New research shows top OEMs cut downtime recovery by 40%, strengthening profitability through resilience- first strategies [Accessibility Statement] Skip NavigationFindings reveal how leading machine builders strengthen recovery, consistency and customer outcomesMILWAUKEE, Feb. 24, 2026 /PRNewswire/ -- Rockwell Automation (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today released new global research that highlights how leading machine builders are ...

PresentationSo I appreciate you both being here. And Blake, I think you had a couple of prepared remarks for us.Great. Well, thanks, everyone, for being here. It's my pleasure to have up next, Rockwell Automation. We've got Blake Moret, Chairman and CEO; and also as Matheus Bulho, SVP of the Software & Control segment. So obviously, a very topical point of discussion around software right now.Blake MoretPresident, Chairman & CEO Yes. Great. Thanks, Julian. So I know a lot of you have followed the name for a ...

Rockwell Automation Conference Call Summary Company Overview - **Company**: Rockwell Automation - **Key Executives**: Blake Moret (Chairman and CEO), Matheus Bulho (SVP of Software and Control Segment) [1][4] Core Industry Insights - **Industry Focus**: Automation and digital transformation in manufacturing [6] - **Market Position**: Rockwell is the most used technology in American manufacturing [5] Financial Performance and Growth Outlook - **Resilience**: Rockwell has become more resilient over the past few years, with a focus on operational excellence and expanding margins [4][5] - **Annual Recurring Revenue**: Comprises over 10% of total revenue, driven by software and high-value services [4][36] - **Growth Projections**: - Current guidance for organic growth is 4% at the midpoint, with potential upward pressure towards 5%-8% [10][11] - Strong double-digit growth expected in earnings [10] - **Market Segments**: Growth noted in e-commerce, warehouse automation, life sciences, and data centers [6][12] Key Market Trends - **Customer Sentiment**: Positive sentiment among customers, with increased orders expected across various verticals [12][14] - **CapEx Intentions**: Notable CapEx announcements across both traditional and newer industries, indicating a potential recovery in short-cycle industrial activity [14][15] - **Lifecycle Services**: Strong Book-to-Bill Ratio of 1.16, with expectations for improved demand as comparables ease [18] Product and Technology Developments - **Logix Growth**: Over 20% year-over-year growth in Logix products, particularly strong in North America [22][23] - **Software Integration**: Software is closely integrated with hardware, enhancing value in mission-critical applications [36][37] - **R&D Investment**: Approximately 8% of total revenue allocated to R&D, with a focus on new product introductions [26] Challenges and Strategic Responses - **Supply Chain Management**: No current issues with chip availability; proactive inventory management in response to past supply chain crises [44][48] - **Pricing Strategy**: Expectation of continued price realization to cover inflation and capture product value [51][54] - **Margin Goals**: Targeting operating margins in the low to mid-twenties, with incremental improvements expected [56] Emerging Technologies - **Humanoid Robots**: Limited near-term application in manufacturing; focus remains on mobile robots and automation solutions [60][64] Conclusion - Rockwell Automation is positioned for growth with a strong focus on operational excellence, market expansion, and technological integration, while navigating challenges in supply chain and pricing strategies. The company remains optimistic about its growth trajectory across various sectors, particularly in automation and digital transformation.

Group 1 - Citi's 2026 Global Industrial Tech and Mobility Conference features over 160 companies, highlighting the significance of the event in the industry [1] - Rockwell Automation is a key participant and has been a consistent presence at the conference, indicating its importance in the industrial technology sector [1][2] - The conference is led by Andrew Kaplowitz, a multi-industry and E&C analyst at Citi Group, showcasing the expertise behind the event [1]

Rockwell Automation (NYSE:ROK) 2026 Conference February 17, 2026 08:00 AM ET Company ParticipantsAndrew Kaplowitz - Managing Director and U.S. Industrial Sector HeadBlake Moret - Chairman and CEOMatheus Bulho - SVP of Software and ControlConference Call ParticipantsNone - AnalystAndrew KaplowitzWelcome to Citi's 2026 Global Industrial Tech & Mobility Conference. I think we've got a great slate for you. We've got over 160 companies this year. I'm Andy Kaplowitz, Citigroup's Multi-Industry and Industrial Anal ...

