Why it’s on the map
Every relocated production line needs Rockwell controls. FQ3 sales +10% organic, EPS +22%, FY guide raised to 7.5–9.5% organic on semiconductor/data-center/warehouse automation.
Government money & contracts
DoD/DOE via integrators.
Customers & commercial
US manufacturers.
Catalysts
FQ4 (Nov).
Risk
Auto capex pause; multiple.
Tariff durability
Cleanest tariff-linked industrial.