Subtext

Rockwell Automation, Inc. ROK

SectorIndustrials
Transcripts72
Date range2006-10-23 – 2025-05-07
Calls charted72

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-16-8+0+8+162006 Q42009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22006 Q4 · Overall: +6.62007 Q3 · Overall: +9.32007 Q4 · Overall: +13.62008 Q1 · Overall: +11.02008 Q2 · Overall: +10.52008 Q3 · Overall: +3.92008 Q4 · Overall: +3.92009 Q1 · Overall: -10.82009 Q2 · Overall: -9.32009 Q3 · Overall: -2.22009 Q4 · Overall: -4.42010 Q1 · Overall: +3.02010 Q2 · Overall: +5.82010 Q3 · Overall: +5.22011 Q1 · Overall: +7.32011 Q2 · Overall: +5.82011 Q3 · Overall: +6.22011 Q4 · Overall: +11.22012 Q1 · Overall: +9.22012 Q2 · Overall: +7.62012 Q3 · Overall: -2.92012 Q4 · Overall: +4.12013 Q1 · Overall: +4.92013 Q2 · Overall: +2.22013 Q3 · Overall: +4.92013 Q4 · Overall: +13.52014 Q1 · Overall: +11.82014 Q2 · Overall: +7.32014 Q3 · Overall: +3.42014 Q4 · Overall: +7.52015 Q1 · Overall: +5.82015 Q2 · Overall: +12.02015 Q3 · Overall: +2.92015 Q4 · Overall: -0.72016 Q1 · Overall: -0.22016 Q2 · Overall: +6.22016 Q3 · Overall: +2.62016 Q4 · Overall: +7.12017 Q1 · Overall: +13.12017 Q2 · Overall: +12.82017 Q3 · Overall: +12.42017 Q4 · Overall: +12.12018 Q1 · Overall: +8.32018 Q2 · Overall: +10.52018 Q3 · Overall: +13.72018 Q4 · Overall: +9.12019 Q1 · Overall: +7.42019 Q2 · Overall: +8.42019 Q3 · Overall: +2.82019 Q4 · Overall: +11.72020 Q1 · Overall: +10.72020 Q2 · Overall: -0.72020 Q3 · Overall: +7.72020 Q4 · Overall: +11.52021 Q1 · Overall: +10.62021 Q2 · Overall: +9.02021 Q3 · Overall: +11.12021 Q4 · Overall: +3.92022 Q1 · Overall: +11.32022 Q2 · Overall: +2.72022 Q3 · Overall: +10.72022 Q4 · Overall: +6.22023 Q1 · Overall: +13.22023 Q2 · Overall: +11.72023 Q3 · Overall: +6.92023 Q4 · Overall: +7.42024 Q1 · Overall: +5.02024 Q2 · Overall: +7.52024 Q3 · Overall: +5.72024 Q4 · Overall: +5.72025 Q1 · Overall: +7.72025 Q2 · Overall: +8.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-37-18+0+18+372006 Q42009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22006 Q4 · CEO: +13.52007 Q3 · CEO: +13.42007 Q4 · CEO: +20.62008 Q1 · CEO: +17.92008 Q2 · CEO: +17.22008 Q4 · CEO: +6.72009 Q1 · CEO: -6.42009 Q2 · CEO: -4.32009 Q3 · CEO: +4.22009 Q4 · CEO: +2.72010 Q1 · CEO: +7.92010 Q2 · CEO: +2.12010 Q3 · CEO: +9.92011 Q1 · CEO: +12.32011 Q2 · CEO: +11.52011 Q3 · CEO: +10.52011 Q4 · CEO: +17.32012 Q1 · CEO: +17.62012 Q2 · CEO: +15.02012 Q3 · CEO: -0.72012 Q4 · CEO: +9.82013 Q1 · CEO: +13.02013 Q2 · CEO: +2.42013 Q3 · CEO: +10.62013 Q4 · CEO: +24.62014 Q1 · CEO: +21.72014 Q2 · CEO: +14.62014 Q3 · CEO: +13.12014 Q4 · CEO: +12.32015 Q1 · CEO: +9.12015 Q2 · CEO: +21.32015 Q3 · CEO: +4.72015 Q4 · CEO: +12.12016 Q1 · CEO: +8.22016 Q2 · CEO: +15.12016 Q4 · CEO: +14.72017 Q1 · CEO: +28.52017 Q2 · CEO: +20.52017 Q3 · CEO: +20.52017 Q4 · CEO: +24.32018 Q1 · CEO: +17.52018 Q2 · CEO: +17.52018 Q3 · CEO: +23.92018 