# 로크웰 오토메이션 (ROK)
> 로크웰 오토메이션은 공장 제어 장치, 산업용 소프트웨어, 엔지니어링과 유지관리 서비스를 판매해 돈을 번다. 전자부품과 클라우드 인프라를 조달하고, 자율주행 물류 로봇 같은 인접 기술을 인수해 제품 범위를 넓힌다.
Canonical: https://valuechain.wiki/rockwell-automation · Updated: 2026-09-12T00:00:15.474834+00:00 · Source: ValueChain.wiki (refined facts, cited)
**사업 분류**: 공장자동화·제어 (산업자동화·로봇 · 대표)

**인용용 요약**: 밸류체인 그래프 기준 로크웰 오토메이션의 직접 연결 기업은 4곳(관계 기준 공급 2·매출 2)이고, 사슬을 2차까지 넓히면 37곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-12 기준).

## Financials & segments
- 총매출: FY2025 총매출 83억4200만달러 (SEC 10-K XBRL)
- 사업부문: 지능형 장치, 소프트웨어·제어, 라이프사이클 서비스

## Annual stock return (as of 2026-10-09)
- 2021: +41.2%
- 2022: -24.8%
- 2023: +22.6%
- 2024: -6.2%
- 2025: +38.4%
- 2026 YTD: +12.3%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-10-09)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Coca-Cola | lead3 | +11.4% | +10.6% | -4.4% | +8.9% | +15.6% | +27.7% |
| McDonald's | lead3 | +27.8% | +0.5% | +15.1% | +0.1% | +7.9% | -21.5% |
| 유나이티드 렌탈스 | lead2 | +43.3% | +7% | +63.6% | +24% | +15.9% | +31.3% |
| 에코랩 | lead2 | +9.4% | -37.1% | +37.9% | +19.3% | +13.2% | +7% |
| 깃코만 | lead1 | +17.5% | -20% | +35.2% | -9.7% | -13.2% | +29.7% |
| 포드 | lead1 | +137.5% | -42.2% | +15.8% | -13.1% | +42.3% | +15.3% |
| 로크웰 오토메이션 | node | +41.2% | -24.8% | +22.6% | -6.2% | +38.4% | +12.3% |
| 마이크로소프트 | benef1 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | +4% |
| Seagate | benef2 | +87.5% | -51.4% | +69.1% | +4.1% | +225.3% | +209.1% |
| AMD | benef2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +183.9% |
| Marvell | benef2 | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +163.4% |
| Intel | benef2 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +159.6% |
| Western Digital | benef2 | +17.7% | -51.6% | +66% | +13.9% | +283.7% | +130.9% |
| Astera Labs | benef2 | · | · | · | · | +25.6% | +105.7% |
| Wiwynn | benef2 | +24.7% | -22.3% | +206.4% | +3.5% | +64.4% | +92.3% |
| Vertiv | benef2 | +33.8% | -45.3% | +251.8% | +136.8% | +42.8% | +73.2% |
| GE Vernova | benef2 | · | · | · | · | +99% | +54% |
| 옥시덴탈 페트롤리엄 | benef2 | +67.7% | +119.1% | -4.1% | -15.9% | -14.9% | +48.2% |
| Arista Networks | benef2 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +47.9% |
| Super Micro | benef2 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +43% |
| Caterpillar | benef2 | +16% | +18.6% | +25.9% | +24.7% | +60.3% | +40.6% |
| Ciena | benef2 | +45.6% | -33.8% | -11.7% | +88.4% | +175.8% | +37.3% |
| Equinix | benef2 | +20.3% | -21.1% | +25.4% | +19.5% | -16.9% | +37.3% |
| Eaton | benef2 | +46.7% | -7.2% | +56.2% | +39.5% | -2.8% | +36% |
| NVIDIA | benef2 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +23.2% |
| Quanta | benef2 | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +21.2% |
| 크레도 | benef2 | · | · | +46.3% | +245.2% | +114.1% | +18.5% |
| IREN | benef2 | · | -92.3% | +472% | +37.3% | +284.6% | +18.3% |
| Foxconn | benef2 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +16.3% |
| Schneider Electric | benef2 | +25.9% | +1.6% | +25.8% | +36.1% | +0.5% | +11.7% |
| Cummins | benef2 | -1.7% | +14.1% | +1.7% | +48.9% | +49.4% | +11% |
| 오토매틱 데이터 프로세싱 | benef2 | +42.6% | -1.3% | -0.2% | +28.4% | -10.2% | +9.6% |
| 3M | benef2 | +4.9% | -29.6% | -3.3% | +46.1% | +26.4% | +6.8% |
| 익스피디아 그룹 | benef2 | +36.5% | -51.5% | +73.3% | +22.8% | +53.3% | +5.8% |
| WEC 에너지 그룹 | benef2 | +8.7% | -0.5% | -7% | +16.1% | +16% | +3.1% |
| Brookfield | benef2 | · | · | +45.6% | +39.7% | -0.2% | -9.7% |
| IonQ | benef2 | · | -79.3% | +259.1% | +237.1% | +7.4% | -11.9% |
