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Rockwell Automation (ROK) earnings and revenue breakdown

Latest: Q4 FY26 · 8-K filed Nov 5, 2026

Q4 FY26 Revenue up 1% year over year to $2.3B · 15¢ of every $1 of revenue kept as net profit · operating margin 18.6%

Rockwell Automation made $2.3B in Q4 FY26 (+0.7% Y/Y). Operating margin 18.6%, net earnings $346M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Nov 5, 2026 (preliminary, from the earnings release).

Revenue$2.3B
Year over year+0.7%
Operating margin18.6%
Net earnings$346M
Operating cash flow—

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Rockwell Automation Q4 FY26 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
Rockwell Automation Q4 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $2.3B in Q4 FY26, up 1% year over year and up 1% from the previous quarter.

Gross margin was 51.9%, up 3.5 points from Q4 FY25. Operating profit was $0.43B, a 18.6% margin (down 3.9 points year over year). Operating profit fell $0.09B even though revenue rose $0.02B versus Q4 FY25, so costs grew faster than sales. Operating expenses grew 29% against revenue growth of 1%. Net earnings were $0.35B, up 151% year over year. The effective tax rate was 20.1%.

Quarterly history

Rockwell Automation revenue by quarterRockwell Automation revenue by quarter$2.0BQ2 FY25$2.1BQ3 FY25$2.3BQ4 FY25$2.1BQ1 FY26$2.2BQ2 FY26$2.3BQ3 FY26$2.3BQ4 FY26
Rockwell Automation net earnings by quarterRockwell Automation net earnings by quarter$252MQ2 FY25$295MQ3 FY25$138MQ4 FY25$305MQ1 FY26$350MQ2 FY26$408MQ3 FY26$346MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY268-KNov 5, 2026$2.3B+0.7%18.6%$346M—
Q3 FY2610-QAug 4, 2026$2.3B+8%23.8%$408M$724M
Q2 FY2610-QMay 5, 2026$2.2B+12%23.7%$350M$320M
Q1 FY2610-QFeb 5, 2026$2.1B+12%20.7%$305M$234M
Q4 FY2510-KNov 12, 2025$2.3B+14%22.5%$138M$454M
Q3 FY2510-QAug 6, 2025$2.1B+4%21.2%$295M$527M
Q2 FY2510-QMay 7, 2025$2.0B-6%20.4%$252M$199M

Charts

Rockwell Automation: revenue growth, year over year and quarter over quarterRockwell Automation: revenue growth, year over year and quarter over quarterY/YQ/Q-6%Q2 FY25+4%+7%Q3 FY25+14%+8%Q4 FY25+12%-9%Q1 FY26+12%+6%Q2 FY26+8%+3%Q3 FY26+1%+1%Q4 FY26
Latest (Q4 FY26): Y/Y +1%, Q/Q +1%.
Rockwell Automation: where the cash came from (+) and went (−), TTM to Q3 FY26Rockwell Automation: where the cash came from (+) and went (−), TTM to Q3 FY26Operating cash flow$1.7BBuybacks−$823MDividends−$611MOther investing−$256MOther financing−$145MShares issued$116MNet borrowing (+) / repaid (−)−$30.0MCash drawn (+) / kept (−)$16.0MExchange rates$1.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Rockwell Automation: profit against cash, quarter by quarterRockwell Automation: profit against cash, quarter by quarterNet incomeOperating cash flow$239M$432MQ4 FY24$178M$364MQ1 FY25$248M$199MQ2 FY25$293M$527MQ3 FY25$30.0M$454MQ4 FY25$302M$234MQ1 FY26$351M$320MQ2 FY26$408M$724MQ3 FY26
Latest (Q3 FY26): Net income $408M, Operating cash flow $724M.
Rockwell Automation: diluted shares by fiscal yearRockwell Automation: diluted shares by fiscal year117MFY20117MFY21117MFY22116MFY23114MFY24113MFY25
-3.0% since FY20: buybacks shrank the count.
Rockwell Automation in its industry: growth against margin (10 companies, SIC 3829)Rockwell Automation in its industry: growth against margin (10 companies, SIC 3829)revenue growth, year over year →↑ operating marginmedian +9%median 6%TMOTRMBONTOMIROWLTGEOSBCHTUS Nuclear Corp.QSIROK (+1%, 19%)
Measuring & Controlling Devices, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

In supply chains and themes

Robotics & automation money flowRobotics & automation · Factory automation & vision

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Rockwell Automation

Rockwell Automation, Inc. (Rockwell Automation or the Company) is the world’s largest company dedicated to industrial automation and digital transformation. We understand and simplify our customers’ complex production challenges and deliver the most valued solutions that combine technology and industry expertise. As a result, we make our customers more resilient, agile, and sustainable, creating more ways to win. See Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) for additional information on our business and long-term strategy.

In its own words, from its 10-K, filed Nov 12, 2025.

Rockwell Automation against its Measuring & Controlling Devices, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +0.7% against the peers' median +9%. Operating margin: 18.6% against the peers' median 6.2%.

CompanyQuarterRevenueY/YOp. margin
ROK Rockwell AutomationQ4 FY26$2.3B+0.7%18.6%
TMO Thermo Fisher ScientificQ3 2026$12.1B+9%18.6%
TRMB TrimbleQ3 2026$967M+7%14.7%
ONTO Onto InnovationQ2 2026$343M+35%18.5%
MIR Mirion TechnologiesQ3 2026$278M+24%6.2%
OWLT OwletQ2 2026$33.9M+30%5.1%
GEOS Geospace TechnologiesQ3 FY26$15.8M-36%-64.1%
BCHT BirchtechQ2 2026$3.8M+16%-42.8%
US NuclearQ1 2026$352K-26%-41.4%

Source: Rockwell Automation 8-K on SEC EDGAR · CIK 1024478 · Measuring & Controlling Devices, NEC

13F: who owns ROK and who is buying

Largest holders of ROK (13F)Largest holders of ROK (13F)BlackRock$6.1BVanguard Group$5.5BVanguard Capital Management LLC$3.6BVanguard Portfolio Management LLC$2.9BState Street$2.6BGeode Capital Management, LLC$1.5BMorgan Stanley$1.5BUBS Group AG$1.1BGoldman Sachs Group$957MInvesco$901M
Funds' net buying of ROK by quarter (13F)Funds' net buying of ROK by quarter (13F)−$345M2024-09$208M2024-12−$472M2025-03$547M2025-06−$511M2025-09$550M2025-12$131M2026-03$481M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on ROK

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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中文版：Rockwell Automation（ROK）财报

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