Company Profile · FY2025 10-K ROK · NYSE
Rockwell Automation, Inc
cyclical mature-market
1903 2025
1903 Company Founded
1920 Radio Products Boom
1929 Great Depression Hits
1937 Record Sales During Hard Times
1941 World War II Production Surge
1985 Rockwell International Acquisition
2001 Rockwell International Splits Apart
2023 Federal Investigation Announced
Wikipedia history · XBRL financial data

Rockwell Automation sells the hardware, software, and services that help factories run themselves. Its Allen-Bradley brand makes physical controllers and drives that tell machines what to do. Its FactoryTalk software helps factory managers see what is happening across an entire plant. Its LifecycleIQ Services team helps customers keep those systems secure and updated over time. Customers pay for equipment upfront, then pay again for software licenses, subscriptions, and ongoing support. That layered model means Rockwell gets paid at the moment of installation and then keeps collecting as long as the factory keeps running. The diagram below traces where the money goes.

How Rockwell Automation Makes Money
flowchart LR A["Three Customer Markets Discrete, Hybrid, Process"] --> B["Intelligent Devices Drives, Motion, Safety"] A --> C["Software & Control Control Systems, Digital Twin"] A --> D["Lifecycle Services Consulting, Cybersecurity"] B --> E["Products & Solutions 7.4B Revenue, 48.1% margin"] C --> E D --> F["Services Revenue 1.0B Recurring & Engineered"] E --> G["Total Revenue 8.3B Annual"] F --> G G --> H["Operating Cash Flow 1.5B Reinvestment Capacity"] H --> I["R&D & Supplier Base Technology & Scale"] I --> B I --> C I --> D H --> J["Installed Base Growth More Customers, More Stickiness"] J --> A

Five years of financial data tell a story of a business that grew sharply, then pulled back, and is now stabilizing. Revenue climbed from $7.0 billion in 2021 to a peak of $9.1 billion in 2023. Then it fell to $8.3 billion in 2024 and stayed at $8.3 billion in 2025. That dip happened because factories that had placed huge orders during the supply-chain chaos of 2021 and 2022 spent 2024 working through that stockpile before ordering more. The revenue peak was real, but so was the hangover.

What is gross margin?
Gross margin is the percentage of each dollar of revenue left after paying for the cost of making the product. A higher gross margin means the company keeps more of each sale before paying for things like offices, salespeople, and research. It is one of the clearest signs of pricing power.

Margins tell a more encouraging story than the revenue line does. Gross margin was 41.4 percent in 2021 and jumped to 48.8 percent in 2023. It has held near that level since, sitting at 48.1 percent in 2025. That suggests Rockwell was able to raise prices and shift its mix toward higher-value software and services, and then hold those gains even as revenue softened.

Gross Margin (%) 2021 to 2025
2021
41.4%
2022
40.0%
2023
48.8%
2024
46.6%
2025
48.1%
Gross margin expanded sharply in 2023 and has held near that level, even as total revenue declined from its peak.

Free cash flow is the cash left after a company pays for its own upkeep and investments. It is the most honest measure of whether a business is actually generating money. Rockwell produced $1.1 billion in free cash flow in 2021, watched it drop to $0.7 billion in 2022 during a period of heavy investment and supply-chain strain, recovered to $1.2 billion in 2023, and then reached $1.5 billion in 2025. That 2025 number is the highest in this five-year window.

$1.5B
Free cash flow in fiscal 2025, the highest level in the past five years

Net debt tells a messier story. The company owed $3.3 billion more than it held in cash in 2021. That figure improved to $1.9 billion by 2023, which looked like real progress. But it jumped back to $3.2 billion in 2024 and settled at $2.8 billion in 2025. The company has been borrowing and spending even while generating strong cash, which means the balance sheet improvement has not been as clean as the cash flow numbers alone would suggest.

2023
crisis
Federal Investigation and the China Software Question
In 2023, federal investigators looked into whether Chinese government officials had improperly accessed Rockwell software through employees working in China. Rockwell's products are used in critical infrastructure around the world, so a security breach would not just be a legal problem. It could damage relationships with customers who depend on the company to keep their factories safe from outside interference. The investigation added a new kind of risk to a business that had previously been seen mostly as an industrial hardware story.

