Finally Light at the End of the Tunnel for the US Industry?
After 26 months of stagnation, 2026 could be the year of the turnaround for the US industry – Rockwell is perfectly positioned!
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I see an encouraging signal for the troubled US manufacturing sector. Rockwell Automation has significantly exceeded expectations with an EPS of 3.34 USD (up 32% year-over-year) and achieved revenue of 2.3 billion USD – also above forecasts. What particularly makes me optimistic: The outlook for the fiscal year 2026, with expected revenue growth of 3% to 7% and an EPS between 11.20 USD and 12.20 USD, suggests a turning point. These figures come at a critical time. The ISM manufacturing index stood at only 48.7 in October – the eighth consecutive...
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