Rockwell Automation Inc NYSE:ROK Price, Chart, News & Insight

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Rockwell Automation and PBS Biotech Expand Automation for Cell Therapy Development

Rockwell Automation said PBS Biotech has embedded its automation technology into the MiniPRO bioreactor platform, aiming to accelerate cell therapy process development and make the transition to commercial manufacturing more consistent.

The MiniPRO is a closed, automated system that supports up to 24 independently controlled bioreactors for parallel process development. It uses Rockwell’s FactoryTalk software and Process Library to provide real-time process control and visibility, while also supporting integration with larger PlantPAx distributed control systems used in commercial-scale facilities.

The collaboration is designed to address common challenges in advanced therapy development, including manual workflows, limited throughput, inconsistent process environments and difficulties transferring processes from development into GMP manufacturing.

PBS Biotech said the platform allows developers to generate manufacturing-relevant data earlier in the development cycle. The company has also demonstrated that MiniPRO process performance is consistent with its larger Vertical-Wheel bioreactor systems, supporting a more predictable scale-up path.

The Advanced Regenerative Manufacturing Institute was an early adopter of the platform and highlighted the ability of Rockwell controls to simplify integration between bioreactor systems and broader manufacturing infrastructure.

For Rockwell Automation, the project extends its industrial automation technology further into cell and gene therapy manufacturing, where standardized control, reproducibility and process transfer are becoming increasingly important as therapies move from development toward clinical and commercial production.

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WS Investor 09-29-26

Rockwell Automation Joins Anthropic’s Project Glasswing for AI-Powered Cyber Defense

Rockwell Automation (NYSE: ROK) has joined Anthropic’s Project Glasswing, an initiative focused on using advanced AI to strengthen cybersecurity across critical infrastructure and software systems.

Rockwell’s security teams will receive controlled access to Claude Mythos 5 to explore faster ways to discover, validate, prioritize and remediate vulnerabilities across industrial software and connected systems. The initiative is particularly relevant as manufacturing plants increasingly connect production equipment, operational data and digital infrastructure.

Anthropic launched Project Glasswing in April 2026 for defensive cybersecurity applications. The program initially included about 50 partners and has since expanded to roughly 150 additional organizations across more than 15 countries, including companies supporting power, water, healthcare, communications and hardware infrastructure.

For Rockwell, the collaboration strengthens its industrial cybersecurity strategy by applying AI to identify vulnerabilities earlier and potentially shorten remediation times across the connected manufacturing environments its technology supports.

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The Investor 09-15-26

Rockwell Automation’s Plex Platform Helps Country Maid Digitize Production Operations

Rockwell Automation (NYSE: ROK) announced that baked goods manufacturer Country Maid has selected its Plex Production Monitoring platform to improve real-time visibility and operational efficiency across its manufacturing operations.

Country Maid is using the platform to monitor equipment status, production rates, downtime and other operational metrics. The deployment addresses several challenges, including limited real-time production visibility, the absence of centralized downtime tracking and inconsistencies in production knowledge caused by employee turnover.

Since implementation, Country Maid has digitally connected production equipment and introduced real-time Overall Equipment Effectiveness dashboards, reducing reliance on manual reporting. The company has also deployed virtual display boards for production shifts and improved the accuracy of uptime and downtime tracking.

Country Maid integrated Plex Production Monitoring with Rockwell’s FactoryTalk Batch software to automate production data collection and improve reporting accuracy. The implementation is being supported by Rockwell Automation partners Interstates and Van Meter.

Country Maid plans to expand the Plex platform to additional work centers as it continues its digital transformation.

For Rockwell Automation, the deployment highlights the growing use of its industrial software portfolio to connect manufacturing equipment with real-time data and analytics, helping customers improve productivity and automate factory operations.

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The Investor 09-08-26

Rockwell Automation Launches AI-Enabled TechConnectIQ Support

Rockwell Automation (NYSE: ROK) launched TechConnectIQ Support, a new digitally enabled remote-support platform designed to help manufacturers reduce downtime and resolve technical problems faster.

The service combines Rockwell’s technical expertise with AI-powered tools, including federated search, augmented-reality guidance and instructional content. Customers also gain real-time access to specialists and improved visibility into installed equipment and support history.

