Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Architecture and Software, and Control Products and Solutions . The Architecture and Software segment contains hardware, software, and communication components of its integrated control and information architecture which are capable of controlling the customer's industrial processes and connecting with their business enterprise. The Control Products and Solutions segment combines a portfolio of intelligent motor control and industrial control products, application expertise, and project management capabilities. The company was founded in 1928 and is headquartered in Milwaukee, WI.

Company profile
Ticker
ROK
Exchange
Website
CEO
Blake Moret
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Thermo Fisher Scientific • Trimble • Cubic • MTS Systems • Faro • Onto Innovation • Geospace Technologies • Owlet • 908 Devices • Quantum-Si ...
Former names
NEW ROCKWELL INTERNATIONAL CORP, ROCKWELL AUTOMATION INC, ROCKWELL AUTOMATION INC, ROCKWELL INTERNATIONAL CORP
SEC CIK
Corporate docs
Subsidiaries
Fiix, Inc. • Kalypso, LLC • Maverick Technologies, LLC • Plex Systems Holdings, Inc. • Plex Systems, Inc. • Rockwell Automation (China) Company Limited • Rockwell Automation Asia Pacific Business Center PTE. Ltd. • Rockwell Automation Australia Ltd. • Rockwell Automation B.V. • Rockwell Automation Canada Holdings Inc. ...
IRS number
251797617
ROK stock data
News
Wells Fargo Maintains Underweight on Rockwell Automation, Lowers Price Target to $190
29 Jun 22
15 Analysts Have This to Say About Rockwell Automation
27 Jun 22
Morgan Stanley Maintains Overweight on Rockwell Automation, Lowers Price Target to $260
27 Jun 22
Stocks That Hit 52-Week Lows On Wednesday
22 Jun 22
CNBC's Final Trades: Rockwell Automation, Generac Holdings, Unum And This Payments Stock
7 Jun 22
Press releases
Plex Systems' Industry Leadership Recognized by Analysts, Gains Key Wins and Advances Product Offering
29 Jun 22
RoviSys Named to Rockwell Automation System Integrator Water Wastewater Industry Recognition Program
21 Jun 22
Plex Systems Announces Modularization of its Smart Manufacturing Platform to Scale with Business Needs
9 Jun 22
Rockwell Automation Named a Visionary; Plex Systems Named a Leader in 2022 Gartner® Magic Quadrant™ for Manufacturing Execution Systems
6 Jun 22
Rockwell Automation Names Tessa Myers Senior Vice President, Intelligent Devices
6 Jun 22
Analyst ratings and price targets
Current price
Average target
$247.20
Low target
$200.00
High target
$310.00
Morgan Stanley
Maintains
$260.00
Barclays
Maintains
$200.00
HSBC
Maintains
$240.00
JP Morgan
Maintains
$200.00
Stephens & Co.
Maintains
$250.00
Credit Suisse
Maintains
$256.00
Wells Fargo
Maintains
$212.00
Citigroup
Maintains
$310.00
Deutsche Bank
Maintains
$292.00
Goldman Sachs
Maintains
$252.00
Calendar
3 May 22
29 Jun 22
30 Sep 22
Financial summary
Quarter (USD) | Mar 22 | Dec 21 | Sep 21 | Jun 21 | |
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Diluted EPS |
Annual (USD) | Sep 21 | Sep 20 | Sep 19 | Sep 18 | |
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Revenue | |||||
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Operating income | |||||
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Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 460.2M | 460.2M | 460.2M | 460.2M | 460.2M | 460.2M |
Cash burn (monthly) | 32.33M | 17.29M | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 95.92M | 51.3M | n/a | n/a | n/a | n/a |
Cash remaining | 364.28M | 408.9M | n/a | n/a | n/a | n/a |
Runway (months of cash) | 11.3 | 23.6 | n/a | n/a | n/a | n/a |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
6 Jun 22 | Christopher Nardecchia | RSU Common Stock | Grant | Acquire A | No | No | 0 | 4,655 | 0 | 4,655 |
6 Jun 22 | Isaac Woods | RSU Common Stock | Grant | Acquire A | No | No | 0 | 2,793 | 0 | 2,793 |
6 Jun 22 | Myers Tessa M. | RSU Common Stock | Grant | Acquire A | No | No | 0 | 2,328 | 0 | 2,328 |
Institutional ownership, Q1 2022
77.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1014 |
Opened positions | 78 |
Closed positions | 172 |
Increased positions | 333 |
Reduced positions | 380 |
13F shares | Current |
---|---|
Total value | 25.13B |
Total shares | 89.93M |
Total puts | 179.8K |
Total calls | 331.8K |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 11.47M | $3.21B |
BLK Blackrock | 9.23M | $2.58B |
STT State Street | 4.74M | $1.33B |
Capital World Investors | 4.72M | $1.32B |
Alecta Pensionsforsakring, Omsesidigt | 2.75M | $771.02M |
UBS UBS Group AG - Registered Shares | 2.32M | $648.43M |
Geode Capital Management | 2.22M | $619.83M |
JPM JPMorgan Chase & Co. | 2.08M | $581.37M |
BAC Bank Of America | 2.01M | $562.17M |
MS Morgan Stanley | 1.49M | $417.14M |
Financial report summary
?Competition
Emerson Electric • Honeywell International • Schneider Electric • Aspen Technology • ABB • Mitsubishi Electric • Sarcos Technology and RoboticsRisks
- We face the potential harms of natural disasters, including those as a result of climate change, pandemics, including the COVID-19 pandemic, acts of war, terrorism, international conflicts or other disruptions to our operations, the duration and severity of which are highly uncertain and difficult to predict.
