InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$426.23

2026-10-16

Market Cap

$47.4B

Volume

1.4M

52-Wk High

$497.36

52-Wk Low

$343.81

Trailing PE

39.9

P/S

5.29

Gross Margin

54.5%

Net Margin

13.4%

ROE

33%

ROIC

20%

Piotroski

9/9

Altman Z

5.8

1-Yr Return

+22.9%

5-Yr Return

+216.0%

Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).

SectorIndustrialsIndustryIndustrial - MachineryExchangeNYSEMarket Cap$47.4BEmployees26,000 (SEC-filed)CEOBlake D. MoretIPO1981-12-31CountryUS

1201 South Second Street, Milwaukee, WI 53204-2410 · Tel 414 382 2000 · rockwellautomation.com

INSIDERSTREET SCORE72 / 100Street mean $490.50 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$30M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · ROK +22.9% · S&P 500 +15.9% · spread +7.0pp

7 Years vs S&P 500 · ROK +216.0% · S&P 500 +189.9% · spread +26.1pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE72of 100

Score Breakdown

Profitability	77/100
Growth	68/100
Momentum	91/100
Quality	85/100
Earnings Quality	69/100
Balance Sheet	56/100
Value	30/100
Risk (safety)	100/100
Overall	72.3/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
CARR	42
PCAR	49
CMI	58
IR	65
ITW	60
SYM	66
ROK	72

IS Score Trend — quarterly

15 quarters, 23 Q1 to 26 Q3. Peak 72 in 26 Q3, latest 72 — +0 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY72 / 100IS Score 72.3 / 100 · +0.0 from peak of 72

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTURELEAN BEARISHTechnical Score 38 / 100 · Power -25 · 8 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 72, price structure 38 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 72.3	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 61 → 65 → 71 → 72	the direction matters more than the level
Technical vote share back above 50%	now 27%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,547 → now 1,547	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)1 buys2026-05-01

Insider Buys (180d)0none disclosed

ETF Funds (30d)1291 up / 1049 downnet +242 funds

Institutions Added (13F)123managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,547 · latest 1,547 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,547	100.6M	$48.4B	89.8%
2026 Q1	1,424	95.9M	$33.5B	85.5%
2025 Q4	1,423	95.4M	$36.0B	85.1%
2025 Q3	1,297	92.0M	$30.6B	82.1%
2025 Q2	1,273	93.8M	$28.5B	83.7%
2025 Q1	1,175	92.0M	$21.4B	82.1%
2024 Q4	1,218	94.2M	$23.7B	84.1%
2024 Q3	1,162	91.9M	$21.4B	82.0%
2024 Q2	1,157	91.9M	$22.6B	82.0%
2024 Q1	1,208	91.3M	$24.2B	81.4%
2023 Q4	1,226	87.1M	$26.4B	77.7%
2023 Q3	1,143	92.5M	$26.1B	82.5%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Reynolds Jordan Canfield	SVP Lifecycle Services	2026-10-05	—	1,921	$0.77M	0
Reynolds Jordan Canfield	SVP Lifecycle Services	2026-10-05	—	3,258	—	0
Reynolds Jordan Canfield	SVP Lifecycle Services	2026-10-05	—	217	—	0
Buttermore Robert L.	SVP,Chief Supply Chain Officer	2026-10-01	A-Award	2,453	—	2,453
Fordenwalt Matthew W.	SVP Intelligent Devices	2026-10-01	A-Award	3,371	—	3,371
Myers Tessa M.	SVP, Chief Revenue Officer	2026-10-01	A-Award	3,371	—	3,371
House Rebecca W	SVP, CLO and Secretary	2026-10-01	A-Award	3,371	—	3,371
Moret Blake D.	director, President and CEO	2026-10-01	A-Award	16,852	—	16,852

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	58	72,660	$29.9M	Counted
M — Exercises (paired A/D)	30	66,755	$15.3M	None — mechanics
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$29.9M58 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-09-17	Patricia A Watson	1,100	$0.5M
2026-09-08	Woods Isaac	154	$0.1M
2026-09-02	Bulho Matheus De A G Viera	400	$0.2M
2026-08-31	Bulho Matheus De A G Viera	467	$0.2M
Trailing 12 mo	72 filings	191,114	$75M

