The short answer
Rockwell Automation is HALAL in ZakatInvest's qualitative classification, and its current asset-based financial ratios pass the examined methods. Industrial automation, software and lifecycle services are generally permissible, while customer end-use, indirect defense adjacency and product-specific applications require continuing review.
This is a reproducible research screen, not a fatwa or investment recommendation. Apply your school's principles and consult a qualified scholar for a binding ruling.
Current quantitative Sharia screen
Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-13.
3,689 / 11,256
423 / 11,256
2,306 / 11,256
3 / 2,239
- 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.
- 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.
- 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.
- 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.
Current quantitative screen
The calculations use Rockwell Automation's official filing at the SEC (Q2 fiscal 2026 Form 10-Q). Amounts are USD millions and use total assets as the denominator.
- Interest-bearing debt / assets: 32.78%, below the examined total-assets limits.
- Cash / assets: 3.76%, using reported cash and cash equivalents.
- Receivables plus cash / assets: 20.49%.
- Disclosed interest income / revenue: 0.13% for the quarter. No universal purification percentage is prescribed.
FTSE Yasaar, MSCI Islamic and Malaysia SAC total-assets calculations pass. Market-cap denominator methods are not calculated because ZakatInvest does not store a licensed, reproducible historical market-cap series.
What Rockwell Automation does
Rockwell provides programmable controllers, drives, motion control, industrial software, analytics and lifecycle services. Its first-quarter 2026 sales were $2,239 million, with customers across automotive, food and beverage, pharmaceuticals, semiconductors and consumer-goods manufacturing.
Debt, investments and income
At March 31, 2026, Rockwell reported $11,256 million of assets, $3,689 million of current and long-term debt, $423 million of cash and cash equivalents, and $1,883 million of receivables. Long-term investments were $190 million, consisting of equity securities and other investments rather than a separately identified fixed-income balance, so they are not added to the liquidity numerator.
Interest income was $3 million for the quarter. We report the disclosed figure and ratio, but Rockwell does not prescribe a scholar-approved purification amount.
Qualitative considerations
- Neutral industrial technology: Rockwell sells automation tools rather than weapons or prohibited financial products.
- Indirect customer exposure: customers may produce controversial goods or operate defense-adjacent facilities; the filing does not allocate revenue by downstream use.
- Assets held for sale: the Sensia-related held-for-sale group and Clearpath investment require continuing review.
- Operations: cybersecurity, industrial safety, data governance, supply chains, labor and environmental obligations remain material diligence topics.
- Income treatment: interest income is disclosed, but the filing does not select a universal purification rule.
The halal verdict
Rockwell Automation remains HALAL in ZakatInvest's qualitative classification, with the current examined financial ratios passing while downstream customer-use questions remain qualitative. This is not an official index membership or fatwa. Revisit the record when Rockwell files new statements or materially changes its debt, investments, products or customer mix.
Use the quantitative screen alongside your school's principles and consult a qualified scholar before investing.
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