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Side-by-side financial comparison of Rockwell Automation (ROK) and Williams Companies (WMB). Click either name above to swap in a different company.
Williams Companies is the larger business by last-quarter revenue ($3.8B vs $2.1B, roughly 1.8× Rockwell Automation). Williams Companies runs the higher net margin — 19.1% vs 14.5%, a 4.6% gap on every dollar of revenue. On growth, Williams Companies posted the faster year-over-year revenue change (12.7% vs 11.9%). Rockwell Automation produced more free cash flow last quarter ($170.0M vs $-379.0M). Over the past eight quarters, Williams Companies's revenue compounded faster (7.3% 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.
The Williams Companies, Inc. is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets. A Fortune 500 company, its common stock is a component of the S&P 500.
ROK vs WMB — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $3.8B |
| Net Profit | $305.0M | $734.0M |
| Gross Margin | 48.3% | — |
| Operating Margin | 20.7% | 27.3% |
| Net Margin | 14.5% | 19.1% |
| Revenue YoY | 11.9% | 12.7% |
| Net Profit YoY | 65.8% | 51.0% |
| EPS (diluted) | $2.69 | $0.60 |
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 | $3.8B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.1B | $3.4B | ||
| Q1 25 | $2.0B | $4.2B | ||
| Q4 24 | $1.9B | $3.4B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $2.1B | $2.8B | ||
| Q1 24 | $2.1B | $3.3B |
| Q4 25 | $305.0M | $734.0M | ||
| Q3 25 | $138.0M | $647.0M | ||
| Q2 25 | $295.0M | $546.0M | ||
| Q1 25 | $252.0M | $691.0M | ||
| Q4 24 | $184.0M | $486.0M | ||
| Q3 24 | $239.1M | $706.0M | ||
| Q2 24 | $232.0M | $401.0M | ||
| Q1 24 | $266.2M | $632.0M |
| Q4 25 | 48.3% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 40.9% | — | ||
| Q1 25 | 40.5% | — | ||
| Q4 24 | 38.4% | — | ||
| Q3 24 | 37.9% | — | ||
| Q2 24 | 38.8% | — | ||
| Q1 24 | 39.2% | — |
| Q4 25 | 20.7% | 27.3% | ||
| Q3 25 | 2.7% | 31.8% | ||
| Q2 25 | 16.0% | 28.0% | ||
| Q1 25 | 14.9% | 26.1% | ||
| Q4 24 | 17.1% | 23.2% | ||
| Q3 24 | 13.5% | 27.6% | ||
| Q2 24 | 12.4% | 24.4% | ||
| Q1 24 | 14.6% | 30.3% |
| Q4 25 | 14.5% | 19.1% | ||
| Q3 25 | 6.0% | 18.5% | ||
| Q2 25 | 13.8% | 16.2% | ||
| Q1 25 | 12.6% | 16.5% | ||
| Q4 24 | 9.8% | 14.2% | ||
| Q3 24 | 11.7% | 23.3% | ||
| Q2 24 | 11.3% | 14.1% | ||
| Q1 24 | 12.5% | 18.9% |
| Q4 25 | $2.69 | $0.60 | ||
| Q3 25 | $1.24 | $0.53 | ||
| Q2 25 | $2.60 | $0.45 | ||
| Q1 25 | $2.22 | $0.56 | ||
| Q4 24 | $1.61 | $0.39 | ||
| Q3 24 | $2.09 | $0.58 | ||
| Q2 24 | $2.02 | $0.33 | ||
| Q1 24 | $2.31 | $0.52 |
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 | — |
| Total DebtLower is stronger | — | $27.3B |
| Stockholders' EquityBook value | $3.7B | $12.8B |
| Total Assets | $11.2B | $58.6B |
| Debt / EquityLower = less leverage | — | 2.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | — | ||
