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ROK.NYSE
Rockwell Automation
Industrials · Electrical Components & Equipment

Industrial automation company supplying control systems, software and services, including autonomous mobile robots through OTTO Motors.

HQ: United StatesListed: United States

Profile & Fundamentals

Rockwell Automation: Company identity, ownership, reported financial performance, balance sheets, and corporate actions.

Profile & Fundamentals

Rockwell Automation Profile & Fundamentals

Examine company identity, ownership, reported performance, valuation, balance-sheet resilience, dividends, buybacks, and material corporate events.

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Profile & Fundamentals contents

Company and Market Context

Company Profile & Ownership

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.

ROK.NYSE

Company profile record

Rockwell Automation Inc

Common Stock · Industrials · Electrical Components & Equipment

Official website

Company

Company / asset
Rockwell Automation Inc
Security type
Common Stock
Sector
Industrials
Industry
Electrical Components & Equipment
HQ
🇺🇸 United States
Head office
1201 South Second Street, Milwaukee, WI, United States, 53204-2410

Leadership & scale

Chief executive
Mr. Blake D. Moret
CEO year born
1963
Full-time employees
26K
Fiscal year end
September
IPO date
1987-01-01

Fundamentals snapshot

Updated 2026-09-27
Market Cap
USD 50.8B
P/E
42.3x
Revenue (Q2 26)
USD 2.3B
Profit (Q2 26)
USD 408.0M
Dividend Yield
0.9%
Revenue (FY 25)
USD 8.3B
Shares in public float
110.7M
Insider ownership
0.17%

Reporting & identifiers

Symbol
ROK.NYSE
Listing
🇺🇸 United States | Dividend Tax: 30%
Ticker Currency
USD
Income Statement Currency
USD
Balance Sheet Currency
USD
Cash Flow Currency
USD
EPS Currency
USD
Contract Type
SPOT
ISIN
US7739031091
Asset ID
equity_1a5d79af-ef17-5a1a-84f7-714606d641bd

Ownership

Shares Outstanding

Latest: 112.6M | Max: 127.8M | Min: 112.6M

Shares Outstanding
161.0M120.8M80.5M40.3M0.00
112.6M
'17
'19
'21
'23
'25
'26

Latest reported ownership snapshot

As of Oct 1, 2026

Float Shares

98.31%

110.7M latest reported shares

Insider Ownership

0.17%

Latest reported insider stake

Short Float

0.04%

Latest reported short interest / float

Top Holders

Top 5 concentration: 30.31%
BlackRock Inc
institution
Filed 2026-03-31 • Change +1.4M (+13.75%)
10.73%(11.9M shares)
Vanguard Capital Management, LLC
institution
Filed 2026-03-31 • Change +7.3M (0.00%)
6.58%(7.3M shares)
Vanguard Portfolio Management, LLC
institution
Filed 2026-03-31 • Change +5.8M (0.00%)
5.26%(5.8M shares)
State Street Corp
institution
Filed 2026-03-31 • Change +61.9K (+1.24%)
4.55%(5.1M shares)
Vanguard MStar Total Stk Mkt Idx Invest
fund
Filed 2026-08-31 • Change -7.1K (-0.20%)
3.18%(3.5M shares)
Geode Capital Management, LLC
institution
Filed 2026-03-31 • Change +133.5K (+4.56%)
2.75%(3.1M shares)
Vanguard 500 Index Investor
fund
Filed 2026-08-31 • Change +35.5K (+1.22%)
2.66%(3.0M shares)
Source tablesView ownership tables

Shares Outstanding

Annual reported shares outstanding; up to 10 reporting dates.

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Shares outstanding — reported values
Reporting dateShares outstanding
2017-01-01127,784,800
2018-01-01121,500,000
2019-01-01116,600,000
2020-01-01117,100,000
2021-01-01117,300,000
2022-01-01115,500,000
2023-01-01115,200,000
2024-01-01113,500,000
2025-01-01113,100,000
2026-01-01112,600,000

Top Holders

Available reported ownership records.

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Largest reported holders
HolderSharesOwnershipReported date
BlackRock Inc11,912,47910.73%2026-03-31
Vanguard Capital Management, LLC7,301,8316.58%2026-03-31
Vanguard Portfolio Management, LLC5,845,7345.26%2026-03-31
State Street Corp5,058,0124.55%2026-03-31
Vanguard MStar Total Stk Mkt Idx Invest3,536,4623.18%2026-08-31
Geode Capital Management, LLC3,057,9972.75%2026-03-31
Vanguard 500 Index Investor2,956,0352.66%2026-08-31
Morgan Stanley - Brokerage Accounts2,823,5472.54%2026-03-31
Vanguard MStar Mid Cap Index Instl2,406,9122.17%2026-08-31
UBS Group AG2,180,0271.96%2026-03-31
The Goldman Sachs Group Inc1,922,4791.73%2026-03-31
JPMorgan Chase & Co1,908,3661.72%2026-03-31
Amvescap Plc.1,685,6691.52%2026-03-31
Charles Schwab Investment Management Inc1,537,6901.38%2026-03-31
iShares Core S&P 500 ETF1,481,9631.33%2026-08-31

