Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Rockwell Automation, Inc

ROK · NYSE · Industrial

Fundamental quality

ATTRACTIVE

76

out of 100

Rockwell Automation, Inc runs like a cash machine: it converts about 16.8% of revenue into free cash flow and holds a 13.4% net margin, though it grows at a measured pace. On fundamental quality it scores 76 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its growth (revenue +6.3%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Rockwell Automation is America's great factory-automation specialist: the controllers, software and systems that run entire production lines. If a North American factory modernizes, its equipment is likely in the electrical cabinet.

What will shape its future

  • Industrial reshoring in North America: every new factory is its natural customer.
  • The manufacturing investment cycle, giving it euphoric years and order droughts.
  • Software and digital services, its route to making recurring what was hardware sales.

Breakdown by area

I.Growth
44

EPS growth: 3.5% · Revenue growth: 6.3%

II.Profitability
82

Net margin: 13.4% · ROE: 34.4% · ROIC: 30.2%

III.Financial health
89

Net debt/EBITDA: 0.89x · FCF: 16.8%

Source: SEC EDGAR · TTM through 30/06/2026

The score includes +4 for dividend strength: 16 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 69 Industrial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 65%
ROEbeats 74%
Growthbeats 38%
Cash generationbeats 74%
Less debtbeats 71%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Rockwell Automation, Inc strengths

  • Outstanding return on equity (ROE of 34.4%): it puts shareholder capital to good use.
  • Strong free-cash-flow generation (FCF margin of 16.8%): profit turns into real cash.
  • Solid net margin (13.4%): the business is clearly profitable.
  • Positive free cash flow year after year, a self-funding business.

Rockwell Automation, Inc risks and weaknesses

  • Shrinking margins: net margin has fallen from 16% to 10% in recent years.
  • Its net debt has grown over the period.

Rockwell Automation, Inc historical evolution

YearRevenueNet incomeFree cash flowNet debt
20206,3301,0231,0071,270
20216,9971,3581,1412,809
20227,7609326822,986
20239,0581,3871,2141,800
20248,2649536392,397
20258,3428691,3582,148

Between 2020 and 2025, revenue went from $6,330M to $8,342M (+32%) and net income went from $1,023M to $869M (-15%). Meanwhile, its margins have narrowed (from 16% to 10%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the nine months ended June 30, 2026, versus the nine months ended June 30, 2025 (SEC filings):

  • Revenue+10.5%
  • Net income+45.4%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$5.24

per share, yearly

68% of earnings

Payout

at least 16 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Rockwell Automation, Inc cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Rockwell Automation, Inc a good company to invest in?

In terms of business quality, Rockwell Automation, Inc scores 76 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Rockwell Automation, Inc a profitable company?

Yes. Rockwell Automation, Inc shows a net margin of 13.4% and an ROE of 34.4%, a sign of a profitable business.

Does Rockwell Automation, Inc have a lot of debt?

Not particularly. Its net debt is 0.89 times its EBITDA, a low level.

Is Rockwell Automation, Inc growing?

Its revenue has grown 6.3% annualized in recent years and its earnings per share 3.5%.

Does Rockwell Automation, Inc generate cash?

Yes. It converts about 16.8% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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