ROK is the ticker symbol for ROCKWELL AUTOMATION, INC, a publicly traded Industrials sector company listed on NYSE. 13F Pro tracks ROK with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ROK a good stock to buy?

13F Pro's AI ranking engine scores ROK at 62.6/100, ranked #685 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ROK is available at https://13fpro.ai/company/ROK. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ROK data?

All ROCKWELL AUTOMATION, INC fundamentals and ownership data come directly from SEC EDGAR. ROCKWELL AUTOMATION, INC files with the SEC under CIK 1024478. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

ROCKWELL AUTOMATION, INC ROK

NYSELarge CapIndustrials

13F Pro quality score

Rank #685 of 2,925TOP 25%

Why it scores 63 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$2.31B

Quarter to Jun 30

Net income

$408.00M

Quarter to Jun 30

Free cash flow

$654.00M

Quarter to Jun 30

Operating margin

23.8%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$48.76B total

BlackRock, Inc.

$6.13B+3.9%

VANGUARD CAPITAL MANAGEMENT LLC

$3.60B-0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

$2.93B+1.4%

STATE STREET CORP

$2.64B+5.3%

GEODE CAPITAL MANAGEMENT, LLC

$1.55B+2.4%

MORGAN STANLEY

$1.51B+7.7%

JPMORGAN CHASE & CO

$1.41B+53.0%

UBS Group AG

$1.08B+0.2%

GOLDMAN SACHS GROUP INC

$957.13M+0.6%

Invesco Ltd.

$901.41M+8.0%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$754.79M-0.9%

NORTHERN TRUST CORP

$711.52M+1.3%

NORGES BANK

$689.30M--

PRICE T ROWE ASSOCIATES INC /MD/

$614.53M-9.1%

NORDEA INVESTMENT MANAGEMENT AB

$607.85M+26.8%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$532.01M-6.4%

BANK OF AMERICA CORP /DE/

$513.14M-1.0%

Sumitomo Mitsui Trust Holdings, Inc.

$504.75M+3.8%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$484.63M+8.3%

Fisher Asset Management, LLC

$475.00M+3.5%

VICTORY CAPITAL MANAGEMENT INC

$461.43M+23.1%

Amundi

$450.92M-8.8%

Legal & General Group Plc

$394.90M-2.1%

LAZARD ASSET MANAGEMENT LLC

$393.04M+4.9%

DIMENSIONAL FUND ADVISORS LP

$374.49M+6.9%

See all 1,549 institutional holders →

What's Driving ROK's Business? Latest 10-Q Breakdown

18/18 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q3 FY2026 revenue rose 8% YoY to $2.31B as all three segments' margins expanded, driving pre-tax margin to 20.3% from 16.0% and diluted EPS to $3.65 from $2.60.

Biggest Revenue Drivers

Intelligent Devices$1,080M+12% YoY

Reported and organic sales increased in all regions except Latin America

Software & Control$751M+19% YoY

Reported and organic sales increased in all regions

Biggest Revenue Drivers

Total revenue: $2,313M+8% YoY

Intelligent Devices$1,080M+12% YoY

Reported and organic sales increased in all regions except Latin America

Software & Control$751M+19% YoY

Reported and organic sales increased in all regions

Lifecycle Services$482M-12% YoY

Divestiture of the Sensia joint venture decreased sales by 11 points; organic sales fell 2%

Largest Expense Items

Cost of sales$1,169M+6% YoY

Higher sales volume, partially offset by input costs exceeding price realization

Selling, general and administrative expenses$490M-2% YoY

Included $2M of Sensia dissolution transaction costs

Engineering and development$173M+2% YoY

Reported separately from cost of sales following a fiscal 2025 reclassification

Margins: Pre-tax margin rose to 20.3% from 16.0% and Enterprise operating margin to 22.3% from 19.5%, primarily due to higher sales volume, favorable mix, and the margin benefit of the Sensia joint venture dissolution, partially offset by input costs exceeding price realization.

Watch Items from the Filing

Sales to the company's two largest distributors were approximately 20% of total sales for the three months ended June 30, 2026.
Lifecycle Services sales fell 12% YoY, largely due to the April 2026 dissolution/divestiture of the Sensia joint venture.
Following a February 2026 Supreme Court ruling, the company submitted IEEPA tariff refund claims to CBP in July 2026 but has not yet recognized any refund asset.
Adjusted Effective Tax Rate rose to 19.2% from 15.3% YoY, primarily due to BEPS Pillar Two minimum tax rules in Singapore.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/ROK

Earnings Per Share

13fpro.ai/company/ROK

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ROCKWELL AUTOMATION, INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$8.3B	$869.0M	20.4%
FY 2024	10-K	$8.3B	$953.0M	19.3%
FY 2023	10-K	$9.1B	$1.4B	21.3%
FY 2022	10-K	$7.8B	$932.2M	13.8%
FY 2021	10-K	$7.0B	$1.4B	21.8%
FY 2020	10-K	$6.3B	$1.0B	17.9%

About ROCKWELL AUTOMATION, INC (ROK): stock profile, AI score and financials

ROCKWELL AUTOMATION, INC (ROK) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ROK at 62.6/100 on a composite quality score built from its SEC filings, placing it at rank #685 of 2,925 stocks — the top 25% of the AI-ranked universe. ROK scores in the top quartile across balance sheet strength (86.8), revenue scale (85.0). Areas of concern include revenue growth (28.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), ROCKWELL AUTOMATION, INC reports quarterly revenue of $2.3B, net income of $408.0M, an operating margin of 23.8%. Top institutional holders of ROK by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ROK trades on the NYSE exchange and files with the SEC under CIK 1024478. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROCKWELL AUTOMATION, INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1024478 →

ROCKWELL AUTOMATION, INC ROK

Top Institutional Holders

What's Driving ROK's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ROK key financials by period

ROK insiders

Congress trading in ROK

About ROCKWELL AUTOMATION, INC (ROK): stock profile, AI score and financials

ROCKWELL AUTOMATION, INC ROK

Top Institutional Holders

What's Driving ROK's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ROK key financials by period

Companies similar to ROK

ROK insiders

Congress trading in ROK

About ROCKWELL AUTOMATION, INC (ROK): stock profile, AI score and financials