Filing Flows › Comparisons › ROK vs ONTO
Rockwell Automation vs Onto Innovation: ROK and ONTO compared
Rockwell Automation is the larger company: $2.3B of revenue in its latest quarter (Q4 FY26) against $343M for Onto Innovation (Q2 2026). Onto Innovation is growing faster (+35% against +0.7% a year earlier). Rockwell Automation is more profitable, with an operating margin of 18.6% against 18.5%.
Where the money goes: ROK and ONTO
Rockwell Automation (ROK) · Q4 FY26
Rockwell Automation, Q4 FY26: revenue $2.3B (+0.7% year over year), operating margin 18.6%, net earnings $346M. The chart follows the revenue to costs, profit and cash.
Onto Innovation (ONTO) · Q2 2026
Onto Innovation, Q2 2026: revenue $343M (+35% year over year), operating margin 18.5%, net earnings $60.1M, operating cash flow $61.5M. The chart follows the revenue to costs, profit and cash.
| Rockwell Automation (ROK) | Onto Innovation (ONTO) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q2 2026 |
| Revenue | $2.3B | $343M |
| Revenue growth, Y/Y | +0.7% | +35% |
| Gross margin | 51.9% | 53.4% |
| Operating margin | 18.6% | 18.5% |
| Net earnings | $346M | $60.1M |
| Net margin | 14.8% | 17.5% |
| Operating cash flow | — | $61.5M |
| Free cash flow | — | $57.9M |
| Market value | $41.7B | $8.6B |
| P/E | 38.2× | 64.9× |
| Analysts’ mean target | $449.75 | $383.33 |
Where the revenue comes from
Onto Innovation
- Systems and Software Revenue: $294M (86%)
- Parts Revenue: $28.7M (8%)
- Service Revenue: $20.4M (6%)
Questions
Which is bigger, Rockwell Automation or Onto Innovation?
Rockwell Automation is the larger company: $2.3B of revenue in its latest quarter (Q4 FY26) against $343M for Onto Innovation (Q2 2026).
Is Rockwell Automation or Onto Innovation growing faster?
Onto Innovation is growing faster (+35% against +0.7% a year earlier).
Which is more profitable, Rockwell Automation or Onto Innovation?
Rockwell Automation is more profitable, with an operating margin of 18.6% against 18.5%.
More: Rockwell Automation earnings · how Rockwell Automation makes money · Onto Innovation earnings · how Onto Innovation makes money
From the companies' latest 10-Q, 10-K or earnings release (8-K filed Nov 5, 2026; 10-Q filed Aug 6, 2026). Fiscal quarters can end on different dates. Not investment advice.