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Side-by-side financial comparison of Jefferies Financial Group Inc. (JEF) 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 $1.7B, roughly 1.3× Jefferies Financial Group Inc.). Rockwell Automation runs the higher net margin — 14.5% vs 12.6%, a 1.8% gap on every dollar of revenue. Jefferies Financial Group Inc. produced more free cash flow last quarter ($1.9B vs $170.0M).
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the Fortune 1000.
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.
JEF vs ROK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.1B |
| Net Profit | $211.3M | $305.0M |
| Gross Margin | 95.7% | 48.3% |
| Operating Margin | 15.2% | 20.7% |
| Net Margin | 12.6% | 14.5% |
| Revenue YoY | — | 11.9% |
| Net Profit YoY | — | 65.8% |
| EPS (diluted) | $0.85 | $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 | $1.7B | $2.1B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.0B | $2.1B | ||
| Q1 24 | $971.2M | $2.1B |
| Q4 25 | $211.3M | $305.0M | ||
| Q3 25 | $242.5M | $138.0M | ||
| Q2 25 | $91.4M | $295.0M | ||
| Q1 25 | $136.8M | $252.0M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | $181.0M | $239.1M | ||
| Q2 24 | $154.7M | $232.0M | ||
| Q1 24 | $156.4M | $266.2M |
| Q4 25 | 95.7% | 48.3% | ||
| Q3 25 | 97.7% | 69.4% | ||
| Q2 25 | 96.5% | 40.9% | ||
| Q1 25 | 96.4% | 40.5% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | 96.9% | 37.9% | ||
| Q2 24 | 96.4% | 38.8% | ||
| Q1 24 | 96.4% | 39.2% |
| Q4 25 | 15.2% | 20.7% | ||
| Q3 25 | 22.1% | 2.7% | ||
| Q2 25 | 11.0% | 16.0% | ||
| Q1 25 | 13.2% | 14.9% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | 20.7% | 13.5% | ||
| Q2 24 | 22.0% | 12.4% | ||
| Q1 24 | 22.7% | 14.6% |
| Q4 25 | 12.6% | 14.5% | ||
| Q3 25 | 16.1% | 6.0% | ||
| Q2 25 | 7.4% | 13.8% | ||
| Q1 25 | 12.0% | 12.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 14.8% | 11.7% | ||
| Q2 24 | 14.9% | 11.3% | ||
| Q1 24 | 16.1% | 12.5% |
| Q4 25 | $0.85 | $2.69 | ||
| Q3 25 | $1.01 | $1.24 | ||
| Q2 25 | $0.40 | $2.60 | ||
| Q1 25 | $0.57 | $2.22 | ||
| Q4 24 | — | $1.61 | ||
| Q3 24 | $0.75 | $2.09 | ||
| Q2 24 | $0.64 | $2.02 | ||
| Q1 24 | $0.66 | $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 | $14.0B | $444.0M |
| Total DebtLower is stronger | $15.9B | — |
| Stockholders' EquityBook value | $10.6B | $3.7B |
| Total Assets | $76.0B | $11.2B |
| Debt / EquityLower = less leverage | 1.50× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.0B | $444.0M | ||
| Q3 25 | $11.5B | $468.0M | ||
| Q2 25 | $11.3B | $495.0M | ||
| Q1 25 | $11.2B | $456.0M | ||
| Q4 24 | — | $477.0M | ||
| Q3 24 | $10.6B | $471.3M | ||
| Q2 24 | $10.8B | $407.0M | ||
| Q1 24 | $7.6B | $470.5M |
| Q4 25 | $15.9B | — | ||
| Q3 25 | $16.0B | $2.6B | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.9B | $2.6B | ||
| Q2 24 | $12.7B | — | ||
| Q1 24 | $9.9B | — |
| Q4 25 | $10.6B | $3.7B | ||
| Q3 25 | $10.4B | $3.7B | ||
| Q2 25 | $10.3B | $3.5B | ||
| Q1 25 | $10.2B | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $10.0B | $3.5B | ||
| Q2 24 | $9.9B | $3.3B | ||
| Q1 24 | $9.8B | $3.5B |
| Q4 25 | $76.0B | $11.2B | ||
| Q3 25 | $69.3B | $11.2B | ||
| Q2 25 | $67.3B | $11.2B | ||
| Q1 25 | $70.2B | $11.0B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | $63.3B | $11.2B | ||
| Q2 24 | $63.0B | $11.2B | ||
| Q1 24 | $60.9B | $11.4B |
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.53× | 0.72× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.29× | 0.73× | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.01× | — |
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 | $2.0B | $234.0M |
| Free Cash FlowOCF − Capex | $1.9B | $170.0M |
| FCF MarginFCF / Revenue | 114.2% | 8.1% |
| Capex IntensityCapex / Revenue | 3.4% | 3.0% |
| Cash ConversionOCF / Net Profit | 9.30× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.7B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $234.0M | ||
| Q3 25 | $184.2M | $454.0M | ||
| Q2 25 | $-978.3M | $527.0M | ||
| Q1 25 | $-2.7B | $199.0M | ||
| Q4 24 | — | $364.0M | ||
| Q3 24 | — | $432.3M | ||
| Q2 24 | — | $279.1M | ||
| Q1 24 | $-1.3B | $119.8M |
| Q4 25 | $1.9B | $170.0M | ||
| Q3 25 | $126.0M | — | ||
| Q2 25 | $-1.0B | $489.0M | ||
| Q1 25 | $-2.7B | $171.0M | ||
| Q4 24 | — | $293.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $238.4M | ||
| Q1 24 | $-1.4B | $68.6M |
| Q4 25 | 114.2% | 8.1% | ||
| Q3 25 | 8.4% | — | ||
| Q2 25 | -83.3% | 22.8% | ||
| Q1 25 | -237.2% | 8.5% | ||
| Q4 24 | — | 15.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 11.6% | ||
| Q1 24 | -139.4% | 3.2% |
| Q4 25 | 3.4% | 3.0% | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 3.6% | 1.8% | ||
| Q1 25 | 4.3% | 1.4% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | 9.9% | 2.4% |
| Q4 25 | 9.30× | 0.77× | ||
| Q3 25 | 0.76× | 3.29× | ||
| Q2 25 | -10.70× | 1.79× | ||
| Q1 25 | -19.48× | 0.79× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.81× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | -8.04× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
