ROK RSI Chart
Last 7 days
-1.4%
Last 30 days
-3.2%
Last 90 days
-3.5%
Trailing 12 Months
-4.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 9.0B | 0 | 0 | 0 |
2023 | 8.4B | 8.6B | 9.1B | 9.1B |
2022 | 7.3B | 7.4B | 7.8B | 7.9B |
2021 | 6.3B | 6.8B | 7.0B | 7.3B |
2020 | 6.8B | 6.5B | 6.3B | 6.2B |
2019 | 6.7B | 6.7B | 6.7B | 6.7B |
2018 | 6.5B | 6.6B | 6.7B | 6.7B |
2017 | 6.1B | 6.2B | 6.3B | 6.4B |
2016 | 6.0B | 5.9B | 5.9B | 5.9B |
2015 | 6.6B | 6.5B | 6.3B | 6.2B |
2014 | 6.5B | 6.6B | 6.6B | 6.6B |
2013 | 6.2B | 6.3B | 6.4B | 6.5B |
2012 | 6.2B | 6.2B | 6.3B | 6.3B |
2011 | 5.5B | 5.7B | 6.0B | 6.1B |
2010 | 4.6B | 4.9B | 4.9B | 5.2B |
2009 | 5.2B | 4.9B | 4.6B | 4.5B |
2008 | 0 | 5.4B | 5.7B | 5.4B |
2007 | 0 | 0 | 5.0B | 0 |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 06, 2024 | gangestad nicholas c | sold | -477,556 | 287 | -1,660 | sr. vp and cfo |
Mar 04, 2024 | gangestad nicholas c | sold | -573,168 | 288 | -1,989 | sr. vp and cfo |
Mar 04, 2024 | buttermore robert l. | sold | -482,560 | 290 | -1,664 | svp,chief supply chain officer |
Mar 04, 2024 | genereux scott | sold | -145,000 | 290 | -500 | sr.vp, chief revenue officer |
Mar 01, 2024 | genereux scott | sold | -427,500 | 285 | -1,500 | sr.vp, chief revenue officer |
Mar 01, 2024 | gangestad nicholas c | acquired | - | - | 5,309 | sr. vp and cfo |
Feb 29, 2024 | woods isaac | sold | -43,138 | 287 | -150 | vice president and treasurer |
Feb 29, 2024 | woods isaac | acquired | 27,280 | 136 | 200 | vice president and treasurer |
Feb 28, 2024 | house rebecca w | acquired | 2,383,290 | 171 | 13,900 | svp, clo and secretary |
Feb 28, 2024 | house rebecca w | sold | -3,934,020 | 283 | -13,900 | svp, clo and secretary |
Which funds bought or sold ROK recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 17, 2024 | Wahed Invest LLC | added | 14.7 | 46,389 | 654,619 | 0.15% |
May 17, 2024 | Aspect Partners, LLC | reduced | -54.55 | -1,958 | 1,457 | -% |
May 17, 2024 | Plato Investment Management Ltd | added | 34,433 | 601,774 | 603,636 | 0.06% |
May 17, 2024 | New Covenant Trust Company, N.A. | new | - | 85,068 | 85,068 | 0.09% |
May 16, 2024 | Colony Group, LLC | added | 38.82 | 256,000 | 1,105,000 | 0.01% |
May 16, 2024 | Ancora Advisors LLC | added | 170 | 163,859 | 270,354 | 0.01% |
May 16, 2024 | Semmax Financial Advisors Inc. | new | - | 11,618 | 11,618 | -% |
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -0.52 | -3,628,550 | 50,865,300 | 0.06% |
May 16, 2024 | DCM Advisors, LLC | reduced | -39.99 | -221,511 | 285,503 | 0.12% |
May 16, 2024 | Coppell Advisory Solutions Corp. | new | - | 681,371 | 681,371 | 0.13% |
