Rockwell Automation Inc

Rockwell Automation has joined Anthropic's Project Glasswing, a global initiative aimed at securing critical software and strengthening cyber resilience across critical infrastructure. Through controlled access to Claude Mythos 5, Rockwell security teams are exploring ways to accelerate the discovery, validation, prioritization, and remediation of vulnerabilities across software and connected systems that manufacturers rely on every day. Project Glasswing was launched by Anthropic in April 2026 to give approved organizations access to Claude Mythos Preview for defensive cybersecurity work, and Anthropic says the initiative began with roughly 50 partners and has expanded to approximately 150 additional organizations across more than 15 countries, spanning power, water, healthcare, communications, and hardware. Tony Baker, vice president and Chief Product Security Officer, Digital Trust, at Rockwell Automation, said the company is applying advanced AI capabilities in a controlled, defensive way to help identify and address vulnerabilities faster. Rockwell's participation is expected to support more resilient products, faster vulnerability handling, and continued investment in security across connected industrial systems.

DataHow, a Swiss leader in AI-powered biopharmaceutical development solutions, has closed a bridge financing round extending its Series A, led by existing investor Momenta with continued participation from Rockwell Automation, HINA Bioventures, and Zürcher Kantonalbank. The new capital will accelerate three priorities for its DataHowLab platform: real-time connectivity, model-driven process control, and expansion into downstream processing. Since its Series A, DataHow has deployed its hybrid modelling technology across many of the industry's largest manufacturers, and this investment reflects confidence in that progress. CEO Dr. Alessandro Butté said customers are asking for real-time and downstream capabilities, and the funding lets the company respond directly. Momenta's Ken Forster highlighted the shift from automation to autonomy, while Rockwell's Matt Weaver emphasized the move from retrospective analysis to predictive, model-driven control.

Rockwell Automation reported second-quarter results that beat Wall Street expectations on revenue and adjusted earnings per share, while also raising its full-year guidance. Revenue came in at $2.31 billion, up 7.9% year over year and above the $2.25 billion analyst estimate, and adjusted EPS of $3.49 exceeded the $3.38 consensus. The company lifted its full-year revenue midpoint to $9 billion from $8.9 billion and raised its adjusted EPS midpoint to $13.15, a 2.7% increase. Management cited broad-based growth across all product lines, with particular strength in semiconductors, data centers, and e-commerce automation, though persistent inflation and cautious commentary on macroeconomic uncertainty tempered sentiment. During the earnings call, analysts pressed executives on tariff-based pricing, inflation sustainability, automotive and life sciences trends, short-cycle versus long-cycle momentum, and the integration of production logistics and autonomous mobile robots.

Rockwell Automation raised its full-year 2026 sales and diluted EPS guidance after reporting fiscal third-quarter sales of US$2,313 million and net income of US$408 million. The improved outlook reflects stronger margins and growing software-led wins, including a Plex MES deployment at Arriyadh Roaster that highlights how higher-value digital solutions are becoming a more important earnings driver. The company’s narrative projects US$10.3 billion in revenue and US$1.8 billion in earnings by 2029, with a fair value estimate of US$474.58 per share, representing a 7% upside to the current price. While the results support the bull case around automation and digitalization, the key risk remains that prolonged CapEx caution or order delays could slow new project wins.

The Motley Fool highlights three robotics and automation stocks for investors to consider in August, citing strong growth projections for the industrial robotics market. Rockwell Automation, with a dominant 50% market share in programmable logic controllers in North America, reported second-quarter sales of $2.2 billion and GAAP earnings per share of $3.10. Ouster, a developer of digital 3D LiDAR sensors, saw first-quarter revenue surge 49% to $48.6 million and gross margins of 43%, though it posted a net loss of $17.4 million. Symbotic, an AI-powered supply chain automation company backed by Walmart, reported first-half revenue of $1.3 billion and flipped to a net profit of $22.8 million.

