Rockwell Automation, Inc. (ROK) Stock

Rockwell Automation, Inc. (ROK) is a Technology stock trading at $431.47 (as of 2026-08-20), with a market capitalization of $47.91B and a trailing P/E of 39.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, digital twin and simulation software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. The company sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, warehousing and logistics, and other discrete markets, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

Understand Rockwell Automation, Inc.: how it makes money

Rockwell Automation sells industrial automation and digital transformation solutions, including Intelligent Devices hardware, Software and Control software, and Lifecycle Services, and it makes money by selling these products and services to industrial customers.

The business model is a three-part mix of automation hardware (Intelligent Devices), control and visualization software (Software & Control), and services tied to the installed base (Lifecycle Services), so performance is driven by how strongly new sales and installed-base services activity translate into ongoing revenue.

Revenue by segment (latest quarter)
Intelligent Devices$0.8B
Software & Control$0.5B
Lifecycle Services$0.6B

Business quality (Solid): Clear segment structure (Intelligent Devices, Software & Control, Lifecycle Services) and an identifiable operating demand indicator in Lifecycle Services (Book-to-Bill). Key risk is that overall results can be affected by the strength of services demand and the ability to grow software and connected offerings.

Valuation: At 50× earnings, ROK trades 17% below the Measuring & Control Equipment average (60×). Note: one-time items can distort reported P/E.

Bull case

  • Lifecycle Services Book-to-Bill is above 1: Lifecycle Services Book-to-Bill is 1.07, which indicates new services ordering activity is slightly stronger than the corresponding service revenue run rate in the same period.
  • Lifecycle Services contributes meaningful revenue: Lifecycle Services Sales are 0.55 USD_B, giving the results exposure to services activity alongside hardware and software.

Bear case

  • Services demand can soften: If Lifecycle Services Book-to-Bill falls below 1, it can signal weakening forward services demand versus services revenue.
  • Execution across the software and services mix matters: Software and Control Sales are 0.53 USD_B, so weaker traction in software and control offerings could pressure overall growth even if Intelligent Devices remain steady.
Valuation — source: SEC EDGAR (first-party)
Price$431.47
Market Cap$47.91B
P/E Ratio39.9
EV / EBITDA18.1
Price / Book13.71
Price / Sales5.34
FCF Yield3.1%
DCF Value (model)$130.43
DCF Upside vs Price-69.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$8.34B
Net Margin10.4%
Revenue Growth (YoY)7.9%
EPS Growth (YoY)40.2%
FCF Growth (YoY)33.7%
Financial Health — source: SEC EDGAR
Altman Z-Score5.84 (safe)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E39.9
Sector P/E (Technology)33.9
Industry P/E (Measuring & Control Equipment)51.8
vs Sector17.6%
vs Industry-23.0%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($5.53B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryMeasuring & Control Equipment
CEOBlake D. Moret
Employees27,000
CountryUS
IPO Date1981-12-31

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ROK earnings history · ROK institutional & insider holders · ROK KPIs & operating metrics · ROK financials · ROK investor presentations & press releases · ROK SEC filings · ROK peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.