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Rockwell Automation, Inc. is the world's largest company dedicated to industrial automation and digital transformation, operating through three main segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company sells a range of products and services, including industrial components, control and visualization software, and digital consulting, primarily through independent distributors and a direct sales force . Revenue is generated from product sales recognized at a point in time and solutions and services recognized over time .
- Intelligent Devices - Offers products such as drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products.
- Software & Control - Provides control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure.
- Lifecycle Services - Delivers digital consulting, professional services including engineered-to-order solutions, recurring services like cybersecurity, safety, remote monitoring, and asset management, and includes the Sensia joint venture.
- Your organic sales CAGR has recently been negative mid-single-digit, far below your mid- to high single-digit target; how do you plan to return to positive growth without heavier investment, and are you confident you can achieve this?
- With the significant sequential revenue decline expected in Intelligent Devices from Q4 to Q1, much larger than past declines, can you elaborate on the specific drivers of this step down and its implications for future performance?
- Given the shift in capital expenditure towards electronic components like chips and larger electrical equipment, is the content for automation industries lower in these products, and how is Rockwell positioned to compete effectively in these new verticals?
- Despite winning new capacity projects, it appears that the mega projects are slow to convert into orders; what is causing these delays, and how confident are you in your expectation of increased orders during fiscal year 2025?
- As competition intensifies in the U.S. market, especially with competitors expanding their footprint, what strategies are you implementing to defend your market share in the Americas and ensure continued growth?
Competitors mentioned in the company's latest 10K filing.
- Siemens AG
- ABB Ltd
- Schneider Electric SA
- Emerson Electric Co.
- Mitsubishi Electric Corp.
- Honeywell International Inc.
- AVEVA Group plc
- Dassault Systemes
- Aspen Technology, Inc.