Rockwell remains a high-quality automation franchise but is mid-cycle with order growth still recovering from 2024 destocking. Reshoring tailwinds are real but slower to materialize in discrete automation than process. EV battery plant project pushouts in North America weigh on the near-term order book.
Thesis reviewed May 29, 2026
Rockwell Automation, Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NSC | Norfolk Southern Corporation | 32 | +3% | β6% | NEUTRAL |
| CARR | Carrier Global Corporation | 32 | +10% | β6% | EARLY |
| EMR | Emerson Electric Co. | 32 | +6% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 32 | +9% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 32 | -10% | β6% | AVOID |
| HON | Honeywell International Inc. | 32 | +8% | β6% | EARLY |
| ERJ | Embraer SA | 32 | +13% | β6% | EARLY |
Investors who hold ROK may also have indirect exposure through these country funds.
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Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Kevin HernOK | R | Buy | $1kβ$15k | Jun 10, 24 | +63.3% |