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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold ROK may also have indirect exposure through these country funds.
Rockwell guides FY26 organic growth 2-6%; below consensus
EV battery plant capex cuts at Ford, GM hit FY26 pipeline
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Kevin HernOK | R | Buy | $1k–$15k | Jun 10, 24 | +63.3% |