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Company Profile: Rockwell Automation, Inc. (ROK)

ROK insider trades (13 months) →

$446.38 +1.41% vs. previous close · Market cap $49.67B

Today's multi-factor rank: 214 of 461 · see the ranking

Quant500 Scores
Momentum
5.7/10
Value
3.9/10
Growth
4.9/10
Quality
5.3/10
Multifactor
5.0/10

Market and Valuation

Price & Market

Prev Close Price:$440.16
Open:$445.88
Day's Low:$443.90
Day's High:$454.13
Bid / Ask:-
Market Cap:49.67B
Enterprise Value:52.02B

52-Week Range

52-Week Low:$347.53
52-Week High:$497.36
Current position in 52-week range
52w Low-52w High
50-Day Avg:$430.93
200-Day Avg:$427.16

Volume

Volume Today:608,546
Avg Volume (3m):786,582
Avg Volume (10d):818,630
52-Week Change:+22.32%
vs S&P 500, 52 weeks:-
Beta:1.52

Valuation Multiples

P/E (trailing):41.80

Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 4, 2026. The P/E is the price divided by that EPS.

P/E (forward):29.93
PEG Ratio:1.88
Price / Book:14.19
Price / Sales (TTM):5.54
EV / Revenue:5.80
EV / EBITDA:24.86

Dividends

Current yield:1.32%
Annual Dividend Rate:$5.80
Dividend Trailing:$5.45
Yield Trailing:1.24%
5-Year Avg Yield:1.59%
Payout Ratio:51.03%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):8.97B
Gross Profit:4.41B
EBITDA:2.09B
Net Income (TTM):1.20B
Rev Growth (YoY):+7.90%
Earnings Growth (YoY):+40.40%
Quarterly earnings growth (YoY):+38.30%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$10.68

Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 4, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$14.92
Revenue Per Share:$80.15
Cash Per Share:-
Book Value:$31.46
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:479.00M
Total Debt:3.61B
Net Debt (Debt - Cash):3.13B
Debt / Equity:103.35%
Current Ratio:1.08
Quick Ratio:0.66

Cash Flows

Operating Cash Flow:1.73B
Free Cash Flow (FCF):1.30B
FCF Yield (FCF / Market Cap):-
Enterprise Value:52.02B
EV / Revenue:5.80
EV / EBITDA:24.86

Profitability

ROE (Return on Equity):30.63%
ROA (Return on Assets):9.99%
P/E (trailing):41.80
P/E (forward):29.93
Price / Book:14.19
PEG Ratio:1.88
52-Week Change:+22.32%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$10.68

Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 4, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$14.92
P/E (forward):29.93
PEG Ratio:1.88

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$80.15
Cash Per Share:-
Book Value:$31.46

Cash Flows (TTM)

Free Cash Flow:1.30B
Operating Cash Flow:1.73B
EBITDA:2.09B
Total Revenue (TTM):8.97B
Net Income (TTM):1.20B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:111,273,953
Float (free shares):110,696,652
Short interest (shares):3,612,531
Short % of float:-
Short Ratio (days to cover):4.72
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

Rockwell Automation, Inc. (ROK) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2026-09-24View filing ↗
10-Q2026-08-04View filing ↗
11-K2026-06-17View filing ↗
SD2026-05-29View filing ↗
10-Q2026-05-05View filing ↗
8-K2026-04-17View filing ↗
CORRESP2026-04-13View filing ↗
S-82026-02-17View filing ↗
8-K2026-02-13View filing ↗
8-K2026-02-05View filing ↗

Company and Executive Profile

Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industrial components, hardware, software, and configured-to-order products; and control and visualization software and hardware, digital twin, simulation and information software, network and security infrastructure, and custom-engineered systems. It also provides digital consulting, professional services, engineered-to-order solutions, recurring services, cybersecurity, safety, remote monitoring, customer technical support and repair, asset management and optimization consulting, and training, as well as spare parts. The company sells its products through independent distributors in relation to its direct sales force. It serves discrete end markets, including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets, such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals. The company was formerly known as Rockwell International Corporation and changed its name to Rockwell Automation, Inc. in February 2002. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

General Information

Headquarters:United States
City:Milwaukee
Employees:26,000
Sector:Industrials
Industry:Specialty Industrial Machinery
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Blake D. MoretPresident, Chairman & CEO623.00M
Mr. Christian E. Rothe CPASenior VP & CFO511.84M
Mr. Scott A. GenereuxSenior Vice President621.19M
Mr. Matthew W. FordenwaltSenior Vice President of Intelligent Devices481.09M
Mr. Cyril P. PerducatSenior VP & CTO56-
Mr. Christopher NardecchiaSenior VP of Information Technology & Chief Information Officer63-
Ms. Aijana ZellnerHead of Investor Relations--
Mr. Brian HoveyVP of Global Marketing & Chief Marketing Officer--

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Rockwell Automation, Inc. (ROK): Quantitative Analysis

Rockwell Automation, Inc. (ROK) — Industrials — Specialty Industrial Machinery. ROK is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, ROK has returned +15.8% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

ROK ranks 214 of 461 on today's multifactor score, and 29 of the 69 Industrials companies that score. Its strongest factor is momentum (Z 0.45, ranked 139 of 494); its weakest is value (Z -0.67, ranked 441 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor-0.024214 of 461 ↓7
Momentum0.446139 of 494 ↓6
Value-0.670441 of 489 ↓5
Quality0.205136 of 468 =
Growth-0.078206 of 489

Market data

MetricValue
Price$446.38
Market Cap49.67B
P/E41.80
Revenue (last 12 months)8.97B
Price / book14.19
Book value per share$31.46
52-week range$347.53 – $497.36
Dividend yield1.32%
Beta1.52
Average volume786,582
Shares outstanding111.27M
Short interest (% of float)3.71% (as of Oct 15, 2026)

When does ROK report earnings? 12 of its last 12, before the open →

What are ROK insiders doing? 147 transactions filed with the SEC, of them 73 sells, the last one on Sep 8, 2026 →

ROK latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All ROK filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Rockwell Automation (ROK)

When does Rockwell Automation report earnings?

According to Nasdaq's public calendar (checked on Nov 4, 2026), Rockwell Automation will report its next earnings on Nov 5, 2026, before the US market opens. The date is announced by the company itself and can change. Of its last 12 earnings announcements: 12 before the open (SEC filings through Aug 4, 2026). ROK earnings dates and times, quarter by quarter →

What is Rockwell Automation's P/E ratio?

Rockwell Automation's P/E (price over earnings per share for the last twelve months) is 41.8 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jun 30, 2026. The median of the 74 Industrials companies with a P/E is 26.4, and the S&P 500's, 23.5: Rockwell Automation is above its sector median. Industrials stocks, company by company →

Where does Rockwell Automation rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, Rockwell Automation ranks 214 of 461, and 29 of the 69 Industrials companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have Rockwell Automation insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Rockwell Automation shares from August 2025 through Nov 3, 2026. The latest sale was on Sep 8, 2026, by an officer, for $67k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 73 sales by directors, officers and large shareholders. All ROK insider trades →

Does Rockwell Automation pay a dividend?

Yes. Its dividend yield is 1.32% at the Nov 3, 2026 close (annual dividend of $5.80 per share). The latest recorded ex-dividend date is Aug 17, 2026.

What sector is Rockwell Automation in, and which index?

Rockwell Automation is classified in the Industrials sector (industry: Specialty Industrial Machinery), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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