ROCKWELL AUTOMATION Business Summary

Rockwell Automation, Inc. (ROK) is the world’s largest pure-play provider of industrial automation and digital transformation solutions, generating revenue through a mix of hardware sales, recurring software subscriptions, and professional services. The company operates through three primary business segments: Intelligent Devices, which includes motor control and safety products; Software & Control, featuring the Logix control platform and FactoryTalk software suite; and Lifecycle Services, providing consulting, maintenance, and cybersecurity solutions. As of early 2026, Rockwell is aggressively expanding its Annual Recurring Revenue (ARR) through cloud-native platforms and AI-driven analytics, positioning itself as a leader in the "Connected Enterprise" ecosystem. It competes directly with global industrial conglomerates such as Siemens, ABB, Schneider Electric, and Emerson Electric, maintaining a dominant market share in North America while leveraging its specialized focus to outpace diversified rivals in agile manufacturing deployments. Originally founded in 1903 by Lynde Bradley and Dr. Stanton Allen as the Compression Rheostat Company, the modern entity is led by Chairman and CEO Blake Moret, a 35-year company veteran and Georgia Tech alumnus who has spearheaded the firm's pivot toward software-led growth since 2016. The executive team includes Senior VP and CFO Christian Rothe, who joined in 2024 from Graco Inc. with extensive experience in global industrial finance, and CTO Cyril Perducat, a former Schneider Electric executive and IoT specialist who oversees the company’s technology roadmap. The board of directors features high-profile leaders including Alice Jolla (Chief Accounting Officer at Microsoft), Timothy Knavish (CEO of PPG Industries), and William Gipson (formerly of Procter & Gamble). The company’s ownership is approximately 75% institutional, with significant positions held by major firms such as JPMorgan Chase, Vanguard, and BlackRock.