Rockwell Automation management check
ROK · Industrials · Electrical Components & Equipment · CEO Blake D. Moret
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $173, against $226 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.73 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
2.1% of net income$15.4m of reported pay in fiscal 2025, against $749.0m of net income.
- Watch
Do they own the stock?
Insiders are selling9 insiders sold $5.5m in the last six months and none bought. 16 of 19 sales ran on pre-arranged 10b5-1 plans.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -1.1% a year over the last three fiscal years. Stock-based pay was 1.0% of revenue in the latest year.
- Good
Is leadership stable?
9 leadership filings in 3 yearsCEO in the pay table: Blake D. Moret. 9 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 20 | 55 | |
| Pay for performance | 87 | 86 | |
| CEO cost | 24 | 48 | |
| Skin in the game | — | — | 55 |
| Dilution | 64 | 62 | |
| Stable leadership | 80 | 75 | |
| Clean books | 100 | 100 |
Closest peers
Others in Electrical Components & Equipment, by management score. Rockwell Automation is 51st of 81 in its sector.
- 108BEBloom Energy76
- 135VRTVertiv73
- 152ETNEaton Corporation72
- 198EMREmerson Electric69
- 208AMEAmetek68
- 283ROKRockwell Automation62
Pay versus performance
From the proxy statement filed December 22, 2025. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Blake D. Moret | $15.4m | $25.2m | $3.9m | $173 | $226 | $749.0m |
| 2024 | Blake D. Moret | $16.4m | $3.3m | $3.2m | $130 | $191 | $948.0m |
| 2023 | Blake D. Moret | $16.8m | $21.0m | $4.6m | $136 | $140 | $1.3bn |
| 2022 | Blake D. Moret | $11.0m | $5.4m | $3.6m | $101 | $107 | $919.0m |
| 2021 | Blake D. Moret | $13.5m | $22.8m | $3.0m | $135 | $128 | $1.3bn |
The board says pay is tied most to Adjusted EPS. Its other key measures: Free cash flow, Organic ARR growth, Organic sales growth, Relative TSR, Return on invested capital.
Insiders and the CEO's stake
9 insiders sold $5.5m in the last six months and none bought. 16 of 19 sales ran on pre-arranged 10b5-1 plans.
- SoldTerry L. RiestererVice President and Controller$1.9mJul 16, 2026
- SoldChristopher NardecchiaSVP, Chief Information Officer · 10b5-1 plan$1.1mMay 5, 2026
- SoldMatthew W. FordenwaltSVP Lifecycle Services · 10b5-1 plan$543kJun 4, 2026
- SoldPatricia A WatsonDirector$475kAug 27, 2026
Leadership and governance on file
- Sep 24, 2026Leadership change8-K 5.02
- Apr 17, 2026Leadership change8-K 5.02
- Feb 17, 2026Leadership change8-K 5.02
- Oct 3, 2025Leadership change8-K 5.02
- Jul 17, 2024Leadership change8-K 5.02
- May 7, 2024Leadership change8-K 5.02
- Feb 8, 2024Leadership change8-K 5.02
- Jan 12, 2024Leadership change8-K 5.02
- Nov 21, 2023Leadership change8-K 5.02
- Feb 9, 2023Leadership change8-K 5.02
- Oct 21, 2022Leadership change8-K 5.02
- Feb 3, 2022Leadership change8-K 5.02
Latest shareholder vote results: Feb 13, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $4.7bn returned to owners in buybacks and dividends, 85% of net income, and $392.8m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $7.0bn | $7.8bn | $9.1bn | $8.3bn | $8.3bn |
| Net income | $1.4bn | $932.2m | $1.4bn | $953.0m | $869.0m |
| Stock-based pay | $51.7m | $68.1m | $88.0m | $100.0m | $85.0m |
| Buybacks | $299.7m | $301.3m | $312.0m | $595.0m | $425.0m |
| Dividends | $497.1m | $519.4m | $542.0m | $571.0m | $591.0m |
| Diluted shares | 117m | 117m | 116m | 115m | 113m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.