Rockwell Automat Stock Price, News & Analysis

Rockwell Automation (NYSE: ROK) has released cybersecurity findings from its 10th annual State of Smart Manufacturing Report, surveying over 1,500 manufacturing leaders across 17 countries. The report reveals that cybersecurity (30%) now ranks as the second highest external risk after inflation and economic growth (34%).

Key findings show that 61% of cybersecurity professionals plan to adopt AI and machine learning for security within 12 months, while 48% identified securing converged IT/OT architecture as crucial for future success. Additionally, 38% of manufacturers plan to leverage existing data for protection, and 53% of large companies ($30B+) consider cybersecurity skills extremely important.

Rockwell Automation (NYSE:ROK) reported strong Q3 2025 results with reported sales up 5% to $2.14 billion and organic sales growth of over 4%. The company achieved diluted EPS of $2.60 and Adjusted EPS of $2.82, increasing 29% and 4% year-over-year respectively.

Key financial highlights include pre-tax margin of 16.0%, segment operating margin of 21.2%, and strong cash flow generation with operating cash flow of $527 million. The company updated its fiscal 2025 guidance, projecting reported and organic sales growth between -2% and 1%, with Adjusted EPS guidance of $9.80-$10.20.

Rockwell announced plans to invest over $2 billion in plants, talent, and digital infrastructure over the next five years, primarily focusing on U.S. capital investment. The company's Total ARR grew 7% year-over-year, and Book-to-bill remained at ~1.0.

Rockwell Automation (NYSE: ROK) has scheduled its third quarter fiscal 2025 earnings report for Wednesday, August 6, 2025, before market open. The company will host a conference call at 7:30 a.m. CDT to discuss the results.

The earnings release and presentation materials will be available on Rockwell's investor relations website. Investors can access the conference call via multiple dial-in numbers, using passcode 5499533. A replay of the call will remain accessible through September 5, 2025.

Rockwell Automation (NYSE:ROK) has released its 10th annual "State of Smart Manufacturing Report: Life Sciences Edition," revealing significant trends in AI adoption across life sciences manufacturing. The study, surveying 143 leaders from 15 countries, shows that 95% of manufacturers are either using or evaluating smart technology.

Key findings highlight that companies are primarily using AI for quality improvement (53%), operations streamlining (50%), and cybersecurity enhancement (48%). The report also identifies workforce challenges, with 26% of leaders citing skilled worker recruitment as their biggest growth barrier in 2025. In response, manufacturers are increasingly turning to AI and automation to support their workforce needs.

Rockwell Automation (NYSE: ROK) has unveiled PointMax I/O, a new flexible remote input/output system designed to modernize industrial operations. The modular solution aims to address manufacturing complexity by offering scalable and reconfigurable I/O deployments, moving away from traditional rigid, centralized control systems. PointMax I/O seamlessly integrates with Logix 5000 controllers and is built to withstand harsh industrial environments, making it suitable for high-performance applications. The system features simplified device connectivity and enhanced maintenance capabilities, providing manufacturers with greater control and flexibility in system design. The product is being showcased at ROKLive EMEA in Rome and is scheduled for commercial availability in Q3 2025.

Rockwell Automation (NYSE: ROK) has launched OptixEdge, an advanced edge gateway solution that transforms industrial data processing. The solution addresses a critical industry challenge, as only 44% of data from smart machines is currently being used effectively according to Rockwell's State of Smart Manufacturing Report. OptixEdge processes data at the machine level in real-time, connecting to control systems through FactoryTalk Optix software. Key features include a Built-in Wizard App for simplified data collection, efficient lightweight application support, secure remote access through FactoryTalk Remote Access, compatibility with third-party systems, and cost-effective cloud data management. The solution enables faster insights, reduced costs, and improved decision-making by processing information at its source rather than sending it to distant cloud servers.

Rockwell Automation (NYSE: ROK) has announced its latest quarterly dividend payment. The company's Board of Directors has declared a dividend of $1.31 per share on its common stock. This dividend will be paid on September 10, 2025, to shareholders who are registered as of the record date August 18, 2025. The announcement follows the board's regular dividend review process.

Rockwell Automation has released its 10th annual State of Smart Manufacturing Report: Automotive Edition, revealing significant shifts in the automotive manufacturing sector. The study, which surveyed 130 industry leaders across 15 countries, highlights workforce challenges as the primary concern. Change management emerged as the top workforce challenge (37%), followed by rising skilled worker costs (36%), employee retention (33%), and recruitment difficulties (31%). The industry shows strong technology investment trends, with 62% of respondents citing long-term business impact as the main driver. Notably, AI adoption is gaining momentum, with reduced risk perception (14% in 2025 vs 24% in 2023). The sector faces a projected 7.9 million worker gap by 2030, leading manufacturers to focus on automation and seeking workers with AI expertise and soft skills.

Rockwell Automation (NYSE: ROK) has released its 10th annual State of Smart Manufacturing Report, revealing significant trends in AI adoption and digital transformation across the manufacturing sector. The study, surveying 1,500+ manufacturers across 17 countries, shows that 95% of manufacturers have invested or plan to invest in AI/ML within five years. Key findings indicate that 81% of manufacturers are accelerating digital transformation, with cybersecurity ranking as the second biggest external risk. The report highlights that 48% of manufacturers plan to repurpose or hire additional workers due to smart manufacturing investments, while 41% are using AI and automation to address labor shortages. Quality control remains the top AI use case, with 50% planning to implement AI/ML for product quality in 2025. The study also notes a 12% year-over-year increase in generative and causal AI investments, and a significant rise in the importance of AI skills for leadership roles.