Rockwell AutomationRockwell Automation ROK

Country国家 United States美国

Systems系统 Work工作 · Integration集成 · Nerves神经

Bottlenecks瓶颈 P05 Middleware & orchestration中间件与编排 · P17 Integration, uptime, service集成、在线率与服务 · P18 Vertical workflow ROI垂直工作流 ROI

Market cap市值 Live, via TradingView.实时数据，来自 TradingView。

PLCs, motion control, safety systems, FactoryTalk software and AMR integration.

PLC、运动控制、安全系统、FactoryTalk 软件与 AMR 集成。

What it doesPLCs, motion control, safety systems, FactoryTalk software and AMR integration.

在干什么PLC、运动控制、安全系统、FactoryTalk 软件与 AMR 集成。

Name sheetRockwell Automation

Why it mattersROS 2/DDS supplies the ecosystem base, but real monetisation is more likely in safety, fleet operations, observability, support and vertical integration, and this company is the incumbent already sitting in that layer.

为何重要ROS 2／DDS 提供生态底座，但真正的变现更可能出现在安全、车队运营、可观测性、支持与垂直集成，而这家公司正是那一层的既有占位者。

Caveat

Good quality but richly valued; robotics is not separately disclosed and the exposure is essentially industrial-capex beta. Return −11.26%.

风险提示

质量优良但估值偏高；机器人未单独披露，敞口本质上是工业资本开支的贝塔。回报 −11.26%。

ProductPLCs, motion control, safety systems, FactoryTalk software, AMR integration

Value accrualInstalled control layer, software, channels, and lifecycle service

Key riskQ3 FY2026 revenue $2.31bn (+8%); Software & Control +19%. Strong cash generation, but robotics is not separately disclosed and exposure is industrial-capex beta.

Bottlenecks瓶颈 P05 Middleware & orchestration中间件与编排 · P17 Integration, uptime, service集成、在线率与服务 · P18 Vertical workflow ROI垂直工作流 ROI

Class: public
Country: US
HQ: Milwaukee, United States
Layer: Control / Middleware / Factory software
Systems: work · body · nerves
Caveat stance: avoid
Ticker: ROK
Exchange: NYSE
Purity: Low / diversified industrial automation
Valuation tier: 1
Last verified: 2026-08-12
Confidence note: High facts / Moderate robotics exposure
Sources: S-PUB-006
Translated fields: what_it_does_en · why_it_matters_en · caveat_en
Chain position: upstream

COMPANY RESEARCH公司研究 Commercial evidence商业证据 Expand +展开 + Collapse −收起 −

Commercial evidence shows how far a company has moved from a product claim to repeatable customer value. We look for a defined customer task, paid deployment, operating results, the human help required, and economics that can support repeat use. Missing information stays unassessed; it does not count as evidence against the company.商业证据用于判断一家公司从产品宣称走到了可重复客户价值的哪一步。我们关注明确的客户任务、付费部署、运行结果、所需人工协助，以及能否支持重复采用的经济性。缺失信息保持未评估，不会被当作对公司的负面证据。 Each item below applies only to the cited document and period. It should be read with its evidence class, review date, and stated limits.以下每项内容仅适用于所引文件与期间，阅读时应同时考虑证据类别、核查日期与已说明的局限。

Customer and task
客户与任务: Not yet assessed in this structured record.本结构化记录尚未评估。
Deployment and payment
部署与付款: Not yet assessed in this structured record.本结构化记录尚未评估。
Task results and human assistance
任务结果与人工协助: Not yet assessed in this structured record.本结构化记录尚未评估。
Cost and repeat purchases
成本与复购: Not yet assessed in this structured record.本结构化记录尚未评估。
What the evidence cannot establish
证据的局限: Not yet assessed in this structured record.本结构化记录尚未评估。

How to evaluate commercial evidence如何评估商业证据