Blake Moret

Blake Moret has served as Chairman and CEO of Rockwell Automation since 2016/2018, leading the world's largest company dedicated purely to industrial automation and digital transformation. While conglomerates like Siemens and ABB offer automation alongside many other products, Rockwell is uniquely focused — making it the purest play on manufacturing automation in the public markets. Rockwell's product portfolio centers on the Allen-Bradley family of programmable logic controllers (PLCs) and drives — the devices that control the physical operations of factories, from assembly robots to conveyor systems to packaging machines. The FactoryTalk software suite provides manufacturing execution, analytics, and IoT connectivity. Through acquisitions including Plex (cloud ERP for manufacturing), Fiix (computerized maintenance management), and Clearpath Robotics (autonomous mobile robots), Rockwell has expanded from hardware into software and services. Moret has positioned Rockwell at the intersection of several powerful trends: manufacturing reshoring (companies bringing production back to the U.S.), sustainability mandates (automation enables more efficient resource use), labor shortages (driving demand for automation to replace hard-to-find workers), and AI-powered manufacturing (using data from connected equipment to optimize production). Key stock drivers include U.S. industrial production activity, manufacturing capital expenditure trends, reshoring investment, discrete vs. process industry demand mix, software/subscription revenue growth, and the overall health of the global manufacturing automation market.