Industrials · FY2025 10‑K ↗ ROK · NYSE
Rockwell Automation, Inc
1903 2025
1903 Company founded
1904 First patent shown
1930 Great Depression begins
1937 Record sales reached
1941 World War II production
1985 Rockwell International acquisition
2001 Spin-off from Rockwell International
2021 Business reorganization
2023 Federal investigation
Wikipedia history · XBRL financial data

Rockwell Automation sells the hardware and software that factories use to run their machines. Its three business units cover everything from physical control equipment under the Allen-Bradley brand, to FactoryTalk software that monitors production, to LifecycleIQ Services that helps manufacturers keep their systems running. When a car plant needs to automate a new assembly line, or a food company wants to track energy use across its facilities, Rockwell is one of the first calls they make. Most revenue comes from one-time equipment and software sales, with a growing portion from recurring service contracts. The company operates in more than 100 countries and moves roughly 65 percent of its global sales through independent distributors. 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"] E --> G["Operating Cash Flow 1.5B Annual"] F --> G G --> H["R&D & Market Expansion Technology & Global Presence"] H --> B H --> C H --> D E --> I["100+ Countries Installed Base Growth"] F --> I I --> A

Five years of financial data tell a story of a business that peaked, pulled back, and is now trying to find stable ground. Revenue climbed from $7.0 billion in 2021 to a high of $9.1 billion in 2023, then slid back to $8.3 billion in both 2024 and 2025. The peak year also produced the best gross margin in the five-year window. Then came the correction.

Annual Revenue ($ Billions)
2021
$7.0B
2022
$7.8B
2023
$9.1B
2024
$8.3B
2025
$8.3B
Revenue surged to $9.1B in 2023 then settled at $8.3B for two consecutive years.

Gross margin tells a more encouraging story than revenue alone. It dipped in 2022 to just under 40 percent, likely squeezed by supply chain costs, then recovered sharply to nearly 49 percent in 2023 and has held close to that level since. In 2025 gross margin was 48.1 percent, almost exactly where it was at the 2023 peak. That means the company is protecting its pricing power even as volume has softened.

48.1%
Gross margin in 2025, near the five-year high of 48.8% set in 2023

Cash generation has been less consistent. Free cash flow was $1.1 billion in 2021, fell to $0.7 billion in 2022, recovered to $1.2 billion in 2023, dropped again to $0.6 billion in 2024, and then bounced back to $1.4 billion in 2025. The 2025 free cash flow number is the strongest in the five-year window. Net debt, however, has risen back to $2.8 billion after getting as low as $1.9 billion in 2023. The company is carrying more debt now than it was at the 2023 high-water mark of revenue.

What is free cash flow?
Free cash flow is the money left over after a company pays for the things it needs to keep running, like equipment and buildings. It is the cash a business can actually use to pay down debt, return money to shareholders, or fund new investments. A rising free cash flow number generally means the business is converting its sales into real money more efficiently.

The segment picture adds texture. Intelligent Devices, which makes the physical control hardware, is the largest segment by revenue at $3.8 billion in 2025. Software and Control is the smallest but the most profitable, with a segment operating margin of 29.7 percent in 2025, up sharply from 24.2 percent in 2024. Lifecycle Services, which includes consulting and recurring service contracts, operates at a thinner 14.5 percent margin. The mix matters because software margins are structurally higher than hardware margins, and Rockwell is pushing to grow that slice of the business.

29.7%
Software and Control segment operating margin in 2025, the highest of the three segments
2023
crisis
Federal Investigation into China Operations
In 2023 the U.S. government opened an investigation into whether Chinese officials had accessed Rockwell's software through employees working in China. The company operates in more than 100 countries and counts China among its largest non-U.S. markets. The investigation raised questions about data security and whether the company's international operations could face restrictions.

Beyond the investigation, Rockwell has flagged several concrete threats to its financial results. Tariffs on materials and components from China, Mexico, and Canada could raise manufacturing costs. The company says it is managing this through pricing actions and building some high-value product lines in more than one country, and it expects tariff costs to be neutral to earnings per share in fiscal 2026. But that is a forward-looking statement, not a guarantee.

