NYSE: ROK
Rockwell Automation, Inc.
Industrials · Industrial - Machinery
Market Cap
$52.72B
52w High
$475.92
52w Low
$305.44
P/E
49.03
Volume
1.15M
Outstanding Shares
111.27M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 47.23% over the last year. Revenue grew 10.46% over the trailing twelve months. Operating margin moved from 15.87% to 19.08%. Free cash flow grew 25.16% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (88th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 19.08% — continued expansion would be needed to justify the premium. Revenue growth of 10.46% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions.
Valuation
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
12
Buy
25
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 5, 2026
Q3 FY26 · EPS est $3.37 · Revenue est $2.24B
View
Dividends
$5.52/shareQuarterlyDividend Achiever · 23yrSafeROK pays a dividend with a 1.17% declared yield, 23 consecutive years of growth, growing at 5.15% annually, covered 2.3× by free cash flow.
Declared Yield
1.17%
Annual Div / Share
$5.52
5yr CAGR
+5.15%
Doubles every ~13.8yr
Payout Ratio
55.42%
Safe
Dividend Growth Rate
3yr CAGR
+5.36%
5yr CAGR
+5.15%
10yr CAGR
+7.1%
Dividend History
Annual dividends paid per share
Income Projection
Today
$1/mo
In 5 yrs
$1/mo
In 10 yrs
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$12/yr $1/mo | $15/yr+29% $1/mo | $19/yr+65% $2/mo |
Yield-on-cost grows from 1.17% → 1.93% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
ROK has raised its dividend for 23 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 2.3× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 5.15% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.