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Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"산업 자동화 플랫폼. 2026년 +12.6%다. 수요단(평균 +15.3%)·본주(+12.6%)·공급단(평균 +8%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 포드(+15.3%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Rockwell Automation, Inc. operates across Industrial automation platform. It is +12.6% in 2026. Demand side (avg +15.3%), the stock (+12.6%) and supply side (avg +8%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Ford Motor Company (+15.3%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It procures electronic components and cloud infrastructure and expands its portfolio by acquiring adjacent technologies such as autonomous material-handling robots.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Clearpath Robotics","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2025-11-12","basis":"Clearpath Robotics 총인수대가, 취득 현금 차감 후","value":609000000,"period":"transaction completed 2023-10-02","basis_en":"Total purchase consideration for Clearpath Robotics, net of cash acquired","qualifier":null},"note":"로크웰은 산업용 자율주행로봇 업체 Clearpath Robotics와 OTTO Motors를 인수했다. FY2025 10-K가 확정한 현금·조건부 대가 합계는 취득 현금 차감 후 6억900만달러다.","note_en":"Rockwell acquired industrial autonomous-robotics company Clearpath Robotics, including OTTO Motors. Its FY2025 Form 10-K reports total consideration of $609 million, net of cash acquired, including cash and contingent consideration.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-12","url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","title":"로크웰 오토메이션 2025 회계연도 10-K","title_en":"ROCKWELL AUTOMATION, INC. 10-K (2025-11-12)","excerpt":"취득 현금 차감 후 Clearpath 총인수대가는 6억900만달러였다.","excerpt_en":"Total purchase consideration, net of cash acquired ... $609"},{"stance":"confirms","publisher":"비즈니스 와이어","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2023-10-02","url":"https://www.businesswire.com/news/home/20231002758377/en/Rockwell-Automation-completes-acquisition-of-autonomous-robotics-leader-Clearpath-Robotics-and-its-industrial-offering-OTTO-Motors","title":"로크웰 오토메이션, Clearpath Robotics와 OTTO Motors 인수 완료","title_en":"Rockwell Automation Completes Acquisition of Autonomous Robotics Leader Clearpath Robotics and Its Industrial Offering OTTO Motors","excerpt":"로크웰은 Clearpath Robotics와 산업용 사업부 OTTO Motors의 인수를 완료했다고 발표했다.","excerpt_en":"Rockwell Automation ... completed its acquisition of Ontario, Canada-based Clearpath Robotics Inc."},{"stance":"mentions","publisher":"ITWorld Korea","publisher_en":"ITWorld Korea","kind":"news","lang":"ko","published_at":"2023-09-12","url":"https://www.itworld.co.kr/article/3559610/%EB%A1%9C%ED%81%AC%EC%9B%B0-%EC%98%A4%ED%86%A0%EB%A9%94%EC%9D%B4%EC%85%98-%EC%9E%90%EC%9C%A8%EC%A3%BC%ED%96%89%EB%A1%9C%EB%B4%87-%EC%97%85%EC%B2%B4-%ED%81%B4%EB%A6%AC%EC%96%B4%ED%8C%A8.html","title":"로크웰 오토메이션, 자율주행로봇 업체 클리어패스 로보틱스 인수한다","title_en":"Rockwell Automation to Acquire Autonomous Robotics Company Clearpath Robotics","excerpt":"로크웰 오토메이션이 클리어패스 로보틱스를 인수했다고 9월 12일 밝혔다.","excerpt_en":"Rockwell Automation said on September 12 that it would acquire Clearpath Robotics."}]},{"direction":"revenue","counterparty":"포드","counterparty_slug":"ford-motor-company","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-11-07","basis":"포드 루이빌 공장과 차세대 트럭 프로그램에 공급하는 자동화 제품 거래액","value":null,"period":"automation award disclosed 2024-11-07","basis_en":"Value of automation products supplied for Ford's Louisville facility and next-generation truck programs","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 로크웰을 켄터키주 루이빌 공장의 자동화 파트너로 선정했다. 로크웰은 차체·최종 조립 공장에 Logix 제어기, 드라이브, HMI와 산업용 부품을 공급하고 차세대 트럭 프로그램에도 제품을 공급한다.","note_en":"Ford selected Rockwell as the automation partner for its Louisville, Kentucky facility. Rockwell supplies Logix controllers, drives, HMIs, and industrial components for body and final assembly, with additional content for next-generation truck programs.","sources":[{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2024-11-07","url":"https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2024/ROK-Prepared-Remarks-Q4-FY24.pdf","title":"로크웰 오토메이션 FY2024 4분기 실적발표 준비 발언","title_en":"Rockwell Automation Q4 FY2024 Prepared Remarks","excerpt":"로크웰은 포드의 루이빌 공장 자동화 파트너로 선정됐다고 밝혔다.","excerpt_en":"Rockwell was selected by Ford Motor Company as the automation partner for their Louisville, Kentucky facility."},{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2022-11-16","url":"https://www.rockwellautomation.com/en-us/company/news/press-releases/Ford-Motor-Company-Selects-Rockwell-Automation-to-Advance-Its-Electric-Vehicle-Program.html","title":"포드, 전기차 프로그램 추진을 위해 로크웰 오토메이션 선정","title_en":"Ford Motor Company Selects Rockwell Automation to Advance Its Electric Vehicle Program","excerpt":"로크웰 제품과 서비스는 포드의 오크빌, 블루오벌시티, 에이번레이크 생산단지에 사용된다.","excerpt_en":"Rockwell products and services will be utilized across Ford’s automotive production complexes."