Rockwell Automation (ROK) Invested Capital (2009 - 2026)
Rockwell Automation's (ROK) quarterly Invested Capital came in at $7.4 billion in Q2 2026, down 6.29% year-over-year from $7.9 billion in Q2 2025, and down 11.23% quarter-over-quarter from $8.4 billion in Q1 2026.
Analysis
Rockwell Automation (ROK) Invested Capital (2009 - 2026) Analysis & Trends
Rockwell Automation (ROK) has reported Invested Capital for 18 consecutive years, with $7.4 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital fell 6.29% year-over-year to $7.4 billion in Q2 2026; TTM through Jun 2026 was $7.4 billion, a 6.29% decrease from a year earlier, with the FY2025 full-year figure at $7.5 billion, down 3.05% from the prior year.
- Invested Capital was $7.4 billion for Q2 2026 at Rockwell Automation, down from $8.4 billion in the prior quarter.
- Over five years, Invested Capital peaked at $8.4 billion in Q1 2025 and troughed at $6.8 billion in Q3 2023.
- A 5-year average of $7.6 billion and a median of $7.6 billion in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital soared 84.64% in 2022 and decreased 6.29% in 2026, its largest moves.
- Over 5 years, Invested Capital stood at $7.2 billion in 2022, then gained by 5.93% to $7.7 billion in 2023, then decreased by 0.61% to $7.6 billion in 2024, then gained by 3.84% to $7.9 billion in 2025, then decreased by 5.82% to $7.4 billion in 2026.
- The last three Invested Capital figures came in at $7.4 billion (Q2 2026), $8.4 billion (Q1 2026), and $7.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | 3M | 85.29 Bn | 81.96 Bn | 2.68 Bn | 15.56 Bn |
| 2 | Illinois Tool Works | 76.79 Bn | 75.95 Bn | 1.90 Bn | 12.59 Bn |
| 3 | Ametek | 55.45 Bn | 54.96 Bn | 735.04 Mn | 13.30 Bn |
| 4 | Rockwell Automation | 47.61 Bn | 47.13 Bn | 1.14 Bn | 7.44 Bn |
| 5 | Mettler Toledo International | 26.01 Bn | 25.96 Bn | 650.22 Mn | 2.12 Bn |
| 6 | Dover | 25.47 Bn | 23.71 Bn | 880.61 Mn | 12.33 Bn |
| 7 | Nordson | 17.53 Bn | 17.42 Bn | 453.73 Mn | 5.20 Bn |
| 8 | Fortive | 16.65 Bn | 16.27 Bn | 695.30 Mn | 9.58 Bn |
| 9 | RBC Bearings | 15.63 Bn | 15.50 Bn | 247.80 Mn | 4.27 Bn |
| 10 | Regal Rexnord | 10.79 Bn | 10.35 Bn | 611.60 Mn | 11.54 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.44 Bn |
| Mar 31, 2026 | 8.38 Bn |
| Dec 31, 2025 | 7.90 Bn |
| Sep 30, 2025 | 7.54 Bn |
| Jun 30, 2025 | 7.94 Bn |
| Mar 31, 2025 | 8.39 Bn |
| Dec 31, 2024 | 7.61 Bn |
| Sep 30, 2024 | 7.78 Bn |
| Jun 30, 2024 | 7.70 Bn |
| Mar 31, 2024 | 7.86 Bn |
| Dec 31, 2023 | 7.65 Bn |
| Sep 30, 2023 | 6.80 Bn |
| Jun 30, 2023 | 7.38 Bn |
| Mar 31, 2023 | 7.43 Bn |
| Dec 31, 2022 | 7.22 Bn |
| Sep 30, 2022 | 6.85 Bn |
| Jun 30, 2022 | 7.35 Bn |
| Mar 31, 2022 | 7.68 Bn |
| Dec 31, 2021 | 7.49 Bn |
| Sep 30, 2021 | 7.18 Bn |