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Side-by-side financial comparison of Dexcom (DXCM) 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 $1.3B, roughly 1.7× Dexcom). Dexcom runs the higher net margin — 21.2% vs 14.5%, a 6.7% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 11.9%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs -0.5%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
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.
DXCM vs ROK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.1B |
| Net Profit | $267.3M | $305.0M |
| Gross Margin | 62.9% | 48.3% |
| Operating Margin | 25.6% | 20.7% |
| Net Margin | 21.2% | 14.5% |
| Revenue YoY | 21.6% | 11.9% |
| Net Profit YoY | 153.6% | 65.8% |
| EPS (diluted) | $0.67 | $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 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $994.2M | $2.0B | ||
| Q2 24 | $1.0B | $2.1B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $305.0M | ||
| Q3 25 | $283.8M | $138.0M | ||
| Q2 25 | $179.8M | $295.0M | ||
| Q1 25 | $105.4M | $252.0M | ||
| Q4 24 | $151.7M | $184.0M | ||
| Q3 24 | $134.6M | $239.1M | ||
| Q2 24 | $143.5M | $232.0M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 48.3% | ||
| Q3 25 | 60.5% | 69.4% | ||
| Q2 25 | 59.5% | 40.9% | ||
| Q1 25 | 56.9% | 40.5% | ||
| Q4 24 | 58.9% | 38.4% | ||
| Q3 24 | 59.7% | 37.9% | ||
| Q2 24 | 62.4% | 38.8% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 20.7% | ||
| Q3 25 | 20.1% | 2.7% | ||
| Q2 25 | 18.4% | 16.0% | ||
| Q1 25 | 12.9% | 14.9% | ||
| Q4 24 | 17.0% | 17.1% | ||
| Q3 24 | 15.3% | 13.5% | ||
| Q2 24 | 15.7% | 12.4% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 14.5% | ||
| Q3 25 | 23.5% | 6.0% | ||
| Q2 25 | 15.5% | 13.8% | ||
| Q1 25 | 10.2% | 12.6% | ||
| Q4 24 | 13.6% | 9.8% | ||
| Q3 24 | 13.5% | 11.7% | ||
| Q2 24 | 14.3% | 11.3% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $2.69 | ||
| Q3 25 | $0.70 | $1.24 | ||
| Q2 25 | $0.45 | $2.60 | ||
| Q1 25 | $0.27 | $2.22 | ||
| Q4 24 | $0.37 | $1.61 | ||
| Q3 24 | $0.34 | $2.09 | ||
| Q2 24 | $0.35 | $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 | $917.7M | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $3.7B |
| Total Assets | $6.3B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $444.0M | ||
| Q3 25 | $1.8B | $468.0M | ||
| Q2 25 | $1.2B | $495.0M | ||
| Q1 25 | $904.9M | $456.0M | ||
| Q4 24 | $606.1M | $477.0M | ||
| Q3 24 | $621.2M | $471.3M | ||
| Q2 24 | $939.2M | $407.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $3.7B | ||
| Q3 25 | $2.7B | $3.7B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.3B | $3.4B | ||
| Q4 24 | $2.1B | $3.4B | ||
| Q3 24 | $2.0B | $3.5B | ||
| Q2 24 | $2.4B | $3.3B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $11.2B | ||
| Q3 25 | $7.5B | $11.2B | ||
| Q2 25 | $7.3B | $11.2B | ||
| Q1 25 | $6.8B | $11.0B | ||
| Q4 24 | $6.5B | $10.9B | ||
| Q3 24 | $6.4B | $11.2B | ||
| Q2 24 | $6.8B | $11.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 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.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $234.0M | ||
| Q3 25 | $659.9M | $454.0M | ||
| Q2 25 | $303.0M | $527.0M | ||
| Q1 25 | $183.8M | $199.0M | ||
| Q4 24 | $301.4M | $364.0M | ||
| Q3 24 | $199.5M | $432.3M | ||
| Q2 24 | $279.4M | $279.1M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $170.0M | ||
| Q3 25 | $579.4M | — | ||
| Q2 25 | $208.9M | $489.0M | ||
| Q1 25 | $96.8M | $171.0M | ||
| Q4 24 | $176.8M | $293.0M | ||
| Q3 24 | $88.3M | — | ||
| Q2 24 | $213.3M | $238.4M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 8.1% | ||
| Q3 25 | 47.9% | — | ||
| Q2 25 | 18.1% | 22.8% | ||
| Q1 25 | 9.3% | 8.5% | ||
| Q4 24 | 15.9% | 15.6% | ||
| Q3 24 | 8.9% | — | ||
| Q2 24 | 21.2% | 11.6% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 3.0% | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 8.1% | 1.8% | ||
| Q1 25 | 8.4% | 1.4% | ||
| Q4 24 | 11.2% | 3.8% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 6.6% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.77× | ||
| Q3 25 | 2.33× | 3.29× | ||
| Q2 25 | 1.69× | 1.79× | ||
| Q1 25 | 1.74× | 0.79× | ||
| Q4 24 | 1.99× | 1.98× | ||
| Q3 24 | 1.48× | 1.81× | ||
| Q2 24 | 1.95× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
