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Side-by-side financial comparison of Rockwell Automation (ROK) and WATSCO INC (WSO). 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× WATSCO INC). Rockwell Automation runs the higher net margin — 14.5% vs 4.5%, a 9.9% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs -10.0%). WATSCO INC produced more free cash flow last quarter ($388.5M vs $170.0M). Over the past eight quarters, WATSCO INC's revenue compounded faster (0.4% 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.
Watsco, Inc. is a distributor of air conditioning, heating and refrigeration equipment, and related parts and supplies (HVAC/R) in the United States. Watsco was founded more than 60 years ago as a manufacturer of parts, components, and tools used in the HVAC/R industry. In 1989, the company shifted from manufacturing to distribution, by acquiring Gemaire Distributors Inc., a South Florida-based Rheem distributor.
ROK vs WSO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.6B |
| Net Profit | $305.0M | $71.7M |
| Gross Margin | 48.3% | 27.1% |
| Operating Margin | 20.7% | 6.4% |
| Net Margin | 14.5% | 4.5% |
| Revenue YoY | 11.9% | -10.0% |
| Net Profit YoY | 65.8% | -25.9% |
| EPS (diluted) | $2.69 | $1.82 |
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 | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $2.1B | $2.1B | ||
| Q1 24 | $2.1B | $1.6B |
| Q4 25 | $305.0M | $71.7M | ||
| Q3 25 | $138.0M | $161.6M | ||
| Q2 25 | $295.0M | $183.6M | ||
| Q1 25 | $252.0M | $80.1M | ||
| Q4 24 | $184.0M | $96.8M | ||
| Q3 24 | $239.1M | $171.0M | ||
| Q2 24 | $232.0M | $181.4M | ||
| Q1 24 | $266.2M | $87.0M |
| Q4 25 | 48.3% | 27.1% | ||
| Q3 25 | 69.4% | 27.5% | ||
| Q2 25 | 40.9% | 29.3% | ||
| Q1 25 | 40.5% | 28.1% | ||
| Q4 24 | 38.4% | 26.7% | ||
| Q3 24 | 37.9% | 26.2% | ||
| Q2 24 | 38.8% | 27.1% | ||
| Q1 24 | 39.2% | 27.5% |
| Q4 25 | 20.7% | 6.4% | ||
| Q3 25 | 2.7% | 11.4% | ||
| Q2 25 | 16.0% | 13.2% | ||
| Q1 25 | 14.9% | 7.3% | ||
| Q4 24 | 17.1% | 7.8% | ||
| Q3 24 | 13.5% | 11.6% | ||
| Q2 24 | 12.4% | 12.6% | ||
| Q1 24 | 14.6% | 8.1% |
| Q4 25 | 14.5% | 4.5% | ||
| Q3 25 | 6.0% | 7.8% | ||
| Q2 25 | 13.8% | 8.9% | ||
| Q1 25 | 12.6% | 5.2% | ||
| Q4 24 | 9.8% | 5.5% | ||
| Q3 24 | 11.7% | 7.9% | ||
| Q2 24 | 11.3% | 8.5% | ||
| Q1 24 | 12.5% | 5.6% |
| Q4 25 | $2.69 | $1.82 | ||
| Q3 25 | $1.24 | $3.98 | ||
| Q2 25 | $2.60 | $4.52 | ||
| Q1 25 | $2.22 | $1.93 | ||
| Q4 24 | $1.61 | $2.42 | ||
| Q3 24 | $2.09 | $4.22 | ||
| Q2 24 | $2.02 | $4.49 | ||
| Q1 24 | $2.31 | $2.17 |
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 | $733.3M |
| Total DebtLower is stronger | — | $361.6M |
| Stockholders' EquityBook value | $3.7B | $2.8B |
