year over year. Gross margin expanded 70 basis points to 49.5%, while SG&A increased by less than 1%.

Software & Control-led segment performance with 18% organic sales growth and a 34.8% operating margin. Intelligent Devices organic sales increased 10%, while its margin reached 20.0%.

Organic ARR grew 6%, below expectations, as high-single-digit software growth was offset by slower recurring services. Lifecycle Services organic sales fell 2%, book-to-bill was 0.97 and segment margin reached 15.1%.

ROK Q&A Tests Services and CapExA Bank of America analyst asked why services had not accelerated with overall growth. Moret cited cautious capital deployment, elevated approval thresholds, regional funding limits and customer efforts to secure project economics amid tariff and inflation volatility.

A Morgan Stanley analyst asked whether short-cycle strength could persist into fiscal 2027. Moret pointed to broader growth, continued data center investment, renewed automotive and life sciences projects, new products and automation demand driven by labor constraints.

Goldman Sachs challenged the implied fourth-quarter Software & Control margin. Rothe clarified that management expects about 33%, not a decline into the high 20s, with inflation offsetting flat sequential sales.

Rockwell Keeps Execution at the CenterManagement's closing posture combined stronger demand with continued cost discipline. Moret emphasized new product adoption, market-share gains and productivity as the foundation for growth through a volatile pricing and geopolitical environment.

Rockwell also plans higher capital spending in fiscal 2027, while keeping it near 4% of sales. Rothe said investments in the New Berlin, Wisconsin, greenfield project will accelerate while returns on invested capital remain a priority.

ROK's Zacks Signals Remain BalancedROK carries a Zacks Rank #3 (Hold) at present. Its Growth Score of B, Momentum Score of A and VGM Score of B point to favorable growth and momentum characteristics, while the Value Score of D reflects a weaker value profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Style Scores are designed to complement the Zacks Rank, with A and B grades stronger than lower grades. The current mix is balanced rather than uniformly favorable, and the Zacks Rank can change as earnings estimates are revised after the reported results.

On August 05, 2026, we conducted a DCF analysis for Rockwell Automation Inc (ROK), a company that has seen a year-to-date price increase of 15.2% and a 1-year g

Key Takeaways Rockwell Automation beat Q3 EPS and revenue estimates as sales rose 8% and margins improved.ROK raised fiscal 2026 sales growth and adjusted EPS guidance after stronger third-quarter results.ROK generated higher operating and free cash flow, driven primarily by increased pretax income. Rockwell Automation Inc. (ROK - Free Report) has reported adjusted earnings per share (EPS) of $3.49 in the third-quarter fiscal 2026 (ended June 30, 2026), which beat the Zacks Consensus Estimate of $3.39. The company disclosed an adjusted EPS of $2.85 for the prior-year quarter, excluding net legacy asbestos and environmental charges, which are considered unrelated to current operations.

Including one-time items, ROK’s earnings were $3.65 per share in the fiscal third quarter compared with the prior-year quarter’s $2.60.

Revenues rose 8% year over year to $2.31 billion and surpassed the consensus estimate of $2.26 billion by 2.54%. Organic sales increased 10%, while organic annual recurring revenues, or ARR, grew 6%. We expected organic sales to increase 6.8% in the quarter.

ROK’s Margin Performance in Q3The cost of sales increased 6.5% year over year to $1.17 billion. Gross profit grew 9.4% year over year to $1.14 billion. Selling, general and administrative expenses declined 1.6% year over year to $490 million.

Enterprise operating profit totaled $516 million, up 23% from the prior-year quarter. The enterprise operating margin was 22.3%, higher than the year-ago period’s 19.5%. The improvement was driven by higher sales volume, a favorable mix and the margin benefit from the Sensia joint venture dissolution. This was partially offset by negative price-cost dynamics.

Rockwell Automation’s Segmental Results in Q3Intelligent Devices: Net revenues amounted to $1.08 billion, up 12% year over year. The reported figure beat our estimate of $1.04 billion. Organic sales increased 10%, while currency translation added 2% to growth.

