Back to top
more

Rockwell Automation (ROK)

(Delayed Data from NYSE)

$276.95 USD

276.95
919,944

+1.39 (0.50%)

Updated Apr 25, 2024 04:00 PM ET

After-Market: $276.93 -0.02 (-0.01%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

4-Sell of 5       4  

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value C Growth D Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 18% (206 out of 251)

Industry: Industrial Automation and Robotics

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for ROK

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

   

Fiscal Year End for Rockwell Automation, Inc falls in the month of September.

All items in Millions except Per Share data.

9/30/2023 9/30/2022 9/30/2021 9/30/2020 9/30/2019
Assets          
Cash & Equivalents 1,072 491 662 705 1,058
Receivables 2,167 1,737 1,425 1,249 1,179
Notes Receivable 0 0 0 0 0
Inventories 1,405 1,054 798 584 576
Other Current Assets 267 329 179 148 173
Total Current Assets 4,911 3,611 3,063 2,686 2,986
Net Property & Equipment 684 587 582 574 572
Investments & Advances 157 1,056 1,364 954 794
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 459 384 381 416 364
Intangibles 4,382 4,426 4,648 2,130 1,265
Deposits & Other Assets 362 374 287 163 132
Total Assets 11,304 10,759 10,702 7,265 6,113
Liabilities & Shareholders Equity 9/30/2023 9/30/2022 9/30/2021 9/30/2020 9/30/2019
Notes Payable 95 359 510 25 0
Accounts Payable 1,150 1,028 890 688 695
Current Portion Long-Term Debt 9 609 0 0 301
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 2,112 1,576 1,593 1,098 942
Total Current Liabilities 3,365 3,572 2,992 1,811 1,937
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 2,863 2,868 3,465 1,975 1,956
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 1,047 1,039 1,237 1,858 1,816
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 7,561 7,742 8,008 5,918 5,709
Shareholders Equity 9/30/2023 9/30/2022 9/30/2021 9/30/2020 9/30/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 181 181 181 181 181
Capital Surplus 2,103 2,007 1,934 1,831 1,709
Retained Earnings 9,255 8,412 8,000 7,140 6,440
Other Equity -608 -626 -713 -1,295 -1,488
Treasury Stock 7,187 6,957 6,709 6,510 6,439
Total Shareholder's Equity 3,743 3,017 2,694 1,347 404
Total Liabilities & Shareholder's Equity 11,304 10,759 10,702 7,265 6,113
Total Common Equity 3,743 3,017 2,694 1,347 404
Shares Outstanding 114.80 115.40 116.00 115.90 117.00
Book Value Per Share 32.61 26.14 23.23 11.62 3.45

Fiscal Year End for Rockwell Automation, Inc falls in the month of September.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 440 1,072 444 456
Receivables NA 1,935 2,167 2,245 2,046
Notes Receivable NA 0 0 0 0
Inventories NA 1,474 1,405 1,435 1,329
Other Current Assets NA 288 267 277 271
Total Current Assets NA 4,136 4,911 4,401 4,101
Net Property & Equipment NA 705 684 654 638
Investments & Advances NA 162 157 1,002 1,053
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 462 459 361 363
Intangibles NA 5,157 4,382 4,584 4,595
Deposits & Other Assets NA 362 362 423 411
Total Assets NA 11,333 11,304 11,743 11,469
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 501 95 279 514
Accounts Payable NA 935 1,150 1,009 992
Current Portion Long-Term Debt NA 10 9 608 609
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 1,865 2,112 2,026 1,679
Total Current Liabilities NA 3,311 3,365 3,922 3,794
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 2,863 2,863 2,867 2,868
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 1,047 1,076 1,117
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 7,546 7,561 8,121 8,034
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 181 181 181 181
Capital Surplus NA 2,111 2,103 2,078 2,049
Retained Earnings NA 9,327 9,255 8,952 8,824
Other Equity NA -550 -608 -447 -516
Treasury Stock NA 7,282 7,187 7,143 7,103
Total Shareholder's Equity NA 3,787 3,743 3,622 3,436
Total Liabilities & Shareholder's Equity NA 11,333 11,304 11,743 11,469
Total Common Equity 0 3,787 3,743 3,622 3,436
Shares Outstanding 114.50 114.50 114.80 114.80 114.80
Book Value Per Share 0.00 33.08 32.61 31.55 29.93