Rockwell Automation Inc (HAM:RWL)
€ 419.9 +14.4 (+3.55%) Market Cap: 46.98 Bil Enterprise Value: 50.23 Bil PE Ratio: 49.85 PB Ratio: 15.15 GF Score: 78/100

Rockwell Automation Inc at Barclays Industrial Select Conference Transcript

Feb 18, 2026 / 01:40PM GMT
Release Date Price: €335.4 (+3.68%)
Unidentified Participant

Great. Well, thanks, everyone, for being here. It's my pleasure to have up next, Rockwell Automation. We've got Blake Moret, Chairman and CEO; and also as Matheus Bulho, SVP of the Software & Control segment. So obviously, a very topical point of discussion around software right now.

So I appreciate you both being here. And Blake, I think you had a couple of prepared remarks for us.

Blake Moret
Rockwell Automation Inc - Chairman of the Board, President, Chief Executive Officer

Yes. Great. Thanks, Julian. So I know a lot of you have followed the name for a long time. I appreciate the interest this morning. I wanted to make a couple of comments to kind of frame the questions and answers.

So to start with, Rockwell has become a considerably more resilient company here in the last few years. If you look at the distribution verticals that we serve, you may be surprised to see that process is actually the single largest served vertical, and that certainly helps with value through the cycle.

We've also added annual

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