{
  "report_id": "security_rok",
  "report_type": "security_detail",
  "site_path": "securities/rok/index.html",
  "title": "ROK - Rockwell Automation Operating Console",
  "ticker": "ROK",
  "company": "Rockwell Automation",
  "as_of": "2026-05-13T03:51:27.604343Z",
  "generated_at": "2026-06-20T23:26:21-07:00",
  "summary": "Static report-layer operating console projection of the canonical ROK knowledge lane with a live selected-security chart module, KPI strip, source-routed proof blocks, exposure cards, guidance tests, risk punch cards, diagnostics, filing links, and dated web-source trail.",
  "boundaries": {
    "canonical_research_storage": "../../../knowledge/wiki/lanes/security/rok.md",
    "report_role": "Readable projection, routing surface, and chart host only.",
    "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.",
    "chart_rules_policy": "Persisted chart overlays and plan rules remain in assets/chart-level-rules.js.",
    "portfolio_policy": "No portfolio action, sizing, buy/sell recommendation, or trade instruction is stored in this report."
  },
  "freshness": {
    "knowledge_lane_reviewed_as_of": "2026-05-13T03:51:27.604343Z",
    "latest_research_run_id": "20260513T035127Z_c310265a",
    "market_data_in_lane_as_of": "2026-05-07 to 2026-05-12",
    "web_links_checked_as_of": "2026-06-21",
    "chart_data_as_of": "latest available from /api/securities/ROK/chart",
    "latest_source_diagnostics": {
      "has_stale_sources": true,
      "stale_source_refs": [
        "S6"
      ],
      "missing_required_source_ids": [
        "last_four_quarter_earnings_call_transcripts",
        "latest_investor_presentation_or_investor_day_deck",
        "peer_filings_and_peer_call_transcripts",
        "complete_live_market_snapshot"
      ],
      "diagnostic_gaps": [
        "Full last-four-quarter transcript review was not completed upstream.",
        "Peer valuation, growth, and margin benchmarking were not fully refreshed.",
        "Market and tape data in the filed lane were stale after the May 7-May 12 observation window.",
        "Order quality after the Q2 FY2026 guide raise remains unresolved."
      ]
    },
    "limitations": [
      "The dashboard summarizes the filed ROK lane rather than refreshing canonical research.",
      "Operating evidence remains anchored to the latest paired ROK source projections generated 2026-05-13T03:51:27Z.",
      "Market data from the lane is treated as stale; current web-derived market items are dated outside-view context only.",
      "Live price and market-cap values resolve only when the local report API is running.",
      "The page does not store chart overlay definitions, page-specific trigger prices, or portfolio instructions."
    ]
  },
  "source_trail": {
    "canonical_knowledge_lane": "../../../knowledge/wiki/lanes/security/rok.md",
    "profile_source_id": "security_profile__rok__20260513T035127Z_c310265a",
    "research_source_id": "security_research__rok__20260513T035127Z_c310265a",
    "latest_profile_output": "../../../knowledge/raw/sources/security_profile__rok__20260513T035127Z_c310265a/output.md",
    "latest_profile_output_json": "../../../knowledge/raw/sources/security_profile__rok__20260513T035127Z_c310265a/output.json",
    "latest_profile_manifest": "../../../knowledge/raw/sources/security_profile__rok__20260513T035127Z_c310265a/source.json",
    "latest_profile_output_hash": "sha256:80826512d6556b7803911dfb9a4466b2769907ec314bdcd5b07a0ae250221337",
    "latest_research_output": "../../../knowledge/raw/sources/security_research__rok__20260513T035127Z_c310265a/output.md",
    "latest_research_output_json": "../../../knowledge/raw/sources/security_research__rok__20260513T035127Z_c310265a/output.json",
    "latest_research_manifest": "../../../knowledge/raw/sources/security_research__rok__20260513T035127Z_c310265a/source.json",
    "latest_research_output_hash": "sha256:33d79686a5fc17a3aa17cedaa2596504e36f0a9b2985323d8d681693ca4026ff",
    "profile_generated_at_utc": "2026-05-13T03:51:27Z",
    "profile_as_of_utc": "2026-05-13T03:51:27.604343Z",
    "profile_exported_at_utc": "2026-05-13T11:22:48Z",
    "research_generated_at_utc": "2026-05-13T03:51:27Z",
    "research_exported_at_utc": "2026-05-13T11:22:48Z",
    "profile_used_reused_inputs": false,
    "research_used_reused_inputs": false,
    "upstream_hashes": {
      "security_research": "33d79686a5fc17a3aa17cedaa2596504e36f0a9b2985323d8d681693ca4026ff",
      "sector_context_industrials": "ce612f6f355a89ce539cc3a377ca4abb760a1241df5c789c72e5138ef7040055"
    },
    "source_claims_projected": [
      "C1",
      "C2",
      "C3",
      "C4",
      "C5",
      "C6",
      "C7",
      "C8",
      "C9",
      "C10",
      "C11",
      "C12"
    ],
    "source_evidence_ids_projected": [
      "E4",
      "E5",
      "E6",
      "E7",
      "E8",
      "E9",
      "E10",
      "E11",
      "E12",
      "E13",
      "E14",
      "E15",
      "E16",
      "E17",
      "E19",
      "E20",
      "E21",
      "E22",
      "E23",
      "E24",
      "E25",
      "E29",
      "E30",
      "E31"
    ],
    "profile_object_ids_projected": [
      "scenario_rok_base_execution_with_cost_offsets",
      "scenario_rok_upside_durable_automation_compounder",
      "scenario_rok_downside_cost_and_conversion_failure",
      "trig_rok_confirm_h2_growth",
      "trig_rok_confirm_software_margin",
      "trig_rok_confirm_fcf_catchup",
      "trig_rok_invalidate_guide_reversal",
      "trig_rok_invalidate_margin_cost_gap",
      "risk_rok_expectations_after_rerating",
      "risk_rok_cost_pass_through",
      "risk_rok_cash_conversion",
      "risk_rok_cycle_and_capex",
      "risk_rok_non_gaap_sensia",
      "ku_rok_transcript_coverage",
      "ku_rok_peer_benchmarking",
      "ku_rok_market_data_freshness",
      "ku_rok_component_supply",
      "ku_rok_order_quality"
    ],
    "local_chart_endpoints": [
      "/api/securities/ROK/chart?frequency=daily&window=9m&as_of=latest",
      "/api/securities/ROK/chart?frequency=weekly&window=5y&as_of=latest"
    ],
    "route_registry_route": "../../assets/security-page-routes.js#ROK",
    "chart_level_registry_route": "../../assets/chart-level-rules.js#ROK",
    "fallback_chart_route": "../index.html?ticker=ROK",
    "source_refs_projected": [
      "S1",
      "S2",
      "S3",
      "S4",
      "S5",
      "S6",
      "S7"
    ]
  },
  "web_source_trail": {
    "checked_at": "2026-06-21",
    "official_links": [
      {
        "label": "Rockwell investor relations",
        "url": "https://www.rockwellautomation.com/en-us/company/investor-relations.html",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "IR landing page showed Q2 FY2026 highlights and latest June 2026 investor-event routing."
      },
      {
        "label": "Q2 FY2026 earnings release",
        "url": "https://www.rockwellautomation.com/en-us/company/news/press-releases/Rockwell-Automation-Reports-Second-Quarter-2026-Results.html",
        "publication_or_filing_date": "2026-05-05",
        "checked_at": "2026-06-21",
        "dated_note": "Primary source for Q2 sales, ARR, adjusted EPS, segment margins, guidance, Sensia exclusion, and conference-call routing."
      },
      {
        "label": "Q2 FY2026 earnings presentation",
        "url": "https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2026/q2-2026-earnings-presentation.pdf",
        "publication_or_filing_date": "2026-05-05",
        "checked_at": "2026-06-21",
        "dated_note": "Official presentation route for organic performance, ARR detail, outlook, and FCF conversion target."
      },
      {
        "label": "Quarterly reports page",
        "url": "https://www.rockwellautomation.com/en-us/company/investor-relations/quarterly-reports.html",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "Official Q1 and Q2 FY2026 materials index."
      },
      {
        "label": "Q2 FY2026 Form 8-K",
        "url": "https://www.sec.gov/Archives/edgar/data/1024478/000102447826000020/0001024478-26-000020-index.html",
        "publication_or_filing_date": "2026-05-05",
        "checked_at": "2026-06-21",
        "dated_note": "SEC accession 0001024478-26-000020 with Item 2.02 and Item 9.01 Q2 release exhibit."
      },
      {
        "label": "Q2 FY2026 Form 10-Q",
        "url": "https://www.sec.gov/Archives/edgar/data/1024478/000102447826000022/rok-20260331.htm",
        "publication_or_filing_date": "quarter ended 2026-03-31, filed 2026-05-05",
        "checked_at": "2026-06-21",
        "dated_note": "SEC source for segment, liquidity, debt, buyback, and risk detail."
      },
      {
        "label": "FY2025 Form 10-K",
        "url": "https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm",
        "publication_or_filing_date": "fiscal year ended 2025-09-30",
        "checked_at": "2026-06-21",
        "dated_note": "SEC source for business profile, segment model, backlog, and risk factors."
      },
      {
        "label": "FY2026 proxy",
        "url": "https://www.sec.gov/Archives/edgar/data/1024478/000130817925000665/rok014559-def14a.htm",
        "publication_or_filing_date": "2025-12-22",
        "checked_at": "2026-06-21",
        "dated_note": "Proxy source for governance, incentive metrics, and compensation-quality checks."
      },
      {
        "label": "Rockwell events and presentations",
        "url": "https://www.rockwellautomation.com/en-us/company/investor-relations/events-presentations.html",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "Events page showed recent June 2026 investor events and the May 5, 2026 Q2 earnings call route."
      },
      {
        "label": "Rockwell analyst coverage",
        "url": "https://www.rockwellautomation.com/en-us/company/investor-relations/investor-resources/analyst-coverage.html",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "Official covering-firm list route; no consensus target is treated as primary evidence."
      }
    ],
    "outside_view_items": [
      {
        "provider": "StockAnalysis",
        "label": "ROK forecast page",
        "url": "https://stockanalysis.com/stocks/rok/forecast/",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "Outside-view forecast route checked for consensus context only."
      },
      {
        "provider": "StockAnalysis",
        "label": "ROK statistics page",
        "url": "https://stockanalysis.com/stocks/rok/statistics/",
        "publication_or_filing_date": "page checked 2026-06-21",
        "checked_at": "2026-06-21",
        "dated_note": "Page showed a June 18 close of $473.79, market cap of $52.72B, enterprise value of $56.35B, forward P/E of 34.54, EV/sales of 6.40, and short interest of 3.30M shares. Treated as dated outside-view context."
      },
      {
        "provider": "MarketWatch",
        "label": "ROK daily tape item",
        "url": "https://www.marketwatch.com/data-news/rockwell-automation-inc-stock-outperforms-competitors-on-strong-trading-day-f7514dab-5df30968cf33",
        "publication_or_filing_date": "2026-06-18",
        "checked_at": "2026-06-21",
        "dated_note": "Outside-view item reported ROK closed at $473.79 on 2026-06-18, near its 2026-06-16 52-week high. Treated as dated tape context only."
      }
    ]
  },
  "chart": {
    "ticker": "ROK",
    "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"ROK\"",
    "api_required": true,
    "daily_endpoint": "/api/securities/ROK/chart?frequency=daily&window=9m&as_of=latest",
    "weekly_endpoint": "/api/securities/ROK/chart?frequency=weekly&window=5y&as_of=latest",
    "price_source": "Local report API backed by discovery daily_ohlc and derived weekly rows.",
    "instrument_source": "Local report API backed by discovery instruments.",
    "chart_level_registry_route": "../../assets/chart-level-rules.js#ROK",
    "route_registry_route": "../../assets/security-page-routes.js#ROK",
    "fallback_route": "../index.html?ticker=ROK"
  },
  "page_sections": [
    {
      "id": "selected-security",
      "title": "Selected-Security Chart",
      "role": "Live local API chart host and chart-rule attachment point."
