vs
Side-by-side financial comparison of Rockwell Automation (ROK) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Rockwell Automation is the larger business by last-quarter revenue ($2.1B vs $1.6B, roughly 1.3× Toast, Inc.). Rockwell Automation runs the higher net margin — 14.5% vs 6.2%, a 8.3% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 11.9%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $170.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
ROK vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.6B |
| Net Profit | $305.0M | $101.0M |
| Gross Margin | 48.3% | 25.9% |
| Operating Margin | 20.7% | 5.2% |
| Net Margin | 14.5% | 6.2% |
| Revenue YoY | 11.9% | 22.0% |
| Net Profit YoY | 65.8% | 215.6% |
| EPS (diluted) | $2.69 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $2.3B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.1B | $1.2B | ||
| Q1 24 | $2.1B | $1.1B |
| Q4 25 | $305.0M | $101.0M | ||
| Q3 25 | $138.0M | $105.0M | ||
| Q2 25 | $295.0M | $80.0M | ||
| Q1 25 | $252.0M | $56.0M | ||
| Q4 24 | $184.0M | $32.0M | ||
| Q3 24 | $239.1M | $56.0M | ||
| Q2 24 | $232.0M | $14.0M | ||
| Q1 24 | $266.2M | $-83.0M |
| Q4 25 | 48.3% | 25.9% | ||
| Q3 25 | 69.4% | 26.5% | ||
| Q2 25 | 40.9% | 25.3% | ||
| Q1 25 | 40.5% | 25.9% | ||
| Q4 24 | 38.4% | 24.9% | ||
| Q3 24 | 37.9% | 24.7% | ||
| Q2 24 | 38.8% | 23.0% | ||
| Q1 24 | 39.2% | 23.2% |
| Q4 25 | 20.7% | 5.2% | ||
| Q3 25 | 2.7% | 5.1% | ||
| Q2 25 | 16.0% | 5.2% | ||
| Q1 25 | 14.9% | 3.2% | ||
| Q4 24 | 17.1% | 2.5% | ||
| Q3 24 | 13.5% | 2.6% | ||
| Q2 24 | 12.4% | 0.4% | ||
| Q1 24 | 14.6% | -5.2% |
| Q4 25 | 14.5% | 6.2% | ||
| Q3 25 | 6.0% | 6.4% | ||
| Q2 25 | 13.8% | 5.2% | ||
| Q1 25 | 12.6% | 4.2% | ||
| Q4 24 | 9.8% | 2.4% | ||
| Q3 24 | 11.7% | 4.3% | ||
| Q2 24 | 11.3% | 1.1% | ||
| Q1 24 | 12.5% | -7.7% |
| Q4 25 | $2.69 | $0.18 | ||
| Q3 25 | $1.24 | $0.16 | ||
| Q2 25 | $2.60 | $0.13 | ||
| Q1 25 | $2.22 | $0.09 | ||
| Q4 24 | $1.61 | $0.09 | ||
| Q3 24 | $2.09 | $0.07 | ||
| Q2 24 | $2.02 | $0.02 | ||
| Q1 24 | $2.31 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.1B |
| Total Assets | $11.2B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | $1.4B | ||
| Q3 25 | $468.0M | $1.4B | ||
| Q2 25 | $495.0M | $1.2B | ||
| Q1 25 | $456.0M | $1.0B | ||
| Q4 24 | $477.0M | $903.0M | ||
| Q3 24 | $471.3M | $761.0M | ||
| Q2 24 | $407.0M | $691.0M | ||
| Q1 24 | $470.5M | $578.0M |
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $2.1B | ||
| Q3 25 | $3.7B | $2.0B | ||
| Q2 25 | $3.5B | $1.8B | ||
| Q1 25 | $3.4B | $1.7B | ||
| Q4 24 | $3.4B | $1.5B | ||
| Q3 24 | $3.5B | $1.4B | ||
| Q2 24 | $3.3B | $1.3B | ||
| Q1 24 | $3.5B | $1.2B |
| Q4 25 | $11.2B | $3.1B | ||
| Q3 25 | $11.2B | $3.0B | ||
| Q2 25 | $11.2B | $2.8B | ||
| Q1 25 | $11.0B | $2.6B | ||
| Q4 24 | $10.9B | $2.4B | ||
| Q3 24 | $11.2B | $2.2B | ||
| Q2 24 | $11.2B | $2.2B | ||
| Q1 24 | $11.4B | $2.1B |
| Q4 25 | — | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $194.0M |
| Free Cash FlowOCF − Capex | $170.0M | $178.0M |
| FCF MarginFCF / Revenue | 8.1% | 10.9% |
| Capex IntensityCapex / Revenue | 3.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.77× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $194.0M | ||
| Q3 25 | $454.0M | $165.0M | ||
| Q2 25 | $527.0M | $223.0M | ||
| Q1 25 | $199.0M | $79.0M | ||
| Q4 24 | $364.0M | $147.0M | ||
| Q3 24 | $432.3M | $109.0M | ||
| Q2 24 | $279.1M | $124.0M | ||
| Q1 24 | $119.8M | $-20.0M |
| Q4 25 | $170.0M | $178.0M | ||
| Q3 25 | — | $153.0M | ||
| Q2 25 | $489.0M | $208.0M | ||
| Q1 25 | $171.0M | $69.0M | ||
| Q4 24 | $293.0M | $134.0M | ||
| Q3 24 | — | $97.0M | ||
| Q2 24 | $238.4M | $108.0M | ||
| Q1 24 | $68.6M | $-33.0M |
| Q4 25 | 8.1% | 10.9% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | 22.8% | 13.4% | ||
| Q1 25 | 8.5% | 5.2% | ||
| Q4 24 | 15.6% | 10.0% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | 11.6% | 8.7% | ||
| Q1 24 | 3.2% | -3.1% |
| Q4 25 | 3.0% | 1.0% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.4% | 0.7% | ||
| Q4 24 | 3.8% | 1.0% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | 2.0% | 1.3% | ||
| Q1 24 | 2.4% | 1.2% |
| Q4 25 | 0.77× | 1.92× | ||
| Q3 25 | 3.29× | 1.57× | ||
| Q2 25 | 1.79× | 2.79× | ||
| Q1 25 | 0.79× | 1.41× | ||
| Q4 24 | 1.98× | 4.59× | ||
| Q3 24 | 1.81× | 1.95× | ||
| Q2 24 | 1.20× | 8.86× | ||
| Q1 24 | 0.45× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
