ROK Industrials

Rockwell Automation, Inc.

$446.38+1.41%

Price as of close on Nov 3, 2026 · Financials updated Sep 30, 2026

Basics

Sector: Industrials
Industry: Specialty Industrial Machinery
Country: United States
Market cap: 49.7B USD
Enterprise value: 50.1B USD
Full-time employees: 26,000

Overall health

Strength: growing faster than most peersgrowing faster than peers
Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.51 vs a peer median of 0.64), less short-term liquidity (current ratio 1.08 vs a peer median of 1.62) and more debt relative to equity (0.93× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.51 vs peers 0.64), less liquidity (current ratio 1.08 vs peers 1.62) and more debt vs equity (0.93× vs peers 0.40×)

Ranks #1,203 of 2,308 industrials companies (bottom 48%)

See how it ranks against its peers

Worth knowing

Profit is backed by cash. Free cash flow is 125% of reported profit.
Rockwell Automation's free cash flow is 125% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.
Wide margins. Operating margin 23% (12 months to Jun 2026) vs a peer median of 7.7%.Operating margin 23% vs peers 7.7%.
Rockwell Automation keeps 23% of revenue as operating profit, more than 91% of peers (median 7.7%).
More volatile share price. Beta 1.51: tends to move more than the market.
Rockwell Automation's shares have swung more with the market than most peers' (beta 1.51, above the market's 1.0).

StockQuotient Score

50/ 100

Oct 5 51 → Nov 4 50 (-1)

Valuation

Is the price right?

33/100

Weak▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 34 → 33

Share price +1.6%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Weaker than most peers on:

▼ EBITDA yield
▼ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield2.4%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score -0.46Sector median: 0.0377 · MAD: 0.0294

EBITDA yield4.5%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -0.58Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield3.0%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.18Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield7.0%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

61/100

Moderate▲ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major change

Why it changed since the Oct 27, 2026 close: Score 60 → 61

Peer companies moved+1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Stronger than most peers on:

▲ Revenue growth
▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth25.2%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.73Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth1.3%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -0.46Sector median: 0.0421 · MAD: 0.0625

Revenue growth11.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.90Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

97/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA
▲ Operating margin
▲ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin22.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 2.95Sector median: 0.0773 · MAD: 0.0507

Return on assets10.8%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 3.21Sector median: 0.0311 · MAD: 0.0241

Return on invested capital25.6%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 3.31Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin49.1%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity34.4%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Current ratio
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.51

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -3.17Sector median: 0.6440 · MAD: 0.2745

Current ratio1.08×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.01Sector median: 1.6180 · MAD: 0.5360

Debt / equity0.93×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.57Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Rockwell Automation

Is Rockwell Automation getting weaker?: Its latest SEC filing (Aug 4, 2026) showed no major changes. Its overall score is unchanged at 50/100 since Oct 28, 2026.
How is Rockwell Automation valued vs its peers?: Priced higher than most peers relative to what it earns. Valuation scores 33/100 against 2,459 industrials peers. EBITDA yield 4.5% vs a peer median of 6.9% (weaker than 68% of peers).EBITDA yield 4.5% vs peers 6.9% (weaker than 68% of peers).
Is Rockwell Automation growing?: Yes, faster than most of its peers. Growth scores 61/100 against 2,459 industrials peers. Revenue growth 11.3% vs a peer median of 4.4% (stronger than 73% of peers).Revenue growth 11.3% vs peers 4.4% (stronger than 73% of peers). 3-year revenue growth 1.3% vs a peer median of 4.2% (weaker than 62% of peers).3-year revenue growth 1.3% vs peers 4.2% (weaker than 62% of peers).
How profitable is Rockwell Automation?: More profitable than most of its peers. Profitability scores 97/100 against 2,459 industrials peers. Return on assets 10.8% vs a peer median of 3.1% (stronger than 94% of peers).Return on assets 10.8% vs peers 3.1% (stronger than 94% of peers).
How risky is Rockwell Automation?: Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.51 vs a peer median of 0.64 (weaker than 94% of peers).Beta 1.51 vs peers 0.64 (weaker than 94% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 4, 2026 · compared with the quarter ended Mar 31, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	8.8B USD	9.0B USD	+1.9%
Net income (12 months)	1.1B USD	1.2B USD	+10.4%
Operating margin	22.0%	22.7%	+0.7 pts
Free cash flow (12 months)	1.3B USD	1.5B USD	+12.3%
Debt	3.7B USD	3.3B USD	−11.7%
Cash	423.0M USD	479.0M USD	+13.2%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Industry: Specialty Industrial Machinery · 42 companies

Valuations in Specialty Industrial Machinery are above their usual range since 2016.

75% of months since 2016 were valued lower than now.
46% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +21% and earnings +11% (medians): prices and earnings moved broadly together.
Median price-to-sales is +32% vs the whole market, against a usual −5%.

