What do you think - will Trump tariffs burry Rockwell? Mexico is 25% of North American production capacity.
11 replies (most recent on top)
@bg Buried? Stock is near ATH, is it not.
What I observed while working at this company was that it outsourced engineering to Poland and India, and manufacturing to Poland, China, India, and Mexico. Do they have enought capacity in US? i also doubt if the knowledge is still there - expecially in manufacturing.
I anticipate that RA Canadian and Mexican facilities are in a lot of trouble! Most of the NA remote positions will be outsourced to India.
With the tariffs now in effect and Canada's retaliation tariffs, Blake is in a tough position. There's a lot of boasting from Blake about 'Build America, Buy America (BAMA)' compliance with Rockwell. But what products are actually being made in the USA? The 755T and 755TS—what else Someone mentioned MagneMover Lite going to be built in Ohio. Anything else?
https://biztimes.com/rockwell-automation-implements-multi-faceted-tariff-mitigation-plan/
The article says they want to manufacture in Mexico for EMEA and in the US for the US market only. Do tariffs affect every product or just finished goods? And does Rockwell have any similar additional PCB capability outside of Tecate?
Do you love trump? Then you love becky and Blake. Make the .01% richer. Sc--w everyone else.
Fine. I'll play your 20 questions game. They are "moving things out of Mexico". Where then??
i've heard from some higher ups in the halls about where they're moving things out of mexico, ill tell you they arent moving it to twinsburg
I can already anticipate the excuses: no pay raises because of unexpected tariffs affecting Rockwell's bottom line. Blake is just a sellout. The culture at Rockwell is awful, and Blake himself is unethical. He’s constantly doing favors for his CEO buddies at Rivian, Microsoft, and others. Just wait—Rockwell will filter the Global Voices survey again this year, cherry-picking what aligns with their agenda while ignoring the rest.
I think we can't forget about a similar customs duty on goods imported from Europe. Does anyone dare to talk to him?
Blake buried Rockwell a while ago. This just adds more dirt