Rockwell has documented several specific threats that could affect its results. Tariffs on goods moving between the United States, Mexico, Canada, and China could raise manufacturing costs that the company cannot fully pass on to customers because of competition and existing contracts. The company also relies on single-source suppliers for some components, meaning there is no backup if one of those suppliers fails. On top of that, Rockwell plans to spend more than $2 billion over the next five years on factories, technology, and staff. If those projects run over budget or fail to deliver the promised efficiency gains, profits could suffer. And beginning in 2026, a new international minimum corporate tax rule is expected to raise the company's effective tax rate by roughly 3 percentage points, with Singapore carrying the largest share of that impact.

What does cyclical mean for an industrial company?
A cyclical business earns more money when the economy is growing and factories are investing in new equipment, and earns less when customers pull back on capital spending. Rockwell's demand is directly tied to how much manufacturers around the world are willing to spend on upgrades and new production lines. When that spending pauses, as it did in 2024, revenue falls even if Rockwell does nothing wrong.

That cyclical nature is visible in the order backlog. Rockwell's total backlog stood at $3.1 billion at the end of fiscal 2024 and fell to $2.9 billion by the end of fiscal 2025. A shrinking backlog is not necessarily alarming, but it means the pipeline of future work is getting smaller, not larger, at a moment when manufacturing activity as measured by the Purchasing Managers Index has stayed below 50 for most of the past two years. A PMI below 50 means manufacturing activity is generally contracting.

$2.9B
Total order backlog at September 30, 2025, down from $3.1B a year earlier

The Software and Control segment is worth watching closely. Its operating margin jumped from 24.2 percent in 2024 to 29.7 percent in 2025, the highest of any segment. Software businesses tend to scale better than hardware because each additional software license costs very little to deliver. If that segment keeps growing as a share of total revenue, the overall margin profile of the company could improve meaningfully over time. But in 2025, Software and Control still generated only $2.4 billion of the $8.3 billion in total revenue, so hardware and services still dominate the mix.

29.7%
Software & Control margin (2025)
18.0%
Intelligent Devices margin (2025)
Software earns a meaningfully higher margin than physical hardware, but hardware still accounts for the larger share of total revenue.

One number that does not appear in the headline results but shapes the financial picture is the legacy asbestos liability. In the fourth quarter of 2025, Rockwell changed how it accounts for asbestos-related defense costs, recording a pre-tax charge of $136 million in a single quarter. These liabilities relate to products sold many years ago, including from businesses that were later divested. They have nothing to do with current factory automation products, but they create unpredictable charges that can obscure the underlying operating performance in any given year.

