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Side-by-side financial comparison of Rockwell Automation (ROK) and SONIC AUTOMOTIVE INC (SAH). Click either name above to swap in a different company.
SONIC AUTOMOTIVE INC is the larger business by last-quarter revenue ($3.7B vs $2.2B, roughly 1.6× Rockwell Automation). Rockwell Automation runs the higher net margin — 15.7% vs 1.6%, a 14.0% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 1.0%). Over the past eight quarters, Rockwell Automation's revenue compounded faster (4.5% CAGR vs 3.4%).
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.
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
ROK vs SAH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $3.7B |
| Net Profit | $351.0M | $60.8M |
| Gross Margin | 149.8% | 16.2% |
| Operating Margin | — | 3.1% |
| Net Margin | 15.7% | 1.6% |
| Revenue YoY | 11.9% | 1.0% |
| Net Profit YoY | 38.9% | — |
| EPS (diluted) | $3.10 | $1.79 |
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.
| Q2 26 | $2.2B | — | ||
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.1B | $3.9B | ||
| Q3 25 | $2.3B | $4.0B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.0B | $3.7B | ||
| Q4 24 | $1.9B | $3.9B | ||
| Q3 24 | $2.0B | $3.5B |
| Q2 26 | $351.0M | — | ||
| Q1 26 | — | $60.8M | ||
| Q4 25 | $305.0M | $46.9M | ||
| Q3 25 | $138.0M | $46.8M | ||
| Q2 25 | $295.0M | $-45.6M | ||
| Q1 25 | $252.0M | $70.6M | ||
| Q4 24 | $184.0M | $58.6M | ||
| Q3 24 | $239.1M | $74.2M |
| Q2 26 | 149.8% | — | ||
| Q1 26 | — | 16.2% | ||
| Q4 25 | 48.3% | 15.5% | ||
| Q3 25 | 69.4% | 15.5% | ||
| Q2 25 | 40.9% | 16.5% | ||
| Q1 25 | 40.5% | 15.5% | ||
| Q4 24 | 38.4% | 14.7% | ||
| Q3 24 | 37.9% | 15.6% |
| Q2 26 | — | — | ||
| Q1 26 | — | 3.1% | ||
| Q4 25 | 20.7% | 3.2% | ||
| Q3 25 | 2.7% | 3.1% | ||
| Q2 25 | 16.0% | -0.6% | ||
| Q1 25 | 14.9% | 4.0% | ||
| Q4 24 | 17.1% | 3.4% | ||
| Q3 24 | 13.5% | 3.3% |
| Q2 26 | 15.7% | — | ||
| Q1 26 | — | 1.6% | ||
| Q4 25 | 14.5% | 1.2% | ||
| Q3 25 | 6.0% | 1.2% | ||
| Q2 25 | 13.8% | -1.2% | ||
| Q1 25 | 12.6% | 1.9% | ||
| Q4 24 | 9.8% | 1.5% | ||
| Q3 24 | 11.7% | 2.1% |
| Q2 26 | $3.10 | — | ||
| Q1 26 | — | $1.79 | ||
| Q4 25 | $2.69 | $1.39 | ||
| Q3 25 | $1.24 | $1.33 | ||
| Q2 25 | $2.60 | $-1.34 | ||
| Q1 25 | $2.22 | $2.04 | ||
| Q4 24 | $1.61 | $1.67 | ||
| Q3 24 | $2.09 | $2.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $423.0M | — |
| Total DebtLower is stronger | $3.7B | — |
| Stockholders' EquityBook value | — | — |
| Total Assets | — | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $423.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $444.0M | $6.3M | ||
| Q3 25 | $468.0M | $89.4M | ||
| Q2 25 | $495.0M | $110.4M | ||
| Q1 25 | $456.0M | $64.6M | ||
| Q4 24 | $477.0M | $44.0M | ||
| Q3 24 | $471.3M | $17.6M |
| Q2 26 | $3.7B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $2.6B | $1.7B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $3.7B | $1.1B | ||
| Q2 25 | $3.5B | $1.0B | ||
| Q1 25 | $3.4B | $1.1B | ||
| Q4 24 | $3.4B | $1.1B | ||
| Q3 24 | $3.5B | $1.0B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $6.0B | ||
| Q3 25 | $11.2B | $6.0B | ||
| Q2 25 | $11.2B | $5.9B | ||
| Q1 25 | $11.0B | $5.9B | ||
| Q4 24 | $10.9B | $5.9B | ||
| Q3 24 | $11.2B | $5.8B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | 0.72× | 1.39× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | 0.73× | 1.67× |
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 | — | — |
| Free Cash FlowOCF − Capex | $238.0M | — |
| FCF MarginFCF / Revenue | 10.6% | — |
| Capex IntensityCapex / Revenue | 4.9% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $234.0M | $66.9M | ||
| Q3 25 | $454.0M | $167.9M | ||
| Q2 25 | $527.0M | $136.8M | ||
| Q1 25 | $199.0M | $195.8M | ||
| Q4 24 | $364.0M | $87.7M | ||
| Q3 24 | $432.3M | $87.8M |
| Q2 26 | $238.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $170.0M | $-195.6M | ||
| Q3 25 | — | $134.4M | ||
| Q2 25 | $489.0M | $102.7M | ||
| Q1 25 | $171.0M | $150.8M | ||
| Q4 24 | $293.0M | $-245.5M | ||
| Q3 24 | — | $34.5M |
| Q2 26 | 10.6% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | -5.1% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | 22.8% | 2.8% | ||
| Q1 25 | 8.5% | 4.1% | ||
| Q4 24 | 15.6% | -6.3% | ||
| Q3 24 | — | 1.0% |
| Q2 26 | 4.9% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 6.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 1.4% | 1.2% | ||
| Q4 24 | 3.8% | 8.6% | ||
| Q3 24 | — | 1.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.77× | 1.43× | ||
| Q3 25 | 3.29× | 3.59× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.79× | 2.77× | ||
| Q4 24 | 1.98× | 1.50× | ||
| Q3 24 | 1.81× | 1.18× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROK
| Intelligent Devices (a) | $1.0B | 45% |
| Software & Control (b) | $684.0M | 31% |
| Lifecycle Services (c) | $547.0M | 24% |
SAH
| Retail new vehicles | $1.6B | 44% |
| Used vehicles | $1.3B | 34% |
| Parts, service and collision repair | $516.6M | 14% |
| Finance, insurance and other, net | $202.4M | 5% |
| Wholesale vehicles | $71.8M | 2% |
| Fleet new vehicles | $20.7M | 1% |
