Company Dossier · Industrials
Rockwell Automation
- S&P 500
- Russell 1000
What Rockwell Automation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $8.97 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2024: $1.05 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2024: $0.22 billion, up 57% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 30, 2025: $0.43 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 30, 2025: $0.01 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed November 12, 2025): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.3 million on the open market.SEC Form 4
- 1,549 institutional managers reported a position at June 30, 2026 (+126 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 46 (33 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Rockwell Automation is doing, on three axes, from its filings and its own words, as of 2026-10-23. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings45th pct
- Deals and private raises48th pct
- Patent publications15th pct
Confident ↔ Hedging
Mixed
- Call sentiment57th pct
- Call confidence51st pct
- Guidance changes90th pct
- Risk factors added13th pct
- Insider open-market trades39th pct
- + Guidance changes
- − Risk factors added
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver59th pct
- Stress filings50th pct
Credit
How these are built →Rockwell Automation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.3B
- Due within a year $0.7B
- Longer term $2.6B
- Default point $2.0B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Rockwell Automation, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- Neutral90% of Life Sciences Manufacturers Say Digital Transformation Is Now Business-Critical, According to New Rockwell Automation Report
manilatimes.net · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (ROCKWELL AUTOMATION)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Sep 24, 20268-KDirector or officer changeItem 5.02
- Aug 13, 2026Trademark
- Jul 30, 2026LobbyingLobbying report (ROCKWELL AUTOMATION)second_quarter 2026
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Apr 23, 2026Trademark
- Apr 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)first_quarter 2026 · $0.1 million
- Apr 20, 2026Trademark
- Apr 17, 20268-KDirector or officer changeItem 5.02
- Apr 16, 2026Trademark
- Apr 7, 2026LobbyingLobbying report (ROCKWELL AUTOMATION)first_quarter 2026
- Feb 17, 20268-KDirector or officer changeItem 5.02
- Feb 13, 20268-KShareholder vote resultsItem 5.07
- Jan 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)fourth_quarter 2025 · $0.1 million
- Jan 12, 2026LobbyingLobbying report (ROCKWELL AUTOMATION)fourth_quarter 2025
- Nov 21, 20258-KMaterial agreement signedItem 1.01
- Nov 21, 20258-KMaterial agreement terminatedItem 1.02
- Nov 12, 202510-KAnnual report (10-K)2 risk factors added, 0 removed
- Oct 6, 2025Trademark
- Oct 3, 20258-KDirector or officer changeItem 5.02
- May 19, 20258-KMaterial agreement signedItem 1.01
- Feb 6, 20258-KShareholder vote resultsItem 5.07
- Nov 12, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 8, 202310-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Ametek AME | $7.9B | $1.8B | Jun 30, 2026 |
| Vertiv VRT | $11.5B | $2.9B | Jun 30, 2026 |
| Regal Rexnord RRX | $6.1B | $0.5B | Jun 30, 2026 |
| Acuity Brands AYI | $4.6B | $0.6B | May 31, 2026 |
| Woodward, Inc. WWD | $4.2B | $0.4B | Jun 30, 2026 |
| Fastenal FAST | $9.1B | $1.2B | Sep 30, 2026 |
| Howmet Aerospace HWM | $9.1B | $1.8B | Jun 30, 2026 |
| Xylem Inc. XYL | $9.1B | $1.0B | Jun 30, 2026 |