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Profile & Fundamentals
Rockwell Automation (ROK.NYSE) Profile & Fundamentals
Review Rockwell Automation reported earnings, valuation, balance sheet and ownership, with source tables and separate AI assessments.
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Company and Market Context
Rockwell Automation: 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.
Company profile record
Rockwell Automation Inc
Common Stock · Industrials · Electrical Components & Equipment
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
- 27K
- Fiscal year end
- September
- IPO date
- 1987-01-01
Fundamentals snapshot
- Market Cap
- USD 44.1B
- P/E
- 31.3x
- Revenue (Q3 26)
- USD 2.3B
- Profit (Q3 26)
- USD 346.0M
- Dividend Yield
- 1.0%
- Revenue (FY 26)
- USD 9.0B
- 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
Rockwell Automation: Ownership
Shares Outstanding
Latest: 111.1M | Max: 127.8M | Min: 111.1M
Latest reported ownership snapshot
Float Shares
99.68%
110.7M latest reported shares
Insider Ownership
0.17%
Latest reported insider stake
Short Float
0.04%
Latest reported short interest / float
Top Holders
Source tablesView ownership tables
Shares Outstanding
Annual reported shares outstanding; up to 10 reporting dates.
Scroll the table to see every column.
| Reporting date | Shares outstanding |
|---|---|
| 2017-01-01 | 127,784,800 |
| 2018-01-01 | 121,500,000 |
| 2019-01-01 | 116,600,000 |
| 2020-01-01 | 117,100,000 |
| 2021-01-01 | 117,300,000 |
| 2022-01-01 | 115,500,000 |
| 2023-01-01 | 115,200,000 |
| 2024-01-01 | 113,500,000 |
| 2025-01-01 | 113,100,000 |
| 2026-01-01 | 111,100,000 |
Top Holders
Available reported ownership records.
Scroll the table to see every column.
| Holder | Shares | Ownership | Reported date |
|---|---|---|---|
| BlackRock Inc | 12,380,576 | 11.15% | 2026-06-30 |
| Vanguard Capital Management, LLC | 7,270,705 | 6.55% | 2026-06-30 |
| Vanguard Portfolio Management, LLC | 5,928,262 | 5.34% | 2026-06-30 |
| State Street Corp | 5,323,990 | 4.79% | 2026-06-30 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3,525,068 | 3.17% | 2026-09-30 |
| Geode Capital Management, LLC | 3,132,604 | 2.82% | 2026-06-30 |
| Morgan Stanley - Brokerage Accounts | 3,040,314 | 2.74% | 2026-06-30 |
| JPMorgan Chase & Co | 2,919,588 | 2.63% | 2026-06-30 |
| Vanguard 500 Index Investor | 2,915,881 | 2.63% | 2026-09-30 |
| Vanguard MStar Mid Cap Index Instl | 2,377,919 | 2.14% | 2026-09-30 |
| UBS Group AG | 2,183,669 | 1.97% | 2026-06-30 |
| The Goldman Sachs Group Inc | 1,933,275 | 1.74% | 2026-06-30 |
| Amvescap Plc. | 1,820,740 | 1.64% | 2026-06-30 |
| Charles Schwab Investment Management Inc | 1,524,563 | 1.37% | 2026-06-30 |
| iShares Core S&P 500 ETF | 1,480,749 | 1.33% | 2026-10-30 |
Rockwell Automation: Earnings, Profitability & Valuation
Latest Financials Filed On
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.
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 9.0B | Max: USD 9.1B | Min: USD 535.5M
Valuation
P/E Ratio (TTM)iPublished valuation snapshots use the earnings basis recorded with each observation. Source tables retain that basis.
Latest: 46x
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 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: 50.0% | Max: 50.0% | Min: 8.0%
Latest Profitability Ratios as of 2026-09-30
Gross Margin
50.0%
Gross profit / revenue
Operating Margin
19.7%
Operating income / revenue
Net Margin
15.7%
Net income / revenue
FCF Margin
18.9%
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.
Scroll the table to see every column.
| Period end | Revenue (USD) | Net income (USD) | Free cash flow (USD) |
|---|---|---|---|
| 2017-09-30 | 6,311,000,000 | 825,700,000 | 892,300,000 |
| 2018-09-30 | 6,663,600,000 | 535,500,000 | 1,174,500,000 |
| 2019-09-30 | 6,693,800,000 | 695,800,000 | 1,049,200,000 |
| 2020-09-30 | 6,330,500,000 | 1,023,400,000 | 1,006,600,000 |
| 2021-09-30 | 6,997,400,000 | 1,358,100,000 | 1,140,700,000 |
| 2022-09-30 | 7,760,400,000 | 932,200,000 | 682,000,000 |
| 2023-09-30 | 9,058,000,000 | 1,387,400,000 | 1,214,100,000 |
| 2024-09-30 | 8,262,100,000 | 952,500,000 | 639,100,000 |
| 2025-09-30 | 8,342,000,000 | 869,000,000 | 1,358,000,000 |
| 2026-09-30 | 8,989,000,000 | 1,409,000,000 | 1,701,000,000 |
Published P/E Ratio
Published valuation snapshots retain each observation's earnings basis.
Scroll the table to see every column.
| Period end | P/E (times earnings) | Earnings basis |
|---|---|---|
| 2025-09-30 | 45.5 | Trailing four quarters |
| 2024-09-30 | 32 | Trailing four quarters |
| 2023-09-30 | 25.8 | Trailing four quarters |
| 2022-09-30 | 26.7 | Annual net income |
| 2021-09-30 | 25.4 | Annual net income |
Profitability Margins
Matching annual reporting dates. Values are percentages.
Scroll the table to see every column.
| Period end | Gross margin (%) | Operating margin (%) | Net margin (%) | Free cash flow margin (%) |
|---|---|---|---|---|
| 2017-09-30 | 47.17 | 16.44 | 13.08 | 14.14 |
| 2018-09-30 | 49.08 | 19.65 | 8.04 | 17.63 |
| 2019-09-30 | 48.7 | 20.08 | 10.39 | 15.67 |
| 2020-09-30 | 46.47 | 17.25 | 16.17 | 15.9 |
| 2021-09-30 | 41.41 | 10.43 | 19.41 | 16.3 |
| 2022-09-30 | 39.97 | 17.21 | 12.01 | 8.79 |
| 2023-09-30 | 41.04 | 18.69 | 15.32 | 13.4 |
| 2024-09-30 | 44.52 | 15.3 | 11.53 | 7.74 |
| 2025-09-30 | 48.14 | 17.06 | 10.42 | 16.28 |
| 2026-09-30 | 50.01 | 19.68 | 15.67 | 18.92 |
Public data excerpt created by iPulse AI and published by Future Edge Group FZE. Snapshot retrieved 2026-11-10.
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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