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Side-by-side financial comparison of Autodesk (ADSK) and Rockwell Automation (ROK). Click either name above to swap in a different company.
Rockwell Automation is the larger business by last-quarter revenue ($2.1B vs $2.0B, roughly 1.1× Autodesk). Autodesk runs the higher net margin — 16.1% vs 14.5%, a 1.7% gap on every dollar of revenue. On growth, Autodesk posted the faster year-over-year revenue change (19.4% vs 11.9%). Autodesk produced more free cash flow last quarter ($972.0M vs $170.0M). Over the past eight quarters, Autodesk's revenue compounded faster (17.5% CAGR vs -0.5%).
Autodesk, Inc. is an American multinational software corporation that provides software products and services for the architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Autodesk is headquartered in San Francisco, California, and has offices worldwide. Its U.S. offices are located in the states of California, Oregon, Colorado, Texas, Michigan, New Hampshire and Massachusetts.
Rockwell Automation, Inc. is an American provider of industrial automation and digital transformation technologies headquartered in Milwaukee, Wisconsin. Its brands include Allen-Bradley, FactoryTalk software and LifecycleIQ Services. Rockwell Automation employs approximately 27,000 people and has customers in more than 100 countries worldwide.
ADSK vs ROK — Head-to-Head
Income Statement — Q4 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.1B |
| Net Profit | $316.0M | $305.0M |
| Gross Margin | 91.5% | 48.3% |
| Operating Margin | 22.0% | 20.7% |
| Net Margin | 16.1% | 14.5% |
| Revenue YoY | 19.4% | 11.9% |
| Net Profit YoY | 4.3% | 65.8% |
| EPS (diluted) | $1.47 | $2.69 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.1B |
| Q1 26 | $316.0M | — | ||
| Q4 25 | $343.0M | $305.0M | ||
| Q3 25 | $313.0M | $138.0M | ||
| Q2 25 | $152.0M | $295.0M | ||
| Q1 25 | $303.0M | $252.0M | ||
| Q4 24 | $275.0M | $184.0M | ||
| Q3 24 | $282.0M | $239.1M | ||
| Q2 24 | $252.0M | $232.0M |
| Q1 26 | 91.5% | — | ||
| Q4 25 | 91.1% | 48.3% | ||
| Q3 25 | 91.0% | 69.4% | ||
| Q2 25 | 90.2% | 40.9% | ||
| Q1 25 | 90.6% | 40.5% | ||
| Q4 24 | 90.6% | 38.4% | ||
| Q3 24 | 90.7% | 37.9% | ||
| Q2 24 | 90.3% | 38.8% |
| Q1 26 | 22.0% | — | ||
| Q4 25 | 25.4% | 20.7% | ||
| Q3 25 | 25.2% | 2.7% | ||
| Q2 25 | 14.3% | 16.0% | ||
| Q1 25 | 22.3% | 14.9% | ||
| Q4 24 | 22.0% | 17.1% | ||
| Q3 24 | 22.8% | 13.5% | ||
| Q2 24 | 21.1% | 12.4% |
| Q1 26 | 16.1% | — | ||
| Q4 25 | 18.5% | 14.5% | ||
| Q3 25 | 17.8% | 6.0% | ||
| Q2 25 | 9.3% | 13.8% | ||
| Q1 25 | 18.5% | 12.6% | ||
| Q4 24 | 17.5% | 9.8% | ||
| Q3 24 | 18.7% | 11.7% | ||
| Q2 24 | 17.8% | 11.3% |
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.60 | $2.69 | ||
| Q3 25 | $1.46 | $1.24 | ||
| Q2 25 | $0.70 | $2.60 | ||
| Q1 25 | $1.39 | $2.22 | ||
| Q4 24 | $1.27 | $1.61 | ||
| Q3 24 | $1.30 | $2.09 | ||
| Q2 24 | $1.16 | $2.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.6B | $444.0M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $3.0B | $3.7B |