The segment’s operating earnings totaled $216 million compared with $182 million in the year-earlier quarter. We predicted the segment’s operating earnings to be $211 million. The segment’s operating margin increased to 20% from 18.8%, driven by higher sales volume, favorable currency and a favorable mix. This was partially offset by negative price-cost dynamics.

Software & Control: Net sales grew 19% year over year to $751 million. Reported sales surpassed our estimate of $698.5 million. Organic sales increased 18%, while currency translation contributed 1%.

The segment’s operating earnings increased 31.2% year over year to $261 million from $199 million. We predicted segmental operating earnings of $230 million. The segment’s operating margin was 34.8% compared with 31.6% in the year-earlier quarter. The improvement was driven by higher sales volume, partially offset by negative price-cost dynamics.

Lifecycle Services: Net sales for the segment were $482 million, down 12% year over year. We projected the segment’s sales to be $502 million. Organic sales declined 2%, while divestitures reduced sales by 11% and currency translation added 1%.

The segment’s operating earnings totaled $73 million, unchanged from the prior-year quarter. Our estimate for the segment’s operating earnings was $77 million. The segment’s operating margin increased to 15.1% from 13.3%, reflecting strong project execution and the margin benefit from the Sensia joint venture dissolution, partially offset by lower sales volume.

ROK’s Cash Flow UpdatesCash provided by operating activities in the third quarter of fiscal 2026 was $724 million compared with $527 million in the prior-year quarter. The free cash flow increased to $654 million from $489 million.

The improvements in operating cash flow and free cash flow were primarily attributable to higher pretax income.

Rockwell Raises Its FY26 OutlookROK raised its fiscal 2026 reported and organic sales-growth forecast to 7.5-9.5% from the prior mentioned 5-9%. The reported sales midpoint increased to approximately $9 billion from $8.9 billion. Organic ARR is expected to grow in the mid-single digits.

The company lifted its adjusted earnings guidance to $13.00-$13.30 per share from $12.50-$13.10. The enterprise operating margin is projected at 21.5%, whereas the free cash flow conversion is expected to be about 100%. The updated outlook excludes sales, earnings and cash flows tied to the Sensia businesses divested during the second half of fiscal 2026.

Rockwell Automation Stock’s Price PerformanceIn the past year, ROK shares have gained 39.4% compared with the industry’s 72.9% growth.

Image Source: Zacks Investment Research

ROK’s Zacks RankRockwell Automation currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

Rockwell Automation’s Peer PerformancesTeradyne, Inc. (TER - Free Report) delivered second-quarter 2026 adjusted earnings of $2.47 per share, up 333.3% year over year and beating the Zacks Consensus Estimate by 21.08%.

Teradyne’s revenues surged 103.9% to $1.329 billion and topped the consensus mark by 9.37%. Results reflected record Memory revenues, supported by continued DRAM strength and a resurgence in NAND final test. The company also registered its second consecutive quarter of record revenues.

KLA Corporation (KLAC - Free Report) reported fourth-quarter fiscal 2026 adjusted earnings of $1.05 per share, rising 11.7% year over year and beating the Zacks Consensus Estimate by 5%.

KLA Corp’s revenues increased 15.2% year over year to $3.66 billion and beat the consensus mark by 1.32%. Results benefited from AI infrastructure investment, leading-edge foundry/logic demand and rising process control intensity.

The Timken Company (TKR - Free Report) posted an adjusted EPS of $1.83 in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.63. The company’s bottom line rose 29% year over year from the EPS of $1.42 in the year-ago quarter.

Timken’s total revenues were $1.26 billion, up 8% from $1.17 billion in the year-ago quarter. The top line beat the Zacks Consensus Estimate of $1.23 billion.

4.8.2026 18:34

Index Dow Jones +1,75 % na 54108,95 b. S&P 500 +1,52 % na 7715,84 b. Nasdaq Composite +2,11 % na 26461,97 b.