Rockwell Automation reported first-quarter revenues of $2.24 billion, up 11.9% year on year and exceeding analyst expectations by 3.8%, making it the standout performer among six tracked internet of things stocks. The company also posted the largest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise in its peer group, sending its stock up 18.3% to $473.50. Trimble delivered revenues of $939.9 million, up 11.8% year on year and beating estimates by 3.8%, but its shares fell 15.9% to $57.48. SmartRent, the weakest performer, saw revenues decline 6.4% to $38.68 million, missing EBITDA estimates significantly, and its stock dropped 29.7% to $1.01. Emerson Electric reported $4.56 billion in revenue, up 2.9% but 0.7% below expectations, while Vontier posted $750.6 million, up 1.3% and beating estimates by 1.8%, though its next-quarter guidance missed. Overall, the group beat revenue estimates by 1.8% but issued next-quarter guidance 1.3% below consensus, and average share prices declined 4% since the results.

Rockwell Automation has modernized end-of-line operations at Ken's Foods using an on-machine architecture that reduces cabling, simplifies maintenance, and improves production visibility. The food and beverage producer implemented Rockwell Automation PowerFlex 350 variable frequency drives directly on production equipment, achieving an estimated overall cost savings of 17% compared to traditional centralized panel designs, according to Kyle Richard, vice president of business development for electrical partner Elm Electrical. The new approach provides remote access to real-time current, voltage, and speed data, cuts troubleshooting time, and allows equipment isolation without shutting down large sections of the line. A network-based safety architecture across a 130-drive palletizing line further reduces wiring and panel costs while enabling electronic stops along conveyors. Based on the results, Ken's Foods has established on-machine architecture as the standard for future pallet-conveying systems, citing faster installation, easier maintenance, and greater flexibility to expand or reconfigure operations.

American manufacturers are racing to build the nation's first fully automated dark factory after Ford CEO Jim Farley warned that China's existing factory capacity could serve the entire North American auto market and eliminate Ford. China operated more than 1.75 million industrial robots as of 2023, roughly 51% of global demand, with a robot density of 470 per 10,000 manufacturing workers, ahead of Germany and the United States. No dark factory exists in the US yet, but analysts predict at least one fully automated automotive assembly line by 2030, while twelve of the world's top 25 automakers are running advanced robotic pilot programs. Rockwell Automation has posted double-digit year-over-year sales growth in its industrial automation segment, and NVIDIA has expanded robotics partnerships in 2026, as the supply chain feeding the dark factory race is already booking orders.

The generative AI in robotics market is projected to grow from $2.3 billion in 2025 to $3.2 billion in 2026, a 39.2% compound annual growth rate, and reach $11.9 billion by 2030. Driving this expansion are advancements in generative AI algorithms, the rise of collaborative robots, and AI-enabled logistics and warehouse automation. Google's introduction of Robotics Transformer 2, a vision-language-action model, exemplifies significant technological progress. In a notable strategic move, Rockwell Automation acquired Clearpath Robotics in October 2023 to strengthen its industrial automation capabilities. North America led the market in 2025, while Asia-Pacific is expected to be the fastest-growing region during the forecast period.

Zacks.com featured United Natural Foods, Rockwell Automation, and Wayfair as stocks with recently upgraded broker ratings. United Natural Foods saw a 9.1% upward revision in broker ratings over the past four weeks, with fiscal 2026 earnings expected to surge 254.9% year over year. Rockwell Automation's broker ratings were revised up by 3.9%, and its fiscal 2026 earnings are projected to rise 23.3%. Wayfair experienced a 3.2% upward revision in broker ratings, with 2026 earnings expected to increase 11.9%.

Rockwell Automation and the Center for Automotive Research released a white paper on smart manufacturing in automotive, tire and battery production. The report focused on how automation, AI and machine learning are being deployed to reduce downtime, improve throughput and scale manufacturing capabilities. This is directly tied to Rockwell's core market because automotive and battery plants are among the most demanding settings for industrial control, robotics integration, safety systems and production software. The angle is not simply that factories want more equipment, but that manufacturers need tighter coordination between machines, data and workers as product cycles shorten and quality requirements rise. Rockwell still faces capital-spending cycles, and automation orders can slow when customers hesitate, but its positioning remains central in the shift toward connected, software-driven industrial operations.

