ROK
ROCKWELL AUTOMATION, INCEvidence as of 2026-09-02Overview · ROCKWELL AUTOMATION, INC
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through 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…
Management team
- Ms. Veena M. Lakkundi · Senior Vice President of Strategy & Corporate DevelopmentFind on LinkedIn
- Mr. Scott A. Genereux · Senior VP & Chief Revenue OfficerFind on LinkedIn
- Mr. Frank C. Kulaszewicz · Senior Vice PresidentFind on LinkedIn
- Ms. Rebecca W. House · Senior VP, Chief People & Legal Officer and Corporate SecretaryFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high. Revenue and profitability trended upward over the three most recent fiscal quarters: revenue rose from $ 2,105,000,000 in fiscal Q1 2026 (2025-10-01 to 2025-12-31) to $ 2,239,000,000 in fiscal Q2 2026 (2026-01-01 to 2026-03-31) and $ 2,313,000,000 in fiscal Q3 2026 (2026-04-01 to 2026-06-30), while gross profit increased from $ 1,016,000,000 to $ 1,125,000,000 and then $ 1,144,000,000 in those same three periods. Computed gross margins were about 48.3% in fiscal Q1 2026, 50.2% in fiscal Q2 2026, and 49.5% in fiscal Q3 2026; operating income rose from $ 435,000,000 to $ 530,000,000 and $ 550,000,000, and net income increased from $ 305,000,000 to $ 350,000,000 and $ 408,000,000 across the three quarters.
Share count has declined from 113,072,948 as of 2024-12-31 to 111,048,676 as of 2026-06-30, supported by a reported $ 153,000,000 in repurchases in the three months ended 2025-12-31. Market and valuation signals in the packet are mixed: 12‑1 momentum is +38.7% (77th percentile), 3‑month momentum is -9.9%, price sits below the 50‑day SMA by -8.4% while roughly flat versus the 200‑day SMA (golden cross age 308 days), trailing P/E is 34.68 with TTM diluted EPS of 12.04, share price used is 417.53 and market cap $ 46,366,153,690, and enterprise value is $ 47,861,853,690 with reported cash $ 479,000,000 implying net debt of about $ 1,495,700,000 using the available line items.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue rose sequentially over the three most recent fiscal quarters: $2,105,000,000 in fiscal Q1 2026 (2025-10-01 to 2025-12-31), $2,239,000,000 in fiscal Q2 2026 (2026-01-01 to 2026-03-31), and $2,313,000,000 in fiscal Q3 2026 (2026-04-01 to 2026-06-30).
XBRL companyfacts · 0001024478-26-000005Gross profit for those same quarters increased from $1,016,000,000 in fiscal Q1 2026 to $1,125,000,000 in fiscal Q2 2026 and $1,144,000,000 in fiscal Q3 2026 (three-month periods).
XBRL companyfacts · 0001024478-26-000005Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 10-Q for the quarter ended fiscal Q3 2026 was filed on 2026-08-04.
10-Q filed 2026-08-04An Item 8-K (exhibit filing) associated with the fiscal Q3 2026 reporting package was filed on 2026-08-04.
8-K filed 2026-08-04Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
ROK's 12-1 momentum is +38.7%, ranking in the 77th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateROK's 3-month momentum is -9.9% while its 6-month momentum is +5.1%, with the 6-month momentum ranking in the 47th percentile of the universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings total $33.62B as of the quarter ended 2026-03-31, with 1,410 institutional holders reported.
13F holdings · 1410 filers · as of 2026-03-31Reported 13F value declined 7.7% quarter-over-quarter and the reported holder count fell by 11 between the prior and the 2026-03-31 reporting period; 154 reported institutional positions were exited and 2 new positions were added in that period.
13F holdings · 1410 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage notes Rockwell Automation is expanding its AI and digital transformation strategy, with mention of remote support, AI, software and cybersecurity as part of that push.
News · kalkinemedia.com · 2026-09-01Recent writeups highlight a product/service launch: TechConnectIQ Support, a modern remote support service aimed at reducing downtime and simplifying updates for industrial customers.
News · simplywall.st · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Director Patricia A. Watson sold 1,100 shares for $475k on 2026-08-27 (filing does not indicate a 10b5-1 plan).
Form 4 · Watson Patricia A (Director) · $475k sold · 2026-08-27Christian E. Rothe (Sr. VP and CFO) reported sales on 2026-08-20 of 590 shares for $256k under a stated 10b5-1 plan; an additional 1,257-share transfer on 2026-08-19 is reported as 'code M' on the same filing.
Form 4 · Rothe Christian E (Sr. VP and CFO) · $256k sold · 2026-08-20Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The reported trailing twelve-month price/earnings ratio is 34.68.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month diluted earnings per share (EPS) is 12.04.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows a consistent upward sequence in core operating metrics over the three most recent fiscal quarters (revenue, gross profit, computed gross margin, operating income and net income), paired with a modest decline in shares outstanding and recorded repurchase activity; together these items support a favorable read on recent operational and capital-return dynamics (see fundamentals-0 through fundamentals-6). Market and ownership signals add corroboration: 12‑1 momentum ranks well in the research universe (market-0), the company is held by large institutional managers (ownership-2) and is a position in multiple broad ETFs (ownership-3), and recent company messaging and a product launch related to AI/digital services and remote support align with incremental revenue and service opportunities (news-0, news-1). The bear points—elevated short-term volatility, some insider sales, and headline claims about valuation premium—have limitations in this evidence set: volatility and beta are market-level metrics that do not negate the reported sequential earnings and margin improvements (market-3, market-4), several insider dispositions are explicitly under 10b5-1 plans while others lack context but are mixed in timing (insider-2, insider-3, insider-5 versus insider-1, insider-4), and valuation criticisms citing premium multiples are weakened because free-cash-flow based metrics are absent in the provided data (valuation-4, valuation-5). Evidence strength is strongest for the sequential fundamental improvements (multiple primary filing sources reporting quarterly figures) and for institutional/ETF holdings (13F and ETF membership listings); it is weaker for forward-looking valuation inferences and for interpreting short-window market moves or isolated insider trades without plan context.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.29
41 surviving claims rest on 22 distinct sources; the heaviest analyst carries 20% of them, and 98% of what the desk raised survived the debate.
The evidence set is moderately robust: 41 surviving claims draw on 22 distinct sources, which spreads risk across multiple documents, but one analyst contributing 20% of the claims indicates some concentration of interpretive influence. The very high debate-survival rate (98%) suggests the desk treated these claims as durable in its internal review, but that can also signal group consensus rather than independent corroboration, so treat high-survival claims with some caution.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 8 in Specialty Industrial Machinery (as of 2026-09-01).
90-day volatility ranks 3rd of 8 in Specialty Industrial Machinery (as of 2026-09-01).
dividend yield ranks 5th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
19 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.3 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
9 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.4 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on ROK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.