}]},{"direction":"revenue","counterparty":"깃코만","counterparty_slug":"kikkoman","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-11-07","basis":"깃코만 제퍼슨 신공장 Plex MES와 공장 전체 제어 시스템 공급액","value":null,"period":"project win disclosed 2024-11-07","basis_en":"Value of Plex MES software and plant-wide controls supplied to Kikkoman's new Jefferson facility","qualifier":"confirmed_no_disclosed_value"},"note":"로크웰은 CRB와 함께 깃코만의 위스콘신주 제퍼슨 신공장에 Plex MES 소프트웨어와 공장 전체 제어 시스템을 공급한다. 고객별 계약액은 공개되지 않았다.","note_en":"Rockwell is supplying Plex MES software and plant-wide controls to Kikkoman's new Jefferson, Wisconsin plant alongside CRB. The customer-specific contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2024-11-07","url":"https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2024/ROK-Prepared-Remarks-Q4-FY24.pdf","title":"로크웰 오토메이션 FY2024 4분기 실적발표 준비 발언","title_en":"Rockwell Automation Q4 FY2024 Prepared Remarks","excerpt":"로크웰은 깃코만 제퍼슨 공장에 Plex MES와 공장 전체 제어 시스템을 공급하는 수주를 밝혔다.","excerpt_en":"we are delivering Rockwell’s portfolio of Plex MES software and scalable plant-wide control"}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-10-02","basis":"FactoryTalk 클라우드 제품에 사용하는 Microsoft Azure 서비스 조달액","value":null,"period":"cloud platform relationship confirmed 2023-10-02","basis_en":"Purchases of Microsoft Azure services used by FactoryTalk cloud products","qualifier":"confirmed_no_disclosed_value"},"note":"로크웰은 FactoryTalk Hub와 Design Studio를 마이크로소프트 Azure 관리형 서비스 위에서 개발·운영한다. 클라우드 인프라 사용액은 공개되지 않았다.","note_en":"Rockwell develops and operates FactoryTalk Hub and Design Studio on Microsoft Azure managed services. Its cloud-infrastructure spending with Microsoft was not disclosed.","sources":[{"stance":"confirms","publisher":"마이크로소프트","publisher_en":"Microsoft","kind":"ir","lang":"en","published_at":"2023-10-02","url":"https://www.microsoft.com/en/customers/story/1687814927656339280-rockwell-automation-azure-discrete-manufacturing-usa","title":"로크웰 오토메이션, Azure 기반 클라우드 네이티브 전환","title_en":"Rockwell Automation Goes Cloud-Native on Azure to Bring Modern Software Development Paradigms to the Factory Floor","excerpt":"FactoryTalk Hub는 Visual Studio Code로 개발됐고 Azure에서 구동된다.","excerpt_en":"FactoryTalk Hub ... was developed using Visual Studio Code and runs on Azure."},{"stance":"confirms","publisher":"프로스트 앤드 설리번","publisher_en":"Frost & Sullivan","kind":"research","lang":"en","published_at":"2022-10-25","url":"https://literature.rockwellautomation.com/idc/groups/literature/documents/wp/cie-wp017_-en-p.pdf","title":"산업용 클라우드 소프트웨어의 가치: 디지털 전환으로의 전환","title_en":"The Value of Industrial Cloud Software: A Pivot to Digital Transformation","excerpt":"시장분석 보고서는 로크웰의 Plex 플랫폼이 Microsoft Azure에서 제공된다고 확인했다.","excerpt_en":"the Plex platform is available on Microsoft Azure"}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-04-04","basis":"Fiix CMMS와 생산물류 AI 등에 사용하는 AWS 클라우드 서비스 조달액","value":null,"period":"cloud platform relationship confirmed 2025-04-04","basis_en":"Purchases of AWS cloud services used for Fiix CMMS and AI-powered production logistics","qualifier":"confirmed_no_disclosed_value"},"note":"로크웰은 FactoryTalk Hub의 SaaS 제품을 AWS로 확장하고 Fiix CMMS와 생산물류 AI에 AWS 인프라를 사용한다. AWS 서비스 사용액은 공개되지 않았다.","note_en":"Rockwell is expanding FactoryTalk Hub SaaS products to AWS and uses AWS infrastructure for Fiix CMMS and AI-powered production logistics. Its AWS spending was not disclosed.","sources":[{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-04-04","url":"https://zdnet.co.kr/view/?no=20250404171132","title":"로크웰 오토메이션-AWS 맞손, AI·데이터로 공장 혁신 가속","title_en":"Rockwell Automation and AWS Join Forces to Accelerate Factory Innovation with AI and Data","excerpt":"픽스 CMMS은 AWS 인프라 기반의 컴퓨터화 유지보수 시스템이다.","excerpt_en":"Fiix CMMS is a computerized maintenance management system built on AWS infrastructure."},{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2025-04-02","url":"https://www.rockwellautomation.com/en-gb/company/news/press-releases/Rockwell-Automation-and-AWS-Collaborate-to-Transform-Manufacturing-Through-Advanced-Industrial-Automation-Solutions-at-Hannover-Messe-2025.html","title":"로크웰 오토메이션과 AWS, 첨단 산업 자동화 솔루션 협력","title_en":"Rockwell Automation and AWS Collaborate to Transform Manufacturing Through Advanced Industrial Automation Solutions at Hannover Messe 2025","excerpt":"로크웰은 Fiix CMMS가 AWS 클라우드 인프라를 사용한다고 밝혔다.","excerpt_en":"Fiix CMMS ... using AWS’s robust cloud infrastructure."}]}]}