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/company/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 2026-08-04, the biggest revenue drivers are: Intelligent Devices ($1,080M, +12% YoY); Software & Control ($751M, +19% YoY); Lifecycle Services ($482M, -12% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ROK.

What are ROK's largest expenses?

ROCKWELL AUTOMATION, INC's latest 10-Q reports these as the largest expense items: Cost of sales ($1,169M, +6% YoY); Selling, general and administrative expenses ($490M, -2% YoY); Engineering and development ($173M, +2% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 30, 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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SEC EDGAR: CIK 1024478 ROK stock profile & AI dashboard →

13F Pro Quality Score

63.6/100

Rank #609 of 2,960 stocksTOP 25%

View Technology peers →

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

Revenue Growth

33.9/100

Profitability

72.5/100

Balance Sheet

86.9/100

Earnings Quality

55.4/100

Free Cash Flow

68.1/100

Institutional Flow

67.4/100

Revenue Scale

85.3/100

Dilution Risk

56.7/100

Email me the moment this company reports earnings

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Why ROK Scores 64/100

exact factor attribution · 2026-09-10

ROK's composite is driven by scale and capital efficiency, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.3 pts

85th pct

Capital efficiency

+3.7 pts

87th pct

Profitability

+3.4 pts

72th pct

Free cash flow

+2.7 pts

68th pct

Institutional flow

+0.9 pts

67th pct

Earnings quality

+0.5 pts

55th pct

Shareholder dilution

+0.3 pts

57th pct

Earnings growth

-0.0 pts

49th pct

Revenue growth

-3.2 pts

34th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ROK Stock Analysis & AI Quality Score

Data updated 2026-09-10

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 63.6/100 on a 32-signal composite quality model, placing it at rank #609 of 2,960 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. ROCKWELL AUTOMATION, INC's 13F Pro composite quality score has ranged between 55 and 73 since 2021, currently 63.6 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

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

✓ 18/18 datapoints verified

AI-extracted from ROCKWELL AUTOMATION, INC's 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 →Share on X

Revenue

Q2 2026

$2.3B

Net Income

Q2 2026

$408.0M

Free Cash Flow

Q2 2026

$654.0M

ROIC

Q2 2026

32.6%

D/E Ratio

Q2 2026

0.93

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+0.9% YoY

$8.34BFY 2025

FY22 $7.76BFY23 $9.06BFY24 $8.26BFY25 $8.34B

Net Income

-8.8% YoY

$869.0MFY 2025

FY22 $932.2MFY23 $1.39BFY24 $953.0MFY25 $869.0M

Operating Income

+6.8% YoY

$1.70BFY 2025

FY22 —FY23 $1.93BFY24 $1.59BFY25 $1.70B

EPS (Diluted)

-7.4% YoY

$7.67FY 2025

FY22 $7.97FY23 $11.95FY24 $8.28FY25 $7.67

Total Assets

-0.1% YoY

$11.22BFY 2025

FY22 $10.76BFY23 $11.30BFY24 $11.23BFY25 $11.22B

Total Debt

-11.4% YoY

$3.22BFY 2025

FY22 $3.84BFY23 $2.97BFY24 $3.64BFY25 $3.22B

Op. Cash Flow

+78.7% YoY

$1.54BFY 2025

FY22 $823.1MFY23 $1.37BFY24 $864.0MFY25 $1.54B

Free Cash Flow

+112.5% YoY

$1.36BFY 2025

FY22 $682.0MFY23 $1.21BFY24 $639.0MFY25 $1.36B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$8.34B +0.9%	$8.26B -8.8%	$9.06B +16.7%	$7.76B +10.9%	$7.00B +10.5%	$6.33B
Net Income	$869.0M -8.8%	$953.0M -31.3%	$1.39B +48.8%	$932.2M -31.4%	$1.36B +32.7%	$1.02B
Operating Income	$1.70B +6.8%	$1.59B -17.3%	$1.93B	—	—	—
EPS (Diluted)	$7.67 -7.4%	$8.28 -30.7%	$11.95 +49.9%	$7.97 -31.2%	$11.58 +32.0%	$8.77
Total Assets	$11.22B -0.1%	$11.23B -0.6%	$11.30B +5.1%	$10.76B +0.5%	$10.70B +47.3%	$7.26B
Total Debt	$3.22B -11.4%	$3.64B +22.7%	$2.97B -22.7%	$3.84B -3.6%	$3.98B +99.1%	$2.00B
Operating Cash Flow	$1.54B +78.7%	$864.0M -37.1%	$1.37B +66.9%	$823.1M -34.7%	$1.26B +12.5%	$1.12B
Free Cash Flow	$1.36B +112.5%	$639.0M -47.3%	$1.21B +77.9%	$682.0M -40.2%	$1.14B +13.3%	$1.01B

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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.
$6.1B12,380,576 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.6B7,270,705 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.9B5,928,262 sh
STATE STREET CORP
$2.6B5,323,990 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.5B3,132,604 sh
MORGAN STANLEY
$1.5B3,040,314 sh
JPMORGAN CHASE & CO
$1.4B2,919,588 sh
UBS Group AG
$1.1B2,183,669 sh
GOLDMAN SACHS GROUP INC
$957.1M1,933,275 sh
Invesco Ltd.
$901.4M1,820,740 sh

Fund	Value	Shares
BlackRock, Inc.	$6.1B	12,380,576
VANGUARD CAPITAL MANAGEMENT LLC	$3.6B	7,270,705
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	5,928,262
STATE STREET CORP	$2.6B	5,323,990
GEODE CAPITAL MANAGEMENT, LLC	$1.5B	3,132,604
MORGAN STANLEY	$1.5B	3,040,314
JPMORGAN CHASE & CO	$1.4B	2,919,588
UBS Group AG	$1.1B	2,183,669
GOLDMAN SACHS GROUP INC	$957.1M	1,933,275
Invesco Ltd.	$901.4M	1,820,740

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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. ROK is classified as a large company.

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.