Approximately 65 percent of Rockwell's global sales flow through independent distributors. Two distributors alone accounted for roughly 20 percent of total sales in 2025. That concentration means a shift in distributor behavior or a loss of a key distribution relationship could move the revenue needle quickly.
The Bet
Rockwell's financial logic holds together only if manufacturers around the world keep choosing to automate and modernize their factories at a pace that absorbs the company's full product portfolio, not just its hardware. The software and services layers are where the higher margins live, and they only grow if customers commit to the connected, digital factory vision that Rockwell is selling. If manufacturers keep deferring capital spending, or if competitors like Siemens, ABB, or Schneider Electric offer a compelling alternative platform, Rockwell's addressed market of approximately $120 billion remains largely theoretical. The company needs that market to actually open up, and it needs to win enough of it to justify the more than $2 billion in planned capital investment.
Open question
Rockwell's gross margins have expanded, free cash flow hit a five-year high in 2025, and the Software and Control segment is growing faster than the rest of the business. Those are real improvements. But revenue is flat, the order backlog is shrinking, manufacturing PMI has stayed below 50 for most of the past two years, tariffs threaten cost structures, and a federal cybersecurity investigation raised questions about the safety of software running inside critical infrastructure. Is the margin expansion and cash flow improvement a sign that Rockwell has genuinely shifted toward a higher-quality, software-driven business, or is it the result of cost-cutting and price increases that cannot continue if customers keep pulling back on factory investment?
Compiled · 10-K · FY2025
Products and solutions
$7.4B
Services
$1.0B
Products and solutions is the largest revenue source at 88.3% of total.
XBRL · Revenue segments · FY2025
Revenue by segment (3-year view)
Products and solutions
2023
$8.2B
2024
$7.3B
2025
$7.4B
Services
2023
$0.8B
2024
$0.9B
2025
$1.0B
Gross Margin Trend (5-year)
2021 2025
Gross margin moved from 41.4% (2021) to 48.1% (2025).
Operating Cash Flow (5-year)
2021
$1.3B
2022
$0.8B
2023
$1.4B
2024
$0.9B
2025
$1.5B
Cash Conversion
1.78×
At 1.78×, the company converts more than $1 of cash for every $1 it earns, a sign that reported earnings are backed by real cash coming in the door.
XBRL · 10-K Financial Statements · FY2025
FY2025
$2.8B
↓ 13% year over year
FY2024
$3.2B
Net debt fell 13% year over year, the company is paying down more than it's taking on.
XBRL · Balance Sheet · 10-K · FY2025
Blake D. Moret
Chief Executive Officer
$15M
Christian E. Rothe
Senior Vice President & Chief Financial Officer
$5M
Matthew W. Fordenwalt
Senior Vice President, Lifecycle Services
$4M
Rebecca W. House
Senior Vice President, Chief People & Legal Officer & Secretary
$3M
Scott A. Genereux
Senior Vice President, Chief Revenue Officer
$3M
DEF 14A · Proxy Statement
Jun 4, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
Planned
$0.17M
Jun 2, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
Planned
$0.10M
May 20, 2026
MILLER JOHN M
VP and Chief IP Counsel
Planned
$0.30M
May 20, 2026
MILLER JOHN M
VP and Chief IP Counsel
Planned
$0.15M
May 7, 2026
Riesterer Terry L.
VP
Disc.
$0.50M
May 7, 2026
Riesterer Terry L.
VP
Disc.
$1.32M
May 5, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
Planned
$0.06M
May 5, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
Planned
$0.21M
May 5, 2026
Nardecchia Christopher
SVP, Chief Information Officer
Planned
$0.26M
May 5, 2026
Nardecchia Christopher
SVP, Chief Information Officer
Planned
$0.63M
2 purchases and 297 sales by insiders over the past two years.
Form 4 · SEC filings · Last 24 months
Vanguard Group
10.1%
BlackRock
6.4%
State Street
3.6%
Geode Capital Management
2.2%
Morgan Stanley
2.1%
UBS Group
1.5%
Goldman Sachs
1.4%
JPMorgan Asset Mgmt
1.4%
Vanguard Group is the largest institutional holder with 10.1% of shares outstanding.
13F filings
Trade Policy and Tariffs
Changes in tariffs between the United States, Mexico, Canada, China and other countries could raise the company's manufacturing and supply chain costs. The company may not be able to pass these higher costs to customers because of competition and existing contracts, which could hurt profits.
Supplier Dependency
The company relies on single-source suppliers for some components, meaning there are no backup options if those suppliers fail or delay shipments. If this happens with high-volume products, the company cannot deliver orders on time, which could damage sales and customer relationships.
Cybersecurity of Industrial Products
The company's hardware and software products are used in critical infrastructure and manufacturing. Cyber attacks or security breaches in these products could disrupt customers' operations, harm people or equipment, damage the company's reputation, and create legal liability.
Capital Investment Returns
The company plans to spend over 2 billion dollars in the next five years on factories, technology, and staff. If these investments face delays, cost overruns, or fail to deliver expected efficiency improvements, the company's profits and financial position could suffer significantly.
Tax Law Changes
A new international tax rule requiring a minimum 15 percent corporate income tax rate is expected to take effect in 2026, with Singapore expected to have the greatest impact. This could increase the company's overall tax burden and the amount of taxes it pays globally.
10-K Item 1A · Risk Factors
Cash vs earnings
AR growth
Inventory
Share dilution
Debt trend
One-time charges
Goodwill
Customer conc.
The number of shares is growing, reducing each share's ownership stake.
Goodwill and intangibles are 42% of total assets, the business depends on past acquisitions delivering returns.
10-K · XBRL · Computed signals