Rockwell Automation, Inc
Rockwell Automation is a U.S.-based industrial automation company focused on hardware, software, and services that help manufacturers control, monitor, and optimize production. Its business spans factory automation, industrial software, and lifecycle services sold globally across discrete, hybrid, and process industries.
Fiscal year 2025 · change from previous year
Development 2020–2025
Business
Share of revenueDrives, motion, sensing, safety, industrial components, and configured-to-order products.
Control, visualization, digital twin, simulation, and industrial information software and hardware.
Digital consulting, engineered-to-order solutions, cybersecurity, remote monitoring, and asset management.
Products
Reported · share of revenue- Productsand Solutions88.3 %
- Services11.7 %
Source: 10-K FY2025, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.
Customers
Rockwell Automation sells to manufacturers and industrial operators that need to automate production, improve uptime, and connect plant-floor systems with enterprise software. Its customer base includes OEMs, machine builders, system integrators, distributors, and end users across discrete, hybrid, and process industries. Demand is tied to factory investment, modernization, and the need for productivity, safety, and resilience.
Buy scalable automation hardware, control software, and design tools to build machines faster and at lower cost.
Buy automation systems, software, and services to improve productivity, reliability, and plant visibility.
Use Rockwell products to design and implement complete automation solutions for customers.
Purchase and resell products across many countries, providing market access and local support.
Buy control, safety, and lifecycle services for energy, mining, chemicals, food, and life sciences applications.
Strategy
Rockwell Automation’s strategy centers on expanding the Connected Enterprise through industrial automation, software, and services that improve customer productivity and resilience. It is also prioritizing industrial AI, broader market access in Europe and Asia, and portfolio expansion through acquisitions and venture investments. The company uses its distributor network, partner ecosystem, and global footprint to extend reach into machine builders and end markets worldwide.
Adds software differentiation and supports higher-value automation use cases.
Improves reach in regions where industrial automation demand is growing.
Broadens the solution set and deepens customer relationships across automation layers.
Geography
Q1/2026Rockwell Automation operates globally in more than 100 countries, with the United States as its home market and substantial sales outside the U.S. The largest non-U.S. destination markets named in the filing are Canada, China, Italy, the United Kingdom, and Mexico. Its manufacturing and supply chain footprint is designed to support multi-country delivery and redundancy across key product lines.
Share of the revenue the company reports by geography.
Risks
Rockwell Automation is exposed to cyclical industrial demand, distributor concentration, and execution risk in complex solutions and services projects. Its global footprint also creates exposure to tariffs, supply chain disruptions, cybersecurity threats, and intellectual property disputes. Because many products are embedded in customer operations, product security and reliability are especially important to the business.
- Distributor concentrationImpact: HighLikelihood: Medium
A large share of sales flows through independent distributors, so channel disruption can reduce reach and sales.
Exposure: Approximately 65% of global sales are transacted through distributors
- Cybersecurity and product securityImpact: HighLikelihood: Medium
Industrial systems can be targeted by attacks that disrupt operations or compromise safety.
Exposure - Solutions and services execution riskImpact: HighLikelihood: Low
Engineered and project-based work can create cost overruns, liabilities, and quality issues if scope or subcontractors are not managed well.
Exposure: Lifecycle Services and engineered-to-order solutions
- Supply chain and component shortagesImpact: HighLikelihood: Low
Dependence on suppliers and single-source components can delay production and shipments.
Exposure - Tariffs and trade restrictionsImpact: MediumLikelihood: Medium
Global sourcing and manufacturing create exposure to tariff costs and trade barriers.
Exposure: International supply chain and multi-country manufacturing
- Intellectual property disputesImpact: MediumLikelihood: Low
Automation software and control technologies can face infringement claims or protection challenges.
Exposure
Accounting
Judgemental itemsValuation of the Sensia reporting unit depends on forecast revenue growth, margins, and discount rates.
Impact: Can create large non-cash charges and affect reported earnings
Project scope, delivery milestones, and customer specifications affect when revenue is recognized.
Impact: Can shift revenue and margin timing across quarters
Acquisition-related fair value step-ups create ongoing non-cash expense.
Impact: Reduces comparability of operating performance
One-time programs can create period-specific expense recognition.
Impact: Can obscure underlying operating trends
Non-operating benefit costs can fluctuate with assumptions and market conditions.
Impact: Affects below-operating-line earnings and tax presentation
Similar listed companies
Publicly listed companies with a comparable business focus.
Honeywell International Inc
HON · Aircraft Engines & Engine Parts
Powell Industries, Inc
POWL · Switchgear & Switchboard Apparatus
Powell Industries is a U.S.-based manufacturer of custom-engineered electrical equipment and systems used to distribute, control, and monitor electric power.
Rockwell Medical, Inc
RMTI · Pharmaceutical Preparations
Stagwell Inc
STGW · Services-Advertising Agencies
Data I/O Corporation
DAIO · Instruments For Meas & Testing of Electricity & Elec Signals
Data I/O Corp designs and sells electronic device programming systems used to load firmware and software into semiconductors and other programmable devices.
Lockheed Martin Corporation
LMT · Guided Missiles & Space Vehicles & Parts
Lockheed Martin is a U.S.-based aerospace and defense technology company that designs, builds, and sustains mission systems for military, space, intelligence,…
Last updated: 24/09/2026