Q4 · CEO: +21.32019 Q1 · CEO: +13.42019 Q2 · CEO: +17.72019 Q3 · CEO: +11.62019 Q4 · CEO: +23.32020 Q1 · CEO: +14.82020 Q2 · CEO: +3.42020 Q3 · CEO: +12.42020 Q4 · CEO: +17.12021 Q1 · CEO: +15.72021 Q2 · CEO: +15.12021 Q3 · CEO: +16.52021 Q4 · CEO: +19.52022 Q1 · CEO: +20.82022 Q2 · CEO: +7.22022 Q3 · CEO: +14.02022 Q4 · CEO: +12.02023 Q1 · CEO: +20.12023 Q2 · CEO: +20.52023 Q3 · CEO: +13.02023 Q4 · CEO: +15.12024 Q1 · CEO: +9.52024 Q2 · CEO: +9.52024 Q3 · CEO: +7.12024 Q4 · CEO: +12.52025 Q1 · CEO: +11.72025 Q2 · CEO: +14.02006 Q4 · CFO: +5.62007 Q3 · CFO: +7.02007 Q4 · CFO: +13.02008 Q1 · CFO: +8.52008 Q2 · CFO: +4.82008 Q3 · CFO: +0.02008 Q4 · CFO: -31.82009 Q1 · CFO: -16.32009 Q2 · CFO: -14.82009 Q3 · CFO: -8.22009 Q4 · CFO: -7.52010 Q1 · CFO: +3.02010 Q2 · CFO: +10.52010 Q3 · CFO: +10.62011 Q1 · CFO: +7.22011 Q2 · CFO: +8.02011 Q3 · CFO: +6.92011 Q4 · CFO: +14.62012 Q1 · CFO: +6.42012 Q2 · CFO: +3.42012 Q3 · CFO: +1.42012 Q4 · CFO: +4.62013 Q1 · CFO: +3.92013 Q2 · CFO: +8.52013 Q3 · CFO: +7.92013 Q4 · CFO: +11.32014 Q1 · CFO: +6.02014 Q2 · CFO: +3.92014 Q3 · CFO: -0.52014 Q4 · CFO: +4.82015 Q1 · CFO: +4.22015 Q2 · CFO: +8.12015 Q3 · CFO: +8.32015 Q4 · CFO: -9.02016 Q1 · CFO: -9.22016 Q2 · CFO: -5.82016 Q4 · CFO: +3.42017 Q1 · CFO: +12.72017 Q2 · CFO: +10.72017 Q3 · CFO: +11.62017 Q4 · CFO: +8.72018 Q1 · CFO: +9.22018 Q2 · CFO: +11.12018 Q3 · CFO: +12.82018 Q4 · CFO: +2.52019 Q1 · CFO: +9.42019 Q2 · CFO: +3.82019 Q3 · CFO: +0.02019 Q4 · CFO: +8.02020 Q1 · CFO: +9.52020 Q2 · CFO: -1.42020 Q3 · CFO: +6.02020 Q4 · CFO: +9.42021 Q1 · CFO: +5.92021 Q2 · CFO: +4.22021 Q3 · CFO: +10.02021 Q4 · CFO: +0.02022 Q1 · CFO: +9.12022 Q2 · CFO: -3.12022 Q3 · CFO: +12.92022 Q4 · CFO: +2.32023 Q1 · CFO: +11.12023 Q2 · CFO: +16.62023 Q3 · CFO: +4.92023 Q4 · CFO: +6.32024 Q1 · CFO: +4.62024 Q2 · CFO: +18.72024 Q3 · CFO: +8.02024 Q4 · CFO: +0.52025 Q1 · CFO: +5.32025 Q2 · CFO: +10.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-28-14+0+14+282006 Q42009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22006 Q4 · Prepared remarks: +8.92007 Q3 · Prepared remarks: +17.92007 Q4 · Prepared remarks: +16.32008 Q1 · Prepared remarks: +7.52008 Q2 · Prepared remarks: +12.72008 Q3 · Prepared remarks: +5.52008 Q4 · Prepared remarks: +4.32009 Q1 · Prepared remarks: -23.92009 Q2 · Prepared remarks: -9.42009 Q3 · Prepared remarks: -3.12009 Q4 · Prepared remarks: -7.02010 Q1 · Prepared remarks: +4.92010 Q2 · Prepared remarks: +14.02010 Q3 · Prepared remarks: +17.52011 Q1 · Prepared remarks: +10.02011 Q2 · Prepared remarks: +13.62011 Q3 · Prepared remarks: +14.32011 Q4 · Prepared remarks: +16.72012 Q1 · Prepared remarks: +16.82012 Q2 · Prepared remarks: +16.12012 Q3 · Prepared remarks: +3.32012 Q4 · Prepared remarks: +8.92013 Q1 · Prepared remarks: +10.12013 Q2 · Prepared remarks: +10.72013 Q3 · Prepared remarks: +11.92013 Q4 · Prepared remarks: +16.92014 Q1 · Prepared remarks: +14.12014 