Company Reports

Rockwell reported third-quarter organic sales growth of 10% year over year. Results were driven by strength in its software and control segment. Management raised its full-year guidance, but shares fell significantly the morning of Aug. 4.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Rockwell reported second-quarter organic sales growth of 9% year over year. Results were driven by the strength of its software and control segment. Management raised its full-year guidance, and shares traded up over 10% the morning of May 5.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Rockwell reported first-quarter organic sales growth of 10% year over year. Results were driven by strength in the North America region. Management maintained its full-year guidance for 3%-7% revenue growth.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Rockwell reported fourth-quarter and full-year fiscal 2025 results, increasing its sales 1% on the year. Results were bolstered by Rockwell's software & control segment and the North America region.

Rockwell Automation reported 5% sales growth and 4% adjusted earnings per share growth year over year. Management raised full-year sales guidance, but shares traded down around 10% early on Aug. 6.

Rockwell reported a 4% decline in organic revenue and a 5% decline in net income year over year. Management maintained full-year sales guidance but raised expected earnings per share. Shares are trading up over 10% on the morning of May 7.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Rockwell Automation shares rose nearly 13% in Feb. 10 trading after the company reported fiscal first-quarter results. Although orders grew 10% year over year, organic sales declined around 7.5%. Intelligent devices segment sales had the greatest impact, falling 13%. We’ve lowered our fair value estimate to $229 per share from $267 as a result of our more bearish view on near-term growth and long-term margins.

We view Rockwell as North America's highest-quality pure-play automation player based on its record of success, breadth of offering, and clever strategic partnerships. It is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed in customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for it to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Rockwell reported fiscal fourth-quarter results on Nov. 7, with organic sales declining over 20% year over year and full-year organic sales down 10%. The software & control segment's full-year sales had the greatest impact, falling 24%. We’ve decreased our fair value estimate to $267 per share from $270 as a result of continued near-term weakness. We'll revisit our valuation after Rockwell's 10-K is released and we update our model.

We view Rockwell as North America's highest-quality pure-play automation player based on its track record of success, breadth of offering, and clever strategic partnerships. Today, it is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed within customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for Rockwell to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

After taking a fresh look at the industrial automation pure-play, we’ve decreased Rockwell’s fair value estimate to $270 per share from $310 derived from a slightly more bearish outlook on the firm’s long-term growth rate. We expect Rockwell’s exposure to short-cycle end markets to mute near-term performance but remain bullish on the company in the coming years.

We view Rockwell as North America's highest-quality pure-play automation player based on its track record of success, breadth of offering, and clever strategic partnerships. Today, it is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise. The firm sells equipment installed within customer factory floors and operational centers, often for multiple decades, giving Rockwell lucrative aftermarket revenue and the ability to increase its value proposition through upgrades and efficiency gains. It is common for Rockwell to overlay its hardware with software, which sends valuable live data to the customer and Rockwell.

Wide-moat-rated Rockwell continues to navigate through sluggish end markets. Indeed, management said discrete sales were down by a high-single-digit percentage year over year due to weaker demand across the automotive and semiconductor industries. Automakers have delayed electric vehicle programs amid lower-than-expected adoption rates, and semiconductor manufacturers face uncertainty regarding Chips and Science Act disbursements. Hybrid sales were down by a midteens percentage because of weaker demand from food and beverage and life sciences customers.

We view Rockwell as the highest quality automation player on the west side of the Atlantic based on quality, breadth of offerings, and shrewd strategic partnerships. Today, it is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise.

We view Rockwell as the highest quality automation player on the west side of the Atlantic based on quality, breadth of offerings, and shrewd strategic partnerships. Today, it is one of the best-in-breed competitors seeking to gain a stronger foothold where technology meets traditional manufacturing, which Rockwell deems the Connected Enterprise.