Rockwell Automation, Inc. (ROK)

FairStock Score: 52/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Rockwell as a quality industrial franchise that the market already loves. In fiscal Q3 2026, the quarter ended 2026-06-30, revenue was $2.3B, net income $408.0M, and diluted EPS $3.65; a year earlier, fiscal Q3 2025 showed $2.1B, $295.0M, and $2.60. That is real recent improvement. But the longer record is less inspiring: fiscal 2025, the year ended 2025-09-30, had revenue of $8.3B and net income of $869.0M, versus fiscal 2024 revenue of $8.3B and net income of $953.0M, while fiscal 2023 was $9.1B and $1.4B. FairStock's Lynch category is SLOW GROWER — Shrinking, with profit down 3.2% a year over five years. The business has switching costs in industrial controls and software, yet FairStock ROCE of 9.99% and D/E of 1.03 suggest no extraordinary economics. At the 2026-10-26 close of $429.89, FairStock shows a P/E of 40.25, P/B of 13.66, EV/EBITDA of 28.42, FCF yield of 3.2%, and Graham Number of $86.95, a -390.06% margin of safety. Piotroski 7/9 and Altman 4.86 are reassuring, but price leaves little room for error. I want to buy wonderful businesses at sensible prices; this is a good business at a demanding price. I would watch whether recent profit growth persists and whether cash generation supports the valuation before calling it a value opportunity.

In plain English: Rockwell Automation sells factory automation equipment, software, and services that help manufacturers run and connect their operations. Recent quarterly sales and profit improved from a year earlier, and financial strength gauges look decent, but longer-term filed results show uneven growth and lower profit. At the 2026-10-26 close of $429.89, the shares look expensive compared with the company's earnings, book value, cash flow, and a conservative asset-based value.

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Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q3 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer