← BackROCKWELL AUTOMATION, INC · Measuring & Controlling Devices, NECROK
Low riskNext report: Around Nov 5 (est.)
The short versionA high-quality, profitable business with steady sales. Institutions are adding.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 3.1% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.6% to their holdings in the quarter ending June 2026 (775 bought, 524 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$429.61+0.8% that day
- Company value
- $47.7B
- Share price times all shares
- Price vs profit (P/E)
- 40.2x
- You pay about $40 for each $1 of yearly profit
- Price vs sales
- 5.3x
- Company value is 5.3 times a year of sales
- Dividend yield
- 1.2%
- Yearly dividend as a share of today's price
- Cash vs value
- 1%
- Cash as a share of company value
- Debt vs value
- 6%
- Debt as a share of company value
From ROK's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$2.3B+7.9% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $9.0B, up 11% from the 12 months before. Over 5 years, sales grew about 5.7% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.24.4%
- MissDebt under half of equityNot relying on borrowed money.0.70x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.4%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.5B
- PassShare count not growingNot diluting owners. Falling means buybacks.-3.1% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.1%
- Revenue
- $8.3B
- +0.9% vs prior year
- 5-year growth
- +5.7%/yr
- revenue, per year
- Total debt
- $2.6B
- 0.70x equity
- Current ratio
- 1.16x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $2.3B
- +7.9% YoY
- EPS
- $3.65
- vs $2.60
- Op. margin
- 23.8%
- +2.6 pts
- Gross margin
- 49.5%
- +0.7 pts
- Free cash flow
- $654.0M
- Share count
- -1.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.6%Institutions added 3.6% to their holdings. 775 bought, 524 sold. 3 quarters of net buying in a row.
Shares held by institutions99.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.1%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.7x · $2.6B debtShares outstandingLatest reported
111MNext reportAround Nov 5 (est.)Estimated from the same quarter last year
- Results filedAug 4
- Results filedMay 5
- Results filedFeb 5
- Results filedNov 6, 2025
- Results filedAug 6, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardBlake D. MoretPresident and CEO, Director
16,852 shares
- Now owns 16,852 shares
- Performance Shares
- Filed 4 days after trade
Stock awardRebecca W HouseSVP, CLO and Secretary
3,371 shares
- Now owns 3,371 shares
- Performance Shares
- Filed 4 days after trade
Stock awardTessa M. MyersSVP, Chief Revenue Officer
3,371 shares
- Now owns 3,371 shares
- Performance Shares
- Filed 4 days after trade
Stock awardMatthew W. FordenwaltSVP Intelligent Devices
3,371 shares
- Now owns 3,371 shares
- Performance Shares
- Filed 4 days after trade
Stock awardRobert L. ButtermoreSVP,Chief Supply Chain Officer
2,453 shares
- Now owns 2,453 shares
- Performance Shares
- Filed 4 days after trade
Stock awardCyril PerducatSVP, Chief Technology Officer
1,993 shares
- Now owns 1,993 shares
- Performance Shares
- Filed 4 days after trade