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How Rockwell Automation (ROK) makes money

Rockwell Automation (ROK) made $2.3B of revenue in the fourth quarter fiscal 2026 (Q4 FY26), +0.7% from a year earlier. Of every dollar of revenue, 52¢ was left as gross profit, 19¢ was left as operating profit, 15¢ was left as net earnings.

Drawing the Sankey…

Rockwell Automation: revenue by line, Q2 FY25 to Q3 FY26Rockwell Automation: revenue by line, Q2 FY25 to Q3 FY26Intelligent DevicesSoftware & ControlLifecycle ServicesIntelligent Devices: $1.1B latest$1.1BSoftware & Control: $751M latest$751MLifecycle Services: $482M latest$482MQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Lifecycle Services went from 27% of revenue in Q2 FY25 to 21% in Q3 FY26, the largest shift in the mix.
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: where each dollar of revenue goesRockwell Automation: where each dollar of revenue goesCost of revenue48¢Gross profit52¢Operating expenses33¢Operating profit19¢Income tax4¢Net earnings15¢

Where each dollar of revenue goes

LineQ4 FY26% of revenue
Revenue$2.3B100.0%
Cost of revenue$1.1B48.1%
Gross profit$1.2B51.9%
Operating expenses$777M33.3%
Operating profit$433M18.6%
Income tax$87.0M3.7%
Net earnings$346M14.8%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q4 FY26$2.3B+0.7%
Q3 FY26$2.3B+8%
Q2 FY26$2.2B+12%
Q1 FY26$2.1B+12%
Q4 FY25$2.3B+14%
Q3 FY25$2.1B+4%
Q2 FY25$2.0B-6%

From Rockwell Automation's 8-K filed Nov 5, 2026 (on EDGAR).

Questions

How does Rockwell Automation make money?

Rockwell Automation (ROK) made $2.3B of revenue in the fourth quarter fiscal 2026 (Q4 FY26), +0.7% from a year earlier. Of every dollar of revenue, 52¢ was left as gross profit, 19¢ was left as operating profit, 15¢ was left as net earnings.

What is Rockwell Automation's profit margin?

Net earnings were $346M, 14.8% of revenue, in the fourth quarter fiscal 2026; the operating margin was 18.6%.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.