ROK

Rockwell Automation Inc.

HALAL — FINANCIAL SCREENS PASSstock

Is ROK Halal?

Industrial automation and software are generally permissible, and the current asset-based financial ratios pass while customer end-use remains qualitative.

What You Should Know

Rockwell Automation's March 31, 2026 filing reports debt/assets of 32.78%, cash/assets of 3.76%, receivables plus cash/assets of 20.49% and disclosed interest income/revenue of 0.13%. Its controllers, software, analytics and lifecycle services support manufacturing productivity, while downstream customer use, indirect defense adjacency and assets held for sale require qualitative review.

⚠️ Concerns

  • Downstream customer products and processes are not allocated into a universal prohibited-revenue numerator
  • Indirect defense-adjacent manufacturing exposure requires continuing review
  • Interest income is disclosed but no universal purification percentage is prescribed
  • Sensia-related assets held for sale and Clearpath investment require review
  • Cybersecurity, industrial safety, supply-chain and environmental obligations require continuing review

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-13.

USD · millions
Interest-bearing debt / assets
32.77%Within limit
Below 33.333% under FTSE Yasaar

3,689 / 11,256

Cash + interest-bearing securities / assets
3.76%Within limit
Below 33.333% under FTSE Yasaar

423 / 11,256

Receivables + cash / assets
20.49%Within limit
Below 50% under FTSE Yasaar

2,306 / 11,256

Non-compliant income / revenue
0.13%Within limit
No more than 5% under FTSE Yasaar

3 / 2,239

FTSE Yasaar
v4.6, February 2026
Financial
Pass
Overall
Incomplete

Debt is 32.78%, cash is 3.76%, receivables plus cash are 20.49% and disclosed interest income is 0.13%; the examined financial ratios pass, while downstream customer-use exposure remains qualitatively incomplete.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt is 32.78%, liquidity is 3.76% and receivables plus cash are 20.49%, below the examined MSCI total-assets limits. This is a calculation against the named method, not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt is 32.78% and liquidity is 3.76%, below the examined Malaysia SAC financial limits. This is a calculation against SAC ratios, not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible historical market-cap series is not stored, so these methods are not estimated from a current spot price.

Business-activity disclosure

Rockwell Automation provides industrial controllers, drives, motion control, software, analytics and lifecycle services for manufacturing customers. Industrial automation and productivity software are generally permissible, while customer end-use, indirect defense adjacency and product-specific applications require continuing review.

Limitation: The filing does not allocate revenue by customer end-use, defense-adjacent production, food formulation or other universally prohibited category into a reproducible prohibited-revenue numerator; no blanket zero-concern claim is made.

Purification

Rockwell discloses interest income but does not prescribe a scholar-approved purification percentage. Readers should follow the qualified scholar or methodology they use rather than applying an invented fixed rate.

Inputs, assumptions and primary sources
  • Inputs use Rockwell Automation's March 31, 2026 Form 10-Q; amounts are USD millions as presented in the filing.
  • Debt uses $1,116 million of short-term debt, $2 million of current long-term debt and $2,571 million of long-term debt. Operating lease liabilities are not entered as conventional debt.
  • Cash uses $423 million of cash and cash equivalents. Long-term investments of $190 million consist of equity securities and other investments rather than a separately identified fixed-income balance, so no securities amount is added.
  • Receivables use the reported $1,883 million balance. Assets held for sale are not added to continuing-operations liquidity inputs; the filing separately identifies $47 million of cash and $72 million of receivables within that held-for-sale group.
  • Quarterly sales are $2,239 million and disclosed interest income is $3 million. No fixed purification percentage is prescribed.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

🧾
Own ROK? Purify your portfolio.
Per-holding purification amounts, zakat on your shares, and halal alternatives for flagged holdings — a personalized report prepared for you within 48 hours.
Order Your Report — $49 →
Track ROK and 30,000+ stocks' live compliance status with Islamicly — 50% off with code ZAKAT50.Get Islamicly →

Want to screen more assets?

Use our interactive Halal Checker to screen any stock, ETF, or crypto instantly.

Go to Halal Checker →