Core Insights - Rockwell Automation has successfully implemented digital twin technology for Falcare Industrial Equipment in Brazil, resulting in significant time savings, improved project accuracy, and reduced operational costs [1] Group 1: Project Implementation and Benefits - Falcare Industrial Equipment aimed to enhance project reliability and reduce time-consuming physical testing due to increasing pressure to shorten sales cycles and eliminate field implementation rework [1] - The adoption of Rockwell Automation's Emulate3D™ technology allowed Falcare to simulate mechanical behavior before machine construction, leading to improved sustainability, energy efficiency, and operational predictability [1] - The integration of digital simulation and virtual commissioning tools resulted in a 60% faster project execution, enabling quicker customer previews and accelerated delivery timelines [1] Group 2: Technological Advancements - Falcare faced limitations with alternative tools, including restricted modeling capacity and inadequate mechanical-automation integration, which were resolved by Emulate3D™ [1] - The technology provided seamless integration between mechanics and controls, allowing for a dynamic and highly accurate digital representation of the entire system [1] - This innovative approach replaced traditional prototype testing with immersive digital simulation, enhancing post-sales support and providing greater visibility into system behavior [1] Group 3: Industry Impact - The collaboration between Falcare and Rockwell Automation sets a new standard for intralogistics engineering in Brazil, as few companies currently utilize virtual commissioning with control logic emulation [1] - The ability to confidently demonstrate system performance early in the sales cycle positions Falcare to deliver faster, greener, and more reliable automation solutions [1]

Core Viewpoint - Rockwell Automation, Inc. has declared a quarterly dividend of $1.38 per share on its common stock, reflecting the company's commitment to returning value to shareholders [1] Company Summary - Rockwell Automation, Inc. is recognized as a global leader in industrial automation and digital transformation, emphasizing the integration of human creativity with technological potential [1]

Core Insights - Rockwell Automation has launched a Security Operations Center (SOC) in Singapore to enhance cybersecurity resilience for industrial customers across the Asia Pacific region [1][2] Group 1: SOC Features and Capabilities - The SOC provides 24/7 real-time monitoring, advanced threat detection, and rapid incident response through its SecureOT™ Security Monitoring and Response capabilities [2][3] - It serves as a regional hub for Managed Detection and Response (MDR) services, integrating vendor-neutral data ingestion, contextualized threat intelligence, and risk-based prioritization [3][5] - The SOC leverages Security Orchestration, Automation and Response (SOAR) technology to streamline and accelerate responses to cyber threats, offering a unified view of cyber incidents across multiple sites [5][6] Group 2: Strategic Importance and Collaboration - The establishment of the SOC reflects Rockwell Automation's commitment to supporting manufacturers in connecting, automating, and protecting their operations [4] - The facility aligns with Singapore's ambition to build a secure digital economy and complements Rockwell's collaboration with the Cyber Security Agency of Singapore (CSA) [6][7] - The SOC will host training workshops and customer simulations to provide hands-on exposure to real-world operational technology (OT) threat scenarios [6][7] Group 3: Industry Context and Trends - Cybersecurity has become the second most critical external risk for manufacturers in Asia Pacific, with nearly half of respondents in Rockwell's 10th Annual 2025 State of Smart Manufacturing Report planning to deploy AI and machine learning for cybersecurity within the next year [4][6] - The region faces increasing threats such as data theft, extortion, and ransomware, highlighting the importance of robust cybersecurity measures [4]

Core Viewpoint - Rockwell Automation is a leading player in the industrial automation sector, providing advanced solutions to enhance productivity and efficiency across various industries [1] Group 1: Company Performance - Morgan Stanley maintained an "Overweight" rating for Rockwell Automation (ROK) on February 8, 2026, raising its price target from $440 to $460, indicating confidence in the stock's potential [2][6] - Despite surpassing earnings expectations, ROK experienced a price dip in February, viewed as a temporary countertrend move within a generally bullish market, with investors anticipating a swift rebound [3][6] - Currently, ROK is priced at $415.02, reflecting a 2.05% increase with a price change of $8.32, and has fluctuated between a low of $397.69 and a high of $420.18 today [4] Group 2: Market Metrics - ROK has a market capitalization of approximately $46.66 billion and a trading volume of 1,679,192 shares, showcasing its significance in the market [5][6] - Over the past year, ROK has demonstrated volatility, reaching a high of $438.72 and a low of $215 [4]

Core Viewpoint - Rockwell Automation (ROK) has experienced significant stock price appreciation, trading at approximately $380 per share, reflecting a 50% increase since the last coverage in November 2025 [1]. Company Summary - The stock price of Rockwell Automation has appreciated significantly, indicating strong market performance and investor confidence [1]. - The company is positioned for potential future growth, with the possibility of initiating a long position in the stock or related derivatives within the next 72 hours [2].