Emerson Electric vs Rockwell Automation
Emerson Electric is the larger business, with $18.02bn of revenue in fiscal 2025 against $8.34bn for Rockwell Automation (2.2 times as much). Emerson Electric grew faster (3.0% against 0.9%). Emerson Electric kept more of each dollar of sales as profit: a net margin of 12.7% against 10.4%. Emerson Electric carries less debt relative to equity (64.7% against 88.2%).
| Latest fiscal year | Emerson ElectricEMR, 2025 | Rockwell AutomationROK, 2025 |
|---|---|---|
| Revenue | $18.02bn | $8.34bn |
| Revenue growth | 3.0% | 0.9% |
| Net income | $2.29bn | $869m |
| Operating margin | — | 20.4% |
| Net margin | 12.7% | 10.4% |
| Return on equity | 10.9% | 24.3% |
| Free cash flow | $2.67bn | $1.36bn |
| Cash | $1.54bn | $468m |
| Total debt | $13.12bn | $3.22bn |
| Debt to equity | 64.7% | 88.2% |
| Dividend per share | $2.11 | $5.24 |
| Dividend yield | 1.3% | 1.2% |
| Share buybacks | $1.17bn | $425m |
| Employees | 73,000 | — |
| Market value | $92.90bn | $50.02bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 78 (Strong) | 78 (Strong) |
| Insider trades, 12 months | 0 buys, 9 sales | 0 buys, 164 sales |