- Adverse changes in macroeconomic or industry conditions may result in decreases in our sales and profitability.
- Volatility and disruption of the capital and credit markets may result in increased costs to maintain our capital structure.
- Our industry is highly competitive.
- We rely on suppliers to provide equipment, components and services.
- Our business success depends on attracting, developing, and retaining highly qualified personnel.
- We sell to customers around the world and are subject to the risks of doing business in many countries.
- Failures or security breaches of our products, connected services, manufacturing environment, supply chain, or information technology systems could have an adverse effect on our business.
- An inability to respond to changes in customer preferences could result in decreased demand for our products.
- There are inherent risks in our solutions and services businesses.
- We rely on our distribution channel for a substantial portion of our sales.
- Intellectual property infringement claims of others and the inability to protect our intellectual property rights could harm our business and our customers.
- Increasing employee benefit costs and funding requirements could have a negative effect on our operating results and financial condition.
- Failure to identify, manage, complete, and integrate strategic transactions may adversely affect our business or we may not achieve the expected benefits of these transactions.
- We own common stock in PTC Inc. and are exposed to the volatility, liquidity and other risks inherent in holding that stock.
- New legislative and regulatory actions could adversely affect our business.
- Claims from taxing authorities could have an adverse effect on our income tax expense and financial condition.
- Potential liabilities and costs from litigation (including asbestos claims and environmental remediation) could reduce our profitability.
Management Discussion
- This Quarterly Report contains statements (including certain projections and business trends) that are “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. Words such as “believe”, “estimate”, “project”, “plan”, “expect”, “anticipate”, “will”, “intend”, and other similar expressions may identify forward-looking statements. Actual results may differ materially from those projected as a result of certain risks and uncertainties, many of which are beyond our control, including but not limited to:
- •risks associated with our investment in common stock of PTC Inc., including the potential for volatility in our reported quarterly earnings associated with changes in the market value of such stock;
- •other risks and uncertainties, including but not limited to those detailed from time to time in our Securities and Exchange Commission (SEC) filings.
Content analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. freshman Good
|
New words:
abatement, affiliate, Bureau, China, conflict, cumulative, deemed, elevated, fell, geopolitical, inflationary, Inline, instability, issuer, line, maximum, metering, moderating, obtained, Page, PPI, pressure, quantify, readily, redesigning, resiliency, Russia, supervisory, Swinton, Ukraine, upward, view, XBRL
Removed:
Beverage, brokerage, closely, Food, frequently, issuance, led, mix, ongoing, perform, Semiconductor
Financial reports
Current reports
8-K
Other Events
3 Jun 22
8-K
Rockwell Automation Reports Second Quarter 2022 Results; Updates Fiscal 2022 Guidance
3 May 22
8-K
Submission of Matters to a Vote of Security Holders
4 Feb 22
8-K
Rockwell Automation Elects Robert Soderbery to Board of Directors
3 Feb 22
8-K
Rockwell Automation Reports First Quarter 2022 Results
27 Jan 22
8-K
Departure of Directors or Certain Officers
6 Dec 21
8-K
Rockwell Automation Reports Fourth Quarter and Full Year 2021 Results; Introduces Fiscal 2022 Guidance
2 Nov 21
8-K
Completion of Acquisition or Disposition of Assets
1 Sep 21
8-K
Entry into a Material Definitive Agreement
17 Aug 21
8-K
Rockwell Automation Announces Notes Offering
4 Aug 21
Registration and prospectus
424B5
Prospectus supplement for primary offering
4 Aug 21
FWP
Free writing prospectus
3 Aug 21
424B5
Prospectus supplement for primary offering
3 Aug 21
S-8
Registration of securities for employees
5 Feb 20
S-8