Rockwell Automation has introduced FactoryTalk Orchestration software, a new solution designed to coordinate material flow and production processes. The software aims to help manufacturers move from fragmented automation toward more connected, autonomous operations by standardizing connectivity across the company's portfolio. The company expects the software to improve throughput, reduce bottlenecks, and enable faster responses to disruptions and changing demand. Separately, Britain's Cranswick Plc has commissioned Rockwell Automation's Autonox robotics for end-of-line pick-and-place to support automated packaging and more connected production lines.

Rockwell Automation reported fiscal second-quarter 2026 sales of $2.239 billion, up 12% year over year and above the $2.160 billion consensus, with adjusted earnings per share of $3.30 beating the $2.89 estimate by 11.8%. Pre-tax margins expanded to 19.7% from 14.9%, enterprise operating margins reached 22.5%, and free cash flow surged 61% to $275 million. The Software & Control segment grew 20% to $684 million with a 34.9% operating margin, highlighting a shift toward higher-quality recurring software revenue. Management raised full-year 2026 guidance, lifting organic growth expectations to 5–9% and adjusted EPS to $12.50–$13.10, marking the second upward revision this fiscal year. Demand is driven by AI-enabled data center buildouts with an edge AI pipeline exceeding $2 billion, semiconductor reshoring tied to CHIPS Act projects with roughly 20% exposure, and warehouse automation growth above 30%, supported by an $11.2 billion backlog.

ON Semiconductor and Rockwell Automation are positioned to benefit from the coming shift in artificial intelligence spending toward inference, according to an analysis. ON Semiconductor's AI data center revenue reached about $250 million in 2025, roughly 4.2% of its $6 billion total, and is expected to double in 2026. Rockwell Automation integrates Nvidia's applications into its industrial automation software, enabling customers to build digital twins and embed AI inference across operations. Both companies currently have relatively low AI exposure but are expected to see significant long-term growth as inference spending expands beyond data centers into edge environments.

Tony Wibbeler, founder and CEO of Bolder Industries, outlined a vision for accelerating circular manufacturing by emphasizing clear strategy, advanced technology, and strong partnerships. Bolder Industries transforms end-of-life tires into sustainable materials for the tire, rubber, plastics, and petrochemical industries. Wibbeler discussed the challenge of scaling operations across the United States and Europe, requiring standardized processes, repeatable plant designs, and consistent quality. He highlighted collaboration with companies like Rockwell Automation to bring together manufacturing expertise, digital solutions, and system integration. The discussion underscored that scaling circular manufacturing is a strategic business priority delivering economic value and sustainability impact.

Rockwell Automation announced that Cranswick has commissioned a new robotic end-of-line pick-and-place system using Autonox Robotics. Cranswick produces millions of pigs-in-blankets for the Christmas market each year, and the final stage of picking sausages from the conveyor belt and placing them into packaging was previously handled manually. Cranswick commissioned CWM Automation to design and deliver a fully automated system, allowing those employees to move to more skilled tasks. DA Davidson analyst Chris Dankert initiated coverage of Rockwell Automation with a Neutral rating and a $500 price target, noting the company is well-positioned to benefit from secular tailwinds, pent-up reshoring activity, and the adoption of autonomy and AI on the shop floor. Earlier in June, Rockwell Automation's Board of Directors authorized the company to spend up to an additional $1 billion to repurchase common stock, which is in addition to the September 5, 2024 authorization to repurchase $1 billion worth of common stock, of which about $215 million remained as of May 31.

Rockwell Automation shares rose 2.6% in after-market trading after the company was commissioned to provide a robotic system for food producer Cranswick. The stock move was also supported by growing investor interest in artificial intelligence and automation, with a recent analysis highlighting that AI-enabled technologies could reduce global annual production costs by as much as $55 billion within five years. A market forecast projected the Embedded AI market would grow from $11.48 billion in 2025 to $51.01 billion by 2035, signaling strong long-term demand for the types of industrial systems Rockwell provides. After the initial pop, the shares cooled down to $461.96, up 1.2% from the previous close.