Unveiling Rockwell Automation Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Rockwell Automation Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CAT | 176.0B | 67.0B | 15.65 | 2.63 | ||||
GE | 175.0B | 69.5B | 49.85 | 2.52 | ||||
CMI | 39.1B | 34.0B | 18.95 | 1.15 | ||||
AME | 38.6B | 6.7B | 29.28 | 5.73 | ||||
ACM | 12.2B | 15.3B | -885.03 | 0.79 | ||||
MID-CAP | ||||||||
APG | 9.8B | 6.9B | 57.15 | 1.42 | ||||
FLR | 6.6B | 15.5B | 21.56 | 0.42 | ||||
FLS | 6.5B | 4.4B | 27.89 | 1.48 | ||||
ACA | 4.2B | 2.4B | 29.5 | 1.79 | ||||
ALG | 2.3B | 1.7B | 17.35 | 1.37 | ||||
SMALL-CAP | ||||||||
AMRC | 1.4B | 1.4B | 24.47 | 1.02 | ||||
AGX | 872.9M | 573.3M | 26.98 | 1.52 | ||||
NKLA | 732.5M | 35.8M | -0.78 | 20.44 | ||||
AMSC | 430.6M | 135.4M | -26.25 | 3.18 | ||||
ADES | 247.8M | 100.1M | -30.37 | 2.47 |
Rockwell Automation Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 3.6% | 2,126 | 2,052 | 2,563 | 2,239 | 2,275 | 1,981 | 2,126 | 1,969 | 1,808 | 1,857 | 1,808 | 1,848 | 1,776 | 1,565 | 1,570 | 1,394 | 1,681 | 1,685 | 1,730 | 1,665 | 1,657 |
Gross Profit | 4.9% | 833 | 795 | 1,056 | 915 | 933 | 814 | 886 | 802 | 664 | 749 | 719 | 764 | 767 | 647 | 639 | 554 | 699 | 703 | 723 | 730 | 708 |
S&GA Expenses | -2.4% | 501 | 514 | 552 | 501 | 501 | 470 | 449 | 442 | 429 | 448 | 447 | 437 | 421 | 375 | 354 | 370 | 352 | 403 | 405 | 362 | 385 |
EBITDA Margin | -0.6% | 0.18* | 0.18* | 0.21* | 0.23* | 0.22* | 0.19* | 0.17* | 0.12* | 0.12* | 0.18* | 0.25* | 0.30* | 0.33* | 0.28* | 0.22* | 0.17* | 0.16* | 0.20* | 0.17* | - | - |
Interest Expenses | 17.7% | 39.00 | 33.00 | 31.00 | 34.00 | 36.00 | 34.00 | 33.00 | 31.00 | 30.00 | 30.00 | 26.00 | 22.00 | 23.00 | 23.00 | 26.00 | 25.00 | 26.00 | 26.00 | 27.00 | 27.00 | 24.00 |
Income Taxes | -3.8% | 45.00 | 47.00 | 112 | 73.00 | 57.00 | 89.00 | 70.00 | 49.00 | -8.30 | 44.00 | -70.30 | 45.00 | 97.00 | 110 | 36.00 | 20.00 | 38.00 | 19.00 | 48.00 | 60.00 | 56.00 |
Earnings Before Taxes | 19.6% | 310 | 260 | 317 | 472 | 351 | 468 | 406 | 344 | 41.00 | 283 | 4.00 | 314 | 508 | 701 | 300 | 335 | 167 | 335 | 56.00 | 321 | 402 |
EBT Margin | -1.3% | 0.15* | 0.15* | 0.18* | 0.20* | 0.19* | 0.16* | 0.14* | 0.09* | 0.09* | 0.15* | 0.22* | 0.27* | 0.29* | 0.24* | 0.18* | 0.14* | 0.13* | 0.17* | 0.13* | - | - |
Net Income | 23.7% | 266 | 215 | 303 | 400 | 300 | 384 | 339 | 298 | 54.00 | 242 | 79.00 | 271 | 415 | 593 | 263 | 318 | 132 | 311 | 8.00 | 261 | 346 |
Net Income Margin | -1.2% | 0.13* | 0.13* | 0.15* | 0.17* | 0.16* | 0.14* | 0.12* | 0.09* | 0.09* | 0.14* | 0.19* | 0.23* | 0.25* | 0.21* | 0.16* | 0.12* | 0.11* | 0.14* | 0.10* | - | - |
