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XLI - Rockwell Automation: Structural Tailwinds, But With A Stretched Valuation
SPDR Select Sector Fund - Industrial
2025-09-12 17:02:55 ET
Rockwell Automation, Inc. ( ROK ), which described itself as the world's largest pure-play industrial automation and digital transformation company, has continued to deliver solid results despite a weak global economy. Higher interest rates and tariffs have resulted in cancellations or delays of CapEx projects. This has meant undershooting the total annual growth through the cycle revenue growth target of between 6% and 9%, shared during the company's investor day in November....