| Constellation Energy | benef2 | · | · | +37.2% | +92.7% | +58.8% | -15.3% |
| 테이크투 인터랙티브 | benef2 | -14.5% | -41.4% | +54.6% | +14.4% | +39.1% | -16.6% |
| AT&S | benef3 | +57.5% | -22% | -27.6% | -41.3% | +188.9% | +464.3% |
| 삼성전기 | benef3 | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +402.2% |
| Dell | benef3 | +51.2% | -26.6% | +95.9% | +53% | +11.2% | +320.2% |
| 난야PCB | benef3 | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +280.5% |
| Micron Technology | benef3 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +256.4% |
| 유니마이크론 | benef3 | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +236.2% |
| ASE테크놀로지 | benef3 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +191.3% |
| Bloom Energy | benef3 | -23.5% | -12.8% | -22.6% | +50.1% | +291.2% | +191% |
| 심텍 | benef3 | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +185.6% |
| Nebius | benef3 | · | · | · | · | +202.2% | +170.5% |
| 미디어텍 | benef3 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +168.1% |
| 키옥시아 | benef3 | · | · | · | · | +1082.1% | +155% |
| Ibiden | benef3 | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +149.3% |
| Arm Holdings | benef3 | · | · | · | +64.2% | -11.4% | +143.6% |
| Lumentum | benef3 | +11.6% | -50.7% | +0.5% | +60.1% | +339.1% | +139.1% |
| LG이노텍 | benef3 | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +134.8% |
| Murata | benef3 | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +131.5% |
| 섬코 | benef3 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +112.8% |
| 피에스케이 | benef3 | +22.7% | -19.6% | +14.2% | -2.6% | +228.2% | +105.7% |
| GlobalWafers | benef3 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +98.1% |
| 어플라이드 머티어리얼즈 | benef3 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +98% |
| SK하이닉스 | benef3 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +85.3% |
| Teradyne | benef3 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +84.6% |
| Corning | benef3 | +5.9% | -11.6% | -1.2% | +60.6% | +87.8% | +77.2% |
| Coherent | benef3 | -10% | -48.6% | +24% | +117.6% | +94.8% | +69.4% |
| Entegris | benef3 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +65.1% |
| 삼성전자 | benef3 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +63.8% |
| Delta Electronics | benef3 | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +61.9% |
| ASML | benef3 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +61.1% |
| Keysight | benef3 | +56.3% | -17.2% | -7% | +1% | +26.5% | +61% |
| 도쿄일렉트론 | benef3 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +57.4% |
| 뉴코 | benef3 | +118.4% | +17.4% | +33.8% | -32% | +42% | +54.7% |
| Monolithic Power | benef3 | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +53.7% |
| KLA | benef3 | +68% | -11.2% | +56% | +9.4% | +94.5% | +53.3% |
| Analog Devices | benef3 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +51.1% |
| TSMC | benef3 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +50.3% |
| 위스트론 | benef3 | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +49.7% |
| Sumitomo Electric | benef3 | +11.4% | +6.3% | +30.8% | +52.9% | +139% | +43.2% |
| HPSP | benef3 | · | · | +216.5% | -30.4% | +54.7% | +38.9% |
| Arteris | benef3 | · | -79.6% | +37% | +73% | +52.1% | +37.9% |
| onsemi | benef3 | +107.5% | -8.2% | +33.9% | -24.5% | -14.1% | +37.4% |
| 페가트론 | benef3 | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +34.5% |
| SCREEN Holdings | benef3 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +33.7% |
| 유나이티드 렌탈스 | benef3 | +43.3% | +7% | +63.6% | +24% | +15.9% | +31.3% |
