ROK

ROK

Rockwell Automation

Hybrid Industrial

★ Quality 67/100
Overvalued

Price today

$433.81

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charlieapp.co

What this business is made of

67qualityReturnsMoatBalance sheetPricing powerReinvestment

The business

Rockwell is the factory's nervous system: plug it in and you can't rip it out.

Rockwell Automation sells industrial automation: controllers, software (FactoryTalk), drives, and sensors that keep factories running. It charges for hardware and, increasingly, for software and recurring services. FY2025 revenue of $8.3B with a 48% gross margin.

The switching cost is real: once your plant runs on Allen-Bradley and FactoryTalk, reconfiguring everything costs time, money, and the risk of halting production. It's a stickiness moat, not a monopoly. Siemens and Schneider compete head-on and give up no ground.

Revenue history

$7.0B
2021
$7.8B
2022
$9.1B
2023
$8.3B
2024
$8.3B
2025
CAGR 5 años: +4%

From $7.0B to $8.3B in 4 years. The business grows steadily.

Where each $100 of sales goes

Revenue $8.3B · FY2025

Cost of sales$4.3B · 52%
Operations$2.3B · 28%
Taxes and other$834M · 10%
Net profit$869M · 10%

Of every $100 in sales, $90 goes to costs and operations; $10 is left as net profit (10% margin).

Catalysts and risks

Industrial reshoring in the U.S.: manufacturing capex is growing and Rockwell is a natural domestic supplier.

Growth in software and ARR (Annual Recurring Revenue), which improves margins over cyclical hardware.

Recovery of the order cycle after the 2024-2025 destocking.

⚠️

Cyclical business tied to industrial capex; when factories slow down, orders drop fast.

⚠️

Direct competition from Siemens and Schneider, with more global scale.

⚠️

CAGR of 4% — it grows barely above inflation. Not a compounding machine.

Charlie's note

At 16.87x you pay a sensible price for a sticky business —switching away from Allen-Bradley hurts— with a 48% gross margin; the drag is that 4% growth, which asks for patience more than enthusiasm.

Analysis · June 2026

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