Rockwell Automation (ROK) stock
Industrials · Electrical Components & Equipment
Rockwell Automation (ROK) is an Electrical Components & Equipment company in the Industrials sector, headquartered in Milwaukee, Wisconsin. As of October 23, 2026, ROK closed at $426.11, a market capitalization of $47.41 billion, the 241st largest company in the S&P 500. Over the last twelve months it generated $8.97 billion in revenue (+8% year over year) and $1.50 billion in free cash flow. The stock trades at 39.9x trailing earnings and 28.6x forward earnings.
- 1-year total return: +20.9% (dividends reinvested)
- 5-year return: +7.9% a year
- 52-week range: $347.53 – $497.36
- Gross margin 49.1%, operating margin 21.0%
- Dividend yield: 1.30%, 16 straight years of increases
- FI Handbook report card: B- across 10 metrics
- 41st largest of 83 Industrials stocks in the S&P 500
ROK price chart
1Y price change: +19.3% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| ROK | -1.6% | +10.6% | +20.9% | +18.8% | +7.9% | +15.3% | +15.2% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1981.
ROK key statistics
- Market cap
- $47.4B
- #241 in S&P 500
- P/E (TTM)
- 39.9x
- Forward P/E
- 28.6x
- EPS (TTM)
- $10.68
- Revenue (TTM)
- $9.0B
- +8%
- Free cash flow
- $1.5B
- Gross margin
- 49.1%
- Operating margin
- 21.0%
- Return on equity
- 30.6%
- Dividend yield
- 1.30%
- 52-week range
- $347.53 – $497.36
- Beta
- 1.50
- Price / sales
- 5.3x
- EV / EBITDA
- 24.1x
- Debt / equity
- 1.03x
- Employees
- 26,000
ROK report card
B-Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth7.9%C
- Gross margin49.1%B
- Operating margin21.0%B
- FCF margin16.8%B
- Return on equity30.6%A
- Net debt / EBITDA1.5xC
- Forward P/E28.6xD
- PEG ratio1.9xC
- Shareholder yield2.2%C
- Share count change / yr-0.6%B
Rockwell Automation financials
Revenue went from $5.9B in fiscal 2016 to $8.3B in fiscal 2025, growing 4.0% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.9B | $6.3B | $6.7B | $6.7B | $6.3B | $7.0B | $7.8B | $9.1B | $8.3B | $8.3B |
| Gross profit | $2.5B | $2.7B | $2.9B | $2.9B | $2.6B | $2.9B | $3.1B | $4.4B | $3.9B | $4.0B |
| Operating income | — | — | — | — | — | — | — | $1.9B | $1.6B | $1.7B |
| Net income | $729.7M | $825.7M | $535.5M | $695.8M | $1.0B | $1.4B | $932.2M | $1.4B | $953.0M | $869.0M |
| EPS (diluted) | $5.56 | $6.35 | $4.21 | $5.83 | $8.77 | $11.58 | $7.97 | $11.95 | $8.28 | $7.67 |
| Free cash flow | — | $892.3M | $1.2B | $1.0B | $1.0B | $1.1B | $682.0M | $1.2B | $639.0M | $1.4B |
| Buybacks | $507.6M | $342.6M | $1.5B | $1.0B | $264.2M | $299.7M | $301.3M | $312.0M | $595.0M | $425.0M |
| Dividends paid | $378.2M | $390.7M | $440.8M | $459.8M | $472.8M | $497.1M | $519.4M | $542.0M | $571.0M | $591.0M |
| Diluted shares | 131.1M | 129.9M | 126.9M | 119.3M | 116.6M | 117.1M | 116.7M | 115.6M | 114.5M | 113.1M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into ROK?
A reverse DCF asks what growth the current price requires. With an enterprise value of $50.5B and $1.5B of trailing free cash flow, Rockwell Automation needs to grow free cash flow about 23.9% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew 6.2% a year over the last five years.
P/E ratio history
Current 55.6x vs. median 25.5x (10th–90th percentile 10.9x–40.7x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
ROK dividend
- Dividend yield
- 1.30%
- Annual dividend
- $5.52
- Years of increases
- 16
- 5-yr dividend growth
- 5.2%
- per year
- Payout ratio
- 51%
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
ROK analyst price targets
25 analysts' average 12-month target is $474.88 (+11% vs. $426.11). Targets range from $282.00 to $550.00. 43% rate it a buy.
ROK earnings
Next report: November 5, 2026. Rockwell Automation has beaten EPS estimates 8 quarters in a row. Last quarter's revenue was $2.3B (+8% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Aug 3, 2026 | $3.38 | $3.49 | +3.1% |
| May 5, 2026 | $2.88 | $3.30 | +14.6% |
| Feb 5, 2026 | $2.48 | $2.75 | +10.7% |
| Nov 6, 2025 | $2.94 | $3.34 | +13.6% |
| Aug 6, 2025 | $2.67 | $2.82 | +5.7% |
| May 7, 2025 | $2.12 | $2.45 | +15.8% |
| Feb 10, 2025 | $1.58 | $1.83 | +16.0% |
| Nov 7, 2024 | $2.47 | $2.47 | +0.1% |
Stocks like ROK
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|---|---|---|---|---|---|
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ROK news
- Is Rockwell Automation (ROK) Fairly Valued As Its FactoryTalk Conductor AI Platform Rolls Out? · Oct 22, 2026
- Rockwell Automation Expands FactoryTalk Conductor with NVIDIA Nemotron Support · Oct 22, 2026
- Rockwell Automation Recognized in 21 Gartner Hype Cycle Reports · Oct 21, 2026
- Rockwell Automation Introduces FactoryTalk Conductor, an AI-Native Orchestration Platform for Industrial Automation · Oct 21, 2026
- Braskem Strengthens Industrial Cybersecurity with SecureOT Platform by Rockwell Automation · Oct 20, 2026
ROK stock FAQ
What is ROK's market cap?
Rockwell Automation's market capitalization is $47.41 billion as of October 23, 2026, ranking 241st in the S&P 500.
What is ROK's P/E ratio?
ROK trades at a trailing price-to-earnings ratio of 39.9x and a forward P/E of 28.6x. Its median P/E over the period we track is 25.5x.
Does ROK pay a dividend?
Yes. Rockwell Automation pays $5.52 per share a year, a 1.30% yield. It has raised its dividend 16 years in a row. Dividends grew 5.2% a year over the last five years.
How much has ROK stock returned?
Including reinvested dividends, ROK returned +20.9% over one year, +7.9% a year over five years, +15.3% a year over ten years through October 23, 2026.
Is ROK stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies Rockwell Automation must grow free cash flow about 24% a year for the next decade. Its free cash flow grew 6% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the ROK price target?
25 analysts cover ROK with an average 12-month price target of $474.88, +11% from the current price. 43% of them rate it a buy.
When does ROK report earnings?
Rockwell Automation is expected to report earnings on November 5, 2026. It has beaten EPS estimates 8 quarters in a row.
How many employees does Rockwell Automation have?
Rockwell Automation has about 26,000 full-time employees, or $345,115 of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology