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Side-by-side financial comparison of DaVita (DVA) and Rockwell Automation (ROK). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.1B, roughly 1.7× Rockwell Automation). Rockwell Automation runs the higher net margin — 14.5% vs 6.5%, a 8.0% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 11.9%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs -0.5%).
DaVita Inc. is an American company that provides kidney dialysis services through a network of 2,675 outpatient centers in the United States, serving 200,800 patients, and 367 outpatient centers in 11 other countries serving 49,400 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
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.
DVA vs ROK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.1B |
| Net Profit | $234.2M | $305.0M |
| Gross Margin | — | 48.3% |
| Operating Margin | 15.5% | 20.7% |
| Net Margin | 6.5% | 14.5% |
| Revenue YoY | 12.3% | 11.9% |
| Net Profit YoY | 43.8% | 65.8% |
| EPS (diluted) | $3.22 | $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 | $3.6B | — | ||
| Q4 25 | $3.6B | $2.1B | ||
| Q3 25 | $3.4B | $2.3B | ||
| Q2 25 | $3.4B | $2.1B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.3B | $1.9B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.2B | $2.1B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $305.0M | ||
| Q3 25 | $150.3M | $138.0M | ||
| Q2 25 | $199.3M | $295.0M | ||
| Q1 25 | $162.9M | $252.0M | ||
| Q4 24 | $259.3M | $184.0M | ||
| Q3 24 | $214.7M | $239.1M | ||
| Q2 24 | $222.7M | $232.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 48.3% | ||
| Q3 25 | — | 69.4% | ||
| Q2 25 | — | 40.9% | ||
| Q1 25 | — | 40.5% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 38.8% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 20.7% | ||
| Q3 25 | 14.8% | 2.7% | ||
| Q2 25 | 15.9% | 16.0% | ||
| Q1 25 | 13.6% | 14.9% | ||
| Q4 24 | 17.2% | 17.1% | ||
| Q3 24 | 16.4% | 13.5% | ||
| Q2 24 | 15.9% | 12.4% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 14.5% | ||
| Q3 25 | 4.4% | 6.0% | ||
| Q2 25 | 5.9% | 13.8% | ||
| Q1 25 | 5.1% | 12.6% | ||
| Q4 24 | 7.9% | 9.8% | ||
| Q3 24 | 6.6% | 11.7% | ||
| Q2 24 | 7.0% | 11.3% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $2.69 | ||
| Q3 25 | $2.04 | $1.24 | ||
| Q2 25 | $2.58 | $2.60 | ||
| Q1 25 | $2.00 | $2.22 | ||
| Q4 24 | $3.08 | $1.61 | ||
| Q3 24 | $2.50 | $2.09 | ||
| Q2 24 | $2.50 | $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 | $700.7M | $444.0M |
| Total DebtLower is stronger | $10.2B | — |
| Stockholders' EquityBook value | $-651.1M | $3.7B |
| Total Assets | $17.5B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $444.0M | ||
| Q3 25 | $736.5M | $468.0M | ||
| Q2 25 | $739.4M | $495.0M | ||
| Q1 25 | $511.9M | $456.0M | ||
| Q4 24 | $846.0M | $477.0M | ||
| Q3 24 | $1.1B | $471.3M | ||
| Q2 24 | $437.2M | $407.0M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | — | ||
| Q3 25 | $10.2B | $2.6B | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.6B | — | ||
| Q4 24 | $9.2B | — | ||
| Q3 24 | $9.3B | $2.6B | ||
| Q2 24 | $8.5B | — |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $3.7B | ||
| Q3 25 | $-571.9M | $3.7B | ||
| Q2 25 | $-369.6M | $3.5B | ||
| Q1 25 | $-267.1M | $3.4B | ||
| Q4 24 | $121.1M | $3.4B | ||
| Q3 24 | $386.7M | $3.5B | ||
| Q2 24 | $632.9M | $3.3B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $11.2B | ||
| Q3 25 | $17.6B | $11.2B | ||
| Q2 25 | $17.5B | $11.2B | ||
| Q1 25 | $17.1B | $11.0B | ||
| Q4 24 | $17.3B | $10.9B | ||
| Q3 24 | $17.5B | $11.2B | ||
| Q2 24 | $17.0B | $11.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 75.76× | — | ||
| Q3 24 | 23.95× | 0.73× | ||
| Q2 24 | 13.35× | — |
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.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $234.0M | ||
| Q3 25 | $841.5M | $454.0M | ||
| Q2 25 | $324.2M | $527.0M | ||
| Q1 25 | $180.0M | $199.0M | ||
| Q4 24 | $547.6M | $364.0M | ||
| Q3 24 | $810.4M | $432.3M | ||
| Q2 24 | $798.8M | $279.1M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $170.0M | ||
| Q3 25 | $675.4M | — | ||
| Q2 25 | $203.1M | $489.0M | ||
| Q1 25 | $36.8M | $171.0M | ||
| Q4 24 | $377.0M | $293.0M | ||
| Q3 24 | $671.4M | — | ||
| Q2 24 | $674.1M | $238.4M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 8.1% | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 6.0% | 22.8% | ||
| Q1 25 | 1.1% | 8.5% | ||
| Q4 24 | 11.4% | 15.6% | ||
| Q3 24 | 20.6% | — | ||
| Q2 24 | 21.2% | 11.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 3.0% | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.6% | 1.8% | ||
| Q1 25 | 4.4% | 1.4% | ||
| Q4 24 | 5.2% | 3.8% | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.9% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 0.77× | ||
| Q3 25 | 5.60× | 3.29× | ||
| Q2 25 | 1.63× | 1.79× | ||
| Q1 25 | 1.10× | 0.79× | ||
| Q4 24 | 2.11× | 1.98× | ||
| Q3 24 | 3.77× | 1.81× | ||
| Q2 24 | 3.59× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
