vs
Side-by-side financial comparison of Rockwell Automation (ROK) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $2.1B, roughly 1.1× Rockwell Automation). Zoetis runs the higher net margin — 25.3% vs 14.5%, a 10.8% gap on every dollar of revenue. On growth, Rockwell Automation posted the faster year-over-year revenue change (11.9% vs 3.0%). Zoetis produced more free cash flow last quarter ($732.0M vs $170.0M). Over the past eight quarters, Zoetis's revenue compounded faster (4.4% 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.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
ROK vs ZTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.4B |
| Net Profit | $305.0M | $603.0M |
| Gross Margin | 48.3% | 70.2% |
| Operating Margin | 20.7% | 31.9% |
| Net Margin | 14.5% | 25.3% |
| Revenue YoY | 11.9% | 3.0% |
| Net Profit YoY | 65.8% | 3.8% |
| EPS (diluted) | $2.69 | $1.37 |
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 | $2.4B | ||
| Q3 25 | $2.3B | $2.4B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $2.1B | $2.4B | ||
| Q1 24 | $2.1B | $2.2B |
| Q4 25 | $305.0M | $603.0M | ||
| Q3 25 | $138.0M | $721.0M | ||
| Q2 25 | $295.0M | $718.0M | ||
| Q1 25 | $252.0M | $631.0M | ||
| Q4 24 | $184.0M | $581.0M | ||
| Q3 24 | $239.1M | $682.0M | ||
| Q2 24 | $232.0M | $624.0M | ||
| Q1 24 | $266.2M | $599.0M |
| Q4 25 | 48.3% | 70.2% | ||
| Q3 25 | 69.4% | 71.5% | ||
| Q2 25 | 40.9% | 73.6% | ||
| Q1 25 | 40.5% | 72.0% | ||
| Q4 24 | 38.4% | 69.5% | ||
| Q3 24 | 37.9% | 70.6% | ||
| Q2 24 | 38.8% | 71.7% | ||
| Q1 24 | 39.2% | 70.6% |
| Q4 25 | 20.7% | 31.9% | ||
| Q3 25 | 2.7% | 37.0% | ||
| Q2 25 | 16.0% | 36.7% | ||
| Q1 25 | 14.9% | 36.5% | ||
| Q4 24 | 17.1% | 31.6% | ||
| Q3 24 | 13.5% | 36.6% | ||
| Q2 24 | 12.4% | 33.0% | ||
| Q1 24 | 14.6% | 34.1% |
| Q4 25 | 14.5% | 25.3% | ||
| Q3 25 | 6.0% | 30.0% | ||
| Q2 25 | 13.8% | 29.2% | ||
| Q1 25 | 12.6% | 28.4% | ||
| Q4 24 | 9.8% | 25.1% | ||
| Q3 24 | 11.7% | 28.6% | ||
| Q2 24 | 11.3% | 26.4% | ||
| Q1 24 | 12.5% | 27.4% |
| Q4 25 | $2.69 | $1.37 | ||
| Q3 25 | $1.24 | $1.63 | ||
| Q2 25 | $2.60 | $1.61 | ||
| Q1 25 | $2.22 | $1.41 | ||
| Q4 24 | $1.61 | $1.29 | ||
| Q3 24 | $2.09 | $1.50 | ||
| Q2 24 | $2.02 | $1.37 | ||
| Q1 24 | $2.31 | $1.31 |
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 | — | — |
| Stockholders' EquityBook value | $3.7B | $3.3B |
| Total Assets | $11.2B | $15.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | — | ||
| Q3 25 | $468.0M | $2.1B | ||
| Q2 25 | $495.0M | $1.4B | ||
| Q1 25 | $456.0M | $1.7B | ||
| Q4 24 | $477.0M | $2.0B | ||
| Q3 24 | $471.3M | $1.7B | ||
| Q2 24 | $407.0M | $1.6B | ||
| Q1 24 | $470.5M | $2.0B |
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.7B | $5.4B | ||
| Q2 25 | $3.5B | $5.0B | ||
| Q1 25 | $3.4B | $4.7B | ||
| Q4 24 | $3.4B | $4.8B | ||
| Q3 24 | $3.5B | $5.2B | ||
| Q2 24 | $3.3B | $5.0B | ||
| Q1 24 | $3.5B | $5.1B |
| Q4 25 | $11.2B | $15.5B | ||
| Q3 25 | $11.2B | $15.2B | ||
| Q2 25 | $11.2B | $14.5B | ||
| Q1 25 | $11.0B | $14.1B | ||
| Q4 24 | $10.9B | $14.2B | ||
| Q3 24 | $11.2B | $14.4B | ||
| Q2 24 | $11.2B | $14.2B | ||
| Q1 24 | $11.4B | $14.3B |
| 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 | $893.0M |
| Free Cash FlowOCF − Capex | $170.0M | $732.0M |
| FCF MarginFCF / Revenue | 8.1% | 30.7% |
| Capex IntensityCapex / Revenue | 3.0% | 6.7% |
| Cash ConversionOCF / Net Profit | 0.77× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $893.0M | ||
| Q3 25 | $454.0M | $938.0M | ||
| Q2 25 | $527.0M | $486.0M | ||
| Q1 25 | $199.0M | $587.0M | ||
| Q4 24 | $364.0M | $905.0M | ||
| Q3 24 | $432.3M | $951.0M | ||
| Q2 24 | $279.1M | $502.0M | ||
| Q1 24 | $119.8M | $595.0M |
| Q4 25 | $170.0M | $732.0M | ||
| Q3 25 | — | $805.0M | ||
| Q2 25 | $489.0M | $308.0M | ||
| Q1 25 | $171.0M | $438.0M | ||
| Q4 24 | $293.0M | $689.0M | ||
| Q3 24 | — | $784.0M | ||
| Q2 24 | $238.4M | $370.0M | ||
| Q1 24 | $68.6M | $455.0M |
| Q4 25 | 8.1% | 30.7% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | 22.8% | 12.5% | ||
| Q1 25 | 8.5% | 19.7% | ||
| Q4 24 | 15.6% | 29.7% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | 11.6% | 15.7% | ||
| Q1 24 | 3.2% | 20.8% |
| Q4 25 | 3.0% | 6.7% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | 1.8% | 7.2% | ||
| Q1 25 | 1.4% | 6.7% | ||
| Q4 24 | 3.8% | 9.3% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | 2.0% | 5.6% | ||
| Q1 24 | 2.4% | 6.4% |
| Q4 25 | 0.77× | 1.48× | ||
| Q3 25 | 3.29× | 1.30× | ||
| Q2 25 | 1.79× | 0.68× | ||
| Q1 25 | 0.79× | 0.93× | ||
| Q4 24 | 1.98× | 1.56× | ||
| Q3 24 | 1.81× | 1.39× | ||
| Q2 24 | 1.20× | 0.80× | ||
| Q1 24 | 0.45× | 0.99× |
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% |
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