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.47%	8.4M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.21%	5.9M sh
2026-04-24	SCHEDULE 13G/A	BlackRock, Inc.	9.10%	10.2M sh
2025-08-14	SCHEDULE 13G/A	T. Rowe Price Associates, Inc.	4.40%	5.0M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Kevin Hern	House	SELL	$15,001 - $50,000	2026-09-17	2026-10-14
Kevin Hern	House	SELL	$15,001 - $50,000	2026-09-17	2026-10-13
Kevin Hern	House	SELL	$15,001 - $50,000	2026-09-14	2026-09-28
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-04	2024-05-15
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-04	2024-05-14
Thomas Hawley Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-04	2024-05-14

House 12-Mo13 trades2 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,424

13F Shares96M85.5% of shares out

New / Closed150 / 130positions, QoQ

Increased / Reduced499 / 482positions, QoQ

Put/Call (13F)1.14option positions

Free Float99.6%111M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Davenport & Co Llc	384,428	$167M
Birch Hill Investment Advisors Llc	181,995	$79M
Diversified Management Inc	118,358	$52M
Ninety One Uk Ltd	83,101	$36M
Howard Capital Management Group, L	68,229	$30M
Ghp Investment Advisors, Inc.	58,343	$25M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.5B
VTI	0.1%	$1.5B
VTSAX	0.1%	$1.5B
VSMPX	0.1%	$1.5B
VOO	0.1%	$1.3B
VFINX	0.1%	$1.3B

13F Filers Holding ROK — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session36.6%2026-10-15

20-Day Avg57.2%50-day 59.4%

TrendFalling20d vs 50d

By Market CenterQ: 36% · N: 78% · B: 4%latest session

Weekly Notional ($B)

Where ROK Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.9M	25 sh
Sgmt Sigma X2	0.9M	20 sh
Mlix Instinct X	0.7M	32 sh
Ebxl Level Ats	0.6M	14 sh
Mspl Ms Pool (Ats-4)	0.5M	67 sh
Mstx Ms Trajectory Cross (Ats-1)	0.5M	19 sh

Where a dollar of Rockwell Automation, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
North America	$5.3B	40%
UNITED STATES	$4.8B	37%
EMEA	$1.5B	11%
Asia Pacific	$1.0B	8%
Latin America	$560M	4%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

ROK (live moat model)Peer median: CARR · PCAR · CMI · IR · ITW

Component scores from the live moat model. Peer median illustrative.

Moat score 59/100 — Narrow; primary source Intangible Assets.

3.8 · Employees (SEC filings)

Officer	Title
Blake D. Moret	President, Chairman & Chief Executive Officer
Christian E. Rothe	Senior Vice President & Chief Financial Officer
Rebecca W. House	Senior Vice President, Chief People & Legal Officer and Corporate Secretary
Scott A. Genereux	Senior Vice President

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)6 of 6recent quarters

Avg Surprise+10.8%

Next Report2026-11-05

Income Quality1.59OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+10.5%	+10.9%	+16.7%	-8.8%	+1.0%
Gross profit	-1.5%	+7.1%	+19.8%	-1.0%	+9.2%
Operating income	-33.1%	+82.9%	+26.8%	-25.3%	+12.5%
Net income	+32.7%	-31.4%	+48.8%	-31.3%	-8.8%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	7.0	7.8	9.1	8.3	8.3
Cost of revenue	4.1	4.7	5.3	4.6	4.3
Gross profit	2.9	3.1	3.7	3.7	4.0
R&D expense	0.4	0.0	0.0	0.5	0.7
SG&A expense	1.7	1.8	2.0	1.9	1.9
Operating income	0.7	1.3	1.7	1.3	1.4
EBITDA	1.3	1.4	2.0	1.6	1.4
D&A	0.2	0.2	0.3	0.3	0.3
Pretax income	1.5	1.1	1.6	1.1	0.9
Income tax	0.2	0.2	0.3	0.2	0.2
Net income	1.4	0.9	1.4	1.0	0.9
Diluted EPS ($)	11.58	7.96	11.95	8.28	7.67
Diluted shares (M)	117	117	116	114	113

