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Side-by-side financial comparison of PLEXUS CORP (PLXS) 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 $1.2B, roughly 1.8× PLEXUS CORP). Rockwell Automation runs the higher net margin — 14.5% vs 4.3%, a 10.2% gap on every dollar of revenue. On growth, PLEXUS CORP posted the faster year-over-year revenue change (18.7% vs 11.9%). Over the past eight quarters, PLEXUS CORP's revenue compounded faster (7.2% CAGR vs -0.5%).
Plex Systems, Inc. is an American software company based in Troy, Michigan. The company develops and markets the Plex Manufacturing Cloud, a software as a service (SaaS) or cloud computing ERP for manufacturing.
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.
PLXS vs ROK — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.1B |
| Net Profit | $49.8M | $305.0M |
| Gross Margin | 10.2% | 48.3% |
| Operating Margin | 5.3% | 20.7% |
| Net Margin | 4.3% | 14.5% |
| Revenue YoY | 18.7% | 11.9% |
| Net Profit YoY | 27.5% | 65.8% |
| EPS (diluted) | $1.82 | $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 | $1.1B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.1B |
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $305.0M | ||
| Q3 25 | — | $138.0M | ||
| Q2 25 | — | $295.0M | ||
| Q1 25 | — | $252.0M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $239.1M | ||
| Q2 24 | — | $232.0M |
| Q1 26 | 9.9% | — | ||
| 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 26 | 5.1% | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 14.9% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 12.4% |
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 11.3% |
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $2.69 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | — | $2.60 | ||
| Q1 25 | — | $2.22 | ||
| Q4 24 | — | $1.61 | ||
| Q3 24 | — | $2.09 | ||
| Q2 24 | — | $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 | $303.1M | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $3.7B |
| Total Assets | $3.4B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $444.0M | ||
| Q3 25 | — | $468.0M | ||
| Q2 25 | — | $495.0M | ||
| Q1 25 | — | $456.0M | ||
| Q4 24 | — | $477.0M | ||
| Q3 24 | — | $471.3M | ||
| Q2 24 | — | $407.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.3B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $11.2B | ||
| Q3 25 | — | $11.2B | ||
| Q2 25 | — | $11.2B | ||
| Q1 25 | — | $11.0B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $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 | — | $234.0M | ||
| Q3 25 | — | $454.0M | ||
| Q2 25 | — | $527.0M | ||
| Q1 25 | — | $199.0M | ||
| Q4 24 | — | $364.0M | ||
| Q3 24 | — | $432.3M | ||
| Q2 24 | — | $279.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | 3.29× | ||
| Q2 25 | — | 1.79× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.81× | ||
| Q2 24 | — | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
