Market cap
$48.0B
at current price
Rockwell Automation, Inc. · Common stock · Milwaukee, Wisconsin
Factory automation, pulled along by chip fabs and data centers.
Rockwell sells the controllers, drives, sensors and software that run factories, warehouses and process plants. After a two-year industrial slump, organic sales grew 10% last quarter on semiconductor, data center and warehouse projects, and the full-year outlook was raised. It is a slower, steadier story than the chip names on this site, priced at about 33 times this year's earnings.
Last close · Oct 9, 2026
$432.59
52-week range
$333–497
closing low / high
P/E (FY26)
~33×
adj. EPS guide $13.15 midpoint · forward ~29×
Revenue TTM
FY26 guide
~$9.0B
sales +7.5–9.5% · adj. EPS $13.00–13.30
Next earnings
Early Nov
Q4 FY26 and FY27 outlook · date not yet announced
Price, last 12 months
Daily closes with the 50-day average. Rockwell has closed between about $400 and $495 since May.
1Y closing high
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1Y closing low
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SMA 50
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SMA 200
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RSI 14
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Avg daily move
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last 20 sessions
Beta
1.50
vs. S&P 500
From peak
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Revenue and margins, by quarter
Revenue in US$ millions, with GAAP gross margin on the right axis. Rockwell's fiscal year ends September 30. Gross margin steps up from about 40% to about 48% in FY25 in the source data, and the two fiscal Q4 figures are left blank because the source shows outliers. The last bar is the Q4 sales implied by the ~$9.0B full-year guide.
RevenueGross margin (right axis)Guidance
Q3 FY26
$2.31B
+8% YoY · organic +10%
Intelligent Devices
$1.08B
+12% YoY · 20.0% margin
Software & Control
$751M
+19% YoY · 34.8% margin
Lifecycle Services
$482M
−12% YoY · −2% organic (divestitures)
Segment margin
22.3%
vs 19.5% a year ago
Adj. EPS
$3.49
+22% YoY · GAAP $3.65
| Quarter | Ended | Revenue, US$M | YoY | Gross margin | Op. margin | EPS (GAAP) |
|---|
Watch list
What moves the thesis, sorted by direction.
Tailwind
New growth markets
Semiconductor fabs, data centers and warehouse automation drove the quarter, with automotive and life sciences improving.
Tailwind
Margins expanding
Segment operating margin rose to 22.3% from 19.5%, and Software & Control earns nearly 35%.
Watch
FY27 outlook
The November report brings the first FY27 guide. The market will look for organic growth to hold near this year's 7.5–9.5%.
Watch
Recurring revenue
Organic annual recurring revenue grew 6% and software ARR high single digits, a slower but steadier part of the mix.
Risk
Industrial cycle
Rockwell's sales fell from $2.56B to $1.88B a quarter during the 2024 destocking. A turn in capex budgets would hit orders quickly.
Risk
Valuation
At about 33 times this year's adjusted EPS, the stock already prices in a solid recovery.
Calendar
Early Nov 2026
Q4 FY26 earnings
Full-year results and the first FY27 outlook. The FY26 guide implies about $2.34B of Q4 sales.
Nov 2026
Dividend review
Rockwell has raised its dividend every November for many years; the current rate is $1.38 a quarter.
Late Jan 2027
Q1 FY27 earnings
First quarter of the new fiscal year, usually the seasonal low.