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Side-by-side financial comparison of Ametek (AME) and Rockwell Automation (ROK), based on the latest 10-Q / 10-K filings. 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× Ametek). Ametek runs the higher net margin — 19.9% vs 14.5%, a 5.5% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs 11.9%). Ametek produced more free cash flow last quarter ($527.3M vs $170.0M). Over the past eight quarters, Ametek's revenue compounded faster (7.3% CAGR vs -0.5%).
AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.
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.
AME vs ROK — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.1B |
| Net Profit | $398.6M | $305.0M |
| Gross Margin | 36.0% | 48.3% |
| Operating Margin | 25.3% | 20.7% |
| Net Margin | 19.9% | 14.5% |
| Revenue YoY | 13.4% | 11.9% |
| Net Profit YoY | 2.9% | 65.8% |
| EPS (diluted) | $1.73 | $2.69 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.7B | $2.1B | ||
| Q1 24 | $1.7B | $2.1B |
| Q4 25 | $398.6M | $305.0M | ||
| Q3 25 | $371.4M | $138.0M | ||
| Q2 25 | $358.4M | $295.0M | ||
| Q1 25 | $351.8M | $252.0M | ||
| Q4 24 | $387.3M | $184.0M | ||
| Q3 24 | $340.2M | $239.1M | ||
| Q2 24 | $337.7M | $232.0M | ||
| Q1 24 | $310.9M | $266.2M |
| Q4 25 | 36.0% | 48.3% | ||
| Q3 25 | 36.3% | 69.4% | ||
| Q2 25 | 35.8% | 40.9% | ||
| Q1 25 | 36.1% | 40.5% | ||
| Q4 24 | 36.6% | 38.4% | ||
| Q3 24 | 36.0% | 37.9% | ||
| Q2 24 | 36.0% | 38.8% | ||
| Q1 24 | 34.1% | 39.2% |
| Q4 25 | 25.3% | 20.7% | ||
| Q3 25 | 25.8% | 2.7% | ||
| Q2 25 | 26.0% | 16.0% | ||
| Q1 25 | 26.3% | 14.9% | ||
| Q4 24 | 26.6% | 17.1% | ||
| Q3 24 | 26.1% | 13.5% | ||
| Q2 24 | 25.8% | 12.4% | ||
| Q1 24 | 24.0% | 14.6% |
| Q4 25 | 19.9% | 14.5% | ||
| Q3 25 | 19.6% | 6.0% | ||
| Q2 25 | 20.2% | 13.8% | ||
| Q1 25 | 20.3% | 12.6% | ||
| Q4 24 | 22.0% | 9.8% | ||
| Q3 24 | 19.9% | 11.7% | ||
| Q2 24 | 19.5% | 11.3% | ||
| Q1 24 | 17.9% | 12.5% |
| Q4 25 | $1.73 | $2.69 | ||
| Q3 25 | $1.60 | $1.24 | ||
| Q2 25 | $1.55 | $2.60 | ||
| Q1 25 | $1.52 | $2.22 | ||
| Q4 24 | $1.67 | $1.61 | ||
| Q3 24 | $1.47 | $2.09 | ||
| Q2 24 | $1.45 | $2.02 | ||
| Q1 24 | $1.34 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $458.0M | $444.0M |
| Total DebtLower is stronger | $2.3B | — |
| Stockholders' EquityBook value | $10.6B | $3.7B |
| Total Assets | $16.1B | $11.2B |
| Debt / EquityLower = less leverage | 0.21× | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $458.0M | $444.0M | ||
| Q3 25 | $439.2M | $468.0M | ||
| Q2 25 | $619.7M | $495.0M | ||
| Q1 25 | $399.0M | $456.0M | ||
| Q4 24 | $374.0M | $477.0M | ||
| Q3 24 | $396.3M | $471.3M | ||
| Q2 24 | $396.6M | $407.0M | ||
| Q1 24 | $373.8M | $470.5M |
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $10.6B | $3.7B | ||
| Q3 25 | $10.5B | $3.7B | ||
| Q2 25 | $10.4B | $3.5B | ||
| Q1 25 | $10.0B | $3.4B | ||
| Q4 24 | $9.7B | $3.4B | ||
| Q3 24 | $9.6B | $3.5B | ||
| Q2 24 | $9.3B | $3.3B | ||
| Q1 24 | $9.0B | $3.5B |
| Q4 25 | $16.1B | $11.2B | ||
| Q3 25 | $16.2B | $11.2B | ||
| Q2 25 | $15.3B | $11.2B | ||
| Q1 25 | $14.9B | $11.0B | ||
| Q4 24 | $14.6B | $10.9B | ||
| Q3 24 | $14.8B | $11.2B | ||
| Q2 24 | $14.8B | $11.2B | ||
| Q1 24 | $14.9B | $11.4B |
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $584.3M | $234.0M |
| Free Cash FlowOCF − Capex | $527.3M | $170.0M |
| FCF MarginFCF / Revenue | 26.4% | 8.1% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 2.9% | 3.0% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.47× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $584.3M | $234.0M | ||
| Q3 25 | $440.9M | $454.0M | ||
| Q2 25 | $359.1M | $527.0M | ||
| Q1 25 | $417.5M | $199.0M | ||
| Q4 24 | $550.0M | $364.0M | ||
| Q3 24 | $487.2M | $432.3M | ||
| Q2 24 | $381.4M | $279.1M | ||
| Q1 24 | $410.2M | $119.8M |
| Q4 25 | $527.3M | $170.0M | ||
| Q3 25 | $420.0M | — | ||
| Q2 25 | $329.8M | $489.0M | ||
| Q1 25 | $394.5M | $171.0M | ||
| Q4 24 | $498.3M | $293.0M | ||
| Q3 24 | $460.9M | — | ||
| Q2 24 | $360.0M | $238.4M | ||
| Q1 24 | $382.6M | $68.6M |
| Q4 25 | 26.4% | 8.1% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 18.5% | 22.8% | ||
| Q1 25 | 22.8% | 8.5% | ||
| Q4 24 | 28.3% | 15.6% | ||
| Q3 24 | 27.0% | — | ||
| Q2 24 | 20.8% | 11.6% | ||
| Q1 24 | 22.0% | 3.2% |
| Q4 25 | 2.9% | 3.0% | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 1.3% | 1.4% | ||
| Q4 24 | 2.9% | 3.8% | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.2% | 2.0% | ||
| Q1 24 | 1.6% | 2.4% |
| Q4 25 | 1.47× | 0.77× | ||
| Q3 25 | 1.19× | 3.29× | ||
| Q2 25 | 1.00× | 1.79× | ||
| Q1 25 | 1.19× | 0.79× | ||
| Q4 24 | 1.42× | 1.98× | ||
| Q3 24 | 1.43× | 1.81× | ||
| Q2 24 | 1.13× | 1.20× | ||
| Q1 24 | 1.32× | 0.45× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
