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12:30
Aug 04 ◎
Aug 04 ◎
UL
ROK
MU
HON
SIEGY
▾
HIGH
Unilever is expanding its cybersecurity program with Rockwell, deepening the relationship and driving ARR growth.
"A great example is Unilever, which expanded its cybersecurity program to additional sites."
UL WATCH
Management raised full-year guidance for both revenue and EPS due to strong Q3 performance and broadening customer investment, signaling confidence in continued momentum.
"We are increasing both our reported and organic revenue guidance to a range of 7.5 to 9.5% or 8.5% at the midpoint. This is up 150 basis points from our prior guidance."
ROK WATCH
Data center demand is constraining memory supply and raising costs, which is a headwind for Rockwell's software and control segment. — This suggests memory suppliers (like Micron) retain pricing power due to data center/AI demand, which is pushing up costs for automation makers.
"We expect segment margin in software and control to be lower sequentially on flat sales, as inflation on items like memory hit here the hardest."
MU WATCH
Rockwell is gaining share in data center central utility plant controls by displacing traditional digital distributed controllers (DDC) with its Logix PLCs, driven by hyperscaler standardization. — This indicates a structural share shift in data center control systems from building automation providers to industrial automation providers.
"Logix has inherent redundancy and safety characteristics that you can't get in the traditional distributed digital controller DDC units. And so we're seeing increasing standardization on those units by the hyperscalers."
HON WATCH
SIEGY WATCH
HIGH
12:30
May 05 ◎
May 05 ◎
PBR
FUJHY
NASA
ROK
MU
▾
HIGH
Rockwell won a large integrated automation services contract with Petrobras for its Buzios offshore field, indicating sustained upstream spending by Petrobras in Brazil.
"A great example of our continued momentum in oil and gas was a win with Petrobras, where Rockwell will provide integrated automation services across multiple FPSOs in the Buzios offshore field."
PBR WATCH
Subaru is adopting Rockwell's AMRs at its Indiana plant, indicating investment in production efficiency and a shift towards autonomy, a positive signal for Rockwell's production logistics business.
"A great example of a strategic auto win in the quarter was with Subaru of Indiana Automotive, where our autonomous mobile robots are helping scale their production by improving efficiency, flexibility, and safety."
FUJHY WATCH
Rockwell powers NASA's ground control systems for Artemis II, underscoring the reliability and trust in its technology for mission-critical applications, which could support its brand and premium positioning.
"Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crewed mission to the moon in more than five decades."
NASA WATCH
Management's tone is strongly positive, with significant upward revisions to both sales and EPS guidance driven by broad-based demand improvement, strong margin performance, and high operating leverage.
"We saw an improvement in customer demand across a broader range of industries in Q2, such as e-commerce, warehouse automation, data center, semiconductor, and energy."
ROK WATCH
Management highlighted memory costs as a significant and increasing headwind, now expected to be a double-digit million-dollar headwind in the back half of FY2026. — Rising memory prices, likely due to AI-driven demand, are directly increasing input costs for automation equipment makers and are a key factor in their margin outlook.
"For instance, memory costs continue to increase in Q2 and are now expected to represent a double-digit million-dollar headwind in the back half."
MU WATCH
BHP is partnering with Rockwell on next-generation autonomous operations, signaling continued investment in mining automation and a strategic relationship that could drive long-term revenue.
"In mining, we formed a strategic partnership with BHP to support them in advancing the next generation of autonomous operations, combining Rockwell's leadership in automation and AI with BHP's deep operational expertise."
BHP WATCH
HIGH
13:30
Feb 05 ◎
Feb 05 ◎
PFM.IM
CTVA
HYMTF
LCID
ETN
▾
HIGH
PFM Group is deploying Rockwell's independent car technology, signaling a major CapEx expansion for its food and beverage end customer.
"A stand-down Q1 win here was with PFM Group, a leading Italian packaging OEM, supporting a large food and beverage customer's CapEx expansion."
PFM.IM WATCH
Corteva's completion of a modernization project validates Rockwell's PlantPAX platform in the specialty chemical sector.
"This quarter, Corteva Agriscience completed the modernization of its IPARC infrastructure, using our process control and networking capabilities"
CTVA WATCH
Hyundai's positive investments are contributing to Rockwell's automotive segment growth.
"We talked about Hyundai, for instance, and a number of others."
HYMTF WATCH
Lucid is a source of electric vehicle-related automation projects for Rockwell.
"We went in some nice EV work. We talked about Lucid in November"
LCID WATCH
Rockwell is seeing demand related to gas-powered microgrids for data centers, driven by AI power constraints, deepening engagement with power and process OEMs. — This indicates a shift in data center power infrastructure towards microgrids, creating a growth avenue for industrial equipment suppliers.
"AI-driven power constraints are accelerating hyperscaler and COLO adoption of gas-powered microgrids. driving increased demand for our industrial-grade controls in power and advanced cooling."
ETN WATCH
GEV WATCH
Management is maintaining its top-line guidance but noted strong Q1 performance. They remain cautiously optimistic and are waiting for more consistent evidence of capital spending acceleration before raising their outlook.
"we aren't seeing enough to change our sales and margin guide right now. We are updating our adjusted EPS guidance by raising the lower end of the range to $11.40."
ROK WATCH
Rockwell reported unusually strong growth in e-commerce and warehouse automation, up over 60%. — This high growth is driven by labor shortages and network modernization, signaling robust demand for automation solutions in logistics.
"E-commerce and warehouse automation sales grew over 60% in the quarter, led by strong year-over-year growth in North America."
ZS WATCH
WCN WATCH
ATS is adopting Rockwell's AMRs for a U.S. end user, indicating growth in the production logistics segment.
"This customer is deploying our auto AMRs to deliver an autonomous material movement solution for an end user in the U.S."
ATS.TO WATCH
Thermo Fisher is expanding its use of Rockwell's AI capabilities, indicating deeper engagement and potential for follow-on business.
"This quarter, Thermo Fisher selected Rockwell to deliver an AI-enabled troubleshooting agent to accelerate issue resolution and reduce downtime"
TMO WATCH
This large-scale OT security deal enhances Rockwell's recurring services revenue and strengthens its presence in India.
"Hindalco has chosen to partner with Rockwell to implement OT cybersecurity across six plants in India."
HNDL.NS WATCH
HIGH
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