Rockwell Automation Inc.
Rockwell Automation (ROK) is a US-based leader in industrial automation, control systems and related software. The company supplies programmable controllers, motor control devices, human–machine interfaces and FactoryTalk software used to monitor and optimise manufacturing operations across industries such as automotive, food & beverage, pharmaceuticals and energy. With a market cap around $40bn, Rockwell combines hardware, software and lifecycle services to capture recurring revenue from upgrades, subscriptions and long-term service agreements. Investors typically watch its exposure to industrial cyclicality, capital spending trends and success in migrating customers to higher-margin software and subscription offerings. Risks include sensitivity to global manufacturing activity, supply-chain disruptions and execution on technology transitions. This summary is educational only and not personalised financial advice; investors should consider their own goals and seek independent advice before investing, as values can rise or fall and past performance is not a reliable indicator of future returns.
Why It's Moving
Analysts Boost Rockwell Automation Targets Ahead of Q1 Earnings, Signaling Confidence in Industrial Automation Surge.
- Stephens raised price target from $425 to $475 on January 24, implying 13.7% upside and reflecting optimism over automation trends.
- Institutional moves spotlight interest: AEGON Asset Management upped stake by 3.7% and Commerzbank surged 792.9% in Q3 filings released this week.
- Moderate Buy consensus holds with average target at $410, as upcoming earnings loom with FY2026 guidance of $11.20–$12.20 EPS.
Analysts Boost Rockwell Automation Targets Ahead of Q1 Earnings, Signaling Confidence in Industrial Automation Surge.
- Stephens raised price target from $425 to $475 on January 24, implying 13.7% upside and reflecting optimism over automation trends.
- Institutional moves spotlight interest: AEGON Asset Management upped stake by 3.7% and Commerzbank surged 792.9% in Q3 filings released this week.
- Moderate Buy consensus holds with average target at $410, as upcoming earnings loom with FY2026 guidance of $11.20–$12.20 EPS.
When is the next earnings date for Rockwell Automation Inc. (ROK)?
Rockwell Automation (ROK) is scheduled to report its next earnings on February 5, 2026, covering the Q1 FY26 period (quarter ending December 2025). This date aligns with the company's official investor relations announcement and consensus from multiple analyst sources, typically before market open. The earnings conference call is expected shortly thereafter.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Rockwell Automation's stock, as its target price suggests good growth potential.
Financial Health
Rockwell Automation is showing strong profits and cash flow, indicating solid financial performance.
Dividend
Rockwell Automation's dividend yield of 1.31% is below average, indicating lower income potential from dividends. If you invested $1000 you would be paid $13.10 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Software-led shift
Rockwell is increasing software and subscription offerings, which can improve recurring revenue and margins — though success depends on customer adoption and execution.
Global manufacturing exposure
The company serves diverse industries worldwide, offering growth opportunities as manufacturers automate — but results can vary with global industrial cycles.
Service and aftermarket
Aftermarket services and lifecycle support provide steadier revenue streams and cross-sell chances, while performance can be influenced by capital spending and supply constraints.
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