Registration of securities for employees
12 Nov 19
424B5
Prospectus supplement for primary offering
28 Feb 19
FWP
Free writing prospectus
27 Feb 19
424B5
Prospectus supplement for primary offering
27 Feb 19
S-3ASR
Automatic shelf registration
14 Dec 18
POS AM
Prospectus update (post-effective amendment)
29 Jun 18
Proxies
DEFA14A
Additional proxy soliciting materials
22 Dec 21
DEFA14A
Additional proxy soliciting materials
23 Dec 20
DEFA14A
Additional proxy soliciting materials
6 Jan 20
DEFA14A
Additional proxy soliciting materials
19 Dec 19
DEFA14A
Additional proxy soliciting materials
20 Dec 18
DEF 14A
Definitive proxy
20 Dec 17
Other
SD
Conflict minerals disclosure
27 May 22
SD
Conflict minerals disclosure
26 May 21
SD
Conflict minerals disclosure
28 May 20
SD
Conflict minerals disclosure
31 May 19
EFFECT
Notice of effectiveness
12 Jul 18
SD
Conflict minerals disclosure
31 May 18
SD
Conflict minerals disclosure
30 May 17
SD
Conflict minerals disclosure
30 May 16
SD
Conflict minerals disclosure
31 May 15
SD
Conflict minerals disclosure
1 Jun 14
Ownership
11-K
Annual report of employee stock purchases
21 Jun 22
11-K
Annual report of employee stock purchases
21 Jun 22
4
ROCKWELL AUTOMATION / Tessa M. Myers ownership change
7 Jun 22
4
ROCKWELL AUTOMATION / Isaac Woods ownership change
7 Jun 22
4
ROCKWELL AUTOMATION / Christopher Nardecchia ownership change
7 Jun 22
3/A
ROCKWELL AUTOMATION / Tessa M. Myers ownership change
7 Jun 22
3
ROCKWELL AUTOMATION / Tessa M. Myers ownership change
6 Jun 22
4
ROCKWELL AUTOMATION / Cyril Perducat ownership change
3 Jun 22
SC 13D/A
PTC / ROCKWELL AUTOMATION ownership change
1 Jun 22
4
ROCKWELL AUTOMATION / Patricia A Watson ownership change
5 May 22
Patents
Utility
User Interface Logical and Execution View Navigation and Shifting
23 Jun 22
An industrial integrated development environment (IDE) comprises a development interface that affords a user a great deal of control over the editing tools, workspace canvases, and project information rendered at a given time.
Utility
Cloud-based Collaborative Industrial Automation Design Environment
23 Jun 22
An industrial integrated development environment (IDE) supports collaborative tools that allow multiple designers and programmers to remotely submit design input to the same automation system project in parallel while maintaining project consistency.
Utility
Filter and Afe Power Cell Phase Control
23 Jun 22
Power conversion systems and methods to control a multiphase multilevel regenerative power converter with multilevel phase circuits that individually include multiple regenerative power stages with respective power stage outputs connected in series, each of the multiple regenerative power stages comprising a DC link circuit a switching rectifier coupled between a respective transformer secondary circuit and the DC link circuit, and a switching inverter coupled between the DC link circuit and the respective power stage output, including a controller that provides inverter switching control signals to control the respective switching inverters, provides rectifier switching control signals to control the respective switching rectifiers, and controls a non-zero phase relationship between the rectifier switching control signals of the respective switching rectifiers.
Utility
Motor stator resistance calculation
21 Jun 22
For motor stator resistance calculation, a method estimates an output voltage using a Direct Current (DC) bus voltage and a duty ratio for a motor drive at a first switching frequency and at least one second switching frequency.
Utility
System and method for providing access to electrical circuitry based on operational status
21 Jun 22
Embodiments of this present disclosure may include a handle disposed on an outer surface of a housing of electrical circuitry.
Transcripts
2022 Q2
Earnings call transcript
3 May 22
2022 Q1
Earnings call transcript
27 Jan 22
2021 Q4
Earnings call transcript
2 Nov 21
2021 Q3
Earnings call transcript
27 Jul 21
2021 Q2
Earnings call transcript
28 Apr 21
2021 Q1
Earnings call transcript
26 Jan 21
2020 Q4
Earnings call transcript
10 Nov 20
2020 Q3
Earnings call transcript
28 Jul 20
2020 Q2
Earnings call transcript
28 Apr 20
2020 Q1
Earnings call transcript
29 Jan 20
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