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Side-by-side financial comparison of GRAPHIC PACKAGING HOLDING CO (GPK) 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 $2.1B, roughly 1.0× GRAPHIC PACKAGING HOLDING CO). Rockwell Automation runs the higher net margin — 14.5% vs 3.4%, a 11.1% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 0.2%). Over the past eight quarters, Rockwell Automation's revenue compounded faster (-0.5% CAGR vs -3.5%).
Graphic Packaging International is a Fortune 500 corporation based in Atlanta, Georgia, United States. It designs and manufactures packaging solutions for commercial products. GPI manufactures paperboard and folding cartons for a wide range of popular consumer goods, particularly beverages and packaged food. The company operates paperboard mills in Kalamazoo, Michigan; Macon, Georgia; Middletown, Ohio; Prosperity, South Carolina; Texarkana, Texas; and West Monroe, Louisiana, that use recycled...
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.
GPK vs ROK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.1B |
| Net Profit | $71.0M | $305.0M |
| Gross Margin | 14.1% | 48.3% |
| Operating Margin | 7.4% | 20.7% |
| Net Margin | 3.4% | 14.5% |
| Revenue YoY | 0.2% | 11.9% |
| Net Profit YoY | -48.6% | 65.8% |
| EPS (diluted) | $0.24 | $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 | $2.1B | $2.1B | ||
| Q3 25 | $2.2B | $2.3B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $2.1B | ||
| Q1 24 | $2.3B | $2.1B |
| Q4 25 | $71.0M | $305.0M | ||
| Q3 25 | $142.0M | $138.0M | ||
| Q2 25 | $104.0M | $295.0M | ||
| Q1 25 | $127.0M | $252.0M | ||
| Q4 24 | $138.0M | $184.0M | ||
| Q3 24 | $165.0M | $239.1M | ||
| Q2 24 | $190.0M | $232.0M | ||
| Q1 24 | $165.0M | $266.2M |
| Q4 25 | 14.1% | 48.3% | ||
| Q3 25 | 19.6% | 69.4% | ||
| Q2 25 | 18.7% | 40.9% | ||
| Q1 25 | 20.6% | 40.5% | ||
| Q4 24 | 21.4% | 38.4% | ||
| Q3 24 | 22.3% | 37.9% | ||
| Q2 24 | 21.2% | 38.8% | ||
| Q1 24 | 23.0% | 39.2% |
| Q4 25 | 7.4% | 20.7% | ||
| Q3 25 | 10.7% | 2.7% | ||
| Q2 25 | 8.8% | 16.0% | ||
| Q1 25 | 10.5% | 14.9% | ||
| Q4 24 | 11.4% | 17.1% | ||
| Q3 24 | 12.6% | 13.5% | ||
| Q2 24 | 14.5% | 12.4% | ||
| Q1 24 | 12.4% | 14.6% |
| Q4 25 | 3.4% | 14.5% | ||
| Q3 25 | 6.5% | 6.0% | ||
| Q2 25 | 4.7% | 13.8% | ||
| Q1 25 | 6.0% | 12.6% | ||
| Q4 24 | 6.6% | 9.8% | ||
| Q3 24 | 7.5% | 11.7% | ||
| Q2 24 | 8.5% | 11.3% | ||
| Q1 24 | 7.3% | 12.5% |
| Q4 25 | $0.24 | $2.69 | ||
| Q3 25 | $0.48 | $1.24 | ||
| Q2 25 | $0.34 | $2.60 | ||
| Q1 25 | $0.42 | $2.22 | ||
| Q4 24 | $0.46 | $1.61 | ||
| Q3 24 | $0.55 | $2.09 | ||
| Q2 24 | $0.62 | $2.02 | ||
| Q1 24 | $0.53 | $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 | $261.0M | $444.0M |
| Total DebtLower is stronger | $5.0B | — |
| Stockholders' EquityBook value | $3.3B | $3.7B |
| Total Assets | $11.8B | $11.2B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $261.0M | $444.0M | ||
| Q3 25 | $120.0M | $468.0M | ||
| Q2 25 | $120.0M | $495.0M | ||
| Q1 25 | $129.0M | $456.0M | ||
| Q4 24 | $157.0M | $477.0M | ||
| Q3 24 | $126.0M | $471.3M | ||
| Q2 24 | $125.0M | $407.0M | ||
| Q1 24 | $136.0M | $470.5M |
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.5B | $2.6B | ||
| Q2 25 | $5.4B | — | ||
| Q1 25 | $5.7B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.4B | $2.6B | ||
| Q2 24 | $4.9B | — | ||
| Q1 24 | $4.9B | — |
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.3B | $3.7B | ||
| Q2 25 | $3.2B | $3.5B | ||
| Q1 25 | $3.2B | $3.4B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.0B | $3.5B | ||
| Q2 24 | $2.8B | $3.3B | ||
| Q1 24 | $2.9B | $3.5B |
| Q4 25 | $11.8B | $11.2B | ||
| Q3 25 | $11.9B | $11.2B | ||
| Q2 25 | $11.8B | $11.2B | ||
| Q1 25 | $11.5B | $11.0B | ||
| Q4 24 | $11.1B | $10.9B | ||
| Q3 24 | $11.2B | $11.2B | ||
| Q2 24 | $10.8B | $11.2B | ||
| Q1 24 | $11.3B | $11.4B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.67× | 0.72× | ||
| Q2 25 | 1.68× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.79× | 0.73× | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 1.73× | — |
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 | $521.0M | $234.0M |
| Free Cash FlowOCF − Capex | — | $170.0M |
| FCF MarginFCF / Revenue | — | 8.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 7.34× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $521.0M | $234.0M | ||
| Q3 25 | $227.0M | $454.0M | ||
| Q2 25 | $267.0M | $527.0M | ||
| Q1 25 | $-174.0M | $199.0M | ||
| Q4 24 | $489.0M | $364.0M | ||
| Q3 24 | $187.0M | $432.3M | ||
| Q2 24 | $161.0M | $279.1M | ||
| Q1 24 | $3.0M | $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 | 7.34× | 0.77× | ||
| Q3 25 | 1.60× | 3.29× | ||
| Q2 25 | 2.57× | 1.79× | ||
| Q1 25 | -1.37× | 0.79× | ||
| Q4 24 | 3.54× | 1.98× | ||
| Q3 24 | 1.13× | 1.81× | ||
| Q2 24 | 0.85× | 1.20× | ||
| Q1 24 | 0.02× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
