Some of the industries the company serves may already be slowing dramatically. Rockwell Automation Quarterly Revenue, Gross, Operating Profits, and Margins (%) (Seeking Alpha, Author Compilation) Although some strong demand may fade in 2023, the company’s gross margins should improve, given that its inventory costs have peaked. The company’s CFO, Nick Gangestad, mentioned that the operating margin improvement was due to improved component availability and higher revenue due to its redesign activity. But the remarkable thing is that the company managed its SG&A costs well to book over 18% in operating margins since its June 2022 quarter. Its quarterly average gross margins of 40.6% since June 2020 were below its average over the past decade (Exhibit 3). Rockwell Automation Annual Revenue, Gross, Operating Profits, and Margins (%) (Seeking Alpha, Author Compilation) The company averaged 41.6% in gross margins over the past decade with a low variability (standard deviation) of 119 basis points.
Its gross margins dipped below 40% in 2022 due to high costs, but the trailing twelve months of data indicate that the gross margins, which came in at 40.1%, may recover. The company increased total revenue by over 10% y/y in 20 (Exhibit 2). Rockwell Automation Q1 FY 2023 Global Organic Sales Growth (Rockwell Automation Investor Presentation)
For example, in Q1 FY 2023, the company grew organic sales at a double-digit pace in EMEA and Asia Pacific and a mid-to-high single-digit pace in North America and Latin America (Exhibit 1). The company has seen good organic sales growth over the past few years. There is much to cheer at this company regarding sales growth. Headwinds from a slowing economy and tailwinds from U.S. I would buy more if it sells off and trades at a reasonable valuation. My only regret is that I did not buy early and buy more. I have found luck, having bought the stock near its 52-week low of $190. Currently, the stock is overvalued I rate it a hold. I have owned the stock since 2022, paid an average price of $197.71, and gained about 39%. I revisited Rockwell in 2022 and rated it a “Buy” again, and since then, the stock has returned 36% compared to the 5% return for the S&P 500. In 2017, I rated it a “Buy,” Since then, it has returned 85% compared to 77% for the S&P 500 Index. So you're saying I'm wrong in stating that the Automaton is the best AR in the game and probably the best AR of all time, but you didn't even know it has a 3 shot build? With both damage increasing barrel and magazine, it has 39 damage per shot anywhere in the body.I have had the privilege of studying Rockwell Automation ( NYSE: ROK) since 2017. You’d have to hit headshots for that 3 shot kill correct? With the damage mag it does 25 damage per shot, last I checked, we all have 100 health. Automaton there has nearly double the TTK of the Automaton in pubs (288ms vs 150ms)Īnd who said auto 3 shots anyways. Also, competitive is a completely different thing. I don't know, probably because it's a two shot if one of the bullets hit the head. I have Atomic and I have used all the ARs enough, which is why I'm saying the Automaton is better than all of them.īut lemme ask you why comp players banned the bar from the league? You obviously haven’t used the bar or cooper if you’re gonna sit here and argue that auto is better than both. TL DR: Apart from the lower recoil and slightly higher damage (which only makes a difference on headshots), Automaton blows it out of the water. Just a quick comparison to prove my point:ģ0 (45 spending one of the attachment slots)ģ.8 M/S with the meta build (4.2 M/S with all strafe attachments) MW3 ACR is better than the one in MW2, but still it's only advantage over the Automaton is the recoil, it loses in every other aspect.
All of that without needing a perk to increase it's damage. Automaton also kills in three bullets but has a higher RPM (thus, lower TTK), higher magazine, higher strafe speed, and regens your health after every kill with the Frenzy proficiency. With stopping power, it kills in 3 bullets, has a low recoil and that's it.
MW2 ACR is not even close to it if we aren't taking Stopping Power into consideration. You're just saying things without anything to back it up. Is it, though?īoth versions of the ACR beat it out every time. By that logic, the Swat 556 is better than MW3's ACR. That's the entire point of burst weapons. Okay? I didn't say it was, but you absolutely weren't hitting all three shots every burst. It wasn’t hard to land all 3 shots just saying
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