Industrials automation company Rockwell (NYSE:ROK) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.9% year on year to $2.11 billion. On the other hand, the company’s full-year revenue guidance of $8.8 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $2.75 per share was 10.7% above analysts’ consensus estimates.
Industrials automation company Rockwell (NYSE:ROK) announced better-than-expected revenue in Q4 CY2025, with sales up 11.9% year on year to $2.11 billion. On the other hand, the company’s full-year revenue guidance of $8.8 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $2.75 per share was 10.7% above analysts’ consensus estimates.
The industrial landscape shifted significantly on February 10, 2025, as Rockwell Automation (NYSE: ROK) ignited a rally in the manufacturing technology sector. Shares of the Milwaukee-based giant surged more than 12% following its fiscal first-quarter earnings report, which provided the first concrete evidence that the long-anticipated "bottoming out" of the
As of January 27, 2026, the long-anticipated "Earnings Handoff" has officially moved from a theoretical market forecast to a tangible reality. After years of dominance by a handful of mega-cap technology titans, the primary engine of profit growth in the U.S. equity market is shifting toward the broader, domestically
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the internet of things industry, including Vontier (NYSE:VNT) and its peers.
As of January 26, 2026, the global financial markets are witnessing a tectonic shift in the artificial intelligence landscape. While the "First Wave" of AI growth—dominated by large language models (LLMs) and generative software—defined the period from 2023 to 2024, the narrative has fundamentally pivoted. We have entered
As of late January 2026, the United States is witnessing its most significant industrial transformation since the post-war era. What started as a policy debate over technical tax accounting has ballooned into a full-scale "Manufacturing Renaissance," fueled by the landmark One Big Beautiful Bill Act (OBBBA) signed into law in
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
Introduction As of January 23, 2026, Honeywell International (NASDAQ: HON) stands at a historic crossroads. Once the quintessential diversified industrial conglomerate, the Charlotte-based giant is currently in the midst of a radical structural overhaul designed to unlock shareholder value and sharpen its competitive edge. The company has been under intense scrutiny since early 2024, when [...]
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
In a move that signals the dawn of a new era in autonomous manufacturing, NVIDIA (NASDAQ: NVDA) and Siemens (ETR: SIE) have announced the formal launch of the world’s first "Industrial AI Operating System" (Industrial AI OS). Revealed at CES 2026 earlier this month, this strategic expansion of their long-standing partnership represents a fundamental shift [...]
The dawn of 2026 has brought a seismic shift to Wall Street, as the long-awaited "Great Rotation" from mega-cap technology to domestic small-cap stocks finally materialized with historic intensity. As of mid-January, the Russell 2000 Index, tracked by the iShares Russell 2000 ETF (NYSE Arca: IWM), has rocketed 5.8%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at internet of things stocks, starting with SmartRent (NYSE:SMRT).
As the calendar turns to January 1, 2026, the United States financial markets are witnessing a dramatic transformation in the landscape of corporate dealmaking. After a multi-year "deal desert" characterized by aggressive interest rate hikes and valuation mismatches, the Mergers and Acquisitions (M&A) environment has entered a period of
As we enter 2026, the traditional boundaries between the technology and industrial sectors have effectively dissolved. What was once a landscape of "rust belt" manufacturers has been replaced by a high-tech "New School" of industrial powerhouses that are now the primary engines of the global economy. These companies are no