Free Cashflow | 294.3% | 69.00 | -35.30 | 776 | 240 | 156 | 42.00 | 359 | 327 | 46.00 | -49.10 | 160 | 437 | 224 | 319 | 304 | 311 | 198 | 194 | 451 | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 0.3% | 11,367 | 11,333 | 11,304 | 11,743 | 11,469 | 11,150 | 10,759 | 10,800 | 10,716 | 10,743 | 10,702 | 8,573 | 8,318 | 8,171 | 7,265 | 7,330 | 6,666 | 7,108 | 6,113 | 6,159 | 6,254 |
Current Assets | -0.5% | 4,114 | 4,136 | 4,911 | 4,401 | 4,101 | 3,860 | 3,611 | 3,492 | 3,285 | 3,132 | 3,063 | 3,286 | 2,970 | 2,932 | 2,686 | 2,943 | 2,758 | 3,008 | 2,986 | 2,946 | 2,977 |
Cash Equivalents | 7.0% | 470 | 440 | 1,072 | 444 | 456 | 460 | 508 | 483 | 443 | 540 | 662 | 914 | 642 | 730 | 730 | 910 | 642 | 926 | 1,018 | 789 | 780 |
Inventory | -6.1% | 1,385 | 1,474 | 1,405 | 1,435 | 1,329 | 1,271 | 1,054 | 989 | 931 | 869 | 798 | 734 | 681 | 641 | 584 | 675 | 629 | 625 | 576 | 656 | 665 |
Net PPE | 1.5% | 715 | 705 | 684 | 654 | 638 | 623 | 587 | 569 | 577 | 584 | 582 | 551 | 551 | 568 | 574 | 565 | 561 | 574 | 572 | 557 | 558 |
Goodwill | -0.1% | 3,964 | 3,967 | 3,529 | 3,701 | 3,685 | 3,641 | 3,524 | 3,582 | 3,620 | 225 | 3,626 | 1,916 | 225 | 225 | 1,650 | 1,631 | 1,362 | 1,396 | 307 | - | - |
Current Liabilities | 11.8% | 3,703 | 3,311 | 3,365 | 3,922 | 3,794 | 3,747 | 3,572 | 3,281 | 3,028 | 2,914 | 2,992 | 2,456 | 2,140 | 2,189 | 1,811 | 2,242 | 1,762 | 2,068 | 1,937 | 1,953 | 1,872 |
Short Term Borrowings | 55.0% | 777 | 501 | 95.00 | 279 | 514 | 548 | 359 | 602 | 641 | 606 | 510 | 25.00 | 26.00 | 151 | 25.00 | 423 | 82.00 | 24.00 | - | 1.00 | 1.00 |
Long Term Debt | -9.7% | 2,585 | 2,863 | 2,863 | 2,867 | 2,868 | 2,867 | 2,868 | 3,464 | 3,466 | 3,469 | 3,465 | 1,977 | 1,978 | 1,980 | 1,975 | 1,974 | 1,970 | 1,953 | 1,956 | 1,941 | 1,932 |
LT Debt, Current | 3025.3% | 309 | 10.00 | 9.00 | 608 | 609 | 609 | 609 | - | - | - | 7.00 | - | - | - | - | - | - | 301 | 301 | 299 | 297 |
LT Debt, Non Current | -100.0% | - | 2,863 | 2,863 | 2,867 | 2,868 | 2,867 | 2,868 | 3,464 | 3,466 | 3,469 | 3,465 | 1,977 | 1,978 | 1,980 | 1,975 | 1,974 | 1,970 | 1,953 | 1,956 | 1,941 | 1,932 |
Shareholder's Equity | 3.2% | 3,722 | 3,608 | 3,562 | 3,343 | 3,436 | 3,201 | 3,017 | 2,686 | 2,930 | 2,807 | 2,694 | 2,578 | 2,129 | 1,874 | 1,347 | 1,089 | 938 | 1,037 | 404 | 1,157 | 1,336 |
Retained Earnings | 1.3% | 9,449 | 9,327 | 9,255 | 8,952 | 8,824 | 8,660 | 8,412 | 8,073 | 8,035 | 8,112 | 8,000 | 7,922 | 7,899 | 7,609 | 7,140 | 6,877 | 6,796 | 6,782 | 6,440 | 6,432 | 6,398 |
