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Side-by-side financial comparison of Rockwell Automation (ROK) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.1B, roughly 1.4× Rockwell Automation). Rockwell Automation runs the higher net margin — 14.5% vs 10.5%, a 4.0% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $170.0M). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% 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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
ROK vs VFC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.9B |
| Net Profit | $305.0M | $300.8M |
| Gross Margin | 48.3% | 56.6% |
| Operating Margin | 20.7% | 10.1% |
| Net Margin | 14.5% | 10.5% |
| Revenue YoY | 11.9% | 1.5% |
| Net Profit YoY | 65.8% | 79.3% |
| EPS (diluted) | $2.69 | $0.76 |
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 | $2.9B | ||
| Q3 25 | $2.3B | $2.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $1.9B | $2.8B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.1B | $1.9B | ||
| Q1 24 | $2.1B | $2.4B |
| Q4 25 | $305.0M | $300.8M | ||
| Q3 25 | $138.0M | $189.8M | ||
| Q2 25 | $295.0M | $-116.4M | ||
| Q1 25 | $252.0M | $-150.8M | ||
| Q4 24 | $184.0M | $167.8M | ||
| Q3 24 | $239.1M | $52.2M | ||
| Q2 24 | $232.0M | $-258.9M | ||
| Q1 24 | $266.2M | $-418.3M |
| Q4 25 | 48.3% | 56.6% | ||
| Q3 25 | 69.4% | 52.2% | ||
| Q2 25 | 40.9% | 53.9% | ||
| Q1 25 | 40.5% | 52.7% | ||
| Q4 24 | 38.4% | 56.3% | ||
| Q3 24 | 37.9% | 52.2% | ||
| Q2 24 | 38.8% | 52.0% | ||
| Q1 24 | 39.2% | 48.4% |
| Q4 25 | 20.7% | 10.1% | ||
| Q3 25 | 2.7% | 11.2% | ||
| Q2 25 | 16.0% | -4.9% | ||
| Q1 25 | 14.9% | 2.2% | ||
| Q4 24 | 17.1% | 8.0% | ||
| Q3 24 | 13.5% | 9.9% | ||
| Q2 24 | 12.4% | -12.6% | ||
| Q1 24 | 14.6% | -15.0% |
| Q4 25 | 14.5% | 10.5% | ||
| Q3 25 | 6.0% | 6.8% | ||
| Q2 25 | 13.8% | -6.6% | ||
| Q1 25 | 12.6% | -7.5% | ||
| Q4 24 | 9.8% | 5.9% | ||
| Q3 24 | 11.7% | 1.9% | ||
| Q2 24 | 11.3% | -13.6% | ||
| Q1 24 | 12.5% | -17.6% |
| Q4 25 | $2.69 | $0.76 | ||
| Q3 25 | $1.24 | $0.48 | ||
| Q2 25 | $2.60 | $-0.30 | ||
| Q1 25 | $2.22 | $-0.37 | ||
| Q4 24 | $1.61 | $0.43 | ||
| Q3 24 | $2.09 | $0.13 | ||
| Q2 24 | $2.02 | $-0.67 | ||
| Q1 24 | $2.31 | $-1.07 |
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 | $1.5B |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $3.7B | $1.8B |
| Total Assets | $11.2B | $10.4B |
| Debt / EquityLower = less leverage | — | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | $1.5B | ||
| Q3 25 | $468.0M | $419.1M | ||
| Q2 25 | $495.0M | $642.4M | ||
| Q1 25 | $456.0M | $429.4M | ||
| Q4 24 | $477.0M | $1.4B | ||
| Q3 24 | $471.3M | $492.2M | ||
| Q2 24 | $407.0M | $637.4M | ||
| Q1 24 | $470.5M | $674.6M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | $2.6B | $3.5B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $4.7B |
| Q4 25 | $3.7B | $1.8B | ||
| Q3 25 | $3.7B | $1.5B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.4B | $1.5B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $3.5B | $1.4B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $3.5B | $1.7B |
| Q4 25 | $11.2B | $10.4B | ||
| Q3 25 | $11.2B | $10.6B | ||
| Q2 25 | $11.2B | $10.2B | ||
| Q1 25 | $11.0B | $9.4B | ||
| Q4 24 | $10.9B | $10.6B | ||
| Q3 24 | $11.2B | $12.2B | ||
| Q2 24 | $11.2B | $11.5B | ||
| Q1 24 | $11.4B | $11.6B |
| Q4 25 | — | 1.99× | ||
| Q3 25 | 0.72× | 2.40× | ||
| Q2 25 | — | 2.76× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | 0.73× | 2.86× | ||
| Q2 24 | — | 2.84× | ||
| Q1 24 | — | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | $170.0M | $977.9M |
| FCF MarginFCF / Revenue | 8.1% | 34.0% |
| Capex IntensityCapex / Revenue | 3.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 0.77× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | — | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $1.0B | ||
| Q3 25 | $454.0M | $-227.0M | ||
| Q2 25 | $527.0M | $-145.5M | ||
| Q1 25 | $199.0M | $-171.1M | ||
| Q4 24 | $364.0M | $918.1M | ||
| Q3 24 | $432.3M | $-301.6M | ||
| Q2 24 | $279.1M | $19.8M | ||
| Q1 24 | $119.8M | — |
| Q4 25 | $170.0M | $977.9M | ||
| Q3 25 | — | $-253.5M | ||
| Q2 25 | $489.0M | $-173.7M | ||
| Q1 25 | $171.0M | $-193.0M | ||
| Q4 24 | $293.0M | $899.7M | ||
| Q3 24 | — | $-322.4M | ||
| Q2 24 | $238.4M | $-5.4M | ||
| Q1 24 | $68.6M | — |
| Q4 25 | 8.1% | 34.0% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | 22.8% | -9.9% | ||
| Q1 25 | 8.5% | -9.6% | ||
| Q4 24 | 15.6% | 31.7% | ||
| Q3 24 | — | -11.7% | ||
| Q2 24 | 11.6% | -0.3% | ||
| Q1 24 | 3.2% | — |
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 1.4% | 1.1% | ||
| Q4 24 | 3.8% | 0.6% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | 2.0% | 1.3% | ||
| Q1 24 | 2.4% | — |
| Q4 25 | 0.77× | 3.36× | ||
| Q3 25 | 3.29× | -1.20× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.98× | 5.47× | ||
| Q3 24 | 1.81× | -5.78× | ||
| Q2 24 | 1.20× | — | ||
| 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% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
