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What smart money is saying about Rockwell Automation, Inc.United States flag

ROK · Industrials · Industrial - Machinery · Market cap $44.44B

4 funds in our archive have pitched Rockwell Automation, Inc. — most recently Alpha Wealth Funds in March 2026.

Company profile

Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment offers drives, motion, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment provides control and visualization software and hardware, information software, digital twin and simulation software, and network and security infrastructure solutions. The Lifecycle Services segment provides consulting, professional services and solutions, and connected and maintenance services. The company sells its solutions primarily through independent distributors in relation with its direct sales force. It serves discrete end markets, including automotive, semiconductor, warehousing and logistics, and other discrete markets, as well as general industries comprising printing and publishing, marine, glass, fiber and textiles, airports, and aerospace; hybrid end markets, such as food and beverage, life sciences, household and personal care, and tire, as well as eco industrial, including water/wastewater, waste management, mass transit, and renewable energy; and process end markets comprising oil and gas, mining, metals, chemicals, pulp and paper, and others. Rockwell Automation, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

Fund coverage · 4 theses

  • Alpha Wealth Funds
    March 2026

    Rockwell Automation is a leading industrial automation vendor benefiting from secular reshoring and physical AI tailwinds with sticky, high-margin software and hardware.

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  • Alpha Wealth Funds
    December 2025

    Rockwell Automation is a pure-play on smart factory digitization with sticky, mission-critical solutions and powerful reshoring and AI-driven tailwinds.

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  • Alpha Wealth Funds
    March 2025

    Rockwell Automation is a leading provider of industrial automation solutions, well-positioned to benefit from the trend of reshoring and increased factory automation in the U.S.

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  • Parnassus Mid Cap Growth Fund
    December 2024

    Rockwell is a resilient industrial automation company facing short-term challenges but poised for growth as manufacturing projects complete and reshoring trends potentially accelerate.

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