What is the 13F Pro Quality Score for ROK?

13F Pro ranks ROCKWELL AUTOMATION, INC (ROK) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ROK's current score at https://13fpro.ai/research/ROK (free sign-up required for the full ranking).

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.

What sector is ROK in?

ROCKWELL AUTOMATION, INC (ROK) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives ROK's revenue?

Per ROCKWELL AUTOMATION, INC's latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: Intelligent Devices ($1.961B, +15% YoY); Software & Control ($1.313B, +20% YoY); Lifecycle Services ($1.070B, -1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/ROK.

What are ROK's largest expenses?

ROCKWELL AUTOMATION, INC's latest 10-Q reports these as the largest expense items: Cost of sales ($2.203B, +8% YoY); Selling, general and administrative ($956M, +1% YoY); Engineering and development ($352M, +11% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (six months ended March 31, 2026).

How often is ROK research updated on 13F Pro?

ROK's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ROCKWELL AUTOMATION, INC(ROK)Stock Analysis

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13F Pro Quality Score

68.2/100

Rank #425 of 2,879 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

32.8/100

Profitability

80.2/100

Balance Sheet

87.9/100

Earnings Quality

45.5/100

Free Cash Flow

69.6/100

Institutional Flow

82.8/100

Revenue Scale

84.8/100

Dilution Risk

56.8/100

ROK Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ROCKWELL AUTOMATION, INC (ROK), a Technology sector company. 13F Pro's AI-powered ranking engine scores ROK at 68.2/100 on a 32-signal composite quality model, placing it at rank #425 of 2,879 stocks — the top 25% of the AI-ranked universe. ROK scores in the top quartile across balance sheet strength (87.9), revenue scale (84.8), institutional flow (82.8). Areas of concern include revenue growth (32.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ROCKWELL AUTOMATION, INC reports quarterly revenue of $2.2B, net income of $350.0M, free cash flow of $275.0M. 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. ROCKWELL AUTOMATION, INC's 13F Pro composite quality score has ranged between 8 and 73 since 2021, currently 68.2 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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

✓ 16/16 datapoints verified

AI-extracted from ROCKWELL AUTOMATION, INC's 10-Q filed 2026-05-05 — Q2 FY2026 (six months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Rockwell Automation reported $4.344B in total sales (+12% YoY), with organic sales growth of 9%, driven by strong Software & Control segment (+20%) and pricing exceeding input costs.

Biggest Revenue Drivers

Total revenue: $4.344B+12% YoY

Intelligent Devices$1.961B+15% YoY

Organic sales increased 13% year over year; currency translation added 2%.

Software & Control$1.313B+20% YoY

Organic sales increased 17% year over year; driven by higher sales volume and pricing realization exceeding input costs.

Lifecycle Services$1.070B-1% YoY

Organic sales decreased 4% year over year, offset by 3% currency translation benefit; segment operating margin increased to 14.4%.

Largest Expense Items

Cost of sales$2.203B+8% YoY

Product and solutions cost of sales increased 10% and services cost of sales decreased 4% year over year.

Selling, general and administrative$956M+1% YoY

Increased primarily due to higher compensation.

Engineering and development$352M+11% YoY

Includes R&D and other engineering activities including routine enhancements to existing products.

Margins: Enterprise operating margin expanded to 20.9% in the six-month period from 17.2% year-over-year, driven by higher sales volume, positive price realization exceeding input costs including productivity gains, and favorable mix, partially offset by higher compensation. Pre-tax margin improved to 18.0% from 13.2%.

Watch Items from the Filing

Sensia joint venture dissolution closed April 1, 2026; $8M cost recorded in first half of 2026; $161M goodwill and $63M intangible asset impairment charges recorded in prior quarter.
Two largest distributors represent approximately 20% of total sales across all three segments; concentrated customer base risk.
U.S. Supreme Court tariff ruling in February 2026 may entitle company to refunds on previously paid IEEPA tariffs; asset not yet recognized as of March 31, 2026.
Lifecycle Services segment showing weakness with organic sales declining 4% in six-month period; potential headwind despite small margin improvement.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.2B

Net Income

Q2 2026

$350.0M

Free Cash Flow

Q2 2026

$275.0M

D/E Ratio

Q2 2026

1.05

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-8.8% YoY

$8.26BFY 2024

FY21 $7.00BFY22 $7.76BFY23 $9.06BFY24 $8.26B

Net Income

-31.3% YoY

$953.0MFY 2024

FY21 $1.36BFY22 $932.2MFY23 $1.39BFY24 $953.0M

Operating Income

-17.3% YoY

$1.59BFY 2024

FY21 —FY22 —FY23 $1.93BFY24 $1.59B

EPS (Diluted)

