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Screener / SEC EDGAR /CIK 0001024478 /10-K filed Nov 12, 2025, compared with Nov 12, 2024 /Numbers from the XBRL of the 10-Ks
Industrials peers:
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NYSE Industrials · Measuring Instruments

Rockwell Automation ROK

ROK quote by TradingView

Rockwell Automation, Inc. (Rockwell Automation or the Company) is the world’s largest company dedicated to industrial automation and digital transformation. 10-K, Item 1

Headquarters
Milwaukee, WI
CEO
Blake D. Moret
Next results
around Feb 4, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $8.3B through the costs to a net profit of $869.0M · income statement of the 10-K

20% operating margin
Revenue to Gross profit: $4.0BRevenue to Cost of revenue: $4.3BGross profit to Operating profit: $1.7BGross profit to Operating expenses: $2.3BOperating profit to Net profit: $869.0MOperating profit to Tax & other: $834.0MOperating expenses to R&D: $679.0MOperating expenses to Sales, admin & other: $1.6B Revenue: $8.3B REVENUE $8.3B +1% Y/Y Gross profit: $4.0B · 48% margin GROSS PROFIT $4.0B 48% margin · +4% Y/Y Cost of revenue: $4.3B · 52% of revenue COST OF REVENUE $4.3B 52% of revenue Operating profit: $1.7B · 20% margin OPERATING PROFIT $1.7B 20% margin · +7% Y/Y Operating expenses: $2.3B · 28% of revenue OPERATING EXPENSES $2.3B 28% of revenue Net profit: $869.0M · 10% margin NET PROFIT $869.0M 10% margin · −9% Y/Y Tax & other: $834.0M · 10% of revenue TAX & OTHER $834.0M 10% of revenue R&D: $679.0M · 8% of revenue R&D $679.0M 8% of revenue Sales, admin & other: $1.6B · 20% of revenue SALES, ADMIN & OTHER $1.6B 20% of revenue
Gross profit $4.0B 48% margin · +4% Y/Y
Operating profit $1.7B 20% margin · +7% Y/Y
Net profit $869.0M 10% margin · −9% Y/Y
The full income statement, year by year

ROK among Industrials peers

Six ratios from the latest 10-K. Each corner is the share of 81 peers the company is above, not a score.

Compare
Revenue growth: 0.9%, above 23% of 81 peers (their median 4.9%) REVENUE GROWTH 0.9% · above 23% Gross margin: 49.1%, above 80% of 51 peers (their median 38.1%) GROSS MARGIN 49.1% · above 80% Operating margin: 22.7%, above 76% of 71 peers (their median 17.5%) OPERATING MARGIN 22.7% · above 76% Net margin: 13.4%, above 53% of 81 peers (their median 13.0%) NET MARGIN 13.4% · above 53% FCF margin: 16.8%, above 68% of 78 peers (their median 13.0%) FCF MARGIN 16.8% · above 68% Return on capital: 20.6%, above 77% of 65 peers (their median 13.8%) RETURN ON CAPITAL 20.6% · above 77%
ROK Peer median Below the median

What changed

7 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Nov 12, 2025 against Nov 12, 2024.

Risk factors
7 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Critical audit matters changed
New this year: Goodwill and Intangible Assets Valuation - Sensia Reporting Unit (“Subsequent to the annual quantitative test for goodwill impairment, the Company identified a triggering event in the fourth quarter of fiscal 2025. As a result of this triggering event in the fourth quarter, the Company completed an evaluation of the recoverability of long-lived assets along with an”); Commitments and Contingent Liabilities - Asbestos (“The Company has been named as a defendant in lawsuits alleging personal injury as a result of exposure to asbestos that was used in certain components of their products many years ago, including products from divested businesses for which the Company has agreed to defend and indemnify claims. As of ”). No longer listed: Goodwill Valuation - Sensia Reporting Unit
10-K · XBRL
Accounting checks
10 other checks clear, 1 worth a look
10-K · XBRL
Insiders
3 open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Critical audit matters changed
    New this year: Goodwill and Intangible Assets Valuation - Sensia Reporting Unit (“Subsequent to the annual quantitative test for goodwill impairment, the Company identified a triggering event in the fourth quarter of fiscal 2025. As a result of this triggering event in the fourth quarter, the Company completed an evaluation of the recoverability of long-lived assets along with an”); Commitments and Contingent Liabilities - Asbestos (“The Company has been named as a defendant in lawsuits alleging personal injury as a result of exposure to asbestos that was used in certain components of their products many years ago, including products from divested businesses for which the Company has agreed to defend and indemnify claims. As of ”). No longer listed: Goodwill Valuation - Sensia Reporting Unit
  • Receivables +7.2% vs revenue +0.9% (+6.2 pts)
9 more checks with nothing to note
  • Cash from operations $1.5B vs net income $869.0M (FY ending Sep 30, 2025)
  • Inventory -3.6% vs revenue +0.9% (-4.5 pts)
  • Same auditor in both 10-Ks: DELOITTE & TOUCHE LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

7 paragraphs in Risk Factors that were not in the 10-K filed Nov 12, 2024. Quoted as filed.

All 7 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2024 10-K, ITEM 1A
    We conduct significant operations outside the United States and hold derivative instruments that we designate as hedges of certain net investment positions in our foreign subsidiaries. While these instruments are intended to mitigate the impact of exchange rate volatility, our hedging strategies may not be effective. Foreign currency…
  2. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2024 10-K, ITEM 1A
    As we broaden the application of AI across product development, manufacturing, customer operations, and enterprise operations, we face evolving risks related to safety, data governance, regulatory compliance, intellectual property, and ethical use. Integrating AI into our offerings and internal processes may lead to unintended…
  3. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2024 10-K, ITEM 1A
    Significant investments in the business may not achieve intended returns and could adversely affect our financial performance. We plan to invest over $2 billion over the next five years in manufacturing facilities, digital infrastructure, and talent to support market share growth, operational resilience, and margin expansion. These…
  4. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2024 10-K, ITEM 1A
    As global standards and regulations relating to AI increase and change, it could result in additional costs, reputational harm, legal liability, and regulatory scrutiny related to our use of AI. Additionally, misuse of sensitive data used in AI models may lead to privacy violations or non-compliance with data protection laws.

New risk paragraphs, against peers

Latest 10-K of each, Industrials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$7.8B$9.1B$8.3B$8.3B
Net income$932.2M$1.4B$953.0M$869.0M
Operating cash flow$823.1M$1.4B$864.0M$1.5B
Free cash flow$682.0M$1.2B$639.0M$1.4B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$8.3B ▲ 0.9% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Rockwell Automation, Milwaukee, WI · from the 10-K filed Nov 12, 2025

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.

Headquarters
Milwaukee, WI
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
September 30
Last results
Nov 5, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Nov 12, 2025 (open at SEC), compared with the 10-K filed Nov 12, 2024. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/ROK/export.csv") into a cell.