Americké akcie v polovině obchodního dne razantně posilují, s největší pravděpodobností i díky pokračujícím rozhovorům na Blízkém východě. Pomáhá tomu ale i zveřejňování výsledků hospodaření za druhé čtvrtletí, která jsou u většiny firem pozitivní.

Index Nasdaq s převahou technologických titulů v polovině obchodního dne posiluje o 2,1 %, zatímco index S&P přidává 1,52 % a směřuje k další rekordní úrovni. Růst vykazuje i index blue-chip akcií DJI, který navazuje na pondělní rekordní maximum o 1,75 %.

Dnešní výsledky hospodaření prezentovala společnost Caterpillar (CAT), mimochodem druhá největší složka indexu DJI z hlediska váhy. Ta posiluje o téměř 7 % poté, co její tržby a výnosy poprvé překročily hranici 20 miliard dolarů. Akcie společnosti Palantir rostou dokonce o 28 % po čtvrtletí, které generální ředitel Alex Karp označil za „neuvěřitelné“. Jen ve druhém čtvrtletí vzrostly tržby společnosti Palantir z obchodní činnosti s americkou vládou meziročně o 90 % !

Mezi další společnosti, které dnes zveřejní své výsledky, patří Advanced Micro Devices, ten v současné době přidává přes 8 %, za sebou je mají McDonald's, +1 % a Spotify, která však klesá o více jak 2% i přes silný předpoklad růstu tržeb. Největší pozornost však upoutá první čtvrtletní zpráva o hospodaření společnosti SpaceX od jejího vstupu na burzu. Akcie této společnosti se od červnového IPO nacházejí v volném pádu, což vysílá varovný signál ostatním společnostem s tržní kapitalizací v řádu miliard, které uvažují o vstupu na veřejné trhy.

Ropa padá o více jak 5 %,  Zlato roste o 1,3 % a Bitcoin přidává 0,5%

Index S&P 500 +1,52 % na 7715,84 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +3,7 % Utility -0,7 % Základní materiály +1,6 % Energie -0,6 % Průmysl +1,4 % Zbytná spotřeba -0,4 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Palantir Technologies (PLTR) +28 % Aptiv (APTV) -18 % Zebra Technologies Corp (ZBRA) +22 % NRG Energy (NRG) -15 % Gartner (IT) +17 % Rockwell Automation (ROK) -8,0 % Coherent Corp (COHR) +16 % Vistra Corp (VST) -6,6 % Marvell Technology (MRVL) +14 % Alexandria Real Estate Equities (ARE) -5,7 %
David Rojko-Kovačík
Fio banka, a.s.
Prohlášení

Rockwell Automation (ROK - Free Report) reported $2.31 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.9%. EPS of $3.49 for the same period compares to $2.82 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.26 billion, representing a surprise of +2.54%. The company delivered an EPS surprise of +2.95%, with the consensus EPS estimate being $3.39.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Rockwell Automation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Organic Sales - Total Growth: 10% versus the four-analyst average estimate of 6.6%.Sales- Intelligent Devices: $1.08 billion versus the four-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +11.6%.Sales- Lifecycle Services: $482 million compared to the $504.73 million average estimate based on four analysts. The reported number represents a change of -11.9% year over year.Sales- Software & Control: $751 million compared to the $700.02 million average estimate based on four analysts. The reported number represents a change of +19.4% year over year.Operating earnings- Intelligent Devices: $216 million versus the three-analyst average estimate of $217.63 million.Operating earnings- Lifecycle Services: $73 million versus $76.73 million estimated by three analysts on average.Operating earnings- Software & Control: $261 million compared to the $234.53 million average estimate based on three analysts.View all Key Company Metrics for Rockwell Automation here>>>

Shares of Rockwell Automation have returned -0.4% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Key Takeaways Rockwell Automation is expected to post Q3 EPS of $3.39 on $2.26B in sales, both up y/y.ROK may benefit from pricing, supply-chain optimization and projected 6.8% organic sales growth.ROK's Software & Control and Intelligent Devices are seen growing, while Lifecycle Services may decline. Rockwell Automation Inc. (ROK - Free Report) is scheduled to report third-quarter fiscal 2026 results on Aug. 4, before the opening bell.

