Munger Mode rating: 3 out of 5 — Hold. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Written in the voice and framework of Warren Buffett and Charlie Munger. Primary sources: Rockwell's Form 10-Q for the quarter ended June 30, 2026, the FY2025 Form 10-K and fourth-quarter release, the August 2026 fiscal Q3 earnings release and call, and current market data. Rockwell Automation is one of the better industrial franchises in America — a genuine moat built on a hundred-year-old brand, an enormous installed base of control systems that customers cannot easily rip out, and a distribution network that took generations to build. The business earns returns on invested capital in the high teens to twenties, converts earnings to cash faithfully, and is run by honest, competent people who mostly allocate capital sensibly.
Recent filings analysed: 8-K (2026-08-04), 10-Q (2026-08-04), 8-K (2026-05-05), 10-Q (2026-05-05).
Stock screener · Superinvestor 13F holdings · Analyst sentiment · Market valuation