Rockwell Automation has introduced its FactoryTalk Orchestration software to coordinate material flow and production processes across manufacturing operations. The company is supplying core control and automation technology for Heaven Hill's new distillery, including the PlantPAx DCS for digital control, while Cranswick is using Rockwell Automation solutions for automated packaging with robotic pick and place systems. These deployments highlight how Rockwell's products are being used inside live plants across food, beverage, and packaging operations. The launch fits into the company's broader push to link production planning, execution, and logistics within a single environment, reflecting efforts to address manufacturers seeking more traceable and data-rich processes.

Rockwell Automation has launched FactoryTalk Orchestration software, a new solution that coordinates end-to-end material flow and production processes to improve throughput and operational responsiveness across the factory floor. The software, built on the FactoryTalk Optix platform, connects automated equipment with enterprise and plant systems using real-time production signals and includes OTTO autonomous mobile robots with additional ecosystem integrations planned. At Rockwell's Twinsburg, Ohio facility, the solution improved drop-off zone space utilization by 70% and reduced overall material handling space requirements by 50%. The company is showcasing the software live at the Automate trade show in Chicago from June 22 to 25.

Rockwell Automation's PlantPAx distributed control system has been deployed at Heaven Hill's new Bardstown, Kentucky distillery to streamline operations and enable future AI-driven optimization. Opus Integration implemented the modern DCS at the state-of-the-art facility, which launched in 2025, providing full plant visualization, robust cybersecurity, and a unified control and data environment. The system gives operators deep visibility, reduces troubleshooting time through modern interlock objects, and supports historical trend analysis for anomaly detection and process improvement. Heaven Hill, the world's largest independent bourbon maker, is already building AI-focused roles to leverage production data from the PlantPAx infrastructure.

Rockwell Automation holds an edge over Eaton Corporation in a Zacks Investment Research comparison of the two industrial technology stocks. Eaton is a diversified power management company benefiting from data center expansion and grid modernization, while Rockwell is the world's largest pure-play industrial automation firm riding factory automation and reshoring trends. Eaton's 2026 revenue is expected to rise 15.8% and EPS 10.4%, with a long-term earnings growth rate of 11.7% and a Growth Score of C. Rockwell's 2026 revenue is seen up 7.4% and EPS up 22.2%, with a long-term growth rate of 12% and a Growth Score of B. Rockwell carries a Zacks Rank #2 (Buy) and Eaton a Zacks Rank #3 (Hold), with Rockwell shares up 33.4% over the past three months versus Eaton's 18.2% gain.

Rockwell Automation has introduced FactoryTalk ResilientEdge, a next-generation execution architecture designed to support autonomous manufacturing operations. The platform creates a unified execution layer spanning machines, people, and production systems, combining low-latency edge execution with cloud-based analytics and AI training. It integrates across Rockwell's portfolio, including Plex Manufacturing Execution System, and features a shared production model, native connectivity, real-time edge execution, and cloud-scale analytics. The company says the system eliminates the divide between operational technology and information technology, reducing complexity and enabling faster deployment and lower total cost of ownership. FactoryTalk ResilientEdge is available globally as of today.

Vontier, one of six Internet of Things stocks tracked, reported first-quarter revenue of $750.6 million, up 1.3% year on year and beating analyst estimates by 1.8%, but its revenue and EPS guidance for the next quarter fell short of expectations. The stock has fallen 15% since the report and now trades at $29.80. Among the group, Rockwell Automation was the best performer with revenue of $2.24 billion, up 11.9% year on year and beating estimates by 3.8%, while SmartRent was the weakest with revenue of $38.68 million, down 6.4% year on year. Overall, the six companies beat revenue estimates by 1.8% on average, but their share prices have declined by an average of 6.1% since reporting.