Core Insights - Rockwell Automation, Inc. (ROK) is a leading global industrial automation and digital transformation company with a market cap of $42.3 billion [1] - The company has shown strong stock performance, with a 29.5% increase over the past 52 weeks, outperforming the S&P 500 Index's 13.7% gain [2] - ROK's fourth-quarter earnings report indicated a strong finish to the year, with $2.3 billion in sales, a 14% year-over-year increase, and adjusted EPS rising 32% to $3.34 [4] Financial Performance - ROK's sales growth was driven by the Software & Control segment, which surged 31% to $657 million, and the Intelligent Devices segment, which rose 15% to $1.09 billion [4] - For FY2026, ROK is guiding for 3–7% sales growth, 2–6% organic growth, and adjusted EPS of $11.20–$12.20 [4] - Analysts expect ROK's adjusted EPS to grow 13.5% year-over-year to $11.95 for the fiscal year ending in September 2026 [5] Analyst Ratings and Price Targets - The consensus rating among 24 analysts covering ROK is a "Moderate Buy," with 11 "Strong Buy" ratings, 12 "Holds," and one "Strong Sell" [5] - Wells Fargo analyst Joe O'Dea reaffirmed a "Hold" rating on ROK with a price target of $355, while the mean price target of $384.62 suggests a 3.9% premium to current price levels [6] - The highest price target of $450 indicates a potential upside of 21.6% [6]

Core Insights - Rockwell Automation, Inc. is focused on enhancing operational efficiency through technology, with a market capitalization of $39.39 billion [1] Financial Performance - Rockwell is expected to report a 19% year-over-year profit growth for Q4 fiscal 2025, reaching $2.94 per diluted share [2] - The company has consistently exceeded EPS estimates in the last four quarters, with a projected annual profit increase of 2.6% to $9.96 per diluted share for fiscal 2025, followed by a 15.6% increase to $11.51 per diluted share in fiscal 2026 [3] Stock Performance - Over the past year, Rockwell's stock has increased by 34.1%, outperforming the S&P 500 Index, which gained 16.2% during the same period [4] - Year-to-date, Rockwell's stock is up 25%, while the broader market has seen a 14.6% increase [4] Industry Context - Rockwell is classified within the industrial sector and has outperformed the Industrial Select Sector SPDR Fund, which is up 13.2% over the past year [5] Recent Developments - In Q3 fiscal 2025, Rockwell's sales grew by 4.5% year-over-year to $2.14 billion, exceeding analyst expectations of $2.07 billion [6] - The adjusted EPS for the same quarter was $2.82, a 4.1% increase from the previous year, surpassing the consensus estimate of $2.69 [7]