2016Shaded: most expensive fifth of its range2026

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Sep 2021	FY Sep 2022	FY Sep 2023	FY Sep 2024	FY Sep 2025	Change
Gross margin	41.4%	40.0%	48.8%	46.6%	48.1%	▲ 1.5 pts
Operating margin	—	—	21.3%	19.3%	20.4%	▲ 1.1 pts
Net margin	19.4%	12.0%	15.3%	11.5%	10.4%	▼ 1.1 pts
Return on assets (ROA)	12.7%	8.7%	12.3%	8.5%	7.7%	▼ 0.7 pts
Return on equity (ROE)	56.8%	34.2%	38.9%	27.2%	23.8%	▼ 3.5 pts
Free cash flow margin	16.3%	8.8%	13.4%	7.7%	16.3%	▲ 8.5 pts
Current ratio	1.02×	1.01×	1.46×	1.08×	1.14×	▲ 5.4%
Quick ratio	0.76×	0.72×	1.04×	0.72×	0.77×	▲ 7.7%
Debt to equity	1.67×	1.41×	0.83×	1.04×	0.88×	▼ 15%
Interest coverage	—	—	14.26×	10.36×	10.92×	▲ 5.4%

ROK price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Strength: growing faster than most peersgrowing faster than peers

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.51 vs a peer median of 0.64), less short-term liquidity (current ratio 1.08 vs a peer median of 1.62) and more debt relative to equity (0.93× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.51 vs peers 0.64), less liquidity (current ratio 1.08 vs peers 1.62) and more debt vs equity (0.93× vs peers 0.40×)

Ranks #1,203 of 2,308 industrials companies (bottom 48%)

See how it ranks against its peers

Worth knowing

Profit is backed by cash. Free cash flow is 125% of reported profit.

Rockwell Automation's free cash flow is 125% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.

Wide margins. Operating margin 23% (12 months to Jun 2026) vs a peer median of 7.7%.Operating margin 23% vs peers 7.7%.

Rockwell Automation keeps 23% of revenue as operating profit, more than 91% of peers (median 7.7%).

More volatile share price. Beta 1.51: tends to move more than the market.

Rockwell Automation's shares have swung more with the market than most peers' (beta 1.51, above the market's 1.0).

Questions investors ask about Rockwell Automation

Is Rockwell Automation getting weaker?

Its latest SEC filing (Aug 4, 2026) showed no major changes. Its overall score is unchanged at 50/100 since Oct 28, 2026.

How is Rockwell Automation valued vs its peers?

Priced higher than most peers relative to what it earns. Valuation scores 33/100 against 2,459 industrials peers. EBITDA yield 4.5% vs a peer median of 6.9% (weaker than 68% of peers).EBITDA yield 4.5% vs peers 6.9% (weaker than 68% of peers).

Is Rockwell Automation growing?

Yes, faster than most of its peers. Growth scores 61/100 against 2,459 industrials peers. Revenue growth 11.3% vs a peer median of 4.4% (stronger than 73% of peers).Revenue growth 11.3% vs peers 4.4% (stronger than 73% of peers). 3-year revenue growth 1.3% vs a peer median of 4.2% (weaker than 62% of peers).3-year revenue growth 1.3% vs peers 4.2% (weaker than 62% of peers).

How profitable is Rockwell Automation?

More profitable than most of its peers. Profitability scores 97/100 against 2,459 industrials peers. Return on assets 10.8% vs a peer median of 3.1% (stronger than 94% of peers).Return on assets 10.8% vs peers 3.1% (stronger than 94% of peers).

How risky is Rockwell Automation?

Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.51 vs a peer median of 0.64 (weaker than 94% of peers).Beta 1.51 vs peers 0.64 (weaker than 94% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

8.8B USD

9.0B USD

+1.9%

Net income (12 months)

1.1B USD

1.2B USD

+10.4%

Operating margin

22.0%

22.7%

+0.7 pts

Free cash flow (12 months)

1.3B USD

1.5B USD

+12.3%

Debt

3.7B USD

3.3B USD

−11.7%

Cash

423.0M USD

479.0M USD

+13.2%

Key ratios

FY Sep 2021

FY Sep 2022

FY Sep 2023

FY Sep 2024

FY Sep 2025

Change

Gross margin

41.4%

40.0%

48.8%

46.6%

48.1%

▲ 1.5 pts

Operating margin

—

21.3%

19.3%

20.4%

▲ 1.1 pts

Net margin

19.4%

12.0%

15.3%

11.5%

10.4%

▼ 1.1 pts

Return on assets (ROA)

12.7%

8.7%

12.3%

8.5%

7.7%

▼ 0.7 pts

Return on equity (ROE)

56.8%

34.2%

38.9%

27.2%

23.8%

▼ 3.5 pts

Free cash flow margin

16.3%

8.8%

13.4%

7.7%

16.3%

▲ 8.5 pts

Current ratio

1.02×

1.01×

1.46×

1.08×

1.14×

▲ 5.4%

Quick ratio

0.76×

0.72×

1.04×

0.72×

0.77×

▲ 7.7%

Debt to equity

1.67×

1.41×

0.83×

1.04×

0.88×

▼ 15%

Interest coverage

—

14.26×

10.36×

10.92×

▲ 5.4%