Rockwell Automation
Builds Allen-Bradley controls, manufacturing software, and lifecycle services for industrial operations.
Something off on this page? Send us feedback.
Profile
Sells industrial control hardware, automation software, and lifecycle services through three connected segments, earning from equipment, software licenses and subscriptions, engineered projects, and recurring support. Allen-Bradley controls anchor the portfolio, North America provides most sales, and demand follows manufacturers' capital spending.
Builds the control, motion, sensing, safety, and material-handling systems that run factories and other industrial operations. Intelligent Devices covers drives, motion, sensing, safety, industrial components, and autonomous material handling; Software & Control combines Allen-Bradley controllers with FactoryTalk, Plex, Fiix, simulation, networking, and security software.
Lifecycle Services supplies consulting, engineered solutions, cybersecurity, remote monitoring, and asset-management services. Shared sales, supply-chain, and partner networks support integrated automation projects across discrete, hybrid, and process industries worldwide, with North America generating most sales.
Demand follows manufacturers' capital-spending cycles. Sales also depend heavily on independent distributors, while hardware availability relies on third-party suppliers and software-connected customer systems carry cybersecurity exposure.
Company facts
Categories
Key statistics
Year to date +8.1% · Average volume (30d) 785.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 21, 2026 | DA Davidson | Reiterate | Neutral | $500 | $490 |
| Aug 14, 2026 | Bernstein | Reiterate | Market Perform | $501 | $514 |
| Aug 5, 2026 | Evercore ISI | Target | $485 | ||
| Aug 5, 2026 | Robert W. Baird | Target | $430 | $514 | |
| Jun 15, 2026 | D.A. Davidson | Target | $500 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q3 FY26 | $3.38 | $3.49 | +3.3% | $2.24B | $2.31B | +3.0% | −7.43% |
| May 5, 2026Q2 FY26 | $2.88 | $3.30 | +14.6% | $2.16B | $2.24B | +3.7% | +5.37% |
| Feb 5, 2026Q1 FY26 | $2.47 | $2.75 | +11.3% | $2.08B | $2.11B | +1.1% | +2.05% |
| Nov 6, 2025Q4 FY25 | $2.94 | $3.34 | +13.6% | $2.21B | $2.32B | +4.7% | +0.27% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.00B | $2.14B | $2.32B | $2.11B | $2.24B | $2.31B | |
| Gross profit | $802.0M | $876.0M | $1.61B | $1.02B | $1.13B | $1.14B | |
| Operating income | $345.0M | $388.0M | $458.0M | $367.0M | $467.0M | $654.0M | |
| Net income | $252.0M | $295.0M | $138.0M | $305.0M | $350.0M | $408.0M | |
| Diluted EPS | $2.22 | $2.60 | $1.23 | $2.69 | $3.10 | $3.62 | |
| Gross margin | 40.1% | 40.9% | 69.4% | 48.3% | 50.2% | 49.5% | |
| Operating margin | 17.2% | 18.1% | 19.8% | 17.4% | 20.9% | 28.3% |
Fiscal years (4-quarter sums)FY21 $7.00B · FY22 $7.76B · FY23 $9.05B · FY24 $8.26B · FY25 $8.34B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $479.0M · Total debt $3.61B · Total assets $11.09B · Shareholders' equity $3.49B
Dividends
Raised for 23 straight years — most recently to $1.38 from $1.31 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Sep 10 | $1.38 | |
| May 18, 2026 | May 18 | Jun 10 | $1.38 | |
| Feb 23, 2026 | Feb 23 | Mar 10 | $1.38 | |
| Nov 17, 2025 | Nov 17 | Dec 10 | $1.38 | raised from $1.31 |
| Aug 18, 2025 | Aug 18 | Sep 10 | $1.31 | |
| May 19, 2025 | May 19 | Jun 10 | $1.31 | |
| Feb 18, 2025 | Feb 18 | Mar 10 | $1.31 | |
| Nov 18, 2024 | Nov 18 | Dec 10 | $1.31 | raised from $1.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 111.27M · Float 111.03M · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 12.38M | 11.13% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.27M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.93M | 5.33% | 13F | Aug 13, 2026 |
| State Street Corp | 5.32M | 4.78% | 13F | Aug 7, 2026 |
| Geode Capital Management, LLC | 3.13M | 2.82% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Patricia A. Watson | director | −1,100 | $431.43 |
| Aug 20, 2026 | Christian E. Rothe | officer: Sr. VP and CFO | −590 | $434.30 |
| Jul 16, 2026 | Terry L. Riesterer | officer: Vice President and Controller | −281 | $453.24 |
| Jun 4, 2026 | Matthew W. Fordenwalt | officer: SVP Lifecycle Services | −377 | $460.51 |
| Jun 2, 2026 | Matthew W. Fordenwalt | officer: SVP Lifecycle Services | −218 | $456.34 |
Peers
- Emerson Electric
Process-automation rival on DCS, MES, and lifecycle services.
- Honeywell Technologies
Process DCS and IIoT rival; automation business separation planned 2026.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rockwell Automation | $435.15 | +0.99% | $47.94B | 40.5 | 29.8 | 5.3 | +7.9% |
| Emerson Electric | $156.00 | +0.53% | $86.93B | 34.0 | 22.0 | 4.7 | +7.0% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Median | 21.2 | 22.9 | 3.3 | −21.4% |