Measuring & Controlling Devices, NEC · SIC 3829

ROCKWELL AUTOMATION, INC

ROK

Watch

Latest revenue

$2.24B

as of 2026-03-31

Latest net income

$350.0M

as of 2026-03-31

Net margin

15.6%

as of 2026-03-31

Price · 5Y

+13.3% / yr 0.4 pts / yr vs S&P 500 86.5% total
Compare:

Live market

delayed ≤15 min
$452.29
2.73%
Market cap
$50.33B
Enterprise value
$53.28B
P/E (trailing)
57.9×
Forward P/E
P/B
13.44×
Dividend yield
1.2%
52-wk high
$463.49
52-wk low
$305.44
Beta
Shares out
111.3M

5-year trend

What this company does

AI

Rockwell Automation builds the hardware and software that runs factories — programmable controllers, motion drives, sensors, and the industrial software that ties production lines together. It earns the bulk of its revenue selling these products and integrated automation solutions to manufacturers, with a smaller services arm handling support, training, and lifecycle work. Sales jumped 12% to $2.1 billion and net income surged 66% in the latest quarter, while the company is unwinding its underperforming Sensia oil-and-gas joint venture with Schlumberger, set to close April 2026.

Key risks

AI
  • Sensia JV dissolution: $224M pre-tax goodwill/intangible impairment in Q4 FY25; orderly wind-down closing April 1, 2026.
  • Rising leverage: short-term debt jumped to $762M from $608M; total debt ~$3.4B against $444M cash and $3.8B equity.
  • Operating cash flow fell 36% YoY to $234M while buybacks ($153M) and dividends ($156M) exceeded it, pressuring liquidity.

Profitability

Gross margin

48.1%

3.3%

Net margin

10.4%

9.7%

Return on equity

23.8%

12.7%

Return on assets

7.7%

8.7%

Leverage

Debt / equity

2.07×

6.4%

Long-term debt / equity

0.72×

2.3%

Debt / assets

67.4%

2.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.24B+11.9%$350.0M+38.9%15.6%

Q4 2025

2025-12-31

$2.10B+11.9%$305.0M+65.8%14.5%

Q3 2025

2025-09-30

$2.32B+13.8%$138.0M-42.5%6.0%

Q2 2025

2025-06-30

$2.14B+4.6%$295.0M+27.2%13.8%

Q1 2025

2025-03-31

$2.00B-5.9%$252.0M-5.3%12.6%

Q4 2024

2024-12-31

$1.88B-8.3%$184.0M-14.4%9.8%

Q3 2024

2024-09-30

$2.04B$240.0M11.8%

Q2 2024

2024-06-30

$2.05B-8.4%$232.0M-42.0%11.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Measuring & Controlling Devices, NEC · SIC 3829

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$75.8M

Net activity

−$75.8M

Distinct insiders

13

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-20

John M Miller

VP and Chief IP Counsel

Sale700$426.02$298.2K
2026-05-20

John M Miller

VP and Chief IP Counsel

Sale354$426.02$150.8K
2026-05-07

Terry L. Riesterer

Vice President and Controller

Sale1,100$451.83$497.0K
2026-05-07

Terry L. Riesterer

Vice President and Controller

Sale2,924$452.02$1.3M
2026-05-05

Matthew W. Fordenwalt

SVP Lifecycle Services

Sale140$448.26$62.8K
2026-05-05

Matthew W. Fordenwalt

SVP Lifecycle Services

Sale460$449.98$207.0K
2026-05-05

Christopher Nardecchia

SVP, Chief Information Officer

Sale586$440.82$258.3K
2026-05-05

Christopher Nardecchia

SVP, Chief Information Officer

Sale1,402$447.37$627.2K
2026-05-05

Christopher Nardecchia

SVP, Chief Information Officer

Sale550$450.04$247.5K
2026-05-05

Scott Genereux

Sr.VP, Chief Revenue Officer

Sale550$447.73$246.3K
2026-04-13

Matthew W. Fordenwalt

SVP Lifecycle Services

Sale1,200$400.00$480.0K
2026-04-10

Cyril Perducat

SVP, Chief Technology Officer

Sale198$395.00$78.2K
2026-04-08

Matheus De A G Viera Bulho

SVP Software and Control

Sale1,250$387.50$484.4K
2026-04-02

Matheus De A G Viera Bulho

SVP Software and Control

Sale299$359.00$107.3K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale979$396.18$387.9K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale960$397.23$381.3K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale1,672$398.34$666.0K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale3,427$399.63$1.4M
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale1,084$400.67$434.3K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale410$402.25$164.9K
2026-03-02

Robert L. Buttermore

SVP,Chief Supply Chain Officer

Sale400$397.83$159.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ROK

Institutional value

$13.58B

Total shares held

39.2M

Distinct holders

735

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC7.3M$2.62BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC5.8M$2.10BNew
3UBS Group AG2.2M$782.4MNew
4Invesco Ltd.1.7M$605.0MNew
5Sumitomo Mitsui Trust Group, Inc.981.9K$352.4MNew
6Fisher Asset Management, LLC927.1K$332.7MNew
7Legal & General Group Plc814.9K$292.5MNew
8DIMENSIONAL FUND ADVISORS LP707.9K$254.0MNew
9VANGUARD FIDUCIARY TRUST CO633.8K$227.4MNew
10Bank of New York Mellon Corp630.3K$226.2MNew
11Voya Investment Management LLC488.2K$175.2MNew
12DEUTSCHE BANK AG\431.7K$154.9MNew
13Alecta Tjanstepension Omsesidigt412.5K$147.9MNew
14HSBC HOLDINGS PLC406.6K$145.7MNew
15Mitsubishi UFJ Asset Management Co., Ltd.398.7K$143.1MNew
16Nuveen, LLC336.4K$120.7MNew
17Swiss National Bank330.0K$118.4MNew
18KING LUTHER CAPITAL MANAGEMENT CORP304.2K$109.2MNew
19SATURNA CAPITAL CORP301.5K$108.2MNew
20GREAT LAKES ADVISORS, LLC291.0K$104.4MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Operating cash flow fell to $234M from $364M despite net income rising 70%—why the $124M compensation outflow and working capital deterioration?

  2. 2

    With Sensia dissolving April 1 after $224M of impairments, what specific revenue and margin headwinds should we model post-separation?

  3. 3

    Short-term debt jumped to $762M while you repurchased $153M in stock—justify levering up to buy back shares at current valuations.