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CMI vs ROK
Which Stock Would AI Choose? Cummins Inc. (CMI) vs. Rockwell Automation, Inc. (ROK) Stock Comparison
Key Takeaways
- Cummins Inc. (CMI) and Rockwell Automation, Inc. (ROK) both operate in the industrial sector but focus on distinct areas: power solutions versus automation technologies.
- Both companies are scheduled to report earnings in early August 2026, with analysts projecting EPS growth for each.
- CMI recently increased its quarterly dividend by 10%, marking 17 consecutive years of increases.
- ROK has highlighted projects in advanced manufacturing and nuclear applications amid mixed industrial automation results.
- Recent market activity shows CMI with some monthly pullback despite longer-term gains, while ROK maintains positive year-to-date performance.
- Key contrasts include CMI's exposure to engine demand cycles versus ROK's software and controls growth drivers.
Introduction
This comparison examines Cummins Inc. (CMI) and Rockwell Automation, Inc. (ROK), two established industrial companies with complementary yet differentiated business models. Investors and traders focused on the capital goods and automation segments may find this analysis relevant for assessing relative positioning, recent performance trends, and sector-specific catalysts. The review draws on observable market data and company developments to highlight trade-offs in a neutral manner.
CMI Overview and Recent Performance
Cummins Inc. (CMI) designs, manufactures, and distributes engines, power systems, and related components primarily for on-highway, off-highway, and power generation applications. In recent market activity, the stock has experienced some consolidation following earlier gains, with shares declining approximately 11% over the past month amid broader industrial sector movements. A 10% dividend increase to $2.20 per share was approved in July 2026, extending a 17-year streak of annual raises. The company also outlined a phased launch plan for Model Year 2027 engines. Analysts anticipate strong second-quarter results on August 4, 2026, with expected EPS of $7.33, reflecting 14% year-over-year growth, supported by prior quarterly beats and revenue expansion.
ROK Overview and Recent Performance
Rockwell Automation, Inc. (ROK) provides industrial automation and digital transformation solutions, including control systems, software, and services for manufacturing and infrastructure. Recent performance reflects resilience in select end markets, with the stock trading near $480 as of late July 2026 and maintaining positive year-to-date returns around 18% in earlier reports. The company secured contracts for advanced applications such as nuclear test reactor controls and production line modernization. A new report on manufacturing execution systems (MES) underscored adoption trends. Third-quarter fiscal 2026 earnings are due August 4, 2026, with consensus expectations for EPS of $3.39 and revenue of $2.26 billion, implying EPS growth of about 20% year-over-year despite mixed sector conditions.
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Head-to-Head Comparison
Cummins Inc. (CMI) centers on heavy-duty engines and power generation, exposing it to cyclical demand in transportation, construction, and energy markets, while Rockwell Automation, Inc. (ROK) emphasizes software-enabled automation and controls, benefiting from secular trends in smart manufacturing and efficiency. Growth drivers differ markedly: CMI leverages engine technology upgrades and aftermarket services, whereas ROK pursues recurring revenue from digital platforms and system integrations. Recent momentum shows CMI navigating post-earnings positioning ahead of its August report with a fresh dividend commitment, contrasting ROK’s project wins in specialized sectors amid steadier industrial automation exposure. Risk factors include commodity price sensitivity for CMI versus execution and adoption rates for ROK’s solutions. Sector sentiment favors both within industrials, though valuation and cyclical versus structural growth preferences create distinct investor profiles.
Tickeron AI Verdict
Based on observable factors such as earnings growth expectations, dividend stability, and positioning ahead of near-term catalysts, Tickeron’s AI would currently assign a modest probabilistic preference to Cummins Inc. (CMI) for its consistent payout history and anticipated EPS expansion. Rockwell Automation, Inc. (ROK) remains competitive due to automation sector tailwinds and project momentum. Outcomes remain subject to earnings delivery and broader market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMI is a StrongBuy and ROK is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CMI’s FA Score shows that 2 FA rating(s) are green whileROK’s FA Score has 1 green FA rating(s).
- CMI’s FA Score: 2 green, 3 red.
- ROK’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CMI’s TA Score shows that 5 TA indicator(s) are bullish while ROK’s TA Score has 3 bullish TA indicator(s).
- CMI’s TA Score: 5 bullish, 4 bearish.
- ROK’s TA Score: 3 bullish, 6 bearish.
Price Growth
CMI (@Industrial Machinery) experienced а -1.91% price change this week, while ROK (@Industrial Machinery) price change was +0.30% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.26%. For the same industry, the average monthly price growth was +0.32%, and the average quarterly price growth was -3.02%.
Reported Earning Dates
CMI is expected to report earnings on Oct 29, 2026.
ROK is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Industrial Machinery (+1.26% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| CMI | ROK | CMI / ROK | |
| Capitalization | 87.8B | 50.1B | 175% |
| EBITDA | 5.23B | 1.66B | 315% |
| Gain YTD | 25.772 | 16.780 | 154% |
| P/E Ratio | 32.61 | 42.26 | 77% |
| Revenue | 33.9B | 8.8B | 385% |
| Total Cash | 3.18B | 423M | 752% |
| Total Debt | 8.24B | 4.05B | 203% |
CMI | ROK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 41 | |
SMR RATING 1..100 | 43 | 32 | |
PRICE GROWTH RATING 1..100 | 51 | 50 | |
P/E GROWTH RATING 1..100 | 11 | 44 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CMI's Valuation (50) in the Trucks Or Construction Or Farm Machinery industry is in the same range as ROK (79) in the Industrial Machinery industry. This means that CMI’s stock grew similarly to ROK’s over the last 12 months.
CMI's Profit vs Risk Rating (7) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for ROK (41) in the Industrial Machinery industry. This means that CMI’s stock grew somewhat faster than ROK’s over the last 12 months.
ROK's SMR Rating (32) in the Industrial Machinery industry is in the same range as CMI (43) in the Trucks Or Construction Or Farm Machinery industry. This means that ROK’s stock grew similarly to CMI’s over the last 12 months.
ROK's Price Growth Rating (50) in the Industrial Machinery industry is in the same range as CMI (51) in the Trucks Or Construction Or Farm Machinery industry. This means that ROK’s stock grew similarly to CMI’s over the last 12 months.
CMI's P/E Growth Rating (11) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for ROK (44) in the Industrial Machinery industry. This means that CMI’s stock grew somewhat faster than ROK’s over the last 12 months.
| CMI | ROK | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | N/A |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 54% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 57% |
| Advances ODDS (%) | 11 days ago 66% | 2 days ago 62% |
| Declines ODDS (%) | 3 days ago 55% | 7 days ago 52% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 41% | 2 days ago 64% |
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CMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMI has been closely correlated with DOV. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMI jumps, then DOV could also see price increases.
ROK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ROK has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ROK jumps, then EMR could also see price increases.