Rockwell Automation

Rockwell Automation has introduced TechConnectIQ Support, a 24/7 remote service for industrial automation, initially available to contract customers with one site in North America; expansion to additional regions is planned for 2027. The service combines hardware and software support in three tiers (Basic, Standard, Professional) and provides web-based real-time access to specialists, scheduled callbacks, and live support via the myRockwellAutomation TechConnect hub. Built-in AI capabilities include federated search, augmented-reality guidance, and instructional videos; the service builds on the TechConnect offering that has existed for more than 20 years. » Więcej na de.investing.com

Rockwell Automation announced an API-enabled integration that connects the Plex Quality Management System with FactoryTalk Analytics VisionAI and incorporates AI-powered cameras for automatic defect detection in quality processes. The announcement and the upcoming cash dividend of $1.38 per share (ex-dividend Aug. 17, 2026) supported the stock, which rose about 3.0% to $448.02 in afternoon trading. Analyst sentiment remains largely positive (Baird Outperform, Evercore raised its price target), and the move recoups part of the pullback following the early-August quarterly results. » Więcej na de.investing.com

Rockwell Automation has integrated FactoryTalk Analytics VisionAI via API into the Plex Quality Management System to embed AI-based visual inspections into quality workflows. The solution supports new and existing camera systems, records inspection results on the Plex platform, and ensures traceability and a complete inspection history. The integration is built on Plex’s API-first architecture; Rockwell highlights additional AI capabilities on the platform, such as an authoring agent for digital work instructions and analysis agents. The company sees AI as a core part of its industrial autonomy strategy and expects a strong increase in AI-enabled manufacturing processes. » Więcej na de.investing.com

Rockwell Automation beat estimates in the third fiscal quarter with adjusted EPS of $3.49 (consensus $3.38) and revenue of $2.31 billion (consensus $2.24 billion). However, investors were disappointed by the unchanged full-year 2026 guidance range of $13.00–$13.30, which effectively confirms the $13.03 consensus. In premarket trading the stock fell about 5.4% as high market expectations for a more substantial upward revision of the outlook were not met. » Więcej na de.investing.com

Morgan Stanley expects Rockwell Automation to produce strong Q2 results thanks to sustained demand for factory automation in the US. Reshoring trends are said to provide a long-term tailwind and support capital expenditures in the industrial sector. The bank sees short-term risk mainly in process machinery, which could depend on the course of the Iran conflict and oil and gas demand. Morgan Stanley prefers Rockwell over Emerson due to greater confidence in the sustainability of US demand. » Więcej na de.investing.com