    },
    {
      "id": "current-company-view",
      "title": "Current Company Proof Window",
      "role": "Setup, measured base, guide raise, quality caveat, and next evidence."
    },
    {
      "id": "business-profile-exposure",
      "title": "Business Profile, Segments, And Exposure Map",
      "role": "Industrial automation business model, segment disclosure, and source-routed operating exposure."
    },
    {
      "id": "relative-value-drivers",
      "title": "Relative Value And Value Driver Board",
      "role": "Organic guide, Software & Control margin, cash conversion, and cost-pass-through drivers."
    },
    {
      "id": "guidance-path",
      "title": "Guidance Path And Tests",
      "role": "Raised FY2026 guidance and confirmation or warning tests for demand, margin, and FCF."
    },
    {
      "id": "operating-evidence-kpis",
      "title": "Operating Evidence And KPIs",
      "role": "Dashboard metric strip and compact evidence tiles for recovery, mix, cash, and services."
    },
    {
      "id": "financial-quality-capital-allocation",
      "title": "Financial Quality And Capital Ledger",
      "role": "Liquidity, debt, commercial paper, revolver, buybacks, manufacturing investment, and FCF quality."
    },
    {
      "id": "competitive-position",
      "title": "Competitive Position",
      "role": "Automation strengths versus unproven order durability, services recovery, and relative valuation."
    },
    {
      "id": "ownership-flows-valuation-street",
      "title": "Ownership, Flows, Valuation, And Street View",
      "role": "Official source set, valuation context, dated outside-view market data, and dated tape note."
    },
    {
      "id": "scenario-assessment",
      "title": "Scenario Assessment And Sensitivities",
      "role": "Base, upside, and downside paths from the profile projection."
    },
    {
      "id": "monitoring-triggers",
      "title": "Monitoring Trigger Stack",
      "role": "Next checks for organic growth, software margin, FCF conversion, price/cost, services, and funding."
    },
    {
      "id": "risks-invalidations-quality-flags",
      "title": "Risks, Invalidations, And Quality Punch Cards",
      "role": "Expectation risk, cost pass-through, cash conversion, capex cycle, non-GAAP/Sensia, and market-data gaps."
    },
    {
      "id": "diagnostics-freshness-unknowns",
      "title": "Diagnostics, Freshness, And Known Unknowns",
      "role": "Source freshness, stale market-data diagnostics, web checks, transcript and peer gaps, and order-quality unknowns."
    },
    {
      "id": "links-filings",
      "title": "Links, Filings, And Source Bay",
      "role": "Human-useful links to canonical lane, raw projections, investor relations, SEC filings, earnings materials, metadata, and local chart endpoints."
    }
  ],
  "machine_provenance_limitations": [
    "Report JSON is a manual report-layer projection, not a canonical research refresh.",
    "Live chart values depend on the local report API and are not persisted in report.json.",
    "Chart overlays belong in assets/chart-level-rules.js; report JSON stores only the registry route.",
    "Market-data-provider short interest, valuation, and tape values in the lane were stale after May 7-May 12 and may differ from live market data.",
    "Street-view items are sourced from public outside-view pages and should be refreshed before being used as current consensus evidence."
  ],
  "revision": {
    "version": 1,
    "created_at": "2026-06-20",
    "updated_at": "2026-06-20T23:26:21-07:00",
    "updated_label": "Created ROK detailed security page on the shared security-article page shape.",
    "metadata_path": "securities/rok/report.json",
    "curation_source": "Manual report projection from ../../../knowledge/wiki/lanes/security/rok.md plus official Rockwell IR/SEC links and dated outside-view checks.",
    "change_note": "Added the ROK detailed security article page, metadata, source trail, web-source trail, chart endpoint contract, and route registry entry without changing canonical knowledge files."
  }
}