Analysts have revised their fair value estimate for Rockwell Automation upward from $350.50 to $355.16. This change is due to modest improvements in revenue growth expectations and updated market assumptions.
What's in the News
- Launched the ControlLogix 5590 controller, offering integrated safety, powerful performance, built-in cybersecurity, and a unified software suite for manufacturers (Product-Related Announcements).
- Extended collaboration with Avvale and ESGeo to enhance sustainability reporting and ESG performance for industrial clients (Client Announcements).
- Raised fiscal 2025 sales guidance to a midpoint of $8.2 billion and increased projected diluted EPS to $8.89 to $9.29 (Corporate Guidance, Raised).
- Completed a share buyback tranche, repurchasing 473,929 shares for $122.9 million, bringing total buybacks to $6 billion since 2014 (Buyback Tranche Update).
- Expanded the ROKStudios video series with new content featuring industry leaders discussing digital transformation, AI, operational efficiency, and cybersecurity in manufacturing (Product-Related Announcements).
Valuation Changes
- The Fair Value Estimate has risen slightly, moving from $350.50 to $355.16.
- The Discount Rate has increased moderately, from 8.88% to 9.27%.
- Revenue Growth expectation has edged up, now at 6.41% compared to the previous 6.16%.
- The Net Profit Margin is nearly unchanged but has slipped marginally, from 15.41% to 15.37%.
- The Future P/E Ratio has increased modestly, from 33.80x to 34.45x.
Disclaimer
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