{
  "report_id": "theme_robotics_node_factory_automation_robot_oem_proxies",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/robotics/nodes/factory-automation-and-robot-oem-proxies/index.html",
  "title": "Factory Automation And Robot OEM Proxies",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T13:18:24-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "chart_interval": "weekly",
    "visible_start_date": "resolved by report API at request time",
    "visible_end_date": "resolved by report API at request time",
    "knowledge_reviewed_as_of": "2026-06-13",
    "local_discovery_reviewed_as_of": "2026-06-13",
    "earnings_dates_checked_as_of": "2026-06-13",
    "lineage_source_freshness": "2026-05-08",
    "lineage_note": "Ticker-level discovery lineage for the latest direct Massive adjusted daily-bar runs still reports source_freshness 2026-05-08 for the sampled ROK check, while canonical daily_ohlc rows for the five charted tickers extend through 2026-06-12."
  },
  "revision": {
    "version": 2,
    "updated_label": "Reformatted to current value-chain node card and evidence-board format",
    "metadata_path": "themes/robotics/nodes/factory-automation-and-robot-oem-proxies/report.json",
    "curation_source": "implementation worker; reports-value-chain-node-pages skill; local knowledge lanes; read-only discovery-cli and DuckDB; bounded Nasdaq/Zacks earnings-date API checks"
  },
  "node": {
    "slug": "factory-automation-and-robot-oem-proxies",
    "order": 2,
    "level": "L2 investable operating node",
    "parent_report_id": "theme_robotics",
    "parent_site_path": "themes/robotics/index.html",
    "parent_anchor": "factory-automation-and-robot-oem-proxies",
    "role": "Tracks whether factory automation capex becomes orders, backlog, shipments, software or service attach, margin, and cash.",
    "description": "The node ranks a U.S. price-covered factory automation proxy basket while keeping direct global robot OEM monitors source-only until local price and knowledge coverage improve. ROK and CGNX carry the cleanest filed factory controls and machine-vision evidence, TER adds robot and cobot exposure with semiconductor-test mix distortion, and EMR and HON provide broader automation and process-control routes."
  },
  "format_contract": {
    "depth_level": "L2 investable operating node",
    "page_order": [
      "lead",
      "detailed_stack",
      "current_setup",
      "basket",
      "what_confirms_or_weakens",
      "source_trail",
      "categories"
    ],
    "current_setup_source_fields": [
      "Why It Matters To The Theme",
      "Tailwinds",
      "Headwinds"
    ],
    "basket_card_detail_sections": [
      "Role in stack",
      "Revenue mix",
      "Latest qtr revenue"
    ],
    "evidence_board_columns": [
      "Area",
      "What confirms",
      "What weakens or invalidates",
      "Watch next"
    ]
  },
  "ticker_baskets": {
    "core": [
      "ROK",
      "CGNX",
      "TER",
      "EMR",
      "HON"
    ],
    "option": [],
    "watch": []
  },
  "basket_metrics": [
    {
      "ticker": "ROK",
      "rank": 1,
      "market_cap": "$50.5B",
      "market_cap_source": "discovery.duckdb instruments.market_cap queried 2026-06-13",
      "next_earnings": "Aug 5, 2026 est.",
      "next_earnings_source": "Nasdaq/Zacks earnings-date API checked 2026-06-13",
      "latest_quarter_revenue": "$2.239B",
      "latest_quarter_revenue_period": "Q2 FY2026",
      "latest_quarter_revenue_source": "../../../../../knowledge/wiki/lanes/security/rok.md"
    },
    {
      "ticker": "CGNX",
      "rank": 2,
      "market_cap": "$10.9B",
      "market_cap_source": "discovery.duckdb instruments.market_cap queried 2026-06-13",
      "next_earnings": "Jul 29, 2026 est.",
      "next_earnings_source": "Nasdaq/Zacks earnings-date API checked 2026-06-13",
      "latest_quarter_revenue": "$235.3M",
      "latest_quarter_revenue_period": "Q1 2026",
      "latest_quarter_revenue_source": "../../../../../knowledge/wiki/lanes/security/cgnx.md"
    },
    {
      "ticker": "TER",
      "rank": 3,
      "market_cap": "$56.3B",
      "market_cap_source": "discovery.duckdb instruments.market_cap queried 2026-06-13",
      "next_earnings": "Aug 4, 2026 est.",
      "next_earnings_source": "Nasdaq/Zacks earnings-date API checked 2026-06-13",
      "latest_quarter_revenue": "$1.282B",
      "latest_quarter_revenue_period": "Q1 2026, quarter ended 2026-03-29",
      "latest_quarter_revenue_source": "../../../../../knowledge/wiki/lanes/security/ter.md and https://investors.teradyne.com/news-events/press-releases/detail/440/teradyne-reports-first-quarter-2026-results"
    },
    {
      "ticker": "EMR",
      "rank": 4,
      "market_cap": "$79.1B",
      "market_cap_source": "discovery.duckdb instruments.market_cap queried 2026-06-13",
      "next_earnings": "Aug 5, 2026 est.",
      "next_earnings_source": "Nasdaq/Zacks earnings-date API checked 2026-06-13",
      "latest_quarter_revenue": "$4.562B",
      "latest_quarter_revenue_period": "Q2 FY2026",
