文章核心观点 - 罗克韦尔自动化公司正与英伟达公司合作,加速推进下一代工业架构的发展 [1][4] - 未来工厂将具有增强的感知能力、加速的计算能力、先进的仿真和学习代理、广泛采用自主移动机器人以及基于生成式AI的信息检索等特点 [3] - 罗克韦尔将整合英伟达Omniverse Cloud API与Emulate3D数字孪生应用,提高工厂分析、运营和仿真的便捷性和预测性 [5][6] - 劳动力短缺和效率需求推动了制造业和物流业对智能自动化和机器人的巨大需求,罗克韦尔正在基于英伟达机器人平台为工业客户提供自主移动机器人和过程自动化应用 [6] - 人工智能被制造商认为是最能带来最大商业价值的特性,83%的制造商预计在2024年使用生成式AI [7] 行业概况 - 制造业是一个规模达15万亿美元的全球行业,涉及人类生存和发展所需的各种产品 [2] - 罗克韦尔计划通过创造未来工厂,使自动化客户能够更轻松地实现工业流程的数字化 [2] 公司概况 - 罗克韦尔自动化是全球最大的工业自动化和数字化转型公司 [1][9] - 罗克韦尔自动化与英伟达的合作将有助于加速工业运营的未来发展,为软件、硬件和服务组合创造价值 [4] - 罗克韦尔自动化是英伟达PartnerNetwork的正式成员,意味着罗克韦尔客户可以使用英伟达应用程序来提高其运营的弹性、敏捷性和可持续性 [7] - 罗克韦尔自动化的技术将在NVIDIA GTC全球AI大会上与英伟达和微软进行展示 [8]

In the latest market close, Rockwell Automation (ROK) reached $280.88, with a +0.31% movement compared to the previous day. The stock exceeded the S&P 500, which registered a loss of 0.65% for the day. On the other hand, the Dow registered a loss of 0.49%, and the technology-centric Nasdaq decreased by 0.96%.Heading into today, shares of the industrial equipment and software maker had lost 0.49% over the past month, lagging the Industrial Products sector's gain of 4.99% and the S&P 500's gain of 3.27% in th ...

公司股价表现 - Rockwell Automation (ROK) 最近的股价为 $284.38，较前一个交易日上涨了 +0.18% [1] - 公司股价在过去一个月内上涨了 1.98%，表现不如工业产品部门的增长 4.2% 和标普500指数的增长 3.18% [2] 财务表现预测 - 投资者将密切关注 Rockwell Automation 即将发布的收益表现，预计每股收益为 $2.23，较去年同期下降了 25.91%，预计营收为 $2.11 亿美元，较去年同期下降了 7.16% [3] - 根据 Zacks Consensus Estimates，全年预计每股收益为 $12.36，营收为 $91.7 亿美元，较去年同期分别增长了 +1.98% 和 +1.27% [4] 分析师预测和评级 - 投资者应关注分析师对 Rockwell Automation 的最新预测调整，这些调整通常反映最新的短期业务趋势，可以考虑积极的预测调整是对公司业务前景乐观的标志 [5] - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出)，自 1988 年以来，1 股票的年均回报率为 +25%，目前 Rockwell Automation 的 Zacks Rank 为 3 (持有) [7] 估值和行业比较 - Rockwell Automation 目前的前瞻市盈率为 22.96，行业平均前瞻市盈率为 29.01，可以认为 Rockwell Automation 相对于行业处于折价状态 [8] - ROK 的 PEG 比率目前为 2.64，该比率考虑了公司预期的盈利增长率，工业自动化和机器人行业昨日收盘价的平均 PEG 比率为 6.9 [9] 行业排名和趋势 - 工业自动化和机器人行业属于工业产品部门，目前 Zacks Industry Rank 为 91，在所有 250+ 个行业中处于前 37% [10] - Zacks Industry Rank 通过测量各个行业组内个股的平均 Zacks Rank 来衡量行业群体的实力，研究显示，排名前 50% 的行业的表现是排名后 50% 的两倍 [11] 信息来源 - 请继续关注 Zacks.com，以了解这些影响股价的指标和更多信息 [12]

OTTO Motors和Rockwell Automation合作 - OTTO Motors宣布将在德国斯图加特举办的LogiMAT展会上展示自主生产物流的新类别[2] - Rockwell Automation通过收购OTTO Motors扩大了物料处理范围，为整个设施提供真正的端到端解决方案[3] Rockwell Automation的全球领先地位 - Rockwell Automation是全球最大的专注于工业自动化和数字化转型的公司[6]

股价表现 - Rockwell Automation (ROK) 最近的股价为 $294.14，较前一个交易日收盘价上涨了 1.02% [1] - 过去一个月，ROK 的股价上涨了 8.24%，领先工业产品部门的增长率 5.61% 和标普500指数的增长率 3.21% [2] 财务预测 - 分析师预计 Rockwell Automation 的每股收益 (EPS) 为 $2.23，较去年同期下降了 25.91%，预计营收为 $2.11 亿美元，较去年同期下降了 7.16% [3] - Zacks Consensus Estimates 预测整个财年的每股收益为 $12.36，营收为 $91.7 亿美元，较去年分别增长了 +1.98% 和 +1.27% [4]

Global leader in autonomous materials handling technology expands footprint into growing region with appointment of leading local engineering company as first point of contact for supply and supportDUBAI, UAE, March 6, 2024 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that it has named the Falcon Group of Companies as the first system integrator for OTTO Motors in the Middle East region. P ...

Smart solutions and data-driven technologies can scale electrolysis projects and other connections in the renewable-energy supply chain DUSSELDORF, Germany, March 4, 2024 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced it is sending a team of global leaders in sustainability and renewables technologies to the third annual World Electrolysis Congress (WEC24) in Dusseldorf, Germany, 4-6 March. The ...

Rockwell Automation (ROK) closed at $289.05 in the latest trading session, marking a +1.39% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.8%. Meanwhile, the Dow gained 0.23%, and the Nasdaq, a tech-heavy index, added 1.14%.Shares of the industrial equipment and software maker witnessed a gain of 8.39% over the previous month, beating the performance of the Industrial Products sector with its gain of 7.89% and the S&P 500's gain of 5.2%.Investors will be eagerly watc ...

BRUSSELS, Feb. 20, 2024 /PRNewswire/ -- Rockwell Automation, the world's largest company dedicated to industrial automation and digital transformation, is pleased to announce an agreement with 1PointFive to purchase carbon dioxide removal (CDR) credits from STRATOS, 1PointFive's Direct Air Capture (DAC) facility under construction in Texas. Central to Rockwell Automation's purpose is connecting the imagination of people with the potential of technology, to expand human possibility and make the world more co ...

Robotics & Drives Services (RDS) - RDS是一家位于爱尔兰的全球领先的机器人系统集成OEM公司[2] - RDS部署了MagneMover® LITE ™ Intelligent Conveyor System (ICS)来帮助其电子商务客户应对各种吞吐量、产品类型和换型的变化[1] - MagneMover LITE ICS具有几乎无限的运动轨迹、适应性和快速换型能力，与广泛使用的第三方系统有效集成[4] - RDS的客户对灵活性要求很高，需要机器具备多功能和多产品的能力[5] - RDS和Rockwell Automation合作使用Emulate3D虚拟调试软件来减少项目风险，提高设计效率[6] Rockwell Automation - Rockwell Automation是一家全球工业自动化和数字化转型领域的领导者，致力于将人类的想象力与技术的潜力相结合，推动世界更具生产力和可持续性[7]