Rockwell Automation (ROK) Long-Term Investments (2017 - 2024)
Rockwell Automation (ROK) reported Long-Term Investments of $168.7 million for fiscal Q4 2024 (quarter ended Sep 30, 2024), up 7.4% from $157.1 million a year earlier and up 0.2% from the prior quarter.
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Analysis
Rockwell Automation (ROK) Long-Term Investments (2017 - 2024) Analysis & Trends
Dating back to fiscal Q4 2017, Rockwell Automation's Long-Term Investments record includes 26 quarters.
- Long-Term Investments has a five-year compound annual growth rate of -26.6% (FY2019 to FY2024).
- By fiscal year, Long-Term Investments came in at $157.1 million in FY2023 (-85.1%), $1.06 billion in FY2022 (-22.6%), $1.36 billion in FY2021 (+43.0%) and $953.5 million in FY2020 (+20.1%).
- Five-year quarterly Long-Term Investments spans a low of $157.1 million in fiscal Q4 2023 and a high of $1.59 billion in fiscal Q3 2021.
- Year over year, Long-Term Investments gained in 1 of the last eight quarters, with an average decline of 48.2%.
- The high point for year-over-year Long-Term Investments in five years was fiscal Q2 2021 (growth of 114.3%); the low point was fiscal Q4 2023 (a decline of 85.1%).
- Per Business Quant data, the three fiscal quarters before Q4 2024 came in at $168.3 million (Q3 2024), $171.8 million (Q2 2024) and $161.9 million (Q1 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 324.58 Bn | 296.27 Bn | 7.76 Bn | - |
| 2 | Amphenol | 179.59 Bn | 174.17 Bn | 3.55 Bn | - |
| 3 | Deere | 173.82 Bn | 141.91 Bn | 4.66 Bn | - |
| 4 | Eaton | 143.34 Bn | 140.52 Bn | 2.86 Bn | - |
| 5 | Parker-Hannifin | 112.68 Bn | 110.80 Bn | 2.25 Bn | - |
| 6 | 3M | 91.08 Bn | 72.52 Bn | 2.78 Bn | - |
| 7 | Emerson Electric | 89.36 Bn | 82.10 Bn | 2.66 Bn | - |
| 8 | Illinois Tool Works | 79.89 Bn | 76.44 Bn | 1.90 Bn | - |
| 9 | Vertiv Holdings | 75.22 Bn | 65.84 Bn | 1.23 Bn | - |
| 10 | Rockwell Automation | 46.96 Bn | 45.15 Bn | 1.14 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2024 | 168.70 Mn |
| Jun 30, 2024 | 168.30 Mn |
| Mar 31, 2024 | 171.80 Mn |
| Dec 31, 2023 | 161.90 Mn |
| Sep 30, 2023 | 157.10 Mn |
| Jun 30, 2023 | 1.00 Bn |
| Mar 31, 2023 | 1.05 Bn |
| Dec 31, 2022 | 1.06 Bn |
| Sep 30, 2022 | 1.06 Bn |
| Jun 30, 2022 | 1.20 Bn |
| Mar 31, 2022 | 1.27 Bn |
| Dec 31, 2021 | 1.37 Bn |
| Sep 30, 2021 | 1.36 Bn |
| Jun 30, 2021 | 1.59 Bn |
| Mar 31, 2021 | 1.53 Bn |
| Dec 31, 2020 | 1.35 Bn |
| Sep 30, 2020 | 953.50 Mn |
| Jun 30, 2020 | 900.10 Mn |
| Mar 31, 2020 | 716.30 Mn |
| Dec 31, 2019 | 860.70 Mn |
API Access
Rockwell Automation Long-Term Investments 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=long-term-investments&ticker=ROK&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=ROK&period=max&api_key=YOUR_API_KEY");
const data = await res.json();