PM Portfolio Manager Reports

From Portfolio Manager reports

Factory Automation And Robot OEM Proxies

Factory Automation And Robot OEM Proxies covers the equipment, controls, software, vision, test, robot, and service layer that lets manufacturers automate production work. The stack sits on the plant floor, in robot cells, inside machine-control cabinets, in inspection stations, and in factory software workflows. It turns robotics demand into company economics when controllers, drives, motion systems, machine-vision cameras, collaborative robots, mobile robots, test systems, integration work, and lifecycle service become orders, backlog conversion, shipped revenue, segment margin, and free cash flow. The current U.S. price-covered basket ranks ROK and CGNX as the clearest factory-control and machine-vision routes, TER as a robot OEM proxy with semiconductor-test distortion, and EMR and HON as broader automation platforms where process, aerospace, building, and portfolio events can dilute the factory signal.

Report boundary: this is a tactical value-chain node below the Robotics factory automation card. Durable company and sector research stays in linked knowledge pages. Price and volume context comes from read-only discovery daily_ohlc through 2026-06-12; direct daily-bar lineage for the latest Massive runs still shows source freshness of 2026-05-08 for ROK, so live chart freshness should be checked through the report API before using setup thresholds as current trading evidence.

Current Setup

Main read Factory-control and vision proof is cleaner than robot-OEM attribution.

ROK and CGNX have the most direct filed evidence. TER, EMR, and HON are useful monitors, but their equity signals can be dominated by semiconductor test, process automation, aerospace, or separation mechanics.

Positive proof Orders and margin are visible in filed lanes. ROK raised FY2026 organic sales guidance; CGNX showed Q1 revenue recovery and high gross margin; EMR and HON still have order or backlog support.
Conversion gate Backlog has to become shipments, margin, and cash. Watch book-to-bill, segment margin, software or service attach, operating cash flow, and free cash flow in the next reporting cycle.
Constraint Mixed drivers can blur the robot read. TER is mostly semiconductor test, EMR is broader process and software, and HON is in a spin and portfolio-cleanup window.
  • Customer needthroughput, quality, labor
  • Order pathcontrols, vision, robots, test
  • Economic proofrevenue, margin, cash
  • Main riskcycle, mix, attribution

Parent return grid remains the theme-level 2026-05-29 snapshot: week average/median +4.7%/+5.9%, month +15.3%/+13.1%, quarter +8.4%/+10.7%. Node chart coverage was refreshed from read-only discovery daily_ohlc through 2026-06-12, but the parent page and sitemap were intentionally left untouched by this worker.

Basket

The ranked basket uses node economics and source-backed exposure first, then chart timing. Parent return-basket membership remains CGNX, EMR, HON, ROK, and TER, but this node ranks ROK first because factory controls and software are the cleanest U.S. public route, then CGNX for machine vision, TER for robot exposure with semiconductor-test mix distortion, EMR for process automation and software, and HON for broad automation with separation and cash caveats.

ROK Rockwell Automation, Inc.

Rockwell is the cleanest U.S. route for factory controls, drives, automation software, and lifecycle service tied to plant-floor automation.

Market cap$50.5B
Next earningsAug 5, 2026 est.
Latest qtr revenue$2.239B

Role in stack

Factory customers buy Rockwell controllers, drives, software, safety, motion, and services to automate discrete production lines. Conversion runs through organic sales, Software & Control margin, and free cash flow.

Revenue mix

Q2 FY2026 mix was Intelligent Devices at $1.008B, Software & Control at $684M, and Lifecycle Services at $547M. Sensia dissolution complicates second-half comparability.

Latest qtr revenue

Q2 FY2026 sales were $2.239B, up 12%, with Software & Control margin at 34.9% and FY2026 organic sales guidance raised to 5%-9%.

CGNX Cognex Corporation

Cognex is the direct machine-vision row for inspection, measurement, identification, and guidance inside automated production and logistics workflows.

Market cap$10.9B
Next earningsJul 29, 2026 est.
Latest qtr revenue$235.3M

Role in stack

Manufacturers and logistics operators use Cognex vision systems to inspect defects, read codes, measure parts, and guide automated handling. Conversion depends on revenue breadth, gross margin, and cash conversion.

Revenue mix

Cognex reports one segment, so product and end-market economics are not fully visible. The node uses it as machine-vision exposure rather than robot-only demand.

Latest qtr revenue

Q1 2026 revenue was $235.3M, up about 23%, with 67.2% gross margin, $31.0M operating cash flow, and about $2.9M of capex.

TER Teradyne, Inc.

Teradyne adds Universal Robots and MiR robot exposure, but its current reported economics are dominated by semiconductor test demand.

Market cap$56.3B
Next earningsAug 4, 2026 est.
Latest qtr revenue$1.282B

Role in stack

Teradyne supplies collaborative robots, autonomous mobile robots, and automated test equipment. The factory-automation conversion gate is whether Robotics revenue and demand become visible apart from semiconductor test.

Revenue mix

Q1 2026 revenue was heavily test-oriented: Semiconductor Test was $1.111B, Robotics was $91M, and Product Test was $80M. The local TER lane supports the test-heavy mix caveat, so Robotics should not be treated as the current earnings engine.

Latest qtr revenue

Teradyne's official Q1 2026 release reported revenue of $1.282B for the quarter ended March 29, 2026, with Q2 revenue guidance of $1.150B-$1.250B.

EMR Emerson Electric Co.

Emerson is the installed-base process automation, control-system, software, and test-adjacent row, with broader exposure than discrete robot OEMs.

Market cap$79.1B
Next earningsAug 5, 2026 est.
Latest qtr revenue$4.562B

Role in stack

Process, power, life-science, semiconductor, aerospace, and industrial customers buy Emerson control systems, software, sensors, valves, and NI test capabilities. Conversion depends on orders, RPO, sales, margin, cash, and leverage repair.

Revenue mix

Q2 FY2026 included Software & Systems at $1.503B, Intelligent Devices at $2.512B, and Safety & Productivity at $547M. The exposure is broader than factory robotics.

Latest qtr revenue

Q2 FY2026 net sales were $4.562B, up 3% reported and 0.5% underlying; underlying orders rose 5% and adjusted segment EBITA margin was 27.6%.

HON Honeywell International, Inc.

Honeywell carries building, process, and industrial automation exposure, but Aerospace separation and portfolio actions can dominate the equity signal.

Market cap$135.0B
Next earningsJul 23, 2026 est.
Latest qtr revenue$9.143B

Role in stack

Industrial and commercial buyers use Honeywell building automation, process automation, industrial automation, sensing, controls, and safety products. Conversion has to show in RemainCo automation revenue and cash after spin effects.

Revenue mix

Q1 FY2026 strength was most visible in Aerospace and Building Automation. Industrial Automation was a cleanup segment, and PSS/WWS divestiture and stranded-cost details matter.

Latest qtr revenue

Q1 2026 net sales were $9.143B, up 2% reported and organic, with segment margin at 23.3% and backlog above $38B.

Market caps use read-only discovery instruments.market_cap values queried on 2026-06-13. Next-earnings dates are Nasdaq/Zacks algorithmic estimates checked on 2026-06-13, so the cards label them est.. Latest-quarter revenue metrics use linked security lanes for ROK, CGNX, EMR, and HON, and Teradyne's official Q1 2026 release for TER.

Source-only global monitors: ABBNY and FANUY have knowledge lanes but no local discovery price coverage for this page. YASKY, SIEGY, Keyence, and Omron remain unranked until lanes and local price coverage are filed.

What Confirms Or Weakens

Area What confirms What weakens or invalidates Watch next
1Node thesisautomation demand
What confirms

Controls orders, vision revenue, robot shipments, test demand, and software or service attach broaden across auto, electronics, semis, logistics, and general manufacturing.

What weakens or invalidates

Factory activity stays concentrated in one end market, or the stock moves are better explained by semicap test, aerospace, process projects, or portfolio actions.

Watch next
  • Order breadth
  • Book-to-bill
  • Software attach
2Economicsconversion
What confirms

Backlog, RPO, and orders convert into shipments, revenue growth, gross or segment margin, operating cash flow, and free cash flow.

What weakens or invalidates

Backlog rises while sales, margin, or cash do not follow; working capital absorbs the reported recovery.

Watch next
  • ROK FCF
  • CGNX margin
  • EMR RPO
  • HON cash
3Customerend markets
What confirms

Auto, EV and battery, electronics, semis, logistics, and general manufacturing orders improve together, with China stabilizing without large price or mix concessions.

What weakens or invalidates

Auto capex pauses, electronics inventory digestion returns, China weakens, or localization pressure hurts price and mix.