The Zacks Consensus Estimate for Rockwell Automation’s earnings has moved 2.1% north in the past 60 days to $3.39 per share. The consensus mark implies 20.2% growth from the year-ago actual. The consensus estimate for sales is pegged at $2.26 billion, indicating a 5.2% year-over-year rise.

Image Source: Zacks Investment Research

ROK’s Earnings Surprise HistoryRockwell Automation’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 10.2%.

Image Source: Zacks Investment Research

What the Zacks Model Indicates for Rockwell AutomationOur model predicts an earnings beat for ROK this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is precisely the case here.

Earnings ESP: Rockwell Automation has an Earnings ESP of +1.71%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank of 3.

Factors Likely to Have Shaped ROK’s Q3 PerformanceRockwell Automation is expected to have continued to benefit from price increase actions to mitigate the impacts of inflationary pressures, which are likely to have improved margins. ROK has been planning to mitigate tariff costs through pricing actions and supply-chain optimization. These tailwinds are likely to have aided growth in the to-be-reported quarter.

Our model, thus, predicts an organic sales improvement of 6.8% for the quarter.

The broader manufacturing environment remained supportive during the quarter, as reflected in the Institute for Supply Management reporting readings above 50 (denoting expansion). The index was 52.7% in April, 54% in May and 53.3% in June. The New Orders Index also remained above 50 throughout this period. This is likely to have reflected in Rockwell Automation’s orders.

However, ROK has faced margin headwinds in recent quarters, including higher logistics prices due to increased energy prices and constrained air freight lanes. Increased spending on talent and growth, an unfavorable mix and currency are expected to have impacted its margins.

Q3 Expectations for Rockwell Automation’s SegmentsWe expect the Intelligent Devices segment’s fiscal third-quarter sales to improve 7.3% year over year to $1.04 billion. Our prediction for the segment’s operating profit is $211 million, indicating a year-over-year rise of 16.2%.

Our model predicts sales of $698 million for the Software & Control segment, indicating 11.1% growth from the prior year’s actual. The segment’s operating profit is pinned at $230 million, which implies 15.5% growth from the year-ago quarter’s reported figure.

We expect the Lifecycle Services segment’s sales to be $502 million, indicating an 8.3% dip from the prior-year period’s actual. The estimate for the segment’s operating profit is pegged at $77 million, suggesting a 5.4% increase from the year-ago quarter’s reported figure.

ROK Stock’s Price PerformanceIn the past year, Rockwell Automation’s shares have gained 36.1% compared with the industry’s 58.9% rally.

Image Source: Zacks Investment Research

Other Stocks That Warrant a LookHere are some other companies with the right combination of elements to post an earnings beat in their upcoming releases.

CECO Environmental Corp. (CECO - Free Report) , slated to release second-quarter 2026 results on Aug. 6, has an Earnings ESP of +30.23% and sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CECO Environmental’s second-quarter 2026 earnings is pegged at 22 cents per share, suggesting a year-over-year dip of 8.3%. CECO has a trailing four-quarter average surprise of 46.5%.

Xometry, Inc. (XMTR - Free Report) , slated to release second-quarter 2026 results on Aug. 4, currently has an Earnings ESP of +66.67% and a Zacks Rank of 3.

The Zacks Consensus Estimate for Xometry’s second-quarter 2026 earnings is pegged at 36 cents per share, indicating a year-over-year rise from 9 cents. XMTR has a trailing four-quarter average surprise of 46.2%.

Ferguson Enterprises Inc. (FERG - Free Report) , slated to release second-quarter 2026 results on Aug. 10, has an Earnings ESP of +1.22% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for Ferguson’s second-quarter 2026 earnings is pegged at $3.23 per share. Ferguson has a trailing four-quarter average surprise of 6.5%.

