ROK
Rockwell AutomationNYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-05-08
As of May 8, 2026, ROK has a composite score of 26.7 and a signal label of "mild favorable." The company momentum score has risen significantly by 25.1 points to 94.3, indicating strong momentum. However, the overall score is influenced by unfavorable scenarios related to potential guidance cuts and macroeconomic factors, including growth and labor reversals. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $3.09 → $3.37 (+8.9% / 30d). 5 raised, 3 cut, 20 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 48% of analysts rate Buy.
4 PT revisions / 30d. Avg target 12.4% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
5 material events in the last 24 months — top 5 listed below.
- 2026-04-17ROK — director transitionimpact 0.54
- 2026-02-17ROK — officer changeimpact 0.46
- 2025-11-21ROK — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…impact 0.20
- 2025-11-21ROK — M&A activity — Entry into a Material Definitive Agreementimpact 0.17
- 2025-11-21ROK — M&A activity — Termination of a Material Definitive Agreementimpact 0.13
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase EPS guidance for fiscal 2026growthmixed53% progress
5/5: “Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48.”
Why this status
Stated in 3 of last 3 quarters. EPS guidance increased from $10.40 - $11.40 in 2025-Q4 to $11.88 - $12.48 in 2026-Q1. The trajectory shows consistent upward revision, indicating progress towards growth targets.
- 2.Maintain dividend growthcapital allocationon track93% progressprovisional
2/5: “Dividend per share increased to $1.38 in 2026-Q1.”
Why this status
Stated in 4 of last 4 quarters. Dividend per share increased from $1.25 in 2025-Q2 to $1.38 in 2026-Q1, reflecting a steady commitment to dividend growth. The trajectory is delivering on capital allocation priorities.
- 3.Achieve revenue growthgrowthmixed53% progress
5/5: “Reported sales midpoint ~$8.9B for fiscal 2026.”
Why this status
Stated in 2 of last 2 quarters. Reported sales midpoint increased from ~$8.1B in 2025-Q4 to ~$8.9B in 2026-Q1, indicating progress towards revenue growth targets. The trajectory shows positive movement in line with guidance.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 40%; 252d 28%.
Drawdown — Max 1y −19%. Bad day move −2%.
Beta to sector ETF (XLI) — 1.25 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 54/100, drawdown 63/100, beta 75/100, earnings vol —.
Calm + bullish setup — clean pre-earnings positioning pattern.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- score change · company_momentum_scoreseverity 42
Company momentum rose by 25.1 points (from 69.2 to 94.3).
As of May 8, 2026, the company momentum score for ROK rose by 25.1 points, increasing from 69.2 to 94.3. The signal label transitioned to "mild_favorable." The forward view indicates an unfavorable scenario if next-quarter guidance is cut, despite being raised as of May 5, 2026. Additionally, there are unfavorable scenarios related to potential sector trends and macroeconomic reversals.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase EPS guidance for fiscal 2026
GrowthNew since 2026-05-05Rockwell Automation aims to increase its EPS guidance for fiscal 2026.
MixedStated in 3 of last 3 quarters. EPS guidance increased from $10.40 - $11.40 in 2025-Q4 to $11.88 - $12.48 in 2026-Q1. The trajectory shows consistent upward revision, indicating progress towards growth targets.
EPS guidance increased to $11.88 - $12.48 for fiscal 202653%CEO/CFO:“Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48.”Multiple sourcesSource dated 2026-05-05Stated 3 of last 8 quartersFirst seen 2026-05-05Show history (3)
- 2026-Q1Multiple sources
“Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48.”
- 2025-Q4Multiple sources
“Fiscal 2026 guidance: Diluted EPS $10.40 - $11.40.”
- 2025-Q3Multiple sources
“We are increasing our Adjusted EPS outlook.”
- #2
Maintain dividend growth
Capital allocationRockwell Automation is committed to maintaining its dividend growth.
On trackStated in 4 of last 4 quarters. Dividend per share increased from $1.25 in 2025-Q2 to $1.38 in 2026-Q1, reflecting a steady commitment to dividend growth. The trajectory is delivering on capital allocation priorities.
Dividend per share increased to $1.38 in 2026-Q193%CEO/CFO:“Dividend per share increased to $1.38 in 2026-Q1.”Multiple sourcesSource dated 2026-02-05Stated 4 of last 8 quartersFirst seen 2026-02-05provisionalShow history (4)
- 2026-Q1Multiple sources
“Dividend per share increased to $1.38.”
- 2025-Q3Multiple sources
“Dividend per share was $1.31.”
- 2025-Q2Multiple sources
“Dividend per share was $1.25.”
- 2025-Q1Multiple sources
“Dividend per share was $1.31.”
- #3
Achieve revenue growth
GrowthNew since 2026-05-05Rockwell Automation aims to achieve revenue growth for fiscal 2026.
MixedStated in 2 of last 2 quarters. Reported sales midpoint increased from ~$8.1B in 2025-Q4 to ~$8.9B in 2026-Q1, indicating progress towards revenue growth targets. The trajectory shows positive movement in line with guidance.
Reported sales midpoint ~$8.9B for fiscal 202653%CEO/CFO:“Reported sales midpoint ~$8.9B for fiscal 2026.”Multiple sourcesSource dated 2026-05-05Stated 2 of last 8 quartersFirst seen 2026-05-05Show history (2)
- 2026-Q1Multiple sources
“Reported sales midpoint ~$8.9B.”
- 2025-Q4Multiple sources
“Reported sales growth of 3% to 7%.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Around its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
ROK Rockwell Automation | +27 | full | moderate |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-05-05)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-053d agoItem 2.02
Results of Operations and Financial Condition. Registrant's press release dated May 5, 2026, announcing its financial results for the quarter ended March 31, 2026, is furnished herewith as Exhibit 99 and is incorporated herein by reference.
earnings preannouncementpositivescore 67 - 2026-04-1721d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 15, 2026, the Board of Directors (the “Board”) of Rockwell Automation, Inc. (the “Company”) approved a resolution to approve an increase in the number of directors of the Company from ten to eleven effective April 16, 2026, in accordance with the Company’s By-Laws. On April 15, 2026, the Board elected David A. Zapico as a director of the C…
executive changeneutralscore 34 - 2026-02-172mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February 10, 2026, at the annual meeting of shareowners of Rockwell Automation, Inc. (the “Company”), the Company’s shareowners approved the Rockwell Automation, Inc. 2026 Long-Term Incentives Plan (the “2026 Plan”). The 2026 Plan permits grants to be made from time to time as stock options, which may be non-qualified options or, solely for part…
executive changeneutralscore 9 - 2026-02-053mo agoItem 2.02
Results of Operations and Financial Condition. Registrant's press release dated February 5, 2026, announcing its financial results for the quarter ended December 31, 2025, is furnished herewith as Exhibit 99 and is incorporated herein by reference.
earnings preannouncementpositivescore 9 - 2025-11-215mo agoItem 1.01
Entry into a Material Definitive Agreement. The information set forth under “
mna activitypositivescore 1
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.