### Expanding AI Across Industrial Automation

TechConnectIQ targets a growing challenge for manufacturers: increasingly complex automation systems alongside shortages of experienced on-site technical staff. Rockwell said the platform can reduce reliance on field visits while accelerating installation, troubleshooting and software or firmware updates.

The service is available for single-site contract customers in North America, with expansion into additional regions planned for 2027.

For Rockwell, the launch strengthens its Lifecycle Services business and expands the use of AI beyond factory automation into recurring technical-support services, potentially deepening customer relationships and increasing higher-value service revenue.

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Global Finance News 08-27-26

Rockwell Automation Expands Industrial AI With Plex QMS and VisionAI Integration

Rockwell Automation (NYSE: ROK) announced a new integration between its Plex Quality Management System and FactoryTalk Analytics VisionAI, expanding the company’s use of artificial intelligence across manufacturing operations.

The API-enabled integration brings AI-powered visual inspection directly into quality-management workflows. Manufacturers can use existing or new camera systems to identify anomalies and defects while automatically recording inspection results in Plex QMS, improving traceability, product serialization and inspection history.

The launch is part of Rockwell’s broader push into AI-driven industrial automation. The company is expanding AI and machine-learning capabilities across cloud-based manufacturing execution systems, edge AI, digital twins and connected-worker applications.

Rockwell has also introduced AI-powered tools within Plex Connected Worker and its Reporting and Analytics platform, including agents that can generate work instructions from technical assets and analyze operational data using natural-language interactions.

The development strengthens Rockwell’s positioning around industrial AI as manufacturers increasingly seek to automate quality control and move from traditional rule-based automation toward more adaptive, data-driven production systems.

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The Investor 08-11-26

Rockwell Automation Stock Falls 7% Despite Strong Q3 Results and Higher Full-Year Guidance

Rockwell Automation (NYSE: ROK) shares fell 7% on Tuesday despite reporting strong third-quarter results, as investors took profits following a solid rally in the stock and weighed expectations after another quarter of robust growth.

Third-quarter sales increased 8% year over year to $2.31 billion, while organic sales climbed 10%. Adjusted earnings per share rose 22% to $3.49, and GAAP EPS increased 40% to $3.65. Following the strong quarter, Rockwell raised its full-year fiscal 2026 sales and earnings guidance.

Broad-Based Industrial Demand Supports Growth

Rockwell delivered strong growth across its core automation businesses, driven by healthy customer demand and improving industrial activity.

Management highlighted continued strength in semiconductor, data center and warehouse automation markets, alongside improving demand from automotive and life sciences customers. Software & Control revenue increased 19%, while Intelligent Devices sales rose 12%, both supported by higher volumes and favorable product mix.

The company also reported 6% growth in organic annual recurring revenue (ARR), with software ARR increasing at a high-single-digit pace.

Margins Expand as Guidance Moves Higher

Operating performance continued to improve during the quarter.

Enterprise operating margin expanded to 22.3% from 19.5% a year earlier, supported by higher sales volume, favorable mix and benefits from the dissolution of the Sensia joint venture. Operating cash flow increased to $724 million, while free cash flow climbed to $654 million.

Reflecting the strong execution, Rockwell raised its fiscal 2026 outlook. The company now expects reported and organic sales growth of 7.5% to 9.5%, up from the previous 5% to 9% range, while adjusted EPS guidance was increased to $13.00-$13.30.

What to Watch

Despite another quarter of double-digit organic growth and higher guidance, investors pushed the shares lower as expectations had already risen significantly following the stock's strong performance. Going forward, markets will closely monitor demand across semiconductor, data center and factory automation markets, software recurring revenue growth, margin expansion and the pace of industrial capital spending.

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European Investor 08-04-26

Rockwell Automation Surges 11% as Industrial Automation Comeback Takes Shape

Tuesday, May 5, 2026

In a session full of earnings-day disappointments, Rockwell Automation stands out as the cleanest beat-and-raise story of the day. Shares jumped approximately 11% after the Milwaukee-based industrial automation leader delivered a quarter that exceeded expectations on virtually every metric and raised full-year guidance meaningfully — a stark contrast to the cautious guides dragging down Shopify, Eaton, and PayPal.

