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Side-by-side financial comparison of KE Holdings Inc. (BEKE) and Rockwell Automation (ROK). Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $2.1B, roughly 1.5× Rockwell Automation). Rockwell Automation runs the higher net margin — 14.5% vs 3.2%, a 11.3% gap on every dollar of revenue. Over the past eight quarters, KE Holdings Inc.'s revenue compounded faster (9.8% CAGR vs -0.5%).
KE Holdings Inc., operating under the well-known Beike brand, is a leading integrated online and offline residential service platform based in China. It offers a full range of services including second-hand property brokerage, new housing sales agency, home rental, renovation, and related financial consultation to meet diverse housing-related demands of consumers across multiple scenarios.
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.
BEKE vs ROK — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.2B | $2.1B |
| Net Profit | $104.9M | $305.0M |
| Gross Margin | 21.4% | 48.3% |
| Operating Margin | 2.6% | 20.7% |
| Net Margin | 3.2% | 14.5% |
| Revenue YoY | — | 11.9% |
| Net Profit YoY | — | 65.8% |
| EPS (diluted) | — | $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.
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.6B | $2.3B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $3.2B | $2.0B | ||
| Q2 24 | $3.2B | $2.1B | ||
| Q1 24 | $2.3B | $2.1B |
| Q4 25 | $104.9M | $305.0M | ||
| Q3 25 | $182.4M | $138.0M | ||
| Q2 25 | — | $295.0M | ||
| Q1 25 | $117.9M | $252.0M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | $166.5M | $239.1M | ||
| Q2 24 | $261.5M | $232.0M | ||
| Q1 24 | $59.8M | $266.2M |
| Q4 25 | 21.4% | 48.3% | ||
| Q3 25 | 21.9% | 69.4% | ||
| Q2 25 | — | 40.9% | ||
| Q1 25 | 20.7% | 40.5% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | 22.7% | 37.9% | ||
| Q2 24 | 27.9% | 38.8% | ||
| Q1 24 | 25.2% | 39.2% |
| Q4 25 | 2.6% | 20.7% | ||
| Q3 25 | 4.1% | 2.7% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | 2.5% | 14.9% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | 3.2% | 13.5% | ||
| Q2 24 | 8.6% | 12.4% | ||
| Q1 24 | 0.1% | 14.6% |
| Q4 25 | 3.2% | 14.5% | ||
| Q3 25 | 5.0% | 6.0% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | 3.7% | 12.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 5.2% | 11.7% | ||
| Q2 24 | 8.1% | 11.3% | ||
| Q1 24 | 2.6% | 12.5% |
| Q4 25 | — | $2.69 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | — | $2.60 | ||
| Q1 25 | — | $2.22 | ||
| Q4 24 | — | $1.61 | ||
| Q3 24 | — | $2.09 | ||
| Q2 24 | — | $2.02 | ||
| Q1 24 | — | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $3.7B |
| Total Assets | $16.8B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $444.0M | ||
| Q3 25 | $1.6B | $468.0M | ||
| Q2 25 | — | $495.0M | ||
| Q1 25 | $1.8B | $456.0M | ||
| Q4 24 | — | $477.0M | ||
| Q3 24 | $1.4B | $471.3M | ||
| Q2 24 | $1.3B | $407.0M | ||
| Q1 24 | $2.5B | $470.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $3.7B | ||
| Q3 25 | $9.6B | $3.7B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | $9.5B | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $10.1B | $3.5B | ||
| Q2 24 | $9.7B | $3.3B | ||
| Q1 24 | $9.6B | $3.5B |
| Q4 25 | $16.8B | $11.2B | ||
| Q3 25 | $17.3B | $11.2B | ||
| Q2 25 | — | $11.2B | ||
| Q1 25 | $18.0B | $11.0B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | $17.5B | $11.2B | ||
| Q2 24 | $16.9B | $11.2B | ||
| Q1 24 | $16.5B | $11.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | — | $234.0M |
| Free Cash FlowOCF − Capex | — | $170.0M |
| FCF MarginFCF / Revenue | — | 8.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $234.0M | ||
| Q3 25 | — | $454.0M | ||
| Q2 25 | — | $527.0M | ||
| Q1 25 | $-546.4M | $199.0M | ||
| Q4 24 | — | $364.0M | ||
| Q3 24 | $64.0M | $432.3M | ||
| Q2 24 | — | $279.1M | ||
| Q1 24 | — | $119.8M |
| Q4 25 | — | $170.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $489.0M | ||
| Q1 25 | — | $171.0M | ||
| Q4 24 | — | $293.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $238.4M | ||
| Q1 24 | — | $68.6M |
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 15.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 11.6% | ||
| Q1 24 | — | 3.2% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.4% |
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | 3.29× | ||
| Q2 25 | — | 1.79× | ||
| Q1 25 | -4.64× | 0.79× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | 0.38× | 1.81× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