Earnings, Profitability & Valuation

Earnings, Profitability & Valuation

Earnings & Revenue

Earnings and Revenue Trajectory

AI Review

The company's latest financial results demonstrate an impressive recovery after distributor inventory destocking caused revenues to shrink nearly 9% in fiscal 2024. For the trailing twelve months ended June 2026, revenue rebounded to $8.97 billion, generating $1.20 billion in net income. Operating cash flows converted smoothly into $1.50 billion of free cash flow, reflecting disciplined working capital management. Third-quarter fiscal 2026 sales expanded 8% to $2.31 billion, supported by 10% organic volume growth. However, the headline recovery partially conceals non-operational boosts that cannot repeat. Reported growth trailed organic growth because divestitures removed revenue, while earnings benefited from dissolving the Sensia joint venture and lapping prior restructuring charges. Sustainable future earnings compounding must rely on genuine factory floor equipment orders rather than distributor restocking.

Revenue, Net Income, and Free Cash Flow

Latest: USD 8.3B | Max: USD 9.1B | Min: USD 535.5M

RevenueFree Cash FlowNet Income
USD 11.4BUSD 8.6BUSD 5.7BUSD 2.9BUSD 0.00
8.3B
1.4B
869.0M
'16
'18
'20
'22
'24
'25

Valuation

P/E Ratio (TTM)iPublished valuation snapshots use the earnings basis recorded with each observation. Source tables retain that basis.

Latest: 45x

49x37x25x12x0x
25x
26x
45x
'21'23'25

Profitability & Margins

Margins and Operating Efficiency

AI Review

Profitability expanded sharply through fiscal 2026 as factory capacity utilization normalized and cost-reduction programs took effect. Gross margin strengthened to 49.5% in the third quarter of fiscal 2026, while enterprise operating margin widened to 22.3%. Margin gains were spearheaded by Software and Control, which generated a stellar 34.8% segment margin, alongside the elimination of the lower-margin Sensia venture. Nevertheless, profit margins are approaching a cyclical ceiling. While high-margin software subscriptions provide a structural profitability floor near 21%, escalating component tariffs and semiconductor memory costs present recurring friction. As temporary restructuring savings are fully annualized, further margin expansion will require genuine factory production volume rather than additional overhead cuts.

Profitability Margins

Latest: 48.1% | Max: 49.1% | Min: 8.0%

Gross MarginOperating MarginNet Margin
61.8%46.4%30.9%15.5%0.0%
48.1%
17.1%
10.4%
'16
'18
'20
'22
'24
'25

Latest Profitability Ratios as of 2025-09-30

Gross Margin

48.1%

Gross profit / revenue

Operating Margin

17.1%

Operating income / revenue

Net Margin

10.4%

Net income / revenue

FCF Margin

16.3%

Free cash flow / revenue

Source tablesView earnings, profitability & valuation tables

Revenue, Net Income, and Free Cash Flow

Annual reported results, using the source statement's recorded USD conversion. Up to 10 reporting periods; missing values are not estimated.

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Annual earnings and cash flow
Period endRevenue (USD)Net income (USD)Free cash flow (USD)
2016-09-305,885,000,000729,700,000830,400,000
2017-09-306,311,000,000825,700,000892,300,000
2018-09-306,663,600,000535,500,0001,174,500,000
2019-09-306,693,800,000695,800,0001,049,200,000
2020-09-306,330,500,0001,023,400,0001,006,600,000
2021-09-306,997,400,0001,358,100,0001,140,700,000
2022-09-307,760,400,000932,200,000682,000,000
2023-09-309,058,000,0001,387,400,0001,214,100,000
2024-09-308,262,100,000952,500,000639,100,000
2025-09-308,342,000,000869,000,0001,358,000,000

Published P/E Ratio

Published valuation snapshots retain each observation's earnings basis.

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Published valuation snapshots
Period endP/E (times earnings)Earnings basis
2025-09-3045.49Trailing four quarters
2024-09-3032Trailing four quarters
2023-09-3025.77Trailing four quarters
2022-09-3026.65Annual net income
2021-09-3025.4Annual net income

Profitability Margins

Matching annual reporting dates. Values are percentages.

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Annual profitability margins
Period endGross margin (%)Operating margin (%)Net margin (%)Free cash flow margin (%)
2016-09-3047.1416.7912.414.11
2017-09-3047.1716.4413.0814.14
2018-09-3049.0819.658.0417.63
2019-09-3048.720.0810.3915.67
2020-09-3046.4717.2516.1715.9
2021-09-3041.4110.4319.4116.3
2022-09-3039.9717.2112.018.79
2023-09-3041.0418.6915.3213.4
2024-09-3044.5215.311.537.74
2025-09-3048.1417.0610.4216.28

Public data excerpt created by iPulse AI and published by Future Edge Group FZE. Source: eodhd. Snapshot retrieved 2026-09-29.

Use is subject to the iPulse AI Terms of Service and applicable source rights. Missing inputs are not estimated. Full access includes the remaining records, research and interactive tools.

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