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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) 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 $1.4B, roughly 1.6× Option Care Health, Inc.). 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 1.3%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (4.9% CAGR vs -0.5%).
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
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.
OPCH vs ROK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.1B |
| Net Profit | $45.3M | $305.0M |
| Gross Margin | 19.4% | 48.3% |
| Operating Margin | 5.4% | 20.7% |
| Net Margin | 3.4% | 14.5% |
| Revenue YoY | 1.3% | 11.9% |
| Net Profit YoY | -3.0% | 65.8% |
| EPS (diluted) | $0.29 | $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 | $1.4B | — | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.2B | $2.1B |
| Q1 26 | $45.3M | — | ||
| Q4 25 | $58.5M | $305.0M | ||
| Q3 25 | $51.8M | $138.0M | ||
| Q2 25 | $50.5M | $295.0M | ||
| Q1 25 | $46.7M | $252.0M | ||
| Q4 24 | $60.1M | $184.0M | ||
| Q3 24 | $53.9M | $239.1M | ||
| Q2 24 | $53.0M | $232.0M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 19.3% | 48.3% | ||
| Q3 25 | 19.0% | 69.4% | ||
| Q2 25 | 19.0% | 40.9% | ||
| Q1 25 | 19.7% | 40.5% | ||
| Q4 24 | 21.3% | 38.4% | ||
| Q3 24 | 20.1% | 37.9% | ||
| Q2 24 | 20.3% | 38.8% |
| Q1 26 | 5.4% | — | ||
| Q4 25 | 6.2% | 20.7% | ||
| Q3 25 | 5.9% | 2.7% | ||
| Q2 25 | 5.8% | 16.0% | ||
| Q1 25 | 5.9% | 14.9% | ||
| Q4 24 | 6.9% | 17.1% | ||
| Q3 24 | 6.7% | 13.5% | ||
| Q2 24 | 6.6% | 12.4% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.0% | 14.5% | ||
| Q3 25 | 3.6% | 6.0% | ||
| Q2 25 | 3.6% | 13.8% | ||
| Q1 25 | 3.5% | 12.6% | ||
| Q4 24 | 4.8% | 9.8% | ||
| Q3 24 | 4.2% | 11.7% | ||
| Q2 24 | 4.3% | 11.3% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.37 | $2.69 | ||
| Q3 25 | $0.32 | $1.24 | ||
| Q2 25 | $0.31 | $2.60 | ||
| Q1 25 | $0.28 | $2.22 | ||
| Q4 24 | $0.36 | $1.61 | ||
| Q3 24 | $0.31 | $2.09 | ||
| Q2 24 | $0.30 | $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 | $177.3M | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $3.7B |
| Total Assets | $3.4B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $232.6M | $444.0M | ||
| Q3 25 | $309.8M | $468.0M | ||
| Q2 25 | $198.8M | $495.0M | ||
| Q1 25 | $171.4M | $456.0M | ||
| Q4 24 | $412.6M | $477.0M | ||
| Q3 24 | $483.0M | $471.3M | ||
| Q2 24 | $376.9M | $407.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $2.6B | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $3.7B | ||
| Q3 25 | $1.4B | $3.7B | ||
| Q2 25 | $1.4B | $3.5B | ||
| Q1 25 | $1.4B | $3.4B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.5B | ||
| Q2 24 | $1.4B | $3.3B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | $11.2B | ||
| Q3 25 | $3.5B | $11.2B | ||
| Q2 25 | $3.4B | $11.2B | ||
| Q1 25 | $3.3B | $11.0B | ||
| Q4 24 | $3.4B | $10.9B | ||
| Q3 24 | $3.4B | $11.2B | ||
| Q2 24 | $3.3B | $11.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.86× | 0.72× | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 0.78× | 0.73× | ||
| Q2 24 | 0.79× | — |
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 | $258.4M | $234.0M | ||
| Q3 25 | $139.4M | $454.0M | ||
| Q2 25 | $90.3M | $527.0M | ||
| Q1 25 | $-7.2M | $199.0M | ||
| Q4 24 | $36.1M | $364.0M | ||
| Q3 24 | $160.4M | $432.3M | ||
| Q2 24 | $195.7M | $279.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $170.0M | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | $489.0M | ||
| Q1 25 | $-16.6M | $171.0M | ||
| Q4 24 | $25.8M | $293.0M | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | $238.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | 22.8% | ||
| Q1 25 | -1.2% | 8.5% | ||
| Q4 24 | 2.0% | 15.6% | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | 11.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | 1.8% | ||
| Q1 25 | 0.7% | 1.4% | ||
| Q4 24 | 0.8% | 3.8% | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | 0.77× | ||
| Q3 25 | 2.69× | 3.29× | ||
| Q2 25 | 1.79× | 1.79× | ||
| Q1 25 | -0.15× | 0.79× | ||
| Q4 24 | 0.60× | 1.98× | ||
| Q3 24 | 2.98× | 1.81× | ||
| Q2 24 | 3.69× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
