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Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) 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 $1.9B, roughly 1.1× Coca-Cola Consolidated, Inc.). Rockwell Automation runs the higher net margin — 14.5% vs 7.2%, a 7.3% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 9.0%). Rockwell Automation produced more free cash flow last quarter ($170.0M vs $106.7M). Over the past eight quarters, Coca-Cola Consolidated, Inc.'s revenue compounded faster (9.4% CAGR vs -0.5%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
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.
COKE vs ROK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.1B |
| Net Profit | $137.3M | $305.0M |
| Gross Margin | 39.6% | 48.3% |
| Operating Margin | 12.7% | 20.7% |
| Net Margin | 7.2% | 14.5% |
| Revenue YoY | 9.0% | 11.9% |
| Net Profit YoY | -23.3% | 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 | $1.9B | $2.1B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $2.1B | ||
| Q1 24 | $1.6B | $2.1B |
| Q4 25 | $137.3M | $305.0M | ||
| Q3 25 | $142.3M | $138.0M | ||
| Q2 25 | $187.4M | $295.0M | ||
| Q1 25 | $103.6M | $252.0M | ||
| Q4 24 | $178.9M | $184.0M | ||
| Q3 24 | $115.6M | $239.1M | ||
| Q2 24 | $172.8M | $232.0M | ||
| Q1 24 | $165.7M | $266.2M |
| Q4 25 | 39.6% | 48.3% | ||
| Q3 25 | 39.6% | 69.4% | ||
| Q2 25 | 40.0% | 40.9% | ||
| Q1 25 | 39.7% | 40.5% | ||
| Q4 24 | 40.0% | 38.4% | ||
| Q3 24 | 39.5% | 37.9% | ||
| Q2 24 | 39.9% | 38.8% | ||
| Q1 24 | 40.2% | 39.2% |
| Q4 25 | 12.7% | 20.7% | ||
| Q3 25 | 13.1% | 2.7% | ||
| Q2 25 | 14.7% | 16.0% | ||
| Q1 25 | 12.0% | 14.9% | ||
| Q4 24 | 12.5% | 17.1% | ||
| Q3 24 | 12.9% | 13.5% | ||
| Q2 24 | 14.4% | 12.4% | ||
| Q1 24 | 13.5% | 14.6% |
| Q4 25 | 7.2% | 14.5% | ||
| Q3 25 | 7.5% | 6.0% | ||
| Q2 25 | 10.1% | 13.8% | ||
| Q1 25 | 6.6% | 12.6% | ||
| Q4 24 | 10.2% | 9.8% | ||
| Q3 24 | 6.5% | 11.7% | ||
| Q2 24 | 9.6% | 11.3% | ||
| Q1 24 | 10.4% | 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 | $281.9M | $444.0M |
| Total DebtLower is stronger | $2.8B | — |
| Stockholders' EquityBook value | $-739.7M | $3.7B |
| Total Assets | $4.3B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $281.9M | $444.0M | ||
| Q3 25 | $1.5B | $468.0M | ||
| Q2 25 | $1.2B | $495.0M | ||
| Q1 25 | $1.2B | $456.0M | ||
| Q4 24 | $1.1B | $477.0M | ||
| Q3 24 | $1.2B | $471.3M | ||
| Q2 24 | $1.7B | $407.0M | ||
| Q1 24 | $401.3M | $470.5M |
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.8B | $2.6B | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $599.3M | — |
| Q4 25 | $-739.7M | $3.7B | ||
| Q3 25 | $1.6B | $3.7B | ||
| Q2 25 | $1.6B | $3.5B | ||
| Q1 25 | $1.5B | $3.4B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.3B | $3.5B | ||
| Q2 24 | $1.2B | $3.3B | ||
| Q1 24 | $1.6B | $3.5B |
| Q4 25 | $4.3B | $11.2B | ||
| Q3 25 | $5.7B | $11.2B | ||
| Q2 25 | $5.5B | $11.2B | ||
| Q1 25 | $5.4B | $11.0B | ||
| Q4 24 | $5.3B | $10.9B | ||
| Q3 24 | $5.3B | $11.2B | ||
| Q2 24 | $5.7B | $11.2B | ||
| Q1 24 | $4.3B | $11.4B |
| Q4 25 | — | — | ||
| Q3 25 | 1.09× | 0.72× | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 1.39× | 0.73× | ||
| Q2 24 | 1.49× | — | ||
| Q1 24 | 0.37× | — |
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 | $209.0M | $234.0M |
| Free Cash FlowOCF − Capex | $106.7M | $170.0M |
| FCF MarginFCF / Revenue | 5.6% | 8.1% |
| Capex IntensityCapex / Revenue | 5.4% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.52× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $209.0M | $234.0M | ||
| Q3 25 | $316.7M | $454.0M | ||
| Q2 25 | $208.1M | $527.0M | ||
| Q1 25 | $198.2M | $199.0M | ||
| Q4 24 | $168.5M | $364.0M | ||
| Q3 24 | $270.8M | $432.3M | ||
| Q2 24 | $242.9M | $279.1M | ||
| Q1 24 | $194.3M | $119.8M |
| Q4 25 | $106.7M | $170.0M | ||
| Q3 25 | $264.1M | — | ||
| Q2 25 | $148.5M | $489.0M | ||
| Q1 25 | $100.3M | $171.0M | ||
| Q4 24 | $84.8M | $293.0M | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $160.5M | $238.4M | ||
| Q1 24 | $117.2M | $68.6M |
| Q4 25 | 5.6% | 8.1% | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 8.0% | 22.8% | ||
| Q1 25 | 6.3% | 8.5% | ||
| Q4 24 | 4.9% | 15.6% | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 8.9% | 11.6% | ||
| Q1 24 | 7.4% | 3.2% |
| Q4 25 | 5.4% | 3.0% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.2% | 1.8% | ||
| Q1 25 | 6.2% | 1.4% | ||
| Q4 24 | 4.8% | 3.8% | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 4.6% | 2.0% | ||
| Q1 24 | 4.8% | 2.4% |
| Q4 25 | 1.52× | 0.77× | ||
| Q3 25 | 2.22× | 3.29× | ||
| Q2 25 | 1.11× | 1.79× | ||
| Q1 25 | 1.91× | 0.79× | ||
| Q4 24 | 0.94× | 1.98× | ||
| Q3 24 | 2.34× | 1.81× | ||
| Q2 24 | 1.41× | 1.20× | ||
| Q1 24 | 1.17× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