      "latest_quarter_revenue_source": "../../../../../knowledge/wiki/lanes/security/emr.md"
    },
    {
      "ticker": "HON",
      "rank": 5,
      "market_cap": "$135.0B",
      "market_cap_source": "discovery.duckdb instruments.market_cap queried 2026-06-13",
      "next_earnings": "Jul 23, 2026 est.",
      "next_earnings_source": "Nasdaq/Zacks earnings-date API checked 2026-06-13",
      "latest_quarter_revenue": "$9.143B",
      "latest_quarter_revenue_period": "Q1 2026",
      "latest_quarter_revenue_source": "../../../../../knowledge/wiki/lanes/security/hon.md"
    }
  ],
  "chart_artifacts": [
    {
      "chart_id": "chart-rok",
      "ticker": "ROK",
      "source_table": "daily_ohlc",
      "daily_rows": 1278,
      "weekly_rows": 266,
      "latest_close": 459.34,
      "latest_close_date": "2026-06-12",
      "api_route": "/api/securities/ROK/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-cgnx",
      "ticker": "CGNX",
      "source_table": "daily_ohlc",
      "daily_rows": 1278,
      "weekly_rows": 266,
      "latest_close": 63.61,
      "latest_close_date": "2026-06-12",
      "api_route": "/api/securities/CGNX/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-ter",
      "ticker": "TER",
      "source_table": "daily_ohlc",
      "daily_rows": 1278,
      "weekly_rows": 266,
      "latest_close": 403.2,
      "latest_close_date": "2026-06-12",
      "api_route": "/api/securities/TER/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-emr",
      "ticker": "EMR",
      "source_table": "daily_ohlc",
      "daily_rows": 1278,
      "weekly_rows": 266,
      "latest_close": 143.07,
      "latest_close_date": "2026-06-12",
      "api_route": "/api/securities/EMR/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-hon",
      "ticker": "HON",
      "source_table": "daily_ohlc",
      "daily_rows": 1278,
      "weekly_rows": 266,
      "latest_close": 220.31,
      "latest_close_date": "2026-06-12",
      "api_route": "/api/securities/HON/chart?frequency=weekly&window=3y&as_of=latest"
    }
  ],
  "chart_assumptions": {
    "runtime_price_data": "Selected-security right-rail charts resolve through the local report API at request time.",
    "source_table": "daily_ohlc",
    "weekly_aggregation": "first open, maximum high, minimum low, last close, summed volume",
    "visible_horizon": "3y",
    "indicators": [
      "20-week EMA",
      "100-week EMA",
      "volume subgraph"
    ],
    "stale_setup_caveat": "Article-body setup table was removed. Older static setup thresholds from the 2026-05-29 artifact are stale versus daily_ohlc rows through 2026-06-12 and must be refreshed before use as current trading evidence.",
    "api_validation_caveat": "A temporary local report API process started during validation on 2026-06-13, but the representative loopback curl still could not connect from this command context."
  },
  "links_out": [
    "theme_robotics",
    "theme_physical_ai_defense_autonomy",
    "theme_trade_tariff_sourcing_geography",
    "risk_market_fragility_amplification",
    "sector_industrials",
    "sector_information_technology",
    "security_rok",
    "security_cgnx",
    "security_ter",
    "security_emr",
    "security_hon",
    "security_abbny",
    "security_fanuy"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md",
    "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md",
    "../../../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md",
    "../../../../../knowledge/wiki/lanes/sector/information-technology.md",
    "../../../../../knowledge/wiki/lanes/security/rok.md",
    "../../../../../knowledge/wiki/lanes/security/cgnx.md",
    "../../../../../knowledge/wiki/lanes/security/ter.md",
    "../../../../../knowledge/wiki/lanes/security/emr.md",
    "../../../../../knowledge/wiki/lanes/security/hon.md",
    "../../../../../knowledge/wiki/lanes/security/abbny.md",
    "../../../../../knowledge/wiki/lanes/security/fanuy.md"
  ],
  "external_sources": [
    "https://api.nasdaq.com/api/analyst/ROK/earnings-date",
    "https://api.nasdaq.com/api/analyst/CGNX/earnings-date",
    "https://api.nasdaq.com/api/analyst/TER/earnings-date",
    "https://api.nasdaq.com/api/analyst/EMR/earnings-date",
    "https://api.nasdaq.com/api/analyst/HON/earnings-date",
    "https://investors.teradyne.com/news-events/press-releases/detail/440/teradyne-reports-first-quarter-2026-results"
  ],
  "discovery_sources": [
    "discovery:status:CGNX",
    "discovery:status:ROK",
    "discovery:status:TER",
    "discovery:status:EMR",
    "discovery:status:HON",
    "discovery:lineage-status:daily_ohlc:CGNX",
    "discovery:lineage-status:daily_ohlc:ROK",
    "discovery:lineage-status:daily_ohlc:TER",
    "discovery:lineage-status:daily_ohlc:EMR",
    "discovery:lineage-status:daily_ohlc:HON",
    "discovery:duckdb:daily_ohlc_coverage:factory-automation-and-robot-oem-proxies:2026-06-12",
    "discovery:duckdb:instruments_market_cap:factory-automation-and-robot-oem-proxies:2026-06-13",
    "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
  ]
}