Additional Paid-In Capital | 1.4% | 2,142 | 2,111 | 2,103 | 2,078 | 2,049 | 2,016 | 2,007 | 1,986 | 1,967 | 1,953 | 1,934 | 1,909 | 1,887 | 1,856 | 1,831 | 1,810 | 1,791 | 1,776 | 1,709 | 1,698 | 1,687 |
Accumulated Depreciation | 0.5% | 1,875 | 1,866 | 1,828 | 1,799 | 1,777 | 1,743 | 1,702 | 1,720 | 1,713 | 1,750 | 1,744 | 1,745 | 1,724 | 1,720 | 1,675 | 1,647 | 1,616 | 1,609 | 1,566 | 1,585 | 1,557 |
Shares Outstanding | -0.5% | 114 | 115 | 115 | 115 | 115 | 115 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 116 | 118 | - | - |
Minority Interest | -0.6% | 178 | 179 | 182 | 279 | 280 | 286 | 291 | 294 | 298 | 302 | 305 | 309 | 312 | 316 | 319 | 319 | 317 | 320 | - | - | - |
Float | - | - | - | - | - | 33,700 | - | - | - | 32,500 | - | - | - | 30,800 | - | - | - | 17,400 | - | - | - | 21,700 |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 267.5% | 120 | 33.00 | 840 | 282 | 187 | 66.00 | 399 | 345 | 91.00 | -12.00 | 204 | 462 | 249 | 347 | 326 | 346 | 217 | 231 | 475 | 351 | 144 |
Share Based Compensation | 10.7% | 27.00 | 24.00 | 23.00 | 23.00 | 23.00 | 18.00 | 19.00 | 18.00 | 16.00 | 16.00 | 14.00 | 14.00 | 13.00 | 12.00 | 11.00 | 12.00 | 11.00 | 12.00 | 11.00 | 11.00 | 11.00 |
Cashflow From Investing | 92.8% | -58.90 | -817 | 766 | 108 | -1.20 | -18.30 | 91.00 | 46.00 | -96.00 | -48.70 | -2,254 | -35.50 | -26.60 | -310 | -26.90 | -317 | -40.60 | -233 | 96.00 | 11.00 | -22.80 |
Cashflow From Financing | -119.1% | -25.60 | 134 | -966 | -412 | -191 | -105 | -455 | -336 | -90.50 | -52.00 | 1,801 | -163 | -301 | -37.20 | -490 | 226 | -438 | -95.60 | -325 | -354 | 22.00 |
Dividend Payments | -100.0% | - | 144 | 136 | 136 | 136 | 136 | 129 | 130 | 130 | 130 | 124 | 124 | 124 | 124 | 119 | 118 | 118 | 118 | 113 | 114 | 116 |
Buy Backs | 63.4% | 197 | 120 | 54.00 | 62.00 | 39.00 | 157 | 79.00 | 176 | - | 50.00 | 62.00 | 61.00 | 92.00 | 84.00 | 2.00 | 49.00 | 106 | 106 | 227 | 246 | 236 |
CONSOLIDATED STATEMENT OF OPERATIONS - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | Mar. 31, 2024 | Mar. 31, 2023 | |
Sales | ||||
Sales | $ 2,126.0 | $ 2,275.4 | $ 4,178.1 | $ 4,256.4 |
Cost of sales | ||||
Cost of sales | (1,292.6) | (1,342.9) | (2,550.1) | (2,510.3) |
Gross profit | 833.4 | 932.5 | 1,628.0 | 1,746.1 |
Selling, general and administrative expenses | (501.4) | (501.2) | (1,015.1) | (970.7) |
Change in fair value of investments | 2.8 | 63.0 | 5.9 | 203.6 |
Other income (expense) | 14.8 | (107.1) | 23.7 | (89.8) |
Interest expense | (39.2) | (35.8) | (72.5) | (69.9) |
Income before income taxes | 310.4 | 351.4 | 570.0 | 819.3 |
Income tax provision | (45.1) | (56.5) | (92.0) | (145.7) |
Net income (loss) | 265.3 | 294.9 | 478.0 | 673.6 |