| Total Assets | $12.5B | $11.2B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.3B | $444.0M | ||
| Q3 25 | $2.2B | $468.0M | ||
| Q2 25 | $2.0B | $495.0M | ||
| Q1 25 | $1.9B | $456.0M | ||
| Q4 24 | $1.7B | $477.0M | ||
| Q3 24 | $1.9B | $471.3M | ||
| Q2 24 | $2.0B | $407.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $2.6B | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | $2.6B | ||
| Q2 24 | $2.3B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $3.7B | ||
| Q3 25 | $2.7B | $3.7B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.6B | $3.4B | ||
| Q4 24 | $2.6B | $3.4B | ||
| Q3 24 | $2.5B | $3.5B | ||
| Q2 24 | $2.2B | $3.3B |
| Q1 26 | $12.5B | — | ||
| Q4 25 | $11.2B | $11.2B | ||
| Q3 25 | $10.9B | $11.2B | ||
| Q2 25 | $10.6B | $11.2B | ||
| Q1 25 | $10.8B | $11.0B | ||
| Q4 24 | $10.1B | $10.9B | ||
| Q3 24 | $10.0B | $11.2B | ||
| Q2 24 | $9.8B | $11.2B |
| Q1 26 | 0.82× | — | ||
| Q4 25 | 0.86× | — | ||
| Q3 25 | 0.92× | 0.72× | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.93× | 0.73× | ||
| Q2 24 | 1.06× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $989.0M | $234.0M |
| Free Cash FlowOCF − Capex | $972.0M | $170.0M |
| FCF MarginFCF / Revenue | 49.7% | 8.1% |
| Capex IntensityCapex / Revenue | 0.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 3.13× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $2.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $989.0M | — | ||
| Q4 25 | $439.0M | $234.0M | ||
| Q3 25 | $460.0M | $454.0M | ||
| Q2 25 | $564.0M | $527.0M | ||
| Q1 25 | $692.0M | $199.0M | ||
| Q4 24 | $209.0M | $364.0M | ||
| Q3 24 | $212.0M | $432.3M | ||
| Q2 24 | $494.0M | $279.1M |
| Q1 26 | $972.0M | — | ||
| Q4 25 | $430.0M | $170.0M | ||
| Q3 25 | $451.0M | — | ||
| Q2 25 | $556.0M | $489.0M | ||
| Q1 25 | $678.0M | $171.0M | ||
| Q4 24 | $199.0M | $293.0M | ||
| Q3 24 | $203.0M | — | ||
| Q2 24 | $487.0M | $238.4M |
| Q1 26 | 49.7% | — | ||
| Q4 25 | 23.2% | 8.1% | ||
| Q3 25 | 25.6% | — | ||
| Q2 25 | 34.0% | 22.8% | ||
| Q1 25 | 41.4% | 8.5% | ||
| Q4 24 | 12.7% | 15.6% | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 34.4% | 11.6% |
| Q1 26 | 0.9% | — | ||
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.5% | 1.8% | ||
| Q1 25 | 0.9% | 1.4% | ||
| Q4 24 | 0.6% | 3.8% | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.5% | 2.0% |
| Q1 26 | 3.13× | — | ||
| Q4 25 | 1.28× | 0.77× | ||
| Q3 25 | 1.47× | 3.29× | ||
| Q2 25 | 3.71× | 1.79× | ||
| Q1 25 | 2.28× | 0.79× | ||
| Q4 24 | 0.76× | 1.98× | ||
| Q3 24 | 0.75× | 1.81× | ||
| Q2 24 | 1.96× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADSK
| Sales Channel Through Intermediary | $602.0M | 31% |
| Auto CA Dand Auto CADLT Family | $478.0M | 24% |
| Manufacturing | $381.0M | 19% |
| Make | $218.0M | 11% |
| Other | $130.0M | 7% |
| Other Research And Development | $129.0M | 7% |
| Maintenance | $8.0M | 0% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
