The global Process Automation & Instrumentation market is projected to grow from $78 billion in 2024 to $113.1 billion by 2030 at a 6.4% CAGR. Growth is driven by digital transformation, IIoT adoption, regulatory compliance demands, and the need for operational efficiency across oil & gas, pharmaceuticals, chemicals, and other industries. Advanced technologies like digital twins, AI, and wireless instrumentation are reshaping the sector.
Rockwell Automation, Inc. (ROK)
Common Stock · Currency in USD · XNYS
With roots tracing back to the early 1900s, Rockwell Automation is the successor to Rockwell International, which spun off its avionics segment in 2001. It is a pure-play industrial automation company that operates through three segments. Its largest segment by revenue, intelligent devices, sells factory floor-level devices such as motors, drives, sensors, relays, and actuators. Its software and control segment sells visualization, simulation, and human-machine interface software and control products such as programmable controllers, computers, and operator terminals. Its smallest segment, lifecycle services, offers digital consulting, engineered-to-order services, and other outsourced services such as remote monitoring, cybersecurity, and asset and plant maintenance and optimization.
Company Info
SIC3829
Composite FIGIBBG000BBCDZ2
CIK0001024478
IPOAug 29, 1956
Sectormeasuring & controlling devices, nec
Highlights
Market Cap$41.26B
EPS$10.84
P/E Ratio34.15
Revenue$8.50B
Gross Profit$4.06B
Net Income$1.21B
Employees26,000
WSO112,357,908
Phone414-382-2000
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Rockwell Automation, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Rockwell Automation, Inc. (ROK) has returned -5.77% so far this year and 70.32% over the past 12 months. Looking at the last ten years, ROK has achieved an annualized return of 12.55%, outperforming the Benchmark (SPY), which averaged 12.29% per year.
ROK
1M1.39%
6M5.26%
YTD-5.77%
1Y70.32%
5Y6.94%
10Y12.55%
Benchmark (SPY)
1M-1.08%
6M-2.12%
YTD-3.86%
1Y33.60%
5Y9.92%
10Y12.29%
Monthly Returns
The table below presents the monthly returns of Rockwell Automation, Inc. (ROK) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.56% | -2.99% | -10.21% | 1.66% | ||||||||
| 2025 | -2.97% | 5.54% | -10.89% | -3.84% | 26.70% | 5.45% | 6.45% | 0.15% | 3.19% | 5.99% | 8.02% | -0.49% |
| 2024 | -17.57% | 10.47% | 2.22% | -6.93% | -4.70% | 2.68% | 1.39% | -0.99% | -0.38% | -0.57% | 10.13% | -3.29% |
| 2023 | 8.58% | 5.52% | -0.01% | -2.67% | -1.91% | 18.41% | 2.08% | 3.34% | -8.94% | -8.01% | 4.25% | 12.62% |
| 2022 | -17.09% | -8.36% | 5.05% | -10.42% | -15.06% | -7.66% | 27.88% | -6.18% | -8.46% | 16.18% | 2.43% | -3.00% |
| 2021 | -1.33% | -3.47% | 8.12% | -0.89% | -1.15% | 7.00% | 6.74% | 5.41% | -9.53% | 8.78% | 5.10% | 2.42% |
| 2020 | -5.97% | -4.85% | -18.28% | 32.54% | 16.77% | -1.59% | 2.59% | 5.15% | -3.73% | 6.49% | 6.45% | -2.79% |
| 2019 | 14.14% | 4.99% | -2.51% | 1.86% | -18.07% | 10.17% | -3.17% | -4.70% | 9.18% | 3.38% | 12.95% | 3.05% |
| 2018 | -0.26% | -8.27% | -3.52% | -5.65% | 6.87% | -6.13% | 14.20% | -3.27% | 3.99% | -12.71% | 4.97% | -16.23% |
| 2017 | 8.90% | 1.87% | 1.32% | 1.24% | 0.37% | 1.70% | 1.44% | -0.68% | 8.21% | 12.32% | -4.55% | 1.77% |
