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Side-by-side financial comparison of Rockwell Automation (ROK) and SEALED AIR CORP (SEE). 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 1.5× SEALED AIR CORP). Rockwell Automation runs the higher net margin — 14.5% vs 3.1%, a 11.3% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 2.6%). SEALED AIR CORP produced more free cash flow last quarter ($257.7M vs $170.0M). Over the past eight quarters, SEALED AIR CORP's revenue compounded faster (2.7% CAGR vs -0.5%).
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.
Sealed Air Corporation is a global provider of innovative packaging and protective solutions. Its core offerings include cushioning materials, food safety and preservation packaging, and sustainable waste-reducing packaging systems, serving retail, e-commerce, food and beverage, and industrial manufacturing markets worldwide.
ROK vs SEE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.4B |
| Net Profit | $305.0M | $43.8M |
| Gross Margin | 48.3% | 28.6% |
| Operating Margin | 20.7% | 11.4% |
| Net Margin | 14.5% | 3.1% |
| Revenue YoY | 11.9% | 2.6% |
| Net Profit YoY | 65.8% | 700.0% |
| EPS (diluted) | $2.69 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $2.3B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $1.9B | $1.4B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $305.0M | $43.8M | ||
| Q3 25 | $138.0M | $255.1M | ||
| Q2 25 | $295.0M | $93.1M | ||
| Q1 25 | $252.0M | $113.5M | ||
| Q4 24 | $184.0M | $-7.3M | ||
| Q3 24 | $239.1M | $91.7M | ||
| Q2 24 | $232.0M | $98.3M | ||
| Q1 24 | $266.2M | $82.0M |
| Q4 25 | 48.3% | 28.6% | ||
| Q3 25 | 69.4% | 29.8% | ||
| Q2 25 | 40.9% | 30.7% | ||
| Q1 25 | 40.5% | 30.9% | ||
| Q4 24 | 38.4% | 30.0% | ||
| Q3 24 | 37.9% | 30.1% | ||
| Q2 24 | 38.8% | 31.2% | ||
| Q1 24 | 39.2% | 30.3% |
| Q4 25 | 20.7% | 11.4% | ||
| Q3 25 | 2.7% | 13.8% | ||
| Q2 25 | 16.0% | 15.0% | ||
| Q1 25 | 14.9% | 14.5% | ||
| Q4 24 | 17.1% | 11.7% | ||
| Q3 24 | 13.5% | 13.9% | ||
| Q2 24 | 12.4% | 15.4% | ||
| Q1 24 | 14.6% | 14.0% |
| Q4 25 | 14.5% | 3.1% | ||
| Q3 25 | 6.0% | 19.0% | ||
| Q2 25 | 13.8% | 7.0% | ||
| Q1 25 | 12.6% | 9.0% | ||
| Q4 24 | 9.8% | -0.5% | ||
| Q3 24 | 11.7% | 6.9% | ||
| Q2 24 | 11.3% | 7.4% | ||
| Q1 24 | 12.5% | 6.2% |
| Q4 25 | $2.69 | $0.30 | ||
| Q3 25 | $1.24 | $1.73 | ||
| Q2 25 | $2.60 | $0.63 | ||
| Q1 25 | $2.22 | $0.77 | ||
| Q4 24 | $1.61 | $-0.05 | ||
| Q3 24 | $2.09 | $0.63 | ||
| Q2 24 | $2.02 | $0.67 | ||
| Q1 24 | $2.31 | $0.56 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $444.0M | $344.0M |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $3.7B | $1.2B |
| Total Assets | $11.2B | $7.0B |
| Debt / EquityLower = less leverage | — | 2.65× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | $344.0M | ||
| Q3 25 | $468.0M | $282.5M | ||
| Q2 25 | $495.0M | $354.4M | ||
| Q1 25 | $456.0M | $335.2M | ||
| Q4 24 | $477.0M | $371.8M | ||
| Q3 24 | $471.3M | $386.0M | ||
| Q2 24 | $407.0M | $388.6M | ||
| Q1 24 | $470.5M | $352.8M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.6B | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.7B | $1.2B | ||
| Q2 25 | $3.5B | $953.1M | ||
| Q1 25 | $3.4B | $797.9M | ||
| Q4 24 | $3.4B | $624.5M | ||
| Q3 24 | $3.5B | $771.2M | ||
| Q2 24 | $3.3B | $650.1M | ||
| Q1 24 | $3.5B | $598.3M |
| Q4 25 | $11.2B | $7.0B | ||
| Q3 25 | $11.2B | $7.1B | ||
| Q2 25 | $11.2B | $7.2B | ||
| Q1 25 | $11.0B | $7.0B | ||
| Q4 24 | $10.9B | $7.0B | ||
| Q3 24 | $11.2B | $7.3B | ||
| Q2 24 | $11.2B | $7.3B | ||
| Q1 24 | $11.4B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | 0.72× | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | 0.73× | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $293.6M |
| Free Cash FlowOCF − Capex | $170.0M | $257.7M |
| FCF MarginFCF / Revenue | 8.1% | 18.5% |
| Capex IntensityCapex / Revenue | 3.0% | 2.6% |
| Cash ConversionOCF / Net Profit | 0.77× | 6.70× |
| TTM Free Cash FlowTrailing 4 quarters | — | $458.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $293.6M | ||
| Q3 25 | $454.0M | $165.9M | ||
| Q2 25 | $527.0M | $136.6M | ||
| Q1 25 | $199.0M | $31.9M | ||
| Q4 24 | $364.0M | $244.2M | ||
| Q3 24 | $432.3M | $170.5M | ||
| Q2 24 | $279.1M | $188.2M | ||
| Q1 24 | $119.8M | $125.1M |
| Q4 25 | $170.0M | $257.7M | ||
| Q3 25 | — | $119.6M | ||
| Q2 25 | $489.0M | $93.2M | ||
| Q1 25 | $171.0M | $-12.0M | ||
| Q4 24 | $293.0M | $185.1M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | $238.4M | $129.5M | ||
| Q1 24 | $68.6M | $78.0M |
| Q4 25 | 8.1% | 18.5% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | 22.8% | 7.0% | ||
| Q1 25 | 8.5% | -0.9% | ||
| Q4 24 | 15.6% | 13.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | 11.6% | 9.7% | ||
| Q1 24 | 3.2% | 5.9% |
| Q4 25 | 3.0% | 2.6% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | 1.8% | 3.3% | ||
| Q1 25 | 1.4% | 3.5% | ||
| Q4 24 | 3.8% | 4.4% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 2.0% | 4.4% | ||
| Q1 24 | 2.4% | 3.6% |
| Q4 25 | 0.77× | 6.70× | ||
| Q3 25 | 3.29× | 0.65× | ||
| Q2 25 | 1.79× | 1.47× | ||
| Q1 25 | 0.79× | 0.28× | ||
| Q4 24 | 1.98× | — | ||
| Q3 24 | 1.81× | 1.86× | ||
| Q2 24 | 1.20× | 1.91× | ||
| Q1 24 | 0.45× | 1.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
