ROCKWELL AUTOMATION, INC(ROK)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ROCKWELL AUTOMATION, INC (ROK) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ROK at 63.6/100 on a 32-signal composite quality model, placing it at rank #601 of 2,961 stocks — the top 25% of the AI-ranked universe. ROK scores in the top quartile across balance sheet strength (86.9), revenue scale (85.3). Areas of concern include revenue growth (33.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ROCKWELL AUTOMATION, INC reports quarterly revenue of $2.3B, net income of $408.0M, free cash flow of $654.0M. 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.
AI Quality Score
63.6/100
AI Rank
#601
Revenue
$2.3B
Net Income
$408.0M
Free Cash Flow
$654.0M
ROK key financials by period
ROCKWELL AUTOMATION, INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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%
Institutions holding ROK
Institutional investors reporting a position in ROCKWELL AUTOMATION, INC on SEC Form 13F.
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%
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.