-30.7% YoY

$8.28FY 2024

FY21 $11.58FY22 $7.97FY23 $11.95FY24 $8.28

Total Assets

-0.6% YoY

$11.23BFY 2024

FY21 $10.70BFY22 $10.76BFY23 $11.30BFY24 $11.23B

Total Debt

+22.7% YoY

$3.64BFY 2024

FY21 $3.98BFY22 $3.84BFY23 $2.97BFY24 $3.64B

Op. Cash Flow

-37.1% YoY

$864.0MFY 2024

FY21 $1.26BFY22 $823.1MFY23 $1.37BFY24 $864.0M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019	FY 2017
Revenue	$8.26B -8.8%	$9.06B +16.7%	$7.76B +10.9%	$7.00B +4.5%	$6.69B +6.1%	$6.31B
Net Income	$953.0M -31.3%	$1.39B +48.8%	$932.2M -31.4%	$1.36B +95.2%	$695.8M -15.7%	$825.7M
Operating Income	$1.59B -17.3%	$1.93B	—	—	—	—
EPS (Diluted)	$8.28 -30.7%	$11.95 +49.9%	$7.97 -31.2%	$11.58 +98.6%	$5.83 -8.2%	$6.35
Total Assets	$11.23B -0.6%	$11.30B +5.1%	$10.76B +0.5%	$10.70B +75.1%	$6.11B -14.6%	$7.16B
Total Debt	$3.64B +22.7%	$2.97B -22.7%	$3.84B -3.6%	$3.98B +55.7%	$2.56B +22.1%	$2.09B
Operating Cash Flow	$864.0M -37.1%	$1.37B +66.9%	$823.1M -34.7%	$1.26B +6.7%	$1.18B +14.3%	$1.03B

AI Insight: ROK Financial Trends

ROK revenue accelerated 12% YoY to $2.24B in Q1 2026, with net income surging 39% and operating margin expanding to 23.7%.

• Net income grew 39% YoY from $252M (Q1 2025) to $350M (Q1 2026), signaling strong operational leverage.

• Operating margin reached 23.7% in Q1 2026 ($530M op income on $2.24B revenue), up from 12.6% in Q4 2025.

• Revenue expanded 12% YoY from $2.001B (Q1 2025) to $2.239B (Q1 2026), marking acceleration after flat prior year.

⚠ Operating cash flow declined to $320M in Q1 2026 from $527M in Q2 2025; volatile quarterly pattern warrants monitoring.

⚠ Total debt ticked up to $3.69B in Q1 2026 from $3.40B in Q4 2025 after consecutive declines through 2025.

AI Insight: ROK Ratio Trends

Operating margin surged to 23.7% in Q1 2026, capping a dramatic recovery from Q3 2025's 2.7% trough.

• OpMargin expanded 21.0pp from Q3 2025 (2.7%) to Q1 2026 (23.7%); ROIC jumped 25.7pp over same period.

• ROE climbed to 39.8% in Q1 2026 from 15.1% in Q3 2025; ROA improved to 12.4% from 4.9%.

• Leverage improved: D/E fell to 0.91 in Q4 2025 and now sits at 1.05, below the 1.11 level in Q2 2024.

⚠ Q3 2025 collapse (OpMargin 2.7%, ROIC 3.7%) remains unexplained—clarify whether structural or one-time event.

⚠ TTM metrics lag Q1 2026 quarter results, suggesting Q1 strength may not fully reflect in trailing averages yet.

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Available Research

13F Pro tracks comprehensive data for ROCKWELL AUTOMATION, INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ROK

BlackRock, Inc.
$4.3B11,912,479 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.6B7,301,831 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B5,845,734 sh
STATE STREET CORP
$1.8B5,058,012 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.1B3,057,997 sh
MORGAN STANLEY
$1.0B2,823,547 sh
UBS Group AG
$782.4M2,180,027 sh
GOLDMAN SACHS GROUP INC
$689.9M1,922,479 sh
Invesco Ltd.
$605.0M1,685,669 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$553.5M1,537,690 sh

Fund	Value	Shares
BlackRock, Inc.	$4.3B	11,912,479
VANGUARD CAPITAL MANAGEMENT LLC	$2.6B	7,301,831
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	5,845,734
STATE STREET CORP	$1.8B	5,058,012
GEODE CAPITAL MANAGEMENT, LLC	$1.1B	3,057,997
MORGAN STANLEY	$1.0B	2,823,547
UBS Group AG	$782.4M	2,180,027
GOLDMAN SACHS GROUP INC	$689.9M	1,922,479
Invesco Ltd.	$605.0M	1,685,669
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$553.5M	1,537,690

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Is ROK a good stock to buy?

13F Pro's AI-powered analysis of ROCKWELL AUTOMATION, INC (ROK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROK are available on the ROK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ROK?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROCKWELL AUTOMATION, INC's investment landscape.