Canadian Halal Investor.

NYSE Shariah screener · October 2026

Is Rockwell Automation, Inc. (ROK) Halal?

PASS

Rockwell Automation, Inc. · NYSE: ROK · Industrials

The short answer

Yes -- Rockwell Automation, Inc. (ROK) passes this Shariah stock screen at all three gates. Per its own FY2025 10-K (fiscal year ended September 30, 2025), its business is industrial automation and digital transformation -- hardware, software, and lifecycle services through three segments (Intelligent Devices, Software & Control, Lifecycle Services) -- with no banking, lending, insurance, alcohol, gambling, pork, tobacco, or weapons activity (its former aerospace and defense businesses were divested to Boeing in 1996), so the business screen passes. Interest-bearing debt of $3,224M (short-term debt $608M, current portion of long-term debt $2M, long-term debt $2,614M) is about 6.49% of its ~$49.68B market cap ($442.45 latest close retrieved October 2, 2026; 112,273,567 shares outstanding per the 10-K cover), below the ~33% ceiling. Its separately disclosed interest income of $13M is about 0.16% of its $8,342M in sales, below the 5% ceiling. Musaffa classifies ROK as halal (October 2026); Zoya covers ROK but its displayed rating was ambiguous when accessed; no ShariaPortfolio coverage was found -- honestly reported, not invented.

Gate 1 — Business activity: PASS

Rockwell Automation, Inc. (NYSE: ROK), based in Milwaukee, Wisconsin, describes itself in its FY2025 10-K as the world's largest company dedicated to industrial automation and digital transformation, continuing the business founded as the Allen-Bradley Company in 1903. It reports three operating segments: Intelligent Devices (drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products); Software & Control (control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure); and Lifecycle Services (digital consulting, professional services including engineered-to-order solutions, and recurring services including cybersecurity, safety, and remote support). Business screen (factual, from the filing): the company's core business is industrial automation hardware, software, and services -- the filing discloses no banking, lending, or insurance activity, and no alcohol, gambling, pork, tobacco, or weapons business; its former aerospace and defense businesses were divested to Boeing in 1996. Gate 1 passes. Facts only.

Gate 2 — Debt and cash: PASS

Per Rockwell Automation's FY2025 10-K (fiscal year ended September 30, 2025), interest-bearing debt was $3,224M -- short-term debt of $608M (including $522M of commercial paper borrowings and $70M drawn on the Sensia line of credit), current portion of long-term debt of $2M, and long-term debt of $2,614M. Finance lease liabilities are included within long-term debt and the current portion, per Note 1. Against a market cap of about $49.68B ($442.45 latest close retrieved October 2, 2026; 112,273,567 shares outstanding on October 31, 2025 per the 10-K cover), debt divided by market cap is about 6.49%, far below the ~33% ceiling. Cash and cash equivalents of $468M are about 0.94% of market cap; no short-term investments are separately disclosed on the balance sheet. Gate 2 passes. Facts only.

Gate 3 — Non-compliant income: PASS

Rockwell Automation's FY2025 10-K (Note 15, Other (expense) income) separately discloses interest income of $13M against total sales of $8,342M -- about 0.16% of revenue, far below the 5% non-compliant income ceiling. No other interest-type income line is separately disclosed (royalty income of $12M is not interest). Gate 3 passes. Facts only.

Key figures used

Frequently asked questions

What does Rockwell Automation do?

Rockwell Automation, Inc. (NYSE: ROK), based in Milwaukee, Wisconsin, describes itself in its FY2025 10-K as the world's largest company dedicated to industrial automation and digital transformation -- continuing the business founded as the Allen-Bradley Company in 1903. It reports three segments: Intelligent Devices (drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products), Software & Control (control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure), and Lifecycle Services (digital consulting, professional services including engineered-to-order solutions, and recurring services including cybersecurity, safety, and remote support). It divested its former aerospace and defense businesses to Boeing in 1996 and none of its segments are banking, lending, insurance, alcohol, gambling, pork, tobacco, or weapons.

Why does Rockwell Automation pass this Shariah stock screen?

Rockwell Automation passes this screen at all three gates, on the facts from its own FY2025 10-K (fiscal year ended September 30, 2025). Gate 1: its business is industrial automation hardware, software, and lifecycle services -- none of the non-compliant activities (conventional banking/lending/insurance, alcohol, gambling, pork, tobacco, weapons). Gate 2: interest-bearing debt of $3,224M (short-term debt $608M, current portion of long-term debt $2M, long-term debt $2,614M) is about 6.49% of its ~$49.68B market cap, under the ~33% ceiling. Gate 3: separately disclosed interest income of $13M is about 0.16% of $8,342M in sales, under the 5% ceiling. Musaffa classifies ROK as halal (October 2026); Zoya covers ROK with the same $13M interest-income figure, though its displayed rating banner was ambiguous when accessed. This is a factual screen, not a religious ruling -- consult a qualified scholar for personal rulings.

What is Rockwell Automation's interest-bearing debt ratio?

Per Rockwell Automation's FY2025 10-K (fiscal year ended September 30, 2025), interest-bearing debt was $3,224M -- short-term debt of $608M (commercial paper borrowings of $522M plus the Sensia line of credit), current portion of long-term debt of $2M, and long-term debt of $2,614M. Finance lease liabilities are included within long-term debt and the current portion, per Note 1. Against a market cap of about $49.68B ($442.45 latest close retrieved October 2, 2026; 112,273,567 shares outstanding on October 31, 2025 per the 10-K cover), debt divided by market cap is about 6.49% -- far below the ~33% ceiling. Cash and cash equivalents of $468M are about 0.94% of market cap; no short-term investments are separately disclosed on the balance sheet. Gate 2 passes. Facts only.

What is Rockwell Automation's non-compliant income ratio?

Rockwell Automation's FY2025 10-K (Note 15, Other (expense) income) separately discloses interest income of $13M against total sales of $8,342M -- about 0.16% of revenue, far below the 5% non-compliant income ceiling. No other interest-type income line is separately disclosed; royalty income of $12M is not interest. Gate 3 passes. Facts only.

Do Zoya, Musaffa, or ShariaPortfolio cover Rockwell Automation?

Musaffa covers ROK and classifies it as halal as of October 2026 under its AAOIFI methodology (musaffa.com/stock/ROK/). Zoya covers ROK and displays its FY2025 interest income of $13M (0.16% of revenue); when accessed in October 2026 its page showed a blank assessment date and conflicting conditional template text, so no firm Zoya rating could be honestly reported from it. No ShariaPortfolio (spscreener.mxcorporate.com) coverage of ROK was found via web search in October 2026 -- plainly stated rather than invented. The Musaffa assessment is consistent with this page's own PASS outcome. This page applies the screen directly from Rockwell Automation's own filings and reports these positions honestly.

Sources

Screened 2026-10-02 from published company figures and market data. Figures change; this page is educational, not financial advice and not a religious ruling.

Screened with our two-gate Shariah screening methodology (business-activity gate, then AAOIFI-style financial ratios).