Rockwell Automation (ROK) Return on Invested Capital [ROIC] (2009 - 2026)
Rockwell Automation (ROK) posted Return on Invested Capital [ROIC] of 20.97% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 1.54 percentage points from 22.52% a year earlier but up 2.00 percentage points from the prior quarter.
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Analysis
Rockwell Automation (ROK) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Rockwell Automation's Return on Invested Capital [ROIC] came in at 16.31%, up 1.66 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -17.13 percentage points (FY2020 to FY2025).
- In prior fiscal years, Rockwell Automation's Return on Invested Capital [ROIC] was 14.65% in FY2024 (-5.19 pp), 19.84% in FY2023 (+2.94 pp), 16.90% in FY2022 (-4.50 pp) and 21.41% in FY2021 (-12.04 pp).
- Quarterly Return on Invested Capital [ROIC] has run from a low of 16.09% in fiscal Q2 2022 to a high of 27.07% in fiscal Q4 2023 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined in each of the last eight quarters, with an average year-over-year change of -3.35 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was fiscal Q1 2024, with a gain of 10.29 percentage points; the weakest was fiscal Q4 2021, with a drop of 10.35 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior fiscal quarters was 18.97% (Q2 2026), 18.22% (Q1 2026) and 16.57% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 16.80% |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 18.53% |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 5.47% |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 10.72% |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 13.34% |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 22.04% |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 11.23% |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 27.11% |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 26.27% |
| 10 | Rockwell Automation | 44.11 Bn | 44.11 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.97% |
| Mar 31, 2026 | 18.97% |
| Dec 31, 2025 | 18.22% |
| Sep 30, 2025 | 16.57% |
| Jun 30, 2025 | 22.52% |
| Mar 31, 2025 | 21.70% |
| Dec 31, 2024 | 21.73% |
| Sep 30, 2024 | 21.99% |
| Jun 30, 2024 | 23.26% |
| Mar 31, 2024 | 24.48% |
| Dec 31, 2023 | 26.76% |
| Sep 30, 2023 | 27.07% |
| Jun 30, 2023 | 18.25% |
| Mar 31, 2023 | 17.85% |
| Dec 31, 2022 | 16.46% |
| Sep 30, 2022 | 16.81% |
| Jun 30, 2022 | 16.60% |
| Mar 31, 2022 | 16.09% |
| Dec 31, 2021 | 16.49% |
| Sep 30, 2021 | 19.06% |
API Access
Rockwell Automation Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=ROK&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=ROK&period=max&api_key=YOUR_API_KEY");
const data = await res.json();