Rockwell Automation stock: CEO cites record orders

Rockwell Automation entered fiscal 2027 with a stronger order backdrop, as CEO Blake Moret cited record orders for new US physical plant capacity and a larger pipeline than a year earlier. The comments were made at a Baird event on November 11 and reported by MarketBeat.

Moret said fourth-quarter orders grew at a mid-teens rate and that the first quarter had started well. The fiscal 2027 outlook calls for organic sales growth of 6% to 9%, with automation demand, pricing and potential acquisitions supporting the plan.

Orders And Pricing Support Growth

Rockwell's guidance includes three percentage points of price contribution, excluding a planned December price increase. Management said it had not seen broad demand destruction from pricing, while memory costs remain a source of inflation pressure.

The company also cited strong performance in data centers, semiconductors, automotive and life sciences during fiscal 2026. Automotive represents about 10% of revenue, according to the MarketBeat report, which also said fourth-quarter Logix growth reached 25%.

Software Strategy Adds Recurring Revenue

Software and recurring revenue are becoming more important to the investment case. Rockwell expects annual recurring revenue to grow 7% in fiscal 2027 and is introducing more software with recurring-revenue models instead of perpetual licenses.

Management plans to present FactoryTalk Conductor at its upcoming Automation Fair. The offering is designed to help integrate and operate control systems while supporting additional software revenue and demand for Rockwell hardware.

Rockwell Automation Stock At Lang & Schwarz

Rockwell Automation stock last traded at 364.05 euros on Lang & Schwarz at 17:10 CET on Friday, November 13, 2026.

US industrial stocks remain part of the broader market setting covered in Current market reports.

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