Mostly Markets
Subscribe
Markets
S&P 500 ▼ 1.82%Nasdaq ▼ 2.86%Dow ▼ 1.09%Russell 2000 ▼ 1.66%10-year 4.93%Oil ▲ 0.93%Gold ▼ 3.63%Bitcoin ▲ 1.13%
Newest story
Stocks/Industrials/Electrical Components & Equipment

Rockwell AutomationROK

Electrical Components & Equipment · Milwaukee, Wisconsin · In the S&P 500
High qualityPricier than peers
$436.20−3.37%After hours: $435.95 (−0.06%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 18.5% over 1 year
Rockwell Automation over 1 yearDaily close, $, to 30 Oct 2026
$350$400$450$500Nov2026MarMayJulSep$436.20$400$500NovMarJul$436.20
Source: Nasdaq daily closes
Market value$48.44B
Price to earnings40.8x
Forward P/E30.1x
Dividend yield1.33%
Year to date+12.1%
One year+18.5%
Next earningsThu 5 Nov, before the open
SectorIndustrials
52-week range (closes)
$348.51$495.08

The latest on Rockwell Automation

Our stories first, then the headlines that could move it, newest first.

We haven't written about Rockwell Automation yet. Follow it, and its first story will show under My stocks.

Quality and valuation

How Rockwell Automation compares with other industrials stocks. A description, not a recommendation.

Rockwell Automation and 5 electrical components & equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: pricier than most

A stronger business than most industrials companies, priced above most of them.

Rockwell Automation trades at 30.1 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +11.3% vs +8.2%
  • Keeps more of each sale (gross margin): 49.1% vs 38.1%
  • More profitable (operating margin): 22.7% vs 17.5%
  • Turns more of its sales into cash: 16.8% vs 13.1%
ROK trades at 30.1x forward earnings, above the sector medianForward p/e, Electrical Components & Equipment peers
EMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4xEMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 40.9x earnings, ROK is pricier than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
30x50xAverage 40.3x2025202640.9x30x50xAverage 40.3x2025202640.9x
Source: Nasdaq prices; SEC filings

Financials

From Rockwell Automation's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 7.9% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$1bn$2bnQ4 ’24Q2 ’25Q4 ’25$2.3bnQ3 ’26$0bn$1bn$2bnQ4 ’24Q2 ’25Q4 ’25$2.3bnQ3 ’26
Source: SEC filings
Growth slowed to +7.9% last quarterRevenue growth, year on year, %
−20%−10%0%10%Q4 ’24Q2 ’25Q4 ’257.9%Q3 ’26−20%0%Q4 ’24Q2 ’25Q4 ’257.9%Q3 ’26
Source: SEC filings
Operating margin was 23.8% last quarterOperating income as a share of revenue, %
0%10%20%Q2 ’25Q4 ’2523.8%Q3 ’260%10%20%Q2 ’25Q4 ’2523.8%Q3 ’26
Source: SEC filings
Free cash flow was $1.5 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$200m$400m$600mQ4 ’24Q2 ’25Q4 ’25$654mQ3 ’26$0m$250m$500mQ4 ’24Q2 ’25Q4 ’25$654mQ3 ’26
Source: SEC filings
Last 12 monthsROKSector median
Revenue growth+11.3%+8.2%
Gross margin49.1%38.1%
Operating margin22.7%17.5%
Free cash flow margin16.8%13.1%
Price to earnings40.8x25.8x

Similar companies

Electrical Components & Equipment, by market value.

CompanyPriceTodayYTDValue
ETNEaton$369.97−6.03%+16.2%$144B
EMREmerson Electric$164.94−3.40%+24.3%$92.00B
VRTVertiv$232.50−5.46%+43.5%$89.53B
BEBloom Energy$203.17−8.61%+133.8%$60.07B
AMEAmetek$241.12−4.23%+17.4%$55.28B