| Q3 25 | $468.0M | — | ||
| Q2 25 | $495.0M | — | ||
| Q1 25 | $456.0M | — | ||
| Q4 24 | $477.0M | — | ||
| Q3 24 | $471.3M | — | ||
| Q2 24 | $407.0M | — | ||
| Q1 24 | $470.5M | — |
| Q4 25 | — | $27.3B | ||
| Q3 25 | $2.6B | $25.6B | ||
| Q2 25 | — | $25.6B | ||
| Q1 25 | — | $24.1B | ||
| Q4 24 | — | $24.7B | ||
| Q3 24 | $2.6B | $24.8B | ||
| Q2 24 | — | $24.1B | ||
| Q1 24 | — | $24.1B |
| Q4 25 | $3.7B | $12.8B | ||
| Q3 25 | $3.7B | $12.5B | ||
| Q2 25 | $3.5B | $12.4B | ||
| Q1 25 | $3.4B | $12.5B | ||
| Q4 24 | $3.4B | $12.4B | ||
| Q3 24 | $3.5B | $12.4B | ||
| Q2 24 | $3.3B | $12.3B | ||
| Q1 24 | $3.5B | $12.4B |
| Q4 25 | $11.2B | $58.6B | ||
| Q3 25 | $11.2B | $55.7B | ||
| Q2 25 | $11.2B | $56.1B | ||
| Q1 25 | $11.0B | $54.9B | ||
| Q4 24 | $10.9B | $54.5B | ||
| Q3 24 | $11.2B | $53.8B | ||
| Q2 24 | $11.2B | $52.4B | ||
| Q1 24 | $11.4B | $52.7B |
| Q4 25 | — | 2.13× | ||
| Q3 25 | 0.72× | 2.04× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 1.93× | ||
| Q4 24 | — | 1.99× | ||
| Q3 24 | 0.73× | 2.00× | ||
| Q2 24 | — | 1.96× | ||
| Q1 24 | — | 1.94× |
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 | $1.6B |
| Free Cash FlowOCF − Capex | $170.0M | $-379.0M |
| FCF MarginFCF / Revenue | 8.1% | -9.9% |
| Capex IntensityCapex / Revenue | 3.0% | 50.9% |
| Cash ConversionOCF / Net Profit | 0.77× | 2.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $1.6B | ||
| Q3 25 | $454.0M | $1.4B | ||
| Q2 25 | $527.0M | $1.4B | ||
| Q1 25 | $199.0M | $1.4B | ||
| Q4 24 | $364.0M | $1.2B | ||
| Q3 24 | $432.3M | $1.2B | ||
| Q2 24 | $279.1M | $1.3B | ||
| Q1 24 | $119.8M | $1.2B |
| Q4 25 | $170.0M | $-379.0M | ||
| Q3 25 | — | $485.0M | ||
| Q2 25 | $489.0M | $478.0M | ||
| Q1 25 | $171.0M | $421.0M | ||
| Q4 24 | $293.0M | $450.0M | ||
| Q3 24 | — | $561.0M | ||
| Q2 24 | $238.4M | $700.0M | ||
| Q1 24 | $68.6M | $690.0M |
| Q4 25 | 8.1% | -9.9% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | 22.8% | 14.2% | ||
| Q1 25 | 8.5% | 10.1% | ||
| Q4 24 | 15.6% | 13.2% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | 11.6% | 24.6% | ||
| Q1 24 | 3.2% | 20.7% |
| Q4 25 | 3.0% | 50.9% | ||
| Q3 25 | — | 27.3% | ||
| Q2 25 | 1.8% | 28.8% | ||
| Q1 25 | 1.4% | 24.2% | ||
| Q4 24 | 3.8% | 22.5% | ||
| Q3 24 | — | 22.5% | ||
| Q2 24 | 2.0% | 20.3% | ||
| Q1 24 | 2.4% | 16.3% |
| Q4 25 | 0.77× | 2.15× | ||
| Q3 25 | 3.29× | 2.22× | ||
| Q2 25 | 1.79× | 2.66× | ||
| Q1 25 | 0.79× | 2.07× | ||
| Q4 24 | 1.98× | 2.51× | ||
| Q3 24 | 1.81× | 1.76× | ||
| Q2 24 | 1.20× | 3.19× | ||
| Q1 24 | 0.45× | 1.95× |
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% |
WMB
| Services | $2.2B | 57% |
| Natural Gas Us Regulated | $740.0M | 19% |
| West | $730.0M | 19% |
| Non Regulated Service Commodity Consideration | $51.0M | 1% |
| Natural Gas Gathering Transportation Marketing And Processing | $45.0M | 1% |
| Affiliated Entity | $23.0M | 1% |
| Other | $14.0M | 0% |
| Other Service | $11.0M | 0% |
