Rockwell Automation (ROK) Pension (2009 - 2026)
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.
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 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
| Date | Value |
|---|---|
| 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 |
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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "pension", "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=pension&ticker=ROK&period=max&api_key=YOUR_API_KEY");
const data = await res.json();