Rockwell remains a high-quality automation franchise but is mid-cycle with order growth still recovering from 2024 destocking. Reshoring tailwinds are real but slower to materialize in discrete automation than process. EV battery plant project pushouts in North America weigh on the near-term order book.
Thesis reviewed May 29, 2026
Rockwell Automation, Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States53EARLYView United States risk detail →🏭Industrials23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NSC | Norfolk Southern Corporation | 28 | +3% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 28 | +7% | ↓6% | EARLY |
| EXPO | Exponent Inc. | 28 | +6% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 28 | +8% | ↓6% | EARLY |
| UPS | United Parcel Service, Inc. | 28 | -10% | ↓6% | AVOID |
| PH | Parker Hannifin Corporation | 28 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 28 | +16% | ↓6% | EARLY |
Investors who hold ROK may also have indirect exposure through these country funds.
Rockwell guides FY26 organic growth 2-6%; below consensus
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Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Kevin HernOK | R | Buy | $1k–$15k | Jun 10, 24 | +63.3% |