Rockwell Automation (ROK) Financial Forecast Calculator
Interactive 5-year forecast and DCF for Rockwell Automation. Adjust revenue growth, gross margin, capex intensity, WACC, and terminal growth - see revenue, free cash flow, and enterprise value update in real time. Seeded from Rockwell Automation’s most recent SEC filings.
Assumptions
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Keep iterating on the Rockwell Automation forecast in Excel. The downloadable sample has every assumption you see here plus a fully integrated income statement, balance sheet, cash flow, and debt schedule - five years of SEC historicals and live formulas in a fully editable workbook.
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Frequently asked
What does Rockwell Automation do?+
Rockwell Automation is a global leader in industrial automation and digital transformation solutions. The company provides hardware and software products that help manufacturers improve efficiency, reduce carbon footprints, and optimize plant floor operations.
What are the primary revenue drivers for Rockwell Automation?+
Rockwell Automation's revenue is primarily driven by its Intelligent Devices, Software & Control, and Lifecycle Services segments. The company is also transitioning towards higher-margin software and recurring revenue models, which are becoming increasingly important drivers.
What is Rockwell Automation's typical capital expenditure as a percentage of revenue?+
Rockwell Automation's capital expenditure as a percentage of revenue is typically between 2% and 3%, targeted at approximately 3% for FY2026. This capex is roughly split between maintenance and growth, with growth investments increasingly directed towards digital infrastructure and software development.
How does the financial model assess Rockwell Automation's intrinsic valuation?+
The financial model forecasts Rockwell Automation's future cash flows and earnings to determine an intrinsic equity valuation. This analysis helps equity research analysts assess whether the company's transition to higher-margin software and recurring revenue justifies its current market multiple.
Can I download an Excel financial model for Rockwell Automation?+
Yes, a downloadable Excel financial model for Rockwell Automation is available. This model provides forecasts for the fiscal years FY2026 through FY2030 and includes key assumptions such as revenue growth and margin percentages.
What is Rockwell Automation's business model and competitive landscape?+
Rockwell Automation operates a hybrid business model, transitioning from traditional asset-heavy hardware sales to a higher-margin, asset-light software and subscription model. The company is a dominant player in discrete automation in North America, competing globally with industrial giants like Siemens, Schneider Electric, and ABB.
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