Rockwell Automation (ROK) Long-Term Investments (2009 - 2024)
Rockwell Automation (ROK) posted quarterly Long-Term Investments of $168.7 million for Q3 2024, up 7.38% year-over-year from $157.1 million in Q4 2023, and little changed quarter-over-quarter from $168.3 million in Q2 2024.
Rockwell Automation (ROK) Long-Term Investments (2009 - 2024) Analysis & Trends
Rockwell Automation (ROK) has reported Long-Term Investments for 12 consecutive years, with $168.7 million the latest figure, recorded in Q3 2024.
- In Q3 2024, Long-Term Investments rose 7.38% year-over-year to $168.7 million; the TTM figure through Sep 2024 stood at $168.7 million (up 7.38% YoY), while the FY2024 annual figure was $168.7 million, up 7.38% from the prior year.
- Long-Term Investments held at $168.7 million in Q3 2024 per ROK's latest filing, from $168.3 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $1.6 billion in Q2 2021 and bottomed at $157.1 million in Q3 2023.
- Historically, Long-Term Investments has averaged $907.6 million across 5 years, with a median of $1.1 billion in 2023.
- Annual changes were most pronounced in 2021 — Long-Term Investments jumped 114.28% — and 2023, when it sank 85.12%.
- Rockwell Automation's Long-Term Investments stood at $1.3 billion in 2020, then advanced by 1.78% to $1.4 billion in 2021, then fell by 22.79% to $1.1 billion in 2022, then plunged by 84.69% to $161.9 million in 2023, then rose by 4.2% to $168.7 million in 2024.
- Business Quant data shows ROK's Long-Term Investments at $168.7 million in Q3 2024, $168.3 million in Q2 2024, and $171.8 million in Q1 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | GE Vernova | 256.94 Bn | 243.82 Bn | 2.36 Bn | 1.38 Bn |
| 2 | Eaton | 163.14 Bn | 162.45 Bn | 2.86 Bn | - |
| 3 | Parker-Hannifin | 126.50 Bn | 126.02 Bn | 2.02 Bn | - |
| 4 | Emerson Electric | 87.87 Bn | 85.69 Bn | 2.66 Bn | - |
| 5 | Cummins | 81.13 Bn | 76.46 Bn | 2.47 Bn | 2.27 Bn |
| 6 | Illinois Tool Works | 80.86 Bn | 80.02 Bn | 1.90 Bn | - |
| 7 | Ametek | 54.87 Bn | 54.38 Bn | 735.04 Mn | 648.52 Mn |
| 8 | Rockwell Automation | 48.51 Bn | 48.03 Bn | 1.14 Bn | - |
| 9 | Ingersoll Rand | 31.31 Bn | 30.14 Bn | 862.60 Mn | - |
| 10 | Otis Worldwide | 27.38 Bn | 26.57 Bn | 1.14 Bn | - |
Historic Data
Download 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 |