ROK: Wolfe Global Transportation & Industrials Conference Abridged Transcript

研报英文原文证据摘录

ROK: Wolfe Global Transportation & Industrials Conference Abridged Transcript

Electrical Equipment & Multi-Industry

Multi-Industry - Market Weight

ROCKWELL AUTOMATION, INC. (ROK) May 20, 2026

ROK: Wolfe Global Transportation & Industrials Rating:

Conference Abridged Transcript Peer Perform

Price:

$422.29

The Wolfe Byte Price Target:

ROK: Wolfe Global Transportation & Industrials Conference Abridged Transcript NA

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PLEASE REFER TO THE DISCLOSURE SECTION LOCATED AT THE END OF THIS

REPORT. Company Information

52-Week Range $302 - $459

Company Attendees — Christian Rothe, CFO; Matt Fordenwalt, SVP Market Cap. (MM) $46,990

Value (MM) $51,235Lifecycle Services; Aijana Zellner, VP Investor Relations Enterprise 111.3 Shares Out. (MM)

Avg. Value Traded (MM) $305.08

●Top of Mind Items: ROK had a strong 2Q and felt good going into the SI% of Float 2.9%

quarter, although the quarter outperformed ROK's expectations across the

board. Incremental margins were strong in 2Q. ROK raised the FY26 outlook 480460

440 by 3pts on organic growth and raised the EPS midpoint by $1.00. ROK has a

favorable view of the setup for 2H. 400

●Changes in Recent Years: ROK has over 100 years of corporate history and has 360340

arguably the most ubiquitous technology in the industrial manufacturing space 320300

in North America. There is a loyal customer base and good underlying margin 280

Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 profile. ROK believed there was a next level that could be achieved through ROK

pricing power, leveraging the channel and relationships with machine builders Source: FactSet

and integrators, operational excellence, and autonomy within ROK's operations. Priced as of 05/19/26