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Side-by-side financial comparison of Consolidated Edison (ED) and Rockwell Automation (ROK). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.1B, roughly 1.9× Rockwell Automation). Rockwell Automation runs the higher net margin — 14.5% vs 7.5%, a 7.0% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 8.2%). Over the past eight quarters, Rockwell Automation's revenue compounded faster (-0.5% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
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.
ED vs ROK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.1B |
| Net Profit | $298.0M | $305.0M |
| Gross Margin | — | 48.3% |
| Operating Margin | 12.3% | 20.7% |
| Net Margin | 7.5% | 14.5% |
| Revenue YoY | 8.2% | 11.9% |
| Net Profit YoY | -3.9% | 65.8% |
| EPS (diluted) | $0.81 | $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 | $4.0B | $2.1B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $3.6B | $2.1B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $4.2B | $2.0B | ||
| Q2 24 | $3.3B | $2.1B | ||
| Q1 24 | $4.3B | $2.1B |
| Q4 25 | $298.0M | $305.0M | ||
| Q3 25 | $688.0M | $138.0M | ||
| Q2 25 | $246.0M | $295.0M | ||
| Q1 25 | $791.0M | $252.0M | ||
| Q4 24 | $310.0M | $184.0M | ||
| Q3 24 | $588.0M | $239.1M | ||
| Q2 24 | $202.0M | $232.0M | ||
| Q1 24 | $720.0M | $266.2M |
| 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 24 | — | 39.2% |
| Q4 25 | 12.3% | 20.7% | ||
| Q3 25 | 21.2% | 2.7% | ||
| Q2 25 | 9.8% | 16.0% | ||
| Q1 25 | 23.0% | 14.9% | ||
| Q4 24 | 13.0% | 17.1% | ||
| Q3 24 | 20.4% | 13.5% | ||
| Q2 24 | 9.7% | 12.4% | ||
| Q1 24 | 23.6% | 14.6% |
| Q4 25 | 7.5% | 14.5% | ||
| Q3 25 | 15.1% | 6.0% | ||
| Q2 25 | 6.8% | 13.8% | ||
| Q1 25 | 16.2% | 12.6% | ||
| Q4 24 | 8.5% | 9.8% | ||
| Q3 24 | 13.9% | 11.7% | ||
| Q2 24 | 6.1% | 11.3% | ||
| Q1 24 | 16.8% | 12.5% |
| Q4 25 | $0.81 | $2.69 | ||
| Q3 25 | $1.90 | $1.24 | ||
| Q2 25 | $0.68 | $2.60 | ||
| Q1 25 | $2.25 | $2.22 | ||
| Q4 24 | $0.89 | $1.61 | ||
| Q3 24 | $1.69 | $2.09 | ||
| Q2 24 | $0.58 | $2.02 | ||
| Q1 24 | $2.08 | $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 | $1.6B | $444.0M |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $3.7B |
| Total Assets | $74.6B | $11.2B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $444.0M | ||
| Q3 25 | $181.0M | $468.0M | ||
| Q2 25 | $1.5B | $495.0M | ||
| Q1 25 | $360.0M | $456.0M | ||
| Q4 24 | $1.3B | $477.0M | ||
| Q3 24 | $93.0M | $471.3M | ||
| Q2 24 | $1.5B | $407.0M | ||
| Q1 24 | $169.0M | $470.5M |
| Q4 25 | $25.8B | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $24.2B | $3.7B | ||
| Q3 25 | $24.2B | $3.7B | ||
| Q2 25 | $23.8B | $3.5B | ||
| Q1 25 | $23.8B | $3.4B | ||
| Q4 24 | $22.0B | $3.4B | ||
| Q3 24 | $21.9B | $3.5B | ||
| Q2 24 | $21.6B | $3.3B | ||
| Q1 24 | $21.6B | $3.5B |
| Q4 25 | $74.6B | $11.2B | ||
| Q3 25 | $71.8B | $11.2B | ||
| Q2 25 | $71.5B | $11.2B | ||
| Q1 25 | $70.7B | $11.0B | ||
| Q4 24 | $70.6B | $10.9B | ||
| Q3 24 | $68.6B | $11.2B | ||
| Q2 24 | $67.9B | $11.2B | ||
| Q1 24 | $66.7B | $11.4B |
| Q4 25 | 1.07× | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | — | ||
| 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 | $1.5B | $234.0M |
| Free Cash FlowOCF − Capex | — | $170.0M |
| FCF MarginFCF / Revenue | — | 8.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 4.97× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $234.0M | ||
| Q3 25 | $504.0M | $454.0M | ||
| Q2 25 | $2.0B | $527.0M | ||
| Q1 25 | $837.0M | $199.0M | ||
| Q4 24 | $1.3B | $364.0M | ||
| Q3 24 | $392.0M | $432.3M | ||
| Q2 24 | $1.3B | $279.1M | ||
| Q1 24 | $573.0M | $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 | 4.97× | 0.77× | ||
| Q3 25 | 0.73× | 3.29× | ||
| Q2 25 | 8.04× | 1.79× | ||
| Q1 25 | 1.06× | 0.79× | ||
| Q4 24 | 4.23× | 1.98× | ||
| Q3 24 | 0.67× | 1.81× | ||
| Q2 24 | 6.63× | 1.20× | ||
| Q1 24 | 0.80× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