What is BEPS Pillar Two?
BEPS Pillar Two is an international tax agreement that requires large multinational companies to pay at least 15 percent tax on income in every country where they operate. It was designed to stop companies from moving profits to low-tax countries. For Rockwell, Singapore is the country where this rule is expected to hit hardest, and the company says its overall tax rate will rise starting in fiscal 2026.

The new global minimum tax rule, known as BEPS Pillar Two, is already enacted in Singapore, where Rockwell has significant operations. The company says this will increase its effective tax rate by approximately 3 percentage points starting in fiscal 2026. That is a direct hit to the bottom line. On top of that, the company plans to spend over $2 billion on factories, digital systems, and staff over the next five years. If those investments run over budget or do not deliver the expected efficiency gains, the financial case weakens.

$2B+
Planned capital spending over the next five years on factories, digital systems, and staff

There is also a supply chain vulnerability that does not show up easily in the income statement. The company relies on single-source suppliers for some components, meaning there is only one place to get certain parts. If those suppliers run into problems, Rockwell cannot ship its most profitable products on time. That kind of concentration risk is hard to price but easy to feel when it triggers.

Manufacturing PMI, a measure of factory activity, stayed below 50 for every month of the fourth quarter of fiscal 2025. A reading below 50 means the manufacturing economy is generally contracting. Rockwell's customers are the factories that PMI measures, so a prolonged contraction directly pressures order volumes.
The Bet
Rockwell's financial model assumes that manufacturers around the world will keep spending on automation, digital tools, and factory upgrades at a pace that justifies the company's premium pricing and its $2 billion-plus capital plan. The company has identified roughly $120 billion as its total addressed market and expects all of its served markets to grow over its long-term planning horizon. If factory investment cycles turn down for an extended period, or if customers delay automation spending because of tariffs or economic uncertainty, the revenue base that supports both the software growth story and the heavy capital commitments shrinks before those investments pay off.
Open question
Rockwell's core argument is that factories everywhere need to automate faster, and that Rockwell's combination of hardware, software, and services makes it the natural partner for that transformation. The Software and Control segment's margin recovery in 2025 supports that story. But revenue has been flat for two years, manufacturing activity indicators have been below expansion territory for most of that time, and a higher tax bill is arriving in 2026. Is the revenue plateau a temporary digestion of an overbuilt backlog from the 2023 peak, or does it signal that the long-term automation growth story is moving slower than the company's spending commitments assume?
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
$0.17M
Jun 2, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
$0.10M
May 20, 2026
MILLER JOHN M
VP and Chief IP Counsel
$0.30M
May 20, 2026
MILLER JOHN M
VP and Chief IP Counsel
$0.15M
May 7, 2026
Riesterer Terry L.
VP
$0.50M
May 7, 2026
Riesterer Terry L.
VP
$1.32M
May 5, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
$0.06M
May 5, 2026
Fordenwalt Matthew W.
SVP Lifecycle Services
$0.21M
May 5, 2026
Nardecchia Christopher
SVP, Chief Information Officer
$0.26M
May 5, 2026
Nardecchia Christopher
SVP, Chief Information Officer
$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
Regulatory
A new international tax rule called BEPS Pillar Two will require the company to pay at least a 15 percent tax on income in each country where it operates. Singapore has already enacted this rule and it is expected to affect the company the most. The company's overall tax rate and total taxes paid globally will increase starting in fiscal year 2026.
Supply Chain
The company depends on single-source suppliers for some components because alternatives do not exist or because those suppliers offer better performance and pricing. If these suppliers cannot deliver or delay shipments, especially for high-volume profitable products, the company cannot make and ship its products on time.
Trade Policy
New tariffs or increases in existing tariffs on materials and components from countries like China, Mexico, and Canada could raise manufacturing costs. The company may not be able to pass these cost increases to customers due to competition and existing contracts, which would reduce profits.
Cybersecurity
The company's industrial products are used in critical manufacturing and infrastructure. Cyber attacks on these products could allow hackers to disrupt customer operations or cause equipment to malfunction, harming people or property. The company cannot fully eliminate these risks despite security measures.
Capital Investment
The company plans to spend over 2 billion dollars in the next five years on factories, digital systems, and staff. If these investments experience delays, cost overruns, or supply chain problems, or if expected efficiency improvements do not happen, the company's financial results and growth could suffer significantly.
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