The Numbers

Fiscal Q2 2026 sales of $2.24 billion grew 12% year-over-year, with organic growth of 9% — well above expectations. Adjusted EPS of $3.30 surged 32% from $2.50 a year ago, and diluted EPS of $3.10 rose 40%. Enterprise operating margin expanded to 22.5% from 19.0% a year ago — 350 basis points of margin improvement driven by volume leverage, positive price/cost dynamics, and favorable mix. Free cash flow nearly doubled to $275 million from $171 million. ROIC on an adjusted basis improved to 17.2% from 14.2%.

The Segment Breakdown

The standout was Software & Control, which posted 17% organic sales growth and a 34.9% segment operating margin — up from 30.1% a year ago. This is Rockwell's highest-margin, most strategically valuable business, and its acceleration is the core reason the stock is reacting this strongly. Software-driven recurring revenue is precisely what industrial automation investors want to see scaling. Annual recurring revenue (ARR) grew 6% year-over-year.

Intelligent Devices — hardware controllers, sensors, drives — grew 9% organically with margins expanding to 20.9% from 17.7%, a significant recovery for a segment that was plagued by inventory destocking through much of 2024–2025. CEO Blake Moret specifically cited improving demand in warehouse automation, data centers, semiconductors, and energy — a list that maps directly onto the infrastructure buildout themes running through this earnings season.

Lifecycle Services (aftermarket, maintenance) was the soft spot, with organic sales declining 1% and margins essentially flat at 14.6%, reflecting lumpiness in service contract timing.

The Guidance Raise

The guidance upgrade is what's driving the 10% move. Full-year adjusted EPS is now guided to $12.50–$13.10, up sharply from the prior range of $11.40–$12.20 — a roughly $1 raise at the midpoint. Organic sales growth guidance moved to 5–9% from 2–6%. For a company that spent much of 2024 working through an inventory correction and guiding conservatively, this is the inflection point investors have been waiting for.

Moret's candor was balanced — he acknowledged that "capital investment remains muted in other key verticals" — but the data center, warehouse, and semiconductor demand vectors are clearly more than offsetting the weakness in traditional manufacturing end markets.

The Bigger Picture

Rockwell's quarter is the industrial automation sector's answer to a key question: was the 2024–2025 inventory destocking cycle a structural problem or a cyclical one? Today's results make a compelling case for the latter. With Software & Control at 35% margins and accelerating, Intelligent Devices recovering, and the AI-linked data center and semiconductor verticals providing structural tailwinds, Rockwell is positioned at the intersection of reshoring, automation, and digital infrastructure — three of the most durable capital spending themes of the decade.

After a prolonged period of underperformance during the destocking cycle, today's 11% move suggests the market is beginning to reprice that potential.

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Global Finance News 05-05-26

Rockwell Automation and Cytiva Launch SCADA Platform for Biopharma Manufacturers

Rockwell Automation and Cytiva have jointly launched the Figurate SCADA system, a supervisory control and data acquisition platform aimed at eliminating digital bottlenecks in biopharmaceutical manufacturing. The platform integrates Cytiva's bioprocessing equipment with Rockwell's FactoryTalk software suite, offering real-time monitoring, centralized alarms, and batch reporting from a single interface. It is designed to work across multiple instrument vendors and scale from process development all the way to commercial manufacturing without requiring a system redesign. The companies say the platform can reduce capital and operational costs while supporting regulatory compliance. Figurate SCADA is available globally starting today.

Source: Rockwell Automation Press Release, April 29, 2026

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Global Finance News 04-29-26

Rockwell Automation, Inc. (NYSE: ROK) will report its second quarter fiscal 2026 results on Tuesday, May 5, before the market opens.

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European Investor 04-21-26

Rockwell Automation announced its role in a major sustainability upgrade at Brazil’s Carajás iron ore complex, operated by Vale, aimed at eliminating industrial water use in processing.

The project involves converting Carajás Plant 1 to operate entirely using natural moisture, targeting a 100% reduction in process water consumption while also eliminating tailings waste and increasing production capacity. Rockwell is serving as the end-to-end integration partner, coordinating automation, electrical systems, and equipment from multiple suppliers.

At the core of the upgrade is Rockwell’s PlantPAx distributed control system, designed to optimize operations, enhance efficiency, and reduce operational risks. The initiative highlights a broader push toward more sustainable mining practices, particularly in environmentally sensitive regions such as the Carajás National Forest.

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Global Finance News 04-17-26

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