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Rockwell Automation

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Rockwell Automation is the world's largest pure-play industrial automation company, providing PLCs, drives, software, and services to discrete and hybrid manufacturing industries globally.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.3B)

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Intelligent Devices (40%)
Software & Control (25%)
Lifecycle Services (35%)

Segment Breakdown & Key Customers

Product Details

Intelligent Devices40%

PLCs, drives, motion control, and industrial sensors

Software & Control25%

FactoryTalk, Plex, and Fiix industrial software platforms

Lifecycle Services35%

Consulting, managed services, and cybersecurity for industrial operations

Supply Chain Relationships

Competitors

Emerson Electric

Industrial automation, control systems

Impact: Primary automation competitor

Honeywell International

Process and building automation

Impact: Key competitor

Key Customers

Caterpillar Inc.

Factory automation systems

Impact: $100M+ in automation

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Rockwell Automation.

Company Info

Headquarters

Milwaukee, Wisconsin, USA

Founded

1903

Employees

28,000+

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정