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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ROK Robotics & Physical AI

Rockwell Automation

Industrial mobile robotics + automation

Detail page

Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors.

Price $441.04
1D change -0.17%
Market cap $48.98B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ROK
Price $441.04
1D Change -0.17%
Market Cap $48.98B
Enterprise Value $52.11B
Trailing P/E 41.3
Forward P/E 29.8
PEG Ratio 1.93x
Price / Sales 5.5
EV / Revenue 5.8
Revenue Growth 7.9%
Earnings Growth 40.4%
Gross Margin 49.1%
Operating Margin 21.0%
Net Margin 13.4%
ROE 30.6%
Free Cash Flow $1.30B
FCF Margin 14.5%
Debt / Equity 1.03x
Current Ratio 1.07x
Dividend Yield 1.25%
Next Earnings Nov 05, 2026
Quarterly Revenue $2.31B
Revenue QoQ +3.3%
Quarterly Net Income $408.0M
Net Income QoQ +16.2%

ROK thesis lens

Industrial mobile robotics + automation

Why it could benefit

  • Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors.
  • It is less hype-driven than pure physical-AI names and more tied to real industrial deployments.
  • That makes it a useful bridge between classic automation and the next robotics wave.

Moat / edge

  • Deep industrial relationships and installed automation base.
  • Broader control, software, and automation stack around the robotics offering.
  • A credible route to bundle robots into larger factory-upgrade programs.

What to watch

  • OTTO deployment growth and manufacturing scale-up.
  • Industrial order trends and customer capex cycles.
  • Whether robotics becomes more material to overall revenue mix.

Key risks

  • Robotics is still only part of the broader Rockwell story.
  • Industrial slowdowns can overshadow robotics progress.