Watch next
  • Regional orders
  • FANUC FA/Robot
  • ABB Robotics close
4Funding and policyproject gates
What confirms

Factory customers keep approving automation projects despite rates, tariffs, freight, China sourcing limits, and component-cost pressure.

What weakens or invalidates

Credit, tariff, freight, or localization costs push projects out, cut order quality, or force vendors to absorb price concessions.

Watch next
  • Capex comments
  • Tariff pass-through
  • Customer financing
5Operating constraintsource gaps
What confirms

TER's filed lane stays current, global robot OEM monitors get filed company lanes, and local price coverage expands beyond U.S. proxies.

What weakens or invalidates

TER's lane gets stale, ABBNY and FANUY stay price-missing, and YASKY, SIEGY, Keyence, and Omron remain unfiled.

Watch next
  • Filed lanes
  • Discovery coverage
  • Official IR clips
6Stale conditionrefresh gate
What confirms

Discovery rows, knowledge lanes, official-source facts, and selected-security API charts remain current through the page dates.

What weakens or invalidates

A new trading session, 10-Q, earnings release, guidance update, order statistic, Robotics divestiture update, or source-lane refresh arrives before this node is updated.

Watch next
  • API chart date
  • Lineage status
  • Q2 releases

Source Trail

Routes used by this node
Route Use in this node
Robotics parent map nodeNode placement, parent return basket, and source-only global monitor boundary.
Industrials sector laneFactory orders, utilization, machinery, electrical equipment, tariffs, freight, components, customer financing, and project conversion.
Information Technology sector laneCGNX and TER adjacency to electronics, semicap, industrial technology, and component-cycle risk.
Trade, tariff, and sourcing geographyTariff, China, localization, sourcing, and margin pass-through risk for automation equipment and global OEMs.
Market fragility amplificationRisk route for high-expectation or extended charts where price strength can reverse before operating proof arrives.
ROK security laneRockwell Q2 FY2026 sales, organic guide, Software & Control margin, cost, and free-cash-flow proof burden.
CGNX security laneCognex Q1 2026 revenue, gross margin, operating cash flow, capex-light profile, and one-segment caveat.
TER security laneTeradyne Q1 2026 revenue mix, Semiconductor Test concentration, Robotics revenue and profitability caveat, valuation sensitivity, and Q2 guidance watch items.
EMR security laneEmerson orders, backlog/RPO, sales, software ACV, margins, free cash flow, and leverage watch items.
HON security laneHoneywell orders, backlog, segment margin, cash conversion, Aerospace spin, and portfolio cleanup caveats.
ABBNY security laneABB automation and electrification context plus Robotics sale-to-SoftBank caveat. It is not charted because local price coverage is missing.
FANUY security laneFANUC direct global robot OEM monitor: Robot sales, FA orders, and FY2026 margin guide. It is not charted because local price coverage is missing.
Teradyne Q1 2026 releaseOfficial source route for TER revenue mix, Robotics segment revenue, and Q2 guidance alongside the local TER security lane.
Nasdaq/Zacks earnings-date APIChecked 2026-06-13 through /api/analyst/{ticker}/earnings-date. The dates are algorithmic estimates, not company-confirmed: ROK Aug 5, 2026; CGNX Jul 29, 2026; TER Aug 4, 2026; EMR Aug 5, 2026; HON Jul 23, 2026.
Latest-quarter revenue sourcesROK Q2 FY2026 sales $2.239B, CGNX Q1 2026 revenue $235.3M, TER Q1 2026 revenue $1.282B, EMR Q2 FY2026 net sales $4.562B, and HON Q1 2026 net sales $9.143B come from linked security lanes; TER also routes to its official April 28, 2026 release.
Discovery CLI and DuckDBdiscovery status ROK --json, discovery lineage-status --ticker ROK --dataset daily_ohlc --limit 3 --json, read-only daily_ohlc coverage for CGNX, ROK, TER, EMR, and HON, and read-only instruments.market_cap values queried 2026-06-13. Canonical daily rows extend through 2026-06-12 for all five charted tickers.
Selected-security chart APIRight-rail charts use /api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest, sourced from daily_ohlc, weekly aggregation, 20-week EMA, 100-week EMA, and volume subgraph at request time. A temporary local API process started during validation, but the representative loopback curl still could not connect from this command context; static setup levels from the older 2026-05-29 artifact should be refreshed before use as current trading evidence.

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