Operating CF$2B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.5	1.1	0.5	0.5
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	1.7	2.2	1.8	1.9
Total current assets	3.6	4.9	3.9	3.9
PP&E (net)	0.9	1.0	1.2	1.2
Goodwill + intangibles	4.4	4.4	5.1	4.7
Total assets	10.8	11.3	11.2	11.2
Accounts payable	1.0	1.2	0.9	0.9
Short-term debt	1.0	0.1	1.1	0.6
Deferred revenue	0.5	0.6	0.6	0.6
Total current liabilities	3.6	3.4	3.6	3.4
Long-term debt	2.9	2.9	2.6	2.6
Total liabilities	7.7	7.6	7.6	7.5
Shareholders' equity	3.0	3.7	3.7	3.7

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.9	1.3	0.9	0.7
D&A	0.2	0.3	0.3	0.3
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.7)	(0.3)	(0.4)	0.2
Operating cash flow	0.8	1.4	0.9	1.5
Capital expenditures	(0.1)	(0.2)	(0.2)	(0.2)
Investing cash flow	(0.0)	0.9	(1.0)	(0.2)
Buybacks	(0.3)	(0.3)	(0.6)	(0.4)
Dividends paid	(0.5)	(0.5)	(0.6)	(0.6)
Debt issuance / (repay)	(0.2)	(0.9)	0.7	(0.4)
Financing cash flow	(0.9)	(1.7)	(0.5)	(1.3)
Free cash flow	0.7	1.2	0.6	1.4

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	79.5%	36.4%	40.7%	27.0%	24.3%	33%
ROA	15.1%	8.7%	11.6%	8.4%	7.7%	10.8%
ROIC	17.9%	17.7%	22.9%	14.4%	18.3%	19.7%
Gross margin	41.4%	40.0%	41.0%	44.5%	48.1%	54.5%
Operating margin	10.4%	17.2%	18.7%	15.3%	17.1%	21.7%
Net margin	19.4%	12.0%	15.3%	11.5%	10.4%	13.4%
EBITDA margin	19.0%	18.5%	22.0%	19.0%	16.8%	19.7%
FCF margin	16.3%	8.8%	13.4%	7.7%	16.3%	—
VALUATION
P/E	23.57	25.25	24.85	31.40	45.28	39.9
P/B	13.39	8.64	8.92	8.55	10.77	13.7
P/S	4.57	3.03	3.51	3.62	4.72	5.29
P/FCF	28.06	34.51	26.16	46.75	28.98	31.5
EV/EBITDA	19.76	18.99	17.08	21.32	30.49	28.5
EV/Revenue	5.11	3.51	3.76	4.05	5.10	5.6
Earnings yield	4.2%	4.0%	4.0%	3.2%	2.2%	2.51%
FCF yield	3.6%	2.9%	3.8%	2.1%	3.5%	3.17%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.02	1.01	1.46	1.08	1.14	1.08
Quick ratio	0.76	0.72	1.04	0.72	0.77	0.74
Debt / equity	1.83	1.53	0.94	1.17	1.00	1.03
Debt / assets	41.0%	38.9%	29.5%	36.4%	32.5%	32.6%
Net debt / EBITDA	2.06	2.58	1.14	2.30	2.28	1.77
Interest coverage	17.54	9.84	13.05	8.09	6.99	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.78	0.72	0.82	0.73	0.74	0.81
Receivables turnover	5.23	4.91	4.64	4.16	4.47	4.6
DSO (days)	70	74	79	88	82	79
DPO (days)	71	75	74	72	75	84
Cash conversion cycle	61	72	88	112	113	106
GROWTH (YoY)
Revenue growth	10.5%	10.9%	16.7%	-8.7%	1.0%	—
Net income growth	32.6%	-31.4%	37.1%	-25.5%	-8.7%	—
EPS growth	32.2%	-30.5%	37.3%	-24.3%	-8.2%	—
FCF growth	13.3%	-40.2%	78.0%	-47.3%	112.4%	—
PER SHARE ($)
EPS (diluted, TTM)	11.59	8.05	11.06	8.37	7.69	10.71
Book value / share	20.39	23.54	30.81	30.77	32.34	31.19
Revenue / share	59.69	67.01	78.33	72.69	73.84	80.04
FCF / share	9.73	5.89	10.50	5.62	12.02	13.42
Cash / share	5.65	4.24	9.27	4.14	4.14	4.27
SHAREHOLDER RETURN & SCORES
Buyback yield	0.9%	1.3%	1.0%	2.0%	1.1%	1.48%
Altman Z-Score	4.61	4.01	5.14	4.71	4.93	5.8
Piotroski F-Score	3	6	8	3	8	9/9
Beneish M-Score	-2.12	-2.27	-2.36	-2.50	-2.91	-2.76