First Trust Advisors LP lifted its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 15.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 94,612 shares of the industrial products company’s stock after buying an additional 12,643 shares during the quarter. First Trust Advisors LP owned about 0.09% of Rockwell Automation worth $33,954,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of ROK. Norges Bank acquired a new stake in Rockwell Automation during the 4th quarter worth about $615,596,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Rockwell Automation by 5,925.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 906,192 shares of the industrial products company’s stock valued at $352,572,000 after purchasing an additional 891,153 shares during the period. Eurizon Capital SGR S.p.A. bought a new stake in shares of Rockwell Automation during the 4th quarter valued at about $156,017,000. Invesco Ltd. boosted its position in shares of Rockwell Automation by 25.0% during the 4th quarter. Invesco Ltd. now owns 1,545,104 shares of the industrial products company’s stock valued at $601,154,000 after purchasing an additional 309,316 shares in the last quarter. Finally, Balyasny Asset Management L.P. grew its stake in Rockwell Automation by 1,666.2% during the third quarter. Balyasny Asset Management L.P. now owns 321,722 shares of the industrial products company’s stock worth $112,451,000 after purchasing an additional 303,506 shares during the period. Institutional investors and hedge funds own 75.75% of the company’s stock.

Rockwell Automation Stock Performance Shares of ROK opened at $471.57 on Wednesday. Rockwell Automation, Inc. has a one year low of $305.44 and a one year high of $497.36. The company has a market cap of $52.47 billion, a PE ratio of 49.02, a P/E/G ratio of 2.97 and a beta of 1.54. The stock has a 50-day moving average of $463.54 and a 200-day moving average of $422.98. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76.

Rockwell Automation (NYSE:ROK – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The business had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period in the prior year, the business earned $2.45 EPS. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities research analysts predict that Rockwell Automation, Inc. will post 13.06 EPS for the current fiscal year.

Rockwell Automation Dividend Announcement The company also recently announced 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 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s dividend payout ratio is presently 57.38%.

Rockwell Automation declared that its board has initiated a stock repurchase plan on Tuesday, June 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth A number of equities research analysts have weighed in on ROK shares. Citigroup lifted their target price on Rockwell Automation from $500.00 to $555.00 and gave the stock a “buy” rating in a report on Monday, July 13th. KeyCorp increased their price target on Rockwell Automation from $470.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Evercore raised their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a research report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Rockwell Automation presently has a consensus rating of “Moderate Buy” and a consensus target price of $469.33.

Read Our Latest Analysis on ROK

Insider Activity at Rockwell Automation In other news, SVP Christopher Nardecchia sold 2,538 shares of Rockwell Automation stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $446.43, for a total transaction of $1,133,039.34. Following the completion of the transaction, the senior vice president directly owned 14,232 shares in the company, valued at $6,353,591.76. This trade represents a 15.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Scott Genereux sold 550 shares of Rockwell Automation stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $447.73, for a total value of $246,251.50. Following the transaction, the vice president owned 2,764 shares of the company’s stock, valued at $1,237,525.72. This trade represents a 16.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 9,361 shares of company stock valued at $4,189,886 over the last three months. 0.76% of the stock is currently owned by company insiders.

Rockwell Automation 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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Rockwell Automation (ROK - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis industrial equipment and software maker is expected to post quarterly earnings of $3.39 per share in its upcoming report, which represents a year-over-year change of +20.2%.

Revenues are expected to be $2.26 billion, up 5.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.95% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. 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.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Rockwell Automation?For Rockwell Automation, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.71%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Rockwell Automation will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Rockwell Automation would post earnings of $2.89 per share when it actually produced earnings of $3.30, delivering a surprise of +14.19%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Rockwell Automation appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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?

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.

SOURCE Rockwell Automation, Inc.

Posted by Defense World Staff on Jul 20th, 2026

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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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.

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.

SOURCE Rockwell Automation, Inc.

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.

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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.