CluenexRockwell Automation ROK
Rockwell Automation scores average on business quality (5.7 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Rockwell Automation does
Rockwell Automation provides industrial automation and digital transformation technology. Manufacturers pay for its hardware, software, and control systems to run automated factory floors. The business is betting on expanding smart manufacturing adoption, supported by reports showing digital transformation is now critical for life sciences producers.
- What it does best
Rockwell builds factory hardware and software that locks in industrial clients through heavy switching costs. Its 54.5% gross margin beats peer Emerson Electric at 53.2%, showing solid pricing power on factory floors.
- The main risk
Revenue growth sits at 0.9%, trailing the broader industrial sector as demand stalls. Stagnant top-line expansion pressures capacity utilization and limits operating leverage.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 18.3% alongside a free cash flow margin in the top quartile of its sector at the 77th percentile. Profitability remains healthy despite stagnant revenue.
Proprietary factory control architecture locks in industrial enterprise clients. Its gross margin ranks in the top decile of its sector at the 86th percentile, protecting pricing power against rivals.
Revenue growth crawls at 0.9%, slowing significantly compared to historical periods when annual sales regularly outpaced current levels.
Total debt sits at $3.2 billion against $468 million in cash, supported by an interest coverage ratio of 11.9x that keeps debt costs manageable. Free cash flow reached $1.5 billion, showing solid cash generation.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $475K outside pre-planned sales.
Our sealed record on ROK
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Rockwell Automation scores average on the Cluenex quality check (5.7 of 10), measured against its own industry. Profitability is fair, moat strong, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 sold $475K outside pre-planned sales.
Nov 4, 2026, after the close.
See ROK today
- Today's verdict on ROK, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Rockwell Automation (ROK)”, https://cluenex.com/stocks/rok/, data as of Oct 10, 2026.