Rockwell Automation (ROK) Invested Capital (2009 - 2026)
Rockwell Automation (ROK) reported Invested Capital of $4.7 billion for Q1 2026, up 28.65% year-over-year from $3.6 billion in Q1 2025, and up 23.47% quarter-over-quarter from $3.8 billion in Q4 2025.
Rockwell Automation (ROK) Invested Capital (2009 - 2026) Analysis & Trends
Rockwell Automation (ROK) has 18 years of Invested Capital data on file, last reported at $4.7 billion in Q1 2026.
- Invested Capital for Q1 2026 came in at $4.7 billion, up 28.65% year-over-year; the trailing twelve-month figure through Mar 2026 was $4.7 billion (up 28.65% YoY), and the FY2025 annual result was $4.1 billion, down 34.59% from the prior year.
- Invested Capital improved to $4.7 billion in Q1 2026 per ROK's latest filing, from $3.8 billion in the prior quarter.
- Over five years, Invested Capital peaked at $6.6 billion in Q4 2023 and troughed at $3.6 billion in Q1 2022.
- A 5-year average of $5.4 billion and a median of $5.7 billion in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2025: Invested Capital surged 136.28% in 2022, then sank 42.17% in 2025.
- A 5-year view of Invested Capital shows it stood at $5.7 billion in 2022, then advanced by 16.58% to $6.6 billion in 2023, then retreated by 13.25% to $5.8 billion in 2024, then slumped by 34.13% to $3.8 billion in 2025, then grew by 23.47% to $4.7 billion in 2026.
- Business Quant data shows ROK's Invested Capital at $4.7 billion in Q1 2026, $3.8 billion in Q4 2025, and $4.1 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | GE Vernova | 251.14 Bn | 242.11 Bn | 1.78 Bn | 15.07 Bn |
| 2 | Eaton | 153.70 Bn | 153.00 Bn | 2.65 Bn | 38.34 Bn |
| 3 | Parker-Hannifin | 111.44 Bn | 110.97 Bn | 2.02 Bn | 14.61 Bn |
| 4 | Cummins | 90.06 Bn | 87.33 Bn | 2.24 Bn | 20.26 Bn |
| 5 | Emerson Electric | 77.51 Bn | 75.74 Bn | 2.42 Bn | 26.11 Bn |
| 6 | Illinois Tool Works | 72.86 Bn | 72.03 Bn | 1.76 Bn | 8.13 Bn |
| 7 | Ametek | 51.86 Bn | 51.38 Bn | 717.56 Mn | 12.03 Bn |
| 8 | Rockwell Automation | 50.08 Bn | 49.71 Bn | 1.13 Bn | 4.69 Bn |
| 9 | Dover | 28.99 Bn | 27.35 Bn | 798.14 Mn | 10.78 Bn |
| 10 | Ingersoll Rand | 28.28 Bn | 27.07 Bn | 792.40 Mn | 10.24 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 4.69 Bn |
| Dec 31, 2025 | 3.80 Bn |
| Sep 30, 2025 | 4.08 Bn |
| Jun 30, 2025 | 4.47 Bn |
| Mar 31, 2025 | 3.65 Bn |
| Dec 31, 2024 | 5.77 Bn |
| Sep 30, 2024 | 6.24 Bn |
| Jun 30, 2024 | 5.73 Bn |
| Mar 31, 2024 | 6.31 Bn |
| Dec 31, 2023 | 6.65 Bn |
| Sep 30, 2023 | 6.61 Bn |
| Jun 30, 2023 | 6.21 Bn |
| Mar 31, 2023 | 6.07 Bn |
| Dec 31, 2022 | 5.70 Bn |
| Sep 30, 2022 | 5.50 Bn |
| Jun 30, 2022 | 6.15 Bn |
| Mar 31, 2022 | 3.57 Bn |
| Dec 31, 2021 | 3.41 Bn |
| Sep 30, 2021 | 6.57 Bn |
| Jun 30, 2021 | 2.60 Bn |