Rockwell Automation announced a $2 billion investment to build a new greenfield manufacturing campus in southeastern Wisconsin, adding more than one million square feet of production and warehouse space to its U.S. footprint. The campus will be the largest single‑site expansion in the company’s history and will bring advanced automation, robotics, and digital systems to the plant.
The investment is a key element of Rockwell’s five‑year plan to strengthen domestic manufacturing, digital infrastructure, and talent development. By expanding U.S. capacity, the company aims to reduce supply‑chain risk, support higher‑margin production, and accelerate the deployment of its connected‑enterprise solutions to Midwest customers. The campus’s proximity to the Milwaukee headquarters positions it to serve key regional accounts and to showcase Rockwell’s own technologies in a real‑world environment.
The new facility will feature state‑of‑the‑art automation, robotics, and digital systems, and will integrate Rockwell’s AI and analytics tools to boost efficiency and precision across the plant. The design will allow the company to demonstrate its own industrial‑automation platform while producing its own products, reinforcing its leadership in the smart‑manufacturing market and providing a live testbed for future innovations.
Rockwell’s Q4 2025 earnings, released on November 6 2025, showed a 13.8% year‑over‑year revenue increase to $2.32 billion and an EPS of $3.34, beating analyst consensus of $2.94 by $0.40. The revenue beat was driven by strong demand in core industrial segments and a favorable mix shift toward higher‑margin products. The EPS beat reflected disciplined cost management and operational leverage, allowing the company to maintain a 22.5% operating margin despite a modest rise in raw‑material costs.
The company also issued fiscal 2026 guidance on November 6, projecting reported sales growth of 3% to 7% and adjusted EPS of $11.20–$12.20. The upward revision signals management confidence in sustained demand for automation solutions and the ability to translate the new manufacturing capacity into revenue growth.
Blake Moret, Chairman and CEO, said the expansion “strengthens our U.S. manufacturing footprint with advanced production capability that supports growth and performance with the latest Rockwell technologies and solutions.” Bob Buttermore, Chief Supply‑Chain Officer, added that the campus “will integrate the latest in Rockwell’s production technologies, including AI and analytics tools, to increase efficiency and precision.”
Analysts have upgraded their ratings to Buy or Moderate Buy following the earnings beat and the new investment, reflecting confidence in Rockwell’s ability to capitalize on its domestic manufacturing strategy and the broader smart‑manufacturing trend.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.