Net loss attributable to noncontrolling interests | (0.9) | (5.4) | (3.4) | (10.7) |
Net income attributable to Rockwell Automation, Inc. | $ 266.2 | $ 300.3 | $ 481.4 | $ 684.3 |
Earnings per share: | ||||
Basic (in usd per share) | $ 2.32 | $ 2.60 | $ 4.19 | $ 5.94 |
Diluted (in usd per share) | $ 2.31 | $ 2.59 | $ 4.17 | $ 5.90 |
Weighted average outstanding shares: | ||||
Basic (in shares) | 114.3 | 114.8 | 114.4 | 114.8 |
Diluted (in shares) | 114.8 | 115.6 | 115.0 | 115.6 |
Products and solutions | ||||
Sales | ||||
Sales | $ 1,891.2 | $ 2,069.9 | $ 3,724.4 | $ 3,859.6 |
Cost of sales | ||||
Cost of sales | (1,165.3) | (1,206.3) | (2,295.4) | (2,251.0) |
Services | ||||
Sales | ||||
Sales | 234.8 | 205.5 | 453.7 | 396.8 |
Cost of sales | ||||
Cost of sales | $ (127.3) | $ (136.6) | $ (254.7) | $ (259.3) |
CONSOLIDATED BALANCE SHEET - USD ($) $ in Millions | Mar. 31, 2024 | Sep. 30, 2023 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 470.3 | $ 1,071.8 |
Receivables | 1,960.2 | 2,167.4 |
Inventories | 1,384.7 | 1,404.9 |
Other current assets | 299.0 | 266.7 |
Total current assets | 4,114.2 | 4,910.8 |
Property, net of accumulated depreciation of $1,874.7 and $1,828.3, respectively | 715.4 | 684.2 |
Operating lease right-of-use assets | 405.5 | 349.4 |
Goodwill | 3,964.4 | 3,529.2 |
Other intangible assets, net | 1,140.7 | 852.4 |
Deferred income taxes | 477.8 | 459.3 |
Long-term investments | 171.8 | 157.1 |
Other assets | 377.5 | 361.6 |
Total | 11,367.3 | 11,304.0 |
Current liabilities | ||
Short-term debt | 777.4 | 94.7 |
Current portion of long-term debt | 309.4 | 8.6 |
Accounts payable | 903.2 | 1,150.2 |
Compensation and benefits | 228.2 | 499.9 |
Contract liabilities | 609.8 | 592.5 |
Customer returns, rebates and incentives | 427.5 | 452.0 |
Other current liabilities | 447.5 | 567.4 |
Total current liabilities | 3,703.0 | 3,365.3 |
Long-term debt | 2,584.5 | 2,862.9 |
Retirement benefits | 512.8 | 503.6 |
Operating lease liabilities | 333.2 | 285.3 |
Other liabilities | 511.8 | 543.5 |
Commitments and contingent liabilities (Note 13) | ||
Shareowners’ equity | ||
Common stock ($1.00 par value, shares issued: 181.4) | 181.4 | 181.4 |
Additional paid-in capital | 2,141.9 | 2,102.5 |
Retained earnings | 9,449.3 | 9,255.2 |
Accumulated other comprehensive loss | (762.0) | (790.1) |
Common stock in treasury, at cost (shares held: 67.4 and 66.6, respectively) | (7,467.0) | (7,187.4) |
Shareowners’ equity attributable to Rockwell Automation, Inc. | 3,543.6 | 3,561.6 |
Noncontrolling interests | 178.4 | 181.8 |
Total shareowners’ equity | 3,722.0 | 3,743.4 |
Total | $ 11,367.3 | $ 11,304.0 |