Industrial automation platform
Rockwell Automation, Inc.
Rockwell Automation earns revenue from factory-control devices, industrial software, engineering, and lifecycle services. It procures electronic components and cloud infrastructure and expands its portfolio by acquiring adjacent technologies such as autonomous material-handling robots.
ROK Updated Sep 12, 2026 4 AI consumers· 3 recurring
Per the valuechain.wiki graph, Rockwell Automation, Inc. is directly linked to 4 companies (2 supply, 2 revenue relationships) and reaches 35 companies within two hops; the links are backed by 9 dated sources, 1 of them primary filings (as of 2026-09-12).
Financials & Segments
- Total revenue · FY2025 total revenue of $8.342 billion (SEC Form 10-K XBRL)
- Segments · Intelligent Devices · Software & Control · Lifecycle Services
Revenue from
- Ford Motor Company Medium confidence
Ford selected Rockwell as the automation partner for its Louisville, Kentucky facility. Rockwell supplies Logix controllers, drives, HMIs, and industrial components for body and final assembly, with additional content for next-generation truck programs.Confirms EN Rockwell Automation Published Nov 7, 2024: Rockwell Automation Q4 FY2024 Prepared RemarksConfirms EN Rockwell Automation Published Nov 16, 2022: Ford Motor Company Selects Rockwell Automation to Advance Its Electric Vehicle Program - Kikkoman Medium confidence
Rockwell is supplying Plex MES software and plant-wide controls to Kikkoman's new Jefferson, Wisconsin plant alongside CRB. The customer-specific contract value was not disclosed.Confirms EN Rockwell Automation Published Nov 7, 2024: Rockwell Automation Q4 FY2024 Prepared Remarks
Pays to
- Microsoft Medium confidence
Rockwell develops and operates FactoryTalk Hub and Design Studio on Microsoft Azure managed services. Its cloud-infrastructure spending with Microsoft was not disclosed.Confirms EN Microsoft Published Oct 2, 2023: Rockwell Automation Goes Cloud-Native on Azure to Bring Modern Software Development Paradigms to the Factory FloorConfirms EN Frost & Sullivan Published Oct 25, 2022: The Value of Industrial Cloud Software: A Pivot to Digital Transformation - Amazon Medium confidence
Rockwell is expanding FactoryTalk Hub SaaS products to AWS and uses AWS infrastructure for Fiix CMMS and AI-powered production logistics. Its AWS spending was not disclosed.Confirms KO ZDNet Korea Published Apr 4, 2025: Rockwell Automation and AWS Join Forces to Accelerate Factory Innovation with AI and DataConfirms EN Rockwell Automation Published Apr 2, 2025: Rockwell Automation and AWS Collaborate to Transform Manufacturing Through Advanced Industrial Automation Solutions at Hannover Messe 2025
Investments
- Clearpath Robotics High confidence· Contract value $609M · transaction completed 2023-10-02 · Total purchase consideration for Clearpath Robotics, net of cash acquired
Rockwell acquired industrial autonomous-robotics company Clearpath Robotics, including OTTO Motors. Its FY2025 Form 10-K reports total consideration of $609 million, net of cash acquired, including cash and contingent consideration.Confirms EN Business Wire Published Oct 2, 2023: Rockwell Automation Completes Acquisition of Autonomous Robotics Leader Clearpath Robotics and Its Industrial Offering OTTO MotorsMentions KO ITWorld Korea Published Sep 12, 2023: Rockwell Automation to Acquire Autonomous Robotics Company Clearpath Robotics
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| United Rentals | lead2 | +43.3 | +7 | +63.6 | +24 | +15.9 | +25.5 |
| Ecolab Inc. | lead2 | +9.4 | -37.1 | +37.9 | +19.3 | +13.2 | +7 |
| Kikkoman | lead1 | +17.5 | -20 | +35.2 | -9.7 | -13.2 | +29.7 |
| Ford Motor Company | lead1 | +137.5 | -42.2 | +15.8 | -13.1 | +42.3 | +15.3 |
| Rockwell Automation, Inc. | node | +41.2 | -24.8 | +22.6 | -6.2 | +38.4 | +12.6 |
| Microsoft | benef1 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| Seagate Technology | benef2 | +87.5 | -51.4 | +69.1 | +4.1 | +225.3 | +209.1 |
| Western Digital | benef2 | +17.7 | -51.6 | +66 | +13.9 | +283.7 | +171.6 |
| Marvell | benef2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| Intel | benef2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| AMD | benef2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| Wiwynn | benef2 | +24.7 | -22.3 | +206.4 | +3.5 | +64.4 | +120.2 |
| Astera Labs | benef2 | · | · | · | · | +25.6 | +86.6 |
| Vertiv | benef2 | +33.8 | -45.3 | +251.8 | +136.8 | +42.8 | +73.2 |
| Arista Networks | benef2 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +47.9 |
| Occidental Petroleum | benef2 | +67.7 | +119.1 | -4.1 | -15.9 | -14.9 | +47.4 |
| GE Vernova | benef2 | · | · | · | · | +99 | +44.4 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +42.9 |
| Ciena | benef2 | +45.6 | -33.8 | -11.7 | +88.4 | +175.8 | +37.3 |
| Equinix | benef2 | +20.3 | -21.1 | +25.4 | +19.5 | -16.9 | +37.3 |
| Super Micro | benef2 | +38.8 | +86.8 | +246.2 | +7.2 | -4 | +35.3 |
| Eaton | benef2 | +46.7 | -7.2 | +56.2 | +39.5 | -2.8 | +30.1 |
| Quanta Computer | benef2 | +22.2 | -12.8 | +254.5 | +12.7 | +8.9 | +28.5 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Schneider Electric | benef2 | +25.9 | +1.6 | +25.8 | +36.1 | +0.5 | +20.7 |
| Foxconn (Hon Hai) | benef2 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +19.6 |
| Credo Technology | benef2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| IREN | benef2 | · | -92.3 | +472 | +37.3 | +284.6 | +18.3 |
| Cummins | benef2 | -1.7 | +14.1 | +1.7 | +48.9 | +49.4 | +11 |
| Automatic Data Processing, Inc. | benef2 | +42.6 | -1.3 | -0.2 | +28.4 | -10.2 | +9.6 |
| 3M Company | benef2 | +4.9 | -29.6 | -3.3 | +46.1 | +26.4 | +6.8 |
| Brookfield Asset Management Ltd. | benef2 | · | · | +45.6 | +39.7 | -0.2 | -0.4 |
| IonQ | benef2 | · | -79.3 | +259.1 | +237.1 | +7.4 | -11.9 |
| Constellation Energy | benef2 | · | · | +37.2 | +92.7 | +58.8 | -15 |
| Take-Two Interactive Software, Inc. | benef2 | -14.5 | -41.4 | +54.6 | +14.4 | +39.1 | -16.1 |
YTD as of 2026-09-04 · source: Yahoo Finance
Rockwell Automation, Inc. operates across Industrial automation platform. It is +12.6% in 2026. Demand side (avg +15.3%), the stock (+12.6%) and supply side (avg +8%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Ford Motor Company (+15.3%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It procures electronic components and cloud infrastructure and expands its portfolio by acquiring adjacent technologies such as autonomous material-handling robots.
Analysis generated from returns as of 2026-09-04