| Total Assets | $11.2B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | $733.3M | ||
| Q3 25 | $468.0M | $524.3M | ||
| Q2 25 | $495.0M | $293.0M | ||
| Q1 25 | $456.0M | $431.8M | ||
| Q4 24 | $477.0M | $781.9M | ||
| Q3 24 | $471.3M | $550.0M | ||
| Q2 24 | $407.0M | $424.9M | ||
| Q1 24 | $470.5M | $478.9M |
| Q4 25 | — | $361.6M | ||
| Q3 25 | $2.6B | $340.8M | ||
| Q2 25 | — | $338.7M | ||
| Q1 25 | — | $346.4M | ||
| Q4 24 | — | $337.2M | ||
| Q3 24 | $2.6B | $321.0M | ||
| Q2 24 | — | $307.1M | ||
| Q1 24 | — | $306.3M |
| Q4 25 | $3.7B | $2.8B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.5B | $2.8B | ||
| Q1 25 | $3.4B | $2.7B | ||
| Q4 24 | $3.4B | $2.7B | ||
| Q3 24 | $3.5B | $2.7B | ||
| Q2 24 | $3.3B | $2.6B | ||
| Q1 24 | $3.5B | $2.5B |
| Q4 25 | $11.2B | $4.4B | ||
| Q3 25 | $11.2B | $4.6B | ||
| Q2 25 | $11.2B | $4.7B | ||
| Q1 25 | $11.0B | $4.5B | ||
| Q4 24 | $10.9B | $4.5B | ||
| Q3 24 | $11.2B | $4.5B | ||
| Q2 24 | $11.2B | $4.4B | ||
| Q1 24 | $11.4B | $4.4B |
| Q4 25 | — | 0.13× | ||
| Q3 25 | 0.72× | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 0.73× | 0.12× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.12× |
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 | $399.8M |
| Free Cash FlowOCF − Capex | $170.0M | $388.5M |
| FCF MarginFCF / Revenue | 8.1% | 24.6% |
| Capex IntensityCapex / Revenue | 3.0% | 0.7% |
| Cash ConversionOCF / Net Profit | 0.77× | 5.57× |
| TTM Free Cash FlowTrailing 4 quarters | — | $535.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $399.8M | ||
| Q3 25 | $454.0M | $354.9M | ||
| Q2 25 | $527.0M | $-7.4M | ||
| Q1 25 | $199.0M | $-177.6M | ||
| Q4 24 | $364.0M | $378.9M | ||
| Q3 24 | $432.3M | $232.8M | ||
| Q2 24 | $279.1M | $57.7M | ||
| Q1 24 | $119.8M | $103.7M |
| Q4 25 | $170.0M | $388.5M | ||
| Q3 25 | — | $346.1M | ||
| Q2 25 | $489.0M | $-14.3M | ||
| Q1 25 | $171.0M | $-185.2M | ||
| Q4 24 | $293.0M | $370.9M | ||
| Q3 24 | — | $223.0M | ||
| Q2 24 | $238.4M | $51.3M | ||
| Q1 24 | $68.6M | $97.9M |
| Q4 25 | 8.1% | 24.6% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | 22.8% | -0.7% | ||
| Q1 25 | 8.5% | -12.1% | ||
| Q4 24 | 15.6% | 21.1% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | 11.6% | 2.4% | ||
| Q1 24 | 3.2% | 6.3% |
| Q4 25 | 3.0% | 0.7% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 1.4% | 0.5% | ||
| Q4 24 | 3.8% | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | 2.0% | 0.3% | ||
| Q1 24 | 2.4% | 0.4% |
| Q4 25 | 0.77× | 5.57× | ||
| Q3 25 | 3.29× | 2.20× | ||
| Q2 25 | 1.79× | -0.04× | ||
| Q1 25 | 0.79× | -2.22× | ||
| Q4 24 | 1.98× | 3.91× | ||
| Q3 24 | 1.81× | 1.36× | ||
| Q2 24 | 1.20× | 0.32× | ||
| Q1 24 | 0.45× | 1.19× |
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% |
WSO
Segment breakdown not available.
