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Rockwell Automation Sees Data Centers, Labor Crunch Fueling Automation Demand
MarketBeat4d agoneutral
Rockwell Automation Sees Data Centers, Labor Crunch Fueling Automation Demand

Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments. Speaking at Morgan Stanley’s 14th Annual Laguna Con

Rockwell Automation Q3 Earnings Call Highlights
MarketBeat46d agoneutral
Rockwell Automation Q3 Earnings Call Highlights

Rockwell Automation (NYSE:ROK) reported third-quarter fiscal 2026 results that exceeded its expectations, supported by double-digit organic sales growth, stronger earnings and broad demand in several automation markets. The company also raised its full-year sales and adjusted earnings outlook. Chai

Morgan Stanley spots hidden multi-decade data center winner
TheStreet105d agoneutral
Morgan Stanley spots hidden multi-decade data center winner

Some categories of investment theses don't make headlines. Not because they're boring, but because they move slowly enough that most investors lose patience before the payoff arrives. U.S. manufacturing reshoring has that kind of story. Morgan Stanley just spent a week with Rockwell Automation ...

Morgan Stanley revamps Rockwell Automation stock price target
TheStreet139d agoneutral
Morgan Stanley revamps Rockwell Automation stock price target

For 25 years, American manufacturing quietly hollowed out. Factory jobs moved overseas. And industrial machinery orders fell nearly 50% in real terms after China joined the World Trade Organization. The logic behind it? Go where labor is cheapest. That logic is now running in reverse. The bank's ...

Rockwell (ROK) Q2 2026 Earnings Call Transcript
Motley Fool142d agoneutral
Rockwell (ROK) Q2 2026 Earnings Call Transcript

Rockwell delivered especially strong operating performance this quarter with sales, margins and EPS all coming in above our expectations. Double-digit year-over-year growth in orders, sales and earnings reflects our strong market position led by North America and the team's continued focus and execution in a dynamic global environment. Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crude mission to the moon in more than 5 decades.