Model	Score	Zone	Note
Piotroski F-Score	9 / 9	Strong
Altman Z-Score	5.8	Safe (>2.99)	Safe
Income quality	1.59	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.76	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.91
Interest burden	0.91
Operating margin	16.2%
Asset turnover	0.81×
Financial leverage	3.20×
= ROE	35%

Growth Quality (live)	Value
Revenue stability	0.60
Earnings stability	0.05
Earnings persistence	0.90
Revenue CAGR 3y	1.4%
EPS CAGR 3y	-4.7%
FCF CAGR 3y	23.6%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield1.48%

Dividend Yield1.30%

Total Shareholder Return2.57%cash yield

SBC / Revenue-0.1%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
CARR	$45.3B	37.8	9%	7.9%	-1.6%	4/9	-2.7%
PCAR	$58.3B	23.3	13%	10.0%	-12.3%	5/9	+19.3%
CMI	$73.1B	27.0	22%	9.9%	+2.9%	6/9	+26.2%
IR	$30.2B	31.7	9%	12.5%	+7.8%	7/9	+2.6%
ITW	$77.5B	24.6	105%	18.9%	+4.3%	6/9	—
SYM	$28.0B	404.7	3%	1.6%	+20.6%	6/9	—
OTIS	$27.2B	18.2	-27%	11.1%	+5.2%	5/9	—
DOV	$26.4B	23.4	15%	14.3%	+7.6%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

41 Analysts

Str Sell (0)Sell (2)Hold (28)Buy (11)Str Buy (0)

Mean Target (qtr)$490.508 targets

Target vs. Price+15.1%last-quarter mean

Next Report2026-11-05street $3.69

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$9.06B	$9.14B / $8.92B	$13.24	$13.45 / $13.08	18
FY2027	$9.59B	$9.80B / $9.30B	$14.91	$15.38 / $14.30	18
FY2028	$10.18B	$10.49B / $9.68B	$16.61	$17.09 / $15.89	10

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$458.67	+7.6%	3
Last Quarter	$490.50	+15.1%	8
Last Year	$467.33	+9.6%	24
All Time	$348.36	-18.3%	75

Rolling mean of published targets vs. last close $426.23. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B

DCF

3/5

ROE

5/5

ROA

5/5

Debt/Eq

1/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

ROK +22.9% vs S&P 500 +15.9% — spread +7.0pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$434.97	-8.74	-2.01%	Below
SMA 50	$432.13	-5.90	-1.37%	Below
SMA 200	$425.37	+0.86	+0.20%	Above
EMA 9	$430.69	-4.46	-1.04%	Below
EMA 21	$432.62	-6.39	-1.48%	Below
EMA 50	$435.47	-9.24	-2.12%	Below
EMA 200	$421.22	+5.01	+1.19%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTLEAN BEARISHPower Score -258 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%33

