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Companies / Industrials / Rockwell Automation
ROK

Rockwell Automation

IndustrialsMedical InstrumentsS&P 500
Ticker ROKMILWAUKEE, WIFiscal year ends SeptemberBook value per share $31.11Diluted shares 112.3M

Rockwell Automation, Inc. (NYSE: ROK) is the world's largest company dedicated to industrial automation and digital transformation. The company maintains its global headquarters and website at rockwellautomation.com. Rockwell Automation traces its origins to the Allen-Bradley Company, founded in 1903 as a leading… From the company’s description.

Fiscal year 2025 · ends 09-30Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$8.34B
+0.9% year over year
Last 12 mo $8.97B
20.41%
+5.2 percentage points
Last 12 mo 24.99%
$749.00M
−20.9% year over year
Last 12 mo $1.09B
23.67%
−3.6 percentage points
Last 12 mo 34.37%
Cash & financing
$1.54B
+78.7% year over year
Last 12 mo $1.73B
$1.36B
+112.5% year over year
Last 12 mo $1.50B
0.88
Was 1.04× a year earlier
Last 12 mo 0.93
113.1M
−1.2% year over year
Last 12 mo 112.3M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Rockwell Automation does

In the company’s own words

Rockwell Automation, Inc. (NYSE: ROK) is the world's largest company dedicated to industrial automation and digital transformation. The company maintains its global headquarters and website at rockwellautomation.com. Rockwell Automation traces its origins to the Allen-Bradley Company, founded in 1903 as a leading North American manufacturer of industrial automation equipment. Following its acquisition by Rockwell International Corporation in 1985, the company was incorporated in Delaware in 1996 after divesting its aerospace and defense businesses to The Boeing Company.

The company operates through three primary segments: Intelligent Devices, which includes drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products; Software & Control, encompassing control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure; and Lifecycle Services, which includes digital consulting, professional services, recurring services such as cybersecurity and remote monitoring, and the Sensia joint venture.

Rockwell Automation serves discrete end markets including automotive, semiconductor, and e-commerce and warehouse automation, as well as hybrid and process end markets such as food and beverage, life sciences, energy, mining, and chemicals. The company conducts business in more than 100 countries, with significant operations in Canada, China, Italy, the United Kingdom, and Mexico. Its global footprint includes approximately ten principal manufacturing facilities worldwide, with major locations in the United States, Mexico, Poland, India, Canada, and Singapore, along with sales and administrative offices in over 200 locations across more than 50 countries.

The company competes with major global corporations including Siemens AG, ABB Ltd, Schneider Electric SA, Emerson Electric Co., Mitsubishi Electric Corp., Honeywell International Inc., and Dassault Systemes. Rockwell Automation maintains important trademarks including Allen-Bradley, PlantPAx, Connected Enterprise, ControlLogix, CompactLogix, PowerFlex, FactoryTalk, Plex Systems, Fiix, Clearpath, Otto, and Verve. The company's competitive positioning is built on its breadth of product and solution offerings, technology differentiation, industry expertise, installed base, partner ecosystem, and global presence.

Company details
Sector
Industrials
Industry (SIC)
Medical Instruments
Headquarters
MILWAUKEE, WI
Fiscal year end
September
CIK
1024478
SIC
3829

Financial performance, year by year

Fiscal 2013–2025 · USD
$-905.80M$1.81B$4.53B$7.25B$9.96B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Rockwell Automation — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

860
funds hold it
1 of 35
superinvestors hold it
$16.85B
held by funds, at market
32.0%
of shares held by funds
6
bond issues held by funds

Superinvestors in Rockwell Automation · what they did last quarter

Tom GaynerUNCHANGED
Markel Group (Markel-Gayner)
0.6%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Rockwell Automation’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.08%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.09%of fund net assets
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.53%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.09%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Rockwell Automation’s bonds, as funds hold them

Funds report holding 6 issues of Rockwell Automation’s debt, $133.47M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.23%, maturing 2028 to 2061.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Rockwell Automation and its peers compare on margins and cash generation over ten years?”
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