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Side-by-side financial comparison of Rockwell Automation (ROK) and Western Digital (WDC). Click either name above to swap in a different company.
Western Digital is the larger business by last-quarter revenue ($3.3B vs $2.2B, roughly 1.5× Rockwell Automation). Western Digital runs the higher net margin — 96.0% vs 15.7%, a 80.4% gap on every dollar of revenue. On growth, Western Digital posted the faster year-over-year revenue change (45.5% vs 11.9%). Western Digital produced more free cash flow last quarter ($978.0M vs $238.0M). Over the past eight quarters, Rockwell Automation's revenue compounded faster (4.5% CAGR vs -9.7%).
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.
Western Digital Corporation, doing business as WD, is an American data storage company headquartered in San Jose, California. Established in 1970, the company is one of the world's largest manufacturers of hard disk drives (HDDs).
ROK vs WDC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $3.3B |
| Net Profit | $351.0M | $3.2B |
| Gross Margin | 149.8% | 50.2% |
| Operating Margin | — | 35.7% |
| Net Margin | 15.7% | 96.0% |
| Revenue YoY | 11.9% | 45.5% |
| Net Profit YoY | 38.9% | 516.3% |
| EPS (diluted) | $3.10 | $8.20 |
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.
| Q3 26 | — | $3.3B | ||
| Q2 26 | $2.2B | $3.0B | ||
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.1B | $-1.2B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $1.9B | $4.3B |
| Q3 26 | — | $3.2B | ||
| Q2 26 | $351.0M | $1.8B | ||
| Q1 26 | — | $1.8B | ||
| Q4 25 | $305.0M | $1.2B | ||
| Q3 25 | $138.0M | — | ||
| Q2 25 | $295.0M | $282.0M | ||
| Q1 25 | $252.0M | $520.0M | ||
| Q4 24 | $184.0M | $594.0M |
| Q3 26 | — | 50.2% | ||
| Q2 26 | 149.8% | 45.7% | ||
| Q1 26 | — | 45.7% | ||
| Q4 25 | 48.3% | 43.5% | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 40.9% | — | ||
| Q1 25 | 40.5% | 39.8% | ||
| Q4 24 | 38.4% | 35.4% |
| Q3 26 | — | 35.7% | ||
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 30.1% | ||
| Q4 25 | 20.7% | 28.1% | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 16.0% | — | ||
| Q1 25 | 14.9% | 33.1% | ||
| Q4 24 | 17.1% | 19.9% |
| Q3 26 | — | 96.0% | ||
| Q2 26 | 15.7% | 61.1% | ||
| Q1 26 | — | 61.1% | ||
| Q4 25 | 14.5% | 41.9% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 13.8% | -24.4% | ||
| Q1 25 | 12.6% | 22.7% | ||
| Q4 24 | 9.8% | 13.9% |
| Q3 26 | — | $8.20 | ||
| Q2 26 | $3.10 | $4.73 | ||
| Q1 26 | — | $4.73 | ||
| Q4 25 | $2.69 | $3.07 | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $2.60 | $0.72 | ||
| Q1 25 | $2.22 | $1.42 | ||
| Q4 24 | $1.61 | $1.63 |
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 | $2.0B |
| Total DebtLower is stronger | $3.7B | $1.6B |
| Stockholders' EquityBook value | — | $9.7B |
| Total Assets | — | $15.0B |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | $2.0B | ||
| Q2 26 | $423.0M | $2.0B | ||
| Q1 26 | — | $2.0B | ||
| Q4 25 | $444.0M | $2.0B | ||
| Q3 25 | $468.0M | — | ||
| Q2 25 | $495.0M | $2.1B | ||
| Q1 25 | $456.0M | $3.5B | ||
| Q4 24 | $477.0M | $2.3B |
| Q3 26 | — | $1.6B | ||
| Q2 26 | $3.7B | $4.7B | ||
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B |
| Q3 26 | — | $9.7B | ||
| Q2 26 | — | $7.1B | ||
| Q1 26 | — | $7.1B | ||
| Q4 25 | $3.7B | $5.9B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.5B | $5.3B | ||
| Q1 25 | $3.4B | $5.2B | ||
| Q4 24 | $3.4B | $12.1B |
| Q3 26 | — | $15.0B | ||
| Q2 26 | — | $15.6B | ||
| Q1 26 | — | $15.6B | ||
| Q4 25 | $11.2B | $14.4B | ||
| Q3 25 | $11.2B | — | ||
| Q2 25 | $11.2B | $14.0B | ||
| Q1 25 | $11.0B | $16.4B | ||
| Q4 24 | $10.9B | $25.5B |
| Q3 26 | — | 0.16× | ||
| Q2 26 | — | 0.65× | ||
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× |
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 | — | $1.1B |
| Free Cash FlowOCF − Capex | $238.0M | $978.0M |
| FCF MarginFCF / Revenue | 10.6% | 29.3% |
| Capex IntensityCapex / Revenue | 4.9% | — |
| Cash ConversionOCF / Net Profit | — | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | $1.1B | ||
| Q2 26 | — | $745.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $234.0M | $672.0M | ||
| Q3 25 | $454.0M | — | ||
| Q2 25 | $527.0M | $746.0M | ||
| Q1 25 | $199.0M | $508.0M | ||
| Q4 24 | $364.0M | $403.0M |
| Q3 26 | — | $978.0M | ||
| Q2 26 | $238.0M | $653.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $170.0M | $599.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | $489.0M | $675.0M | ||
| Q1 25 | $171.0M | $379.0M | ||
| Q4 24 | $293.0M | $287.0M |
| Q3 26 | — | 29.3% | ||
| Q2 26 | 10.6% | 21.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 21.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | 22.8% | -58.5% | ||
| Q1 25 | 8.5% | 16.5% | ||
| Q4 24 | 15.6% | 6.7% |
| Q3 26 | — | — | ||
| Q2 26 | 4.9% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.8% | -6.2% | ||
| Q1 25 | 1.4% | 5.6% | ||
| Q4 24 | 3.8% | 2.7% |
| Q3 26 | — | 0.35× | ||
| Q2 26 | — | 0.40× | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.77× | 0.57× | ||
| Q3 25 | 3.29× | — | ||
| Q2 25 | 1.79× | 2.65× | ||
| Q1 25 | 0.79× | 0.98× | ||
| Q4 24 | 1.98× | 0.68× |
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% |
WDC
Segment breakdown not available.