| 2016 | 1.09% | 2.22% | -0.53% | -0.11% | 1.51% | 5.35% | -1.55% | 11.20% | -0.06% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ROK compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Rockwell Automation, Inc. volatility is 1.52%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 11.22B | 11.23B | 11.30B | 10.76B | 10.70B | 7.26B | 6.11B | 6.26B | 7.16B | 7.10B | 6.40B | 6.23B | 5.84B | 5.64B | 5.28B | 4.75B | 4.31B |
| Equity Attributable To Parent (USD) | 3.65B | 3.50B | 3.56B | 2.73B | 2.39B | 1.03B | 404.20M | 1.62B | 2.66B | 1.99B | 2.26B | 2.66B | 2.59B | 1.85B | 1.75B | 1.46B | 1.32B |
| Equity Attributable To Noncontrolling Interest (USD) | 57.00M | 176.90M | 181.80M | 291.10M | 304.50M | 319.00M | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 3.71B | 3.68B | 3.74B | 3.02B | 2.69B | 1.35B | 404.20M | 1.62B | 2.66B | 1.99B | 2.26B | 2.66B | 2.59B | 1.85B | 1.75B | 1.46B | 1.32B |
| Other Non-current Liabilities (USD) | - | - | - | - | - | 2.13B | 1.52B | 1.18B | 858.90M | - | - | - | - | - | - | - | - |
| Long-term Debt (USD) | - | - | - | - | - | 1.97B | 2.26B | 1.23B | 1.49B | - | - | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | 4.06B | 3.95B | 4.20B | 4.17B | 5.02B | 4.11B | 3.77B | 2.41B | 2.35B | 3.14B | 2.82B | 1.88B | 1.71B | 2.25B | 2.21B | 2.07B | 2.04B |
| Other Current Liabilities (USD) | 2.08B | 2.48B | 1.72B | 2.25B | 1.69B | 926.00M | 1.00B | 1.23B | 1.25B | 1.29B | 581.00M | 893.80M | 761.20M | 737.60M | 555.20M | 486.50M | 485.00M |
| Wages (USD) | 432.00M | 259.00M | 499.90M | 292.70M | 408.00M | 197.00M | 239.00M | 289.40M | 272.60M | 145.60M | 225.00M | 277.70M | 236.80M | 246.40M | 319.60M | 300.10M | 148.90M |
| Accounts Payable (USD) | 930.00M | 860.40M | 1.15B | 1.03B | 889.80M | 687.80M | 694.60M | 713.40M | 623.20M | 543.10M | 521.70M | 520.60M | 546.70M | 547.60M | 455.10M | 435.70M | 313.30M |
| Current Liabilities (USD) | 3.45B | 3.60B | 3.37B | 3.57B | 2.99B | 1.81B | 1.94B | 2.24B | 2.15B | 1.98B | 1.33B | 1.69B | 1.54B | 1.53B | 1.33B | 1.22B | 947.20M |
| Liabilities (USD) | 7.51B | 7.56B | 7.56B | 7.74B | 8.01B | 5.92B | 5.71B | 4.64B | 4.50B | 5.11B | 4.15B | 3.57B | 3.26B | 3.78B | 3.54B | 3.29B | 2.99B |
| Other Non-current Assets (USD) | 5.65B | 5.51B | 4.86B | 5.66B | 6.03B | 3.53B | 2.36B | 2.64B | 1.92B | 2.08B | 1.52B | 1.42B | 1.34B | 1.45B | 1.43B | 1.41B | 1.41B |
| Intangible Assets (USD) | 864.00M | 1.07B | 852.40M | 902.00M | 1.02B | 479.30M | 194.10M | 215.20M | 238.00M | 255.30M | 229.50M | 246.20M | 212.80M | 209.50M | 218.00M | 217.30M | 230.90M |
| Fixed Assets (USD) | 797.00M | 776.70M | 684.20M | 586.50M | 581.90M | 574.40M | 571.90M | 576.80M | 583.90M | 578.30M | 605.60M | 632.90M | 616.00M | 587.10M | 561.40M | 536.90M | 532.50M |
| Noncurrent Assets (USD) | 7.31B | 7.35B | 6.39B | 7.15B | 7.64B | 4.58B | 3.13B | 3.43B | 2.74B | 2.92B | 2.36B | 2.30B | 2.16B | 2.25B | 2.21B | 2.16B | 2.17B |
| Other Current Assets (USD) | 733.00M | 786.10M | 1.34B | 819.80M | 840.80M | 852.70M | 1.23B | 1.06B | 2.73B | 2.58B | 2.47B | 2.13B | 1.88B | 1.58B | 1.37B | 1.12B | 972.10M |
| Inventory (USD) | 1.25B | 1.29B | 1.40B | 1.05B | 798.10M | 584.00M | 575.70M | 581.60M | 558.70M | 526.60M | 535.60M | 588.40M | 615.40M | 619.00M | 641.70M | 603.30M | 436.40M |
| Accounts Receivable (USD) | 1.93B | 1.80B | 2.17B | 1.74B | 1.42B | 1.25B | 1.18B | 1.19B | 1.14B | 1.08B | 1.04B | 1.22B | 1.19B | 1.19B | 1.06B | 859.00M | 726.30M |
| Current Assets (USD) | 3.91B | 3.88B | 4.91B | 3.61B | 3.06B | 2.69B | 2.99B | 2.83B | 4.42B | 4.19B | 4.05B | 3.93B | 3.68B | 3.39B | 3.08B | 2.59B | 2.13B |
