Company file · ROK

Rockwell Automation

Software and Control was Rockwell Automation's fastest-growing segment in FY2025, up 9.0%

Revenue rose 0.9% to $8.3B in FY2025, from $8.3B in FY2024. Net income fell 8.8% to $869M. Intelligent Devices was the largest segment, at 45% of revenue.

Prepared from SEC filings · Latest annual report: 10-K for FY2025 (filed Nov 12, 2025) · Latest quarter: 10-Q for the quarter ended Jun 30, 2026 (filed Aug 4, 2026) · Data pulled Nov 11, 2026

Key facts

Rockwell Automation (NYSE: ROK) closed fiscal 2025 on Sep 30, 2025 with revenue of $8.3B, up 0.9% from a year before; net income came to $869M, down 8.8%. Its newest quarterly report covers the three months to Jun 30, 2026: revenue of $2.3B, up 7.9% on the same stretch of the prior year, and net income of $408M. Broken down by segment, Intelligent Devices led with 45% of fiscal 2025 revenue. Sources: 10-K for fiscal 2025 (filed Nov 12, 2025) and 10-Q for the quarter ended Jun 30, 2026 (filed Aug 4, 2026).

Revenue$8.3BFY2025 · +0.9% vs FY2024

Net income$869MFY2025 · −8.8% vs FY2024

Operating cash flow$1.5BFY2025 · +78.7% vs FY2024

Cash & equivalents$479Mat Jun 30, 2026 · +2.4% vs FY2025 end

Total debt$3.3Bat Jun 30, 2026 · +1.1% vs FY2025 end

Diluted shares113MFY2025 avg · −1.2% vs FY2024

Revenue and net income, three fiscal yearsBy fiscal year, $bn

RevenueNet income

Source: 10-K FY2025, filed Nov 12, 2025

Quarterly revenue: fiscal 2026 vs a year earlierFiscal Q1–Q3, $bn (each quarter from that quarter's 10-Q)

FY2025FY2026

Source: 10-Q filed Feb 5, 2026 · 10-Q filed May 5, 2026 · 10-Q filed Aug 4, 2026

How it makes money

By segment, FY2025

LineAmountSharevs FY2024
Intelligent Devices$3.8B45%−1.3%
Software and Control$2.4B29%+9.0%
Lifecycle Services$2.2B26%−3.1%

Source: 10-K FY2025, XBRL breakdown

By segment in FY2025: Intelligent Devices (45%), Software and Control (29%) and Lifecycle Services (26%), as shares of total revenue. Total revenue was $8.3B.

By segment: three-year mixShare of the total each fiscal year

FY2023

45%32%23%

FY2024

46%26%28%

FY2025

45%29%26%

Intelligent DevicesSoftware and ControlLifecycle Services

Source: 10-K FY2025

By product or service, FY2025

Products and Solutions$7.4B88%+0.5%

Services$978M12%+4.8%

Share is of the FY2025 total; the last column is the change from FY2024.

Learn more: Revenue vs. net income · Gross, operating and net margin

What changed last quarter

How the quarter compared with a year earlier

Comparing Q3 FY2026 (Apr to Jun 2026) compared with Q3 FY2025 (Apr to Jun 2025)

Each pair of bars shows the dollar amount for both quarters. Longer bar, more money. Bars in a group share one scale.

Q3 FY2026Q3 FY2025

Company

Revenue

$2.3B Q3 FY2026

$2.1B Q3 FY2025

7.9% increase

Net income

$408M Q3 FY2026

$295M Q3 FY2025

38.3% increase

Source: Rockwell Automation 10-Q for the quarter ended Jun 30, 2026, filed Aug 4, 2026

By segment

Intelligent Devices

$1.1B Q3 FY2026

$968M Q3 FY2025

11.6% increase

Software and Control

$751M Q3 FY2026

$629M Q3 FY2025

19.4% increase

Lifecycle Services

$482M Q3 FY2026

$547M Q3 FY2025

11.9% decrease

Source: Rockwell Automation 10-Q for the quarter ended Jun 30, 2026, filed Aug 4, 2026

Cash & equivalents $479M at Jun 30, 2026, vs $468M at FY2025 end.
Total debt $3.3B at Jun 30, 2026, vs $3.2B at FY2025 end.
Operating cash flow, first 9 months of fiscal 2026: $1.3B vs $1.1B a year earlier.

The bull case and the bear case

The bull case

Revenue rose 0.9% in FY2025 to $8.3B, from $8.3B a year earlier. 10-K, FY2025
Operating cash flow rose 78.7% in FY2025 to $1.5B. 10-K, FY2025
Diluted shares fell 1.2% in FY2025, so each share represents a larger slice of profit. 10-K, FY2025
Total debt fell 11.4% in FY2025 to $3.2B. 10-K, FY2025

The bear case

Net income fell 8.8% in FY2025 to $869M, from $953M. 10-K, FY2025
Lifecycle Services revenue fell 3.1% in FY2025 to $2.2B. 10-K, FY2025
The company's own risk factors are in Item 1A of its 10-K. Risks common in this industry include economic cycles; costs and supply; trade and tariffs. 10-K, Item 1A

What optimists and skeptics tend to point to, each tied to a filing. Ticker Sage doesn't pick a side, and neither list is a reason to buy or sell.

What the company does

Rockwell Automation is in the electrical components & equipment industry, part of the industrials sector. The SEC files it under Measuring & Controlling Devices, Nec.

Rockwell Automation reports 3 segments: Intelligent Devices, Software and Control and Lifecycle Services.

Its fiscal year ends in September; the latest, FY2025, ended Sep 30, 2025.

Source: 10-K, Item 1 Business

Risks common in this industry

These are general risks for companies in the electrical components & equipment industry. They are not a summary of Rockwell Automation’s own risk factors; for those, read Item 1A of its latest 10-K, linked below.

Economic cyclesDemand for equipment and services rises and falls with business investment.
Costs and supplyMaterial, labor and supplier problems can raise costs or delay delivery.
Trade and tariffsTariffs and trade policy affect costs and sales.
Contracts and backlogLarge projects and government contracts can be delayed, cut or repriced.
Regulation and liabilitySafety, environmental and product-liability rules can raise costs.

Source: 10-K, Item 1A Risk Factors (the company's own list, in the company's words)

Three years of key numbers

Every number links to its filing; hover for the XBRL tag. A dash means the number isn't cleanly available, and we don't estimate it.

US$	FY2023	FY2024	FY2025
Revenue	$9.1B	$8.3B	$8.3B
Net income	$1.4B	$953M	$869M
Operating cash flow	$1.4B	$864M	$1.5B
Cash & equivalents (year end)	$1.1B	$471M	$468M
Total debt (year end)	$3.0B	$3.6B	$3.2B
Diluted shares	116M	114M	113M

Revenue: Total revenue for the fiscal year, as the company reports it on its income statement.
Net income: Net income attributable to the company's shareholders, after all costs, interest and taxes.
Operating cash flow: Cash the business brought in from its day-to-day operations during the year (cash flow statement).
Cash & equivalents: Cash and short-term investments that count as cash equivalents on the balance sheet. Excludes longer-dated marketable securities.
Total debt: Short-term borrowings and the current part of long-term debt plus long-term debt, at carrying value.
Diluted shares: Weighted average shares outstanding for the year, including the effect of options and stock awards.

Learn more: How to read an income statement · Earnings per share, basic and diluted · Free cash flow · How to read a balance sheet · Growth rate calculator · P/E calculator · Market cap calculator · Free cash flow calculator · Return on equity and assets calculator

Explainers for this page

Plain-English guides to terms this file uses, with real numbers from filings.

About these numbers

Recent filings

Form	Filed	Period
10-Q	Aug 4, 2026	Jun 30, 2026
10-Q	May 5, 2026	Mar 31, 2026
10-Q	Feb 5, 2026	Dec 31, 2025
DEF 14A	Dec 22, 2025	Feb 10, 2026
10-K	Nov 12, 2025	Sep 30, 2025

Learn more: 10-K vs. 10-Q vs. 8-K · Form 4 insider filings · Fiscal years and quarters

Common questions about Rockwell Automation

How does Rockwell Automation make money?

Fiscal 2025 revenue: $8.3B. By segment in FY2025: Intelligent Devices (45%), Software and Control (29%) and Lifecycle Services (26%), as shares of total revenue. Total revenue was $8.3B. Source: 10-K for fiscal 2025, filed Nov 12, 2025.

What was Rockwell Automation's revenue in fiscal 2025?

$8.3B, up 0.9% from fiscal 2024 ($8.3B). The year ended Sep 30, 2025; for fiscal 2023 the figure was $9.1B. Source: 10-K for fiscal 2025, filed Nov 12, 2025.

Is Rockwell Automation profitable?

Net income was $869M in fiscal 2025 (down 8.8%; fiscal 2024 was $953M). That counts as a GAAP profit. The latest quarter, ended Jun 30, 2026: net income was $408M. The page's About these numbers section explains what is included. Source: 10-K for fiscal 2025, filed Nov 12, 2025.

What did Rockwell Automation report in its latest quarterly filing?

For the three months to Jun 30, 2026: revenue $2.3B (up 7.9% from $2.1B) and net income $408M (up 38.3% from $295M). Source: 10-Q for the quarter ended Jun 30, 2026, filed Aug 4, 2026.

How much cash and debt does Rockwell Automation have?

As of Jun 30, 2026: $479M of cash and cash equivalents, $3.3B of total debt. Total debt here is short-term borrowings and the current part of long-term debt plus long-term debt, at carrying value. Source: 10-Q filed Aug 4, 2026.

What are the main risks Rockwell Automation faces?

Rockwell Automation's own risk factors are in Item 1A of its 10-K for fiscal 2025, filed Nov 12, 2025. Risks that are common among companies in the electrical components & equipment industry include Economic cycles; costs and supply; trade and tariffs; contracts and backlog; regulation and liability. The first: Demand for equipment and services rises and falls with business investment. Source: 10-K, Item 1A Risk Factors.

Where do these Rockwell Automation numbers come from?

The 10-K filed Nov 12, 2025 (fiscal 2025) and the 10-Q filed Aug 4, 2026 (quarter ended Jun 30, 2026), as published in the SEC's XBRL data. Click any number to open the filing it came from. Methodology explains how fiscal years and missing numbers are handled.

Tracked funds that report owning Rockwell Automation

Markel Group: 154,900 shares, reported value $67.4M at Sep 30, 2026 (same number of shares as in the filing for Jun 30, 2026). Form 13F filed Oct 30, 2026.
Citadel Advisors: 47,991 shares, reported value $23.8M at Jun 30, 2026 (−72.1% in shares since the filing for Mar 31, 2026). Form 13F filed Sep 2, 2026.
Bridgewater Associates: 18,697 shares, reported value $9.3M at Jun 30, 2026 (−50.5% in shares since the filing for Mar 31, 2026). Form 13F filed Aug 14, 2026.
Two Sigma Investments: 12,360 shares, reported value $6.1M at Jun 30, 2026 (−54.2% in shares since the filing for Mar 31, 2026). Form 13F filed Aug 14, 2026.

From each fund’s latest Form 13F, which is filed up to 45 days after quarter end and lists long positions in US-listed stocks only. A listing here is a fact about a filing, not a view on the stock. What a 13F does and doesn’t show.

Disclosures

Editor holdings in ROK: The editor holds no position in Rockwell Automation (ROK). As of Nov 11, 2026.
Trading rule: The editor does not buy or sell ROK from 3 days before to 3 days after this page is published or substantively updated.
Compensation: Nobody paid for this page. No affiliate links on this page.
Sources: The company's SEC filings, linked next to each number or, for charts, in the source line under them.
Last updated: Nov 5, 2026

General education, the same for every reader. Not a recommendation to buy, sell or hold ROK, and it doesn't consider your situation.

Compare with peers

Company	Fiscal year	Revenue	Revenue growth	Net income
Rockwell AutomationROK	FY2025	$8.3B	+0.9%	$869M
EatonETN	FY2025	$27.4B	+10.3%	$4.1B
EmersonEMR	FY2026	$19.0B	+5.4%	$2.7B
VertivVRT	FY2025	$10.2B	+27.7%	$1.3B
Bloom EnergyBE	FY2025	$2.0B	+37.3%	−$87M

Each row is that company’s latest fiscal year from its own 10-K, using its own revenue and net income lines. Fiscal years end in different months, and line definitions differ (banks, insurers and oil companies count revenue differently), so this is a rough side-by-side, not a like-for-like comparison.

More company files

New to filings? Learn has plain-English explainers and Tools has calculators. Methodology & Disclosures covers where every number comes from.