Q2 · Prepared remarks: +10.22014 Q3 · Prepared remarks: +3.62014 Q4 · Prepared remarks: +9.22015 Q1 · Prepared remarks: +9.22015 Q2 · Prepared remarks: +14.92015 Q3 · Prepared remarks: +12.12015 Q4 · Prepared remarks: -6.12016 Q1 · Prepared remarks: -2.62016 Q2 · Prepared remarks: +4.22016 Q3 · Prepared remarks: +6.92016 Q4 · Prepared remarks: +5.92017 Q1 · Prepared remarks: +24.12017 Q2 · Prepared remarks: +22.32017 Q3 · Prepared remarks: +17.72017 Q4 · Prepared remarks: +17.92018 Q1 · Prepared remarks: +16.02018 Q2 · Prepared remarks: +15.12018 Q3 · Prepared remarks: +15.82018 Q4 · Prepared remarks: +13.12019 Q1 · Prepared remarks: +15.92019 Q2 · Prepared remarks: +3.72019 Q3 · Prepared remarks: +8.72019 Q4 · Prepared remarks: +14.82020 Q1 · Prepared remarks: +15.72020 Q2 · Prepared remarks: -0.42020 Q3 · Prepared remarks: +6.22020 Q4 · Prepared remarks: +14.12021 Q1 · Prepared remarks: +11.52021 Q2 · Prepared remarks: +9.82021 Q3 · Prepared remarks: +19.12021 Q4 · Prepared remarks: +14.72022 Q1 · Prepared remarks: +21.32022 Q2 · Prepared remarks: +1.92022 Q3 · Prepared remarks: +15.02022 Q4 · Prepared remarks: +6.62023 Q1 · Prepared remarks: +21.42023 Q2 · Prepared remarks: +17.52023 Q3 · Prepared remarks: +11.62023 Q4 · Prepared remarks: +14.22024 Q1 · Prepared remarks: +7.52024 Q2 · Prepared remarks: +22.62024 Q3 · Prepared remarks: +9.72024 Q4 · Prepared remarks: +7.22025 Q1 · Prepared remarks: +11.22025 Q2 · Prepared remarks: +13.32006 Q4 · Q&A responses: +5.22007 Q3 · Q&A responses: +10.02007 Q4 · Q&A responses: +14.62008 Q1 · Q&A responses: +17.82008 Q2 · Q&A responses: +11.12008 Q3 · Q&A responses: +4.82008 Q4 · Q&A responses: +5.42009 Q1 · Q&A responses: +0.52009 Q2 · Q&A responses: -7.62009 Q3 · Q&A responses: -0.32009 Q4 · Q&A responses: +1.52010 Q1 · Q&A responses: +4.82010 Q2 · Q&A responses: +3.12010 Q3 · Q&A responses: +5.72011 Q1 · Q&A responses: +9.62011 Q2 · Q&A responses: +7.62011 Q3 · Q&A responses: +5.02011 Q4 · Q&A responses: +13.32012 Q1 · Q&A responses: +8.42012 Q2 · Q&A responses: +6.52012 Q3 · Q&A responses: -2.42012 Q4 · Q&A responses: +3.92013 Q1 · Q&A responses: +5.72013 Q2 · Q&A responses: +1.12013 Q3 · Q&A responses: +5.82013 Q4 · Q&A responses: +17.22014 Q1 · Q&A responses: +11.62014 Q2 · Q&A responses: +8.82014 Q3 · Q&A responses: +5.92014 Q4 · Q&A responses: +9.02015 Q1 · Q&A responses: +5.92015 Q2 · Q&A responses: +14.02015 Q3 · Q&A responses: +0.62015 Q4 · Q&A responses: +8.32016 Q1 · Q&A responses: +1.02016 Q2 · Q&A responses: +9.02016 Q3 · Q&A responses: +1.72016 Q4 · Q&A responses: +9.72017 Q1 · Q&A responses: +11.42017 Q2 · Q&A responses: +12.32017 Q3 · Q&A responses: +15.52017 Q4 · Q&A responses: +13.12018 Q1 · Q&A responses: +8.22018 Q2 · Q&A responses: +12.92018 Q3 · Q&A responses: +18.52018 Q4 · Q&A responses: +11.82019 Q1 · Q&A responses: +9.12019 Q2 · Q&A responses: +14.52019 Q3 · Q&A responses: +6.82019 Q4 · Q&A responses: +17.02020 Q1 · Q&A responses: +10.22020 Q2 · Q&A responses: +4.22020 Q3 · Q&A responses: +13.62020 Q4 · Q&A responses: +13.12021 Q1 · Q&A responses: +12.52021 Q2 · Q&A responses: +10.92021 Q3 · Q&A responses: +7.72021 Q4 · Q&A responses: +10.22022 Q1 · Q&A responses: +9.32022 Q2 · Q&A responses: +7.82022 Q3 · Q&A responses: +10.72022 Q4 · Q&A responses: +8.92023 Q1 · Q&A responses: +12.82023 Q2 · Q&A responses: +19.22023 Q3 · Q&A responses: +7.02023 Q4 · Q&A responses: +5.62024 Q1 · Q&A responses: +6.42024 Q2 · Q&A responses: +10.52024 Q3 · Q&A responses: +4.32024 Q4 · Q&A responses: +6.92025 Q1 · Q&A responses: +3.32025 Q2 · Q&A responses: +7.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$5.42$9.69$13.972006 Q42009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $6.622014 Q2: $6.772014 Q3: $6.882014 Q4: $6.892015 Q1: $6.872015 Q2: $6.952015 Q3: $6.972015 Q4: $6.192016 Q1: $6.002016 Q2: $6.132016 Q3: $6.042016 Q4: $6.172017 Q1: $6.562017 Q2: $7.112017 Q3: $7.302017 Q4: $7.642018 Q1: $8.282018 Q2: $8.592018 Q3: $8.952018 Q4: $9.202019 Q1: $9.382019 Q2: $9.392019 Q3: $8.812019 Q4: $9.062020 Q1: $9.072020 Q2: $7.552020 Q3: $7.952020 Q4: $8.882021 Q1: $9.242021 Q2: $9.742021 Q3: $10.292021 Q4: $11.052022 Q1: $11.392022 Q2: $10.622022 Q3: $11.002022 Q4: $10.952023 Q1: $11.792023 Q2: $12.792023 Q3: $13.382023 Q4: $13.132024 Q1: $12.862024 Q2: $11.582024 Q3: $10.742024 Q4: $9.71

Forward P/E

12.7622.9833.212006 Q42009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 18.482014 Q2: 18.572014 Q3: 16.882014 Q4: 15.652015 Q1: 16.842015 Q2: 17.932015 Q3: 15.432015 Q4: 16.692016 Q1: 18.242016 Q2: 18.852016 Q3: 18.972016 Q4: 21.992017 Q1: 23.852017 Q2: 22.502017 Q3: 23.272017 Q4: 25.062018 Q1: 22.162018 Q2: 20.822018 Q3: 21.752018 Q4: 16.432019 Q1: 19.342019 Q2: 16.892019 Q3: 18.572019 Q4: 22.492020 Q1: 14.172020 Q2: 28.072020 Q3: 28.342020 Q4: 27.672021 Q1: 28.282021 Q2: 29.082021 Q3: 30.872021 Q4: 31.802022 Q1: 23.572022 Q2: 19.372022 Q3: 22.822022 Q4: 24.582023 Q1: 23.462023 Q2: 24.482023 Q3: 21.342023 Q4: 22.162024 Q1: 22.122024 Q2: 22.482024 Q3: 24.462024 Q4: 29.62

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -4.6 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q3 tone ↓ -3.8 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.9 fwd EPS ↑ +0.64 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -4.5 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -7.2 fwd EPS ↑ +0.76 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -4.8 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +2.5 fwd EPS ↓ -1.28 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-07+8.6——View →
2025 Q12025-02-10+7.7——View →
2024 Q42024-11-07+5.7$9.7129.6View →
2024 Q32024-08-07+5.7$10.7424.5View →
2024 Q22024-05-07+7.5$11.5822.5View →
2024 Q12024-01-31+5.0$12.8622.1View →
2023 Q42023-11-02+7.4$13.1322.2View →
2023 Q32023-08-01+6.9$13.3821.3View →