Forge Nano vs Rockwell Automation
Side-by-side comparison of AI visibility scores, market position, and capabilities
Atomic Layer Deposition (ALD) Nanocoating for Battery & Industrial Materials
Forge Nano specializes in high-throughput Atomic Layer Deposition (ALD) nanocoating technology for battery cathode/anode materials, semiconductors, and industrial parts; raised $50M+ total;
About
Forge Nano is a materials science and advanced manufacturing company founded in 2013 by Paul Lichty and headquartered in Thornton, Colorado (near Denver). The company is a pioneer in the commercialization of Atomic Layer Deposition (ALD) at industrial scale — a nanoscale coating process that deposits ultra-thin, conformal films of material (typically one to a few atoms thick) on the surface of powders, parts, and substrates. ALD coatings can dramatically alter the surface chemistry and performance characteristics of materials without changing their bulk properties, making them valuable across applications in battery electrode materials, semiconductors, oil and gas components, and specialty industrial parts.
$8.3B revenue FY2024 (-8.8% YoY); Q3 FY2025 $2,144M (+5% YoY recovery); Total ARR +16% FY2024, +7% Q3 FY2025; North America best-performing market; industrial automation leader
About
Rockwell Automation is the world's largest company dedicated solely to industrial automation and digital transformation, founded in 1903 and headquartered in Milwaukee, Wisconsin. The company's mission is to expand human possibility by connecting people's ingenuity with the potential of technology to build a more productive and sustainable world. Its core technology portfolio spans programmable logic controllers (PLCs), industrial networking, motion control, and safety systems that form the backbone of manufacturing operations globally.\n\nRockwell's product and software platform — marketed under the Logix, FactoryTalk, and Plex brands — covers everything from discrete and process automation hardware to cloud-based MES, ERP, and AI-driven analytics for smart manufacturing. The Plex acquisition brought cloud-native manufacturing execution and ERP capabilities into the portfolio, expanding Rockwell's appeal to mid-market manufacturers. Annual recurring revenue (ARR) grew 16% in FY2024, reflecting strong adoption of its software and subscription offerings across the installed base.\n\nRockwell reported $8.3 billion in revenue for FY2024 and showed 5% year-over-year recovery in Q3 FY2025 after inventory correction headwinds in prior periods. North America remains its strongest and most profitable market. The company is investing heavily in industrial AI and edge computing to capitalize on the fourth industrial revolution, competing with Siemens, ABB, and Honeywell. Its dominant North American installed base and deep customer switching costs provide significant pricing power and long-term revenue visibility.
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