| Assets (USD) | 11.22B | 11.23B | 11.30B | 10.76B | 10.70B | 7.26B | 6.11B | 6.26B | 7.16B | 7.10B | 6.40B | 6.23B | 5.84B | 5.64B | 5.28B | 4.75B | 4.31B |
News and Insights
Rockwell Automation's stock pulled back following strong Q1 2026 earnings that beat estimates on revenue and earnings, with net revenue growing 12.2% YoY and net income surging 65%. Despite reaffirmed full-year guidance and analyst support, the market initially sold off, though technical indicators suggest a quick rebound is likely given the company's strong fundamentals in automated manufacturing and AI applications.
Rockwell Automation reported strong Q1 fiscal 2026 results with adjusted EPS of $2.75 (up 49% YoY) beating estimates and sales of $2.105 billion (up 12% YoY). The company raised its full-year adjusted EPS guidance to $11.40-$12.20 and narrowed sales guidance to $8.80 billion. Despite the strong earnings and raised guidance, ROK stock fell 6.17% on Thursday, closing at $403.34.
The global industrial sensors market is projected to grow from US$ 34.05 billion in 2023 to US$ 90.46 billion by 2032, with a CAGR of 8.6%. Growth is driven by AI integration, IoT adoption, Industry 4.0 automation, and environmental monitoring demands. Asia Pacific leads with 39.1% market share and 9.3% CAGR, particularly driven by China's automotive and manufacturing sectors.
The global factory automation sensor market is projected to grow from USD 23.46 billion in 2024 to USD 38.98 billion by 2030, driven by Industry 4.0 adoption and smart manufacturing initiatives. Key trends include smart sensor integration and IoT connectivity, though high initial costs and integration complexities remain significant barriers, particularly for SMEs.
The global Oil and Gas Production Monitoring Software Market is expected to expand at a 9.19% CAGR from 2025 to 2031, driven by Industrial IoT, AI adoption, and environmental regulations. However, integration challenges with legacy systems and cybersecurity concerns pose significant obstacles to widespread adoption.
Lucid Group stock rallied on news of Rockwell Automation software integration at its Saudi manufacturing plant, but the company remains deeply unprofitable with a $2.44 billion operating loss in 2025. Despite 104% production growth, Lucid is years away from positive margins and will require continued dilutive funding from Saudi Arabia's PIF, making it a difficult investment proposition for 2026.
Rockwell Automation has deepened its collaboration with Lucid Group to support the automaker's manufacturing facility in Saudi Arabia's King Abdullah Economic City. Rockwell will deploy its FactoryTalk manufacturing execution system (MES) to optimize production across assembly, paint, stamping, body, and powertrain operations, while also providing workforce training programs. The partnership aims to help Lucid scale production and support Saudi Arabia's Vision 2030 industrial development goals.
Cybeats Technologies reported Q3 2025 revenue of $751,695, a 47% year-over-year increase. The company reduced net losses by 60%, closed a $3.2 million financing, and secured a multi-year contract extension with Schneider Electric, positioning itself for growth in software supply chain security.
The global packaging 5.0 market is projected to grow substantially from mid-2020s to early 2030s, driven by sustainability, personalization, and advanced technologies like AI and robotics.