Companies · ROK
Rockwell Automation
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Nov 5, 2026
Rockwell Automation delivers 7% core Q4 growth and 22% full-year EPS expansion, initiating FY2027 guide of 6%-9% organic growth with 23% enterprise operating margin target.
Rockwell Automation closed fiscal 2026 with 7% core sales growth in Q4 (excluding IEEPA tariff refunds and Sensia dissolution), enterprise operating margin of 24.5% in the quarter, and adjusted EPS of $3.88, up 16% year-over-year — marking achievement of its 22% long-term enterprise operating margin target three years after setting it. Semiconductor and data center, now a combined vertical at ~10% of revenue, grew nearly 50% year-over-year in semi and is guiding to mid-teens growth in FY2027, while Software & Control posted 15% organic growth on 50% incremental margins. FY2027 guidance of 6%-9% organic growth, 23% enterprise operating margin, and $15.00 adjusted EPS midpoint reflects continued momentum in discrete and hybrid end markets, offset by deliberate conservatism on CapEx release in mining, food and beverage, and automotive.
Tone: bullishRevenue
$8.3B
ROK 10-K · FY 2025
Revenue FY2024
$8.3B
Founded
1903
Headquarters
Milwaukee, WI
Profile
ROK 10-K Item 1 · Nov 12, 2025Rockwell Automation is the world's largest company dedicated to industrial automation and digital transformation, serving discrete, hybrid, and process end markets across more than 100 countries. The company operates through three segments — Intelligent Devices, Software & Control, and Lifecycle Services — offering an integrated portfolio of hardware, software, and services. Its strategy centers on the Connected Enterprise, combining domain expertise with technology to help manufacturers become more resilient, agile, and sustainable.
Read filing description ↓ Collapse description ↑
Rockwell Automation, Inc. is the world's largest company dedicated to industrial automation and digital transformation. We understand and simplify our customers' complex production challenges and deliver the most valued solutions that combine technology and industry expertise. As a result, we make our customers more resilient, agile, and sustainable, creating more ways to win. The Company continues the business founded as the Allen-Bradley Company in 1903. We have three operating segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment includes drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment includes control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure. The Lifecycle Services segment includes digital consulting, professional services including engineered-to-order solutions, recurring services including cybersecurity, safety, remote monitoring, and asset management, and the Sensia joint venture. Our operating segments share common sales, supply chain, and functional support organizations and conduct business globally. Major markets served by all segments consist of discrete end markets (e.g., Automotive including Electric Vehicle and Battery, Semiconductor, and e-Commerce & Warehouse Automation), hybrid end markets (e.g., Food & Beverage, Life Sciences, and Tire), and process end markets (e.g., Energy, Mining, and Chemicals). Over the past decade, our investments in technology and globalization have enabled us to expand our addressed market to approximately $120 billion.
Primary products
- Drives
- Motion
- Advanced material handling
- Safety
- Sensing
- Industrial components
Business segments
End markets
Geographies
Named customers
Sales to our two largest distributors in 2025, 2024, and 2023, which are attributable to all three segments, were approximately 20 percent of our total sales.
Named competitors
“Rockwell Automation, Inc. is the world's largest company dedicated to industrial automation and digital transformation.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total sales increased modestly from $8,264 million in fiscal 2024 to $8,342 million in fiscal 2025, with both Products and solutions and Services revenues rising year over year.
The rest of ROK is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.