| Advantest | benef3 | +17% | -2.3% | +155.7% | +49.5% | +196% | +29.9% |
| Amphenol | benef3 | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +29.8% |
| 글로벌파운드리 | benef3 | · | -17.1% | +12.5% | -29.2% | -18.6% | +29.7% |
| Eoptolink | benef3 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +29.1% |
| Tokyo Ohka Kogyo | benef3 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +28.7% |
| InnoLight | benef3 | -30.7% | -18.3% | +253.7% | +12% | +468.1% | +25.6% |
| ASM International | benef3 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +25% |
| Digital Realty | benef3 | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +23.4% |
| ABB | benef3 | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +18.4% |
| Apple | benef3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +18% |
| Linde | benef3 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +14.6% |
| CoreWeave | benef3 | · | · | · | · | · | +14.6% |
| 신에쓰화학 | benef3 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +13.8% |
| Cadence Design Systems | benef3 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +12.9% |
| Merck KGaA | benef3 | +42.2% | -0.4% | -19.1% | -2.5% | -12.7% | +12% |
| 아마존 | benef3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +12% |
| 처브 | benef3 | +27.8% | +16% | +4.2% | +23.9% | +13.7% | +10.3% |
| BESI | benef3 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +9.8% |
| Synopsys | benef3 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | +8.6% |
| KYEC | benef3 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +8.4% |
| 알파벳 (구글) | benef3 | +65.3% | -39.1% | +58.3% | +36% | +66% | +8.3% |
| Recursion Pharmaceuticals | benef3 | · | -55% | +27.9% | -31.4% | -39.5% | +6.6% |
| NextEra Energy | benef3 | +23.4% | -8.5% | -25.3% | +21.5% | +15.5% | +6.2% |
| 르그랑 | benef3 | +20.3% | -7.1% | +12.8% | +11.9% | +39.3% | +6.1% |
| 듀크 에너지 | benef3 | +19.1% | +2% | -1.6% | +15.6% | +12.7% | +5.3% |
| Broadcom | benef3 | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +5% |
| 퍼스트에너지 | benef3 | +41.8% | +4.8% | -8.9% | +13.2% | +17.3% | +3.5% |
| BlackRock | benef3 | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | +2.8% |
| 니콘 | benef3 | +46.2% | +10.9% | +23.1% | +13.7% | +19.7% | -2.4% |
| 호야 | benef3 | +10.8% | -3% | +34.4% | +11.3% | +24.9% | -2.5% |
| TE Connectivity | benef3 | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -3% |
| Cameco | benef3 | +63.2% | +4.3% | +90.5% | +19.5% | +78.4% | -3.7% |
| FANUC | benef3 | -16.5% | +4.4% | -8.1% | +15.6% | +37.7% | -4.5% |
| Luxshare | benef3 | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | -7.4% |
| Lasertec | benef3 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | -8.5% |
| 워크데이 | benef3 | +14% | -38.7% | +65% | -6.5% | -16.8% | -8.8% |
| Photronics | benef3 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -9% |
| Fabrinet | benef3 | +52.7% | +8.2% | +48.4% | +15.5% | +107.1% | -10.5% |
| Phison | benef3 | +26.8% | -10.7% | +45.1% | -6.7% | +418.3% | -12.8% |
| 세일즈포스 | benef3 | +14.2% | -47.8% | +98.5% | +27.8% | -20.2% | -12.9% |
| Mobileye | benef3 | · | · | +23.6% | -54% | -47.6% | -18% |
| 카니발 | benef3 | -7.1% | -59.9% | +130% | +34.4% | +22.6% | -21.8% |
| BYD일렉트로닉스 | benef3 | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -24.1% |
| Rigetti Computing | benef3 | · | -92.9% | +35.1% | +1449.2% | +45.2% | -31.4% |
| UBTech | benef3 | · | · | · | -21.6% | +95.4% | -38.8% |
| Oklo | benef3 | · | +0.7% | +6.5% | +101% | +238% | -42.5% |
| D-Wave Quantum | benef3 | · | -85.3% | -38.9% | +854.5% | +211.3% | -44.3% |