Momentum 25%20

Volume 20%75

Volatility 10%0

Patterns 15%50

This Week27% bullishof 11 price-based votes

4 Weeks Ago9%+18 pts since

12 Weeks Ago18%+9 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$434.97

Price vs SMA 50$432.13

Price vs SMA 200$425.37

EMA 9/21 Cross430.7/432.6

SMA 50/200Golden

ADX DirectionADX 17

Supertrend$450

Parabolic SAR$453

SMA Slope0.530

RSI44.1

Stochastic K/D19/17

StochRSI K/D5/2

Williams %R-71

CCI-67

TSI vs Signal-3.2

CMO-11.7

ROC-6.19%

OBV SignalDistrib

Chaikin MF0.170

MFI54

Force Index-1M

Elder Ray Bull1.78

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 17

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$419.10 / $425.54 / $429.06	S1 / S2	$415.58 / $409.14
Bollinger (20,2)	$416.39 – $453.55	Squeeze	Off
52-wk range	$342.55 – $497.36	Off 52-wk high	-14.3%
ATR (14)	$10.85 (2.5%)	Historical vol	20.4%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-1.9%Jan50%

+1.4%Feb60%

+0.2%Mar52%

+1.6%Apr35%

+0.9%May55%

+0.2%Jun55%

+3.3%Jul70%

+0.2%Aug60%

-0.9%Sep50%

+2.6%Oct70%

+6.1%Nov90%

+1.8%Dec55%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	ROK	S&P 500
Weekly volatility (σ, 1y)	3.76%	1.83%
Best / worst week (1y)	+11.1% / -8.0%	—
Max drawdown (5y, monthly)	-42.9%	—
1-week VaR (95%)	-5.8%	—
Beta (5y)	1.51	1.00

ROK EQUITY WEATHER (LIVE)RAINY · -16

Trend-22

Momentum-42

Volume+64

Volatility-60

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 176 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-16.3+10.3 vs industry

Trend-21.6+9.9 vs industry

Momentum-42.0-10.8 vs industry

Volume+64.3+81.7 vs industry

Reading	ROK	Industrial - Machinery n=1,754	Industrials n=9,922	All US symbols n=70,435
Overall	-16.3	-26.7	-24.1	-20.5
Trend	-21.6	-31.6	-26.2	-21.3
Momentum	-42.0	-31.2	-24.5	-15.8
Volume	+64.3	-17.4	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Blake D. Moret President & Chief Executive O	$15.4M	61% equity+incentive
Christian E. Rothe Senior Vice President & C	$5.0M	60% equity+incentive
Matthew W. Fordenwalt Senior Vice President,	$3.9M	57% equity+incentive
Rebecca W. House Senior Vice President, Chie	$3.5M	59% equity+incentive
Scott A. Genereux Senior Vice President, Chi	$3.4M	60% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	67
Social	70
Governance	72
Composite ESG	70

Composite ESG Trend

Filed	8-K contents	Items
2026-09-24	Officer/Director Change	5.02
2026-08-04	Earnings Release; Exhibits	2.02,9.01
2026-05-05	Earnings Release; Exhibits	2.02,9.01
2026-04-17	Officer/Director Change; Exhibits	5.02,9.01
2026-02-17	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01
2026-02-13	Submission of Matters to a Vote of Security Holders	5.07
2026-02-05	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-11-21	Entry into Material Definitive Agreement; Termination of Material Defi	1.01,1.02,2.03,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-10 to 2026-08-04
Analyst estimates	dim/forward_estimates	3 rows · 2026-09-30 to 2028-09-30
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	115 rows · 1997 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-01 to 2026-10-05
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-08-14 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Rockwell Automation, Inc. (ROK)

Institutions holding — 12 quarters

Rockwell Automation, Inc. (ROK)

Monthly Net Insider Flow (000 shares)

Signal Summary

Rockwell Automation, Inc. (ROK)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding ROK — quarterly

Institutional Put/Call — quarterly

Rockwell Automation, Inc. (ROK)

Where ROK Trades in the Dark

Rockwell Automation, Inc. (ROK)

3.8 · Employees (SEC filings)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Balance Sheet — Full

Cash Flow Statement — Full

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Street Price Target — Trajectory

Third-Party Composite Rating

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Family Scores (site weights)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)

Rockwell Automation, Inc. (ROK)