Rockwell Automation ROK
NYSE ROK
$442.35 +7.02 (+1.61%)
As of: Oct 1, 2026 · 3:59 PM EDT

Rockwell Automation (ROK) Pension (2009 - 2026)

Updated

Rockwell Automation's Pension was $406 million in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 27.2% from $558 million a year earlier but up 0.7% from the prior quarter.

Analysis

Rockwell Automation (ROK) Pension (2009 - 2026) Analysis & Trends

From fiscal Q3 2009 onward, Rockwell Automation has reported Pension for 67 quarters.

  • Pension shows a five-year compound annual growth rate of -20.6% (FY2020 to FY2025).
  • In earlier fiscal years, Pension was $549 million in FY2024 (+9.0%), $503.6 million in FY2023 (+6.9%), $471.2 million in FY2022 (-34.6%) and $720.6 million in FY2021 (-43.9%).
  • Quarterly Pension has moved between $403 million (fiscal Q2 2026) and $720.6 million (fiscal Q4 2021) over five years.
  • Compared with a year earlier, Pension has declined for four straight quarters, with an average decline of 9.3% over the last eight quarters.
  • The best year-over-year quarter for Pension over five years was fiscal Q2 2023 (growth of 13.8%); the worst was fiscal Q2 2022 (a decline of 61.0%).
  • Per Business Quant data, ROK's Pension in the three fiscal quarters before Q3 2026 was $403 million (Q2 2026), $407 million (Q1 2026) and $406 million (Q4 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Caterpillar 372.79 Bn 344.49 Bn 7.76 Bn
2 Amphenol 207.98 Bn 202.68 Bn 3.55 Bn
3 Deere 181.02 Bn 189.78 Bn 4.66 Bn
4 Eaton 166.86 Bn 164.09 Bn 2.86 Bn
5 Parker-Hannifin 120.45 Bn 118.58 Bn 2.25 Bn
6 Vertiv Holdings 92.94 Bn 83.56 Bn 1.23 Bn
7 Emerson Electric 86.56 Bn 79.32 Bn 2.66 Bn
8 3M 84.72 Bn 66.18 Bn 2.68 Bn
9 Illinois Tool Works 73.32 Bn 69.88 Bn 1.90 Bn
10 Rockwell Automation 48.36 Bn 46.55 Bn 1.14 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 406.00 Mn
Mar 31, 2026 403.00 Mn
Dec 31, 2025 407.00 Mn
Sep 30, 2025 406.00 Mn
Jun 30, 2025 558.00 Mn
Mar 31, 2025 545.00 Mn
Dec 31, 2024 542.00 Mn
Sep 30, 2024 549.00 Mn
Jun 30, 2024 512.20 Mn
Mar 31, 2024 512.80 Mn
Dec 31, 2023 513.40 Mn
Sep 30, 2023 503.60 Mn
Jun 30, 2023 517.20 Mn
Mar 31, 2023 564.00 Mn
Dec 31, 2022 474.10 Mn
Sep 30, 2022 471.20 Mn
Jun 30, 2022 582.80 Mn
Mar 31, 2022 495.80 Mn
Dec 31, 2021 710.80 Mn
Sep 30, 2021 720.60 Mn
API Access

Rockwell Automation Pension 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=pension&ticker=ROK&period=max&api_key=YOUR_API_KEY