Rockwell Automation, Inc.

(New York Stock Exchange)
Slightly Bullish +25

Rockwell Automation releases AI findings: what they mean for Rockwell Automation stock

πŸ“Š Rockwell Automation research reveals food and beverage manufacturers effectively use only 45 percent of collected data.

πŸ€– 93 percent of manufacturers expect smart manufacturing to reshape their workforce in the coming years.

πŸ‘· Only 40 percent of manufacturers reported reskilling employees during the past year according to the study.

πŸ“ˆ AI-supported manufacturing processes are expected to rise from 37 percent today to over 60 percent by 2030.

🎯 Rockwell Automation aims to help clients connect operational and business systems for better quality and lower costs.

πŸ—“οΈ The company is scheduled to report fiscal 2026 results and fiscal 2027 guidance on November 5, 2026.

πŸ’° Rockwell Automation stock traded at EUR 398.30 with a market cap of USD 49.4 billion as of October 28, 2026.

Bullish Signals
  • Rockwell Automation research identifies a significant opportunity in the food and beverage sector where only 45 percent of collected data is currently utilized effectively.
  • The company projects AI-supported manufacturing processes will grow from 37 percent to over 60 percent by 2030, indicating strong future demand for their industrial automation solutions.
  • Rockwell Automation's leadership emphasizes a clear path to scaling successful AI pilots, positioning the company as a key enabler for manufacturers seeking operational efficiency.
Risk Factors
  • The research highlights that 55 percent of collected data in food and beverage manufacturing remains unused, indicating a significant gap between data collection and value realization.
  • Workforce readiness is identified as a major constraint, with only 40 percent of manufacturers having reskilled employees despite 93 percent expecting workforce reshaping.
Full Analysis
Rockwell Automation released new research on October 29, 2026, highlighting that food and beverage manufacturers currently effectively utilize only 45 percent of the data they collect. The study identifies data connectivity as a primary constraint preventing industrial AI pilots from scaling into measurable business outcomes across the enterprise. The report indicates that while 93 percent of manufacturers anticipate smart manufacturing will reshape their workforce, only 40 percent have reported reskilling employees in the past year. Successful scaling of AI initiatives requires connecting operational and business systems to improve quality, productivity, and reduce costs. Greg Schmidt, Rockwell Automation's vice president for CPG global industry, noted that the central challenge has shifted from proving AI value to scaling successful pilots. The company expects AI-supported manufacturing processes to rise from 37 percent today to over 60 percent by 2030 if these constraints are addressed. Rockwell Automation is scheduled to report fiscal 2026 results and provide fiscal 2027 guidance on November 5, 2026. The stock was trading at EUR 398.30 with a market capitalization of USD 49.4 billion as of October 28, 2026.