Eaton vs Rockwell Automation
Eaton is the larger business, with $27.45bn of revenue in fiscal 2025 against $8.34bn for Rockwell Automation (3.3 times as much). Eaton grew faster (10.3% against 0.9%). Eaton kept more of each dollar of sales as profit: a net margin of 14.9% against 10.4%.
| Latest fiscal year | EatonETN, 2025 | Rockwell AutomationROK, 2025 |
|---|---|---|
| Revenue | $27.45bn | $8.34bn |
| Revenue growth | 10.3% | 0.9% |
| Net income | $4.09bn | $869m |
| Operating margin | — | 20.4% |
| Net margin | 14.9% | 10.4% |
| Return on equity | 21.6% | 24.3% |
| Free cash flow | $3.55bn | $1.36bn |
| Cash | $622m | $468m |
| Total debt | $9.89bn | $3.22bn |
| Debt to equity | — | 88.2% |
| Dividend per share | $4.16 | $5.24 |
| Dividend yield | 1.1% | 1.2% |
| Share buybacks | $1.86bn | $425m |
| Employees | 97,000 | — |
| Market value | $152.57bn | $50.02bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 64 (Moderate) | 78 (Strong) |
| Insider trades, 12 months | 5 buys, 8 sales | 0 buys, 164 sales |