Rockwell Automation, Inc.ROK
NYSE•Industrials•Specialty Industrial Machinery
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.
Rockwell Automation, Inc. (ROK) reported trailing twelve months revenue of $8.80B as of March 2026, a 10.5% increase year-over-year. Quarterly revenue reached $2.24B, reflecting continued top-line momentum.
Rockwell Automation, Inc. generated $1.09B in TTM net income, with quarterly EBITDA of $609.00M. The operating margin expanded from 14.9% to 23.7%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (23.7%) and net margin (15.6%) indicates moderate non-operating costs. Net margin has improved from 12.6% a year ago, signaling stronger bottom-line efficiency.
ROK trades at a P/E of 35.9x (a premium multiple) and a P/S of 4.4x. The price-to-book ratio of 11.1x indicates a significant premium over book value.
The company generated $275.00M in free cash flow over the trailing twelve months, a 60.8% increase year-over-year, indicating cash generation ability. The balance sheet shows $11.26B in total assets with $2.57B in long-term debt against $3.52B in stockholders equity for a debt-to-equity ratio of 0.7. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are expanding at ~18.6%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 27.6% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue shows resilience with 4 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~24.2% — no sign of cost or pricing stress.
FCF covers net income by 1.3x on average — earnings are well-supported by cash generation.
D/E ratio is 0.7 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation