Is the business good?
How good a business is ROK?
Rockwell Automation earns 26% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.
26%
Return on invested capital · cost of capital 9.0% · 17 points above what the capital costs: growth creates value
- Operating margin
- 23%
Operating margin · Specialty Industrial Machinery median 15% · 12 months to Q3 2026
- Cash conversion
- 1.25×
Cash conversion · 1.36× a year ago · every dollar of reported profit arrived as cash, and more
- Share count, year on year
- −1.2%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2023 | 21% |
| FY2024 | 19% |
| FY2025 | 20% |
Details›
- Gross margin12 months to Q3 2026
- 49%
- Operating margin12 months to Q3 2026
- 23%
- Net margin12 months to Q3 2026
- 13%
- Free cash flow margin
- 17%
- R&D as % of revenue
- 8.0%
- Revenue, trailing twelve months
- $8.97B
- Free cash flow, trailing twelve months
- $1.50B
- Net income, trailing twelve months
- $1.20B
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 26%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.
Specialty Industrial Machinery
Ranks #13 of 44 by Smart Score