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 as of 2026-09-04)

## Money in · revenue from (2)
### 포드 (mid)  → /ford-motor-company.md
- 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.
- [confirms] 로크웰 오토메이션 (EN, ir, published 2024-11-07) https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2024/ROK-Prepared-Remarks-Q4-FY24.pdf: "로크웰은 포드의 루이빌 공장 자동화 파트너로 선정됐다고 밝혔다."
- [confirms] 로크웰 오토메이션 (EN, ir, published 2022-11-16) https://www.rockwellautomation.com/en-us/company/news/press-releases/Ford-Motor-Company-Selects-Rockwell-Automation-to-Advance-Its-Electric-Vehicle-Program.html: "로크웰 제품과 서비스는 포드의 오크빌, 블루오벌시티, 에이번레이크 생산단지에 사용된다."

### 깃코만 (mid)  → /kikkoman.md
- note: 로크웰은 CRB와 함께 깃코만의 위스콘신주 제퍼슨 신공장에 Plex MES 소프트웨어와 공장 전체 제어 시스템을 공급한다. 고객별 계약액은 공개되지 않았다.
- [confirms] 로크웰 오토메이션 (EN, ir, published 2024-11-07) https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2024/ROK-Prepared-Remarks-Q4-FY24.pdf: "로크웰은 깃코만 제퍼슨 공장에 Plex MES와 공장 전체 제어 시스템을 공급하는 수주를 밝혔다."

## Money out · pays to (2)
### 마이크로소프트 (mid)  → /microsoft.md
- note: 로크웰은 FactoryTalk Hub와 Design Studio를 마이크로소프트 Azure 관리형 서비스 위에서 개발·운영한다. 클라우드 인프라 사용액은 공개되지 않았다.
- [confirms] 마이크로소프트 (EN, ir, published 2023-10-02) https://www.microsoft.com/en/customers/story/1687814927656339280-rockwell-automation-azure-discrete-manufacturing-usa: "FactoryTalk Hub는 Visual Studio Code로 개발됐고 Azure에서 구동된다."
- [confirms] 프로스트 앤드 설리번 (EN, research, published 2022-10-25) https://literature.rockwellautomation.com/idc/groups/literature/documents/wp/cie-wp017_-en-p.pdf: "시장분석 보고서는 로크웰의 Plex 플랫폼이 Microsoft Azure에서 제공된다고 확인했다."

### 아마존 (mid)  → /amazon.md
- note: 로크웰은 FactoryTalk Hub의 SaaS 제품을 AWS로 확장하고 Fiix CMMS와 생산물류 AI에 AWS 인프라를 사용한다. AWS 서비스 사용액은 공개되지 않았다.
- [confirms] 지디넷코리아 (KO, news, published 2025-04-04) https://zdnet.co.kr/view/?no=20250404171132: "픽스 CMMS은 AWS 인프라 기반의 컴퓨터화 유지보수 시스템이다."
- [confirms] 로크웰 오토메이션 (EN, ir, published 2025-04-02) 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: "로크웰은 Fiix CMMS가 AWS 클라우드 인프라를 사용한다고 밝혔다."

## Investments (1)
### Clearpath Robotics (high)
- metric: 계약금액 $609M · transaction completed 2023-10-02 · Clearpath Robotics 총인수대가, 취득 현금 차감 후
- note: 로크웰은 산업용 자율주행로봇 업체 Clearpath Robotics와 OTTO Motors를 인수했다. FY2025 10-K가 확정한 현금·조건부 대가 합계는 취득 현금 차감 후 6억900만달러다.
- [confirms] SEC EDGAR (EN, filing, published 2025-11-12) https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm: "취득 현금 차감 후 Clearpath 총인수대가는 6억900만달러였다."
- [confirms] 비즈니스 와이어 (EN, news, published 2023-10-02) https://www.businesswire.com/news/home/20231002758377/en/Rockwell-Automation-completes-acquisition-of-autonomous-robotics-leader-Clearpath-Robotics-and-its-industrial-offering-OTTO-Motors: "로크웰은 Clearpath Robotics와 산업용 사업부 OTTO Motors의 인수를 완료했다고 발표했다."
- [mentions] ITWorld Korea (KO, news, published 2023-09-12) 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: "로크웰 오토메이션이 클리어패스 로보틱스를 인수했다고 9월 12일 밝혔다."

## 질문별 엔드포인트
- 누가 로크웰 오토메이션의 고객인가? 로크웰 오토메이션의 매출은 어디서 오는가? → https://valuechain.wiki/rockwell-automation/customers.md
- 로크웰 오토메이션의 주요 공급사는 어디인가? 로크웰 오토메이션의 비용은 누구에게 가는가? → https://valuechain.wiki/rockwell-automation/suppliers.md
- 로크웰 오토메이션 주가가 움직이면 누가 수혜를 보는가? 로크웰 오토메이션의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/rockwell-automation/ripple.md
- 증권가가 보는 로크웰 오토메이션: 목표주가와 투자의견은? → https://valuechain.wiki/rockwell-automation/consensus.md

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_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._