Rockwell Automation (ROK) Invested Capital (2009 - 2026)
Rockwell Automation's Invested Capital was $6.75 billion in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 4.8% from $7.09 billion a year earlier and down 7.0% from the prior quarter.
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Analysis
Rockwell Automation (ROK) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Invested Capital at Rockwell Automation came in at $6.94 billion, down 5.2% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 15.7% (FY2020 to FY2025).
- In earlier fiscal years, Invested Capital was $7.31 billion in FY2024 (+9.0%), $6.71 billion in FY2023 (-2.1%), $6.85 billion in FY2022 (+2.7%) and $6.68 billion in FY2021 (+99.5%).
- The fiscal Q3 2026 figure marks the lowest quarterly Invested Capital since fiscal Q4 2023.
- Compared with a year earlier, Invested Capital was higher in three of the last eight quarters, with an average decline of 0.4%.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q4 2021 (growth of 99.5%); the worst was fiscal Q4 2025 (a decline of 5.2%).
- Per Business Quant data, ROK's Invested Capital in the three fiscal quarters before Q3 2026 was $7.27 billion (Q2 2026), $7.2 billion (Q1 2026) and $6.94 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 66.68 Bn |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 35.13 Bn |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 85.74 Bn |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 41.13 Bn |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 33.55 Bn |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 19.17 Bn |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 32.93 Bn |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 12.51 Bn |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 8.43 Bn |
| 10 | Rockwell Automation | 44.11 Bn | 44.11 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.75 Bn |
| Mar 31, 2026 | 7.27 Bn |
| Dec 31, 2025 | 7.20 Bn |
| Sep 30, 2025 | 6.94 Bn |
| Jun 30, 2025 | 7.09 Bn |
| Mar 31, 2025 | 7.29 Bn |
| Dec 31, 2024 | 7.17 Bn |
| Sep 30, 2024 | 7.31 Bn |
| Jun 30, 2024 | 7.19 Bn |
| Mar 31, 2024 | 7.39 Bn |
| Dec 31, 2023 | 7.16 Bn |
| Sep 30, 2023 | 6.71 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 | 6.75 Bn |
| Mar 31, 2022 | 7.04 Bn |
| Dec 31, 2021 | 6.88 Bn |
| Sep 30, 2021 | 6.68 Bn |
API Access
Rockwell Automation Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=ROK&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "ROK", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=ROK&period=max&api_key=YOUR_API_KEY");
const data = await res.json();