Midnight MarketsV1.0
⚠ Not financial adviceNot financial advice. Independent research, not investment recommendations. The author and website make no representation as to accuracy or completeness. Do your own due diligence before acting on anything you read here. Read the full disclaimer →
The Workhorse — Industrial & Warehouse Robotics · The Embodied Stack — Robotics

ROK

Rockwell Automation
loading…
History0 bars

North American factory automation incumbent — reshoring pure-play

What they do

Sells programmable logic controllers (PLCs), drives, motion control, and automation software to North American manufacturers. CHIPS Act fab construction (Intel Ohio, TSMC Arizona, Samsung Texas), Inflation Reduction Act EV factories, and pharma capacity expansion all flow through Rockwell. Lower beta than humanoid plays but real, durable demand. Trades at fair multiple given the cycle stage.