Rockwell Automation Inc Net Assets
Rockwell Automation Inc net assets. Based on the latest financial reports, Rockwell Automation Inc (ROK) has net assets worth $3.50 Billion USD as of June 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($11.09 Billion) and total liabilities ($7.59 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Also explore Rockwell Automation Inc net asset momentum to track the company's year-over-year net asset growth rate.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | $3.50 Billion |
| % of Total Assets | 31.52% |
| Annual Growth Rate | 0.58% |
| 5-Year Change | 37.75% |
| 10-Year Change | 86.47% |
| Growth Volatility | 46.03 |
Net Assets of Rockwell Automation Inc (1985–2025)
Net assets of Rockwell Automation Inc from 1985 to 2025. This chart illustrates how Rockwell Automation Inc's net assets have evolved over time, based on quarterly financial data. See ROK equity to assets ratio to measure how much of total assets are equity-financed.
Annual Net Assets for Rockwell Automation Inc (1985–2025)
The table below shows the annual net assets of Rockwell Automation Inc from 1985 to 2025. For live market cap and overall valuation, see Rockwell Automation Inc (ROK) total market value.
| Year | Net Assets | Change |
|---|---|---|
| 2025-09-30 | $3.71 Billion | +0.97% |
| 2024-09-30 | $3.68 Billion | -1.82% |
| 2023-09-30 | $3.74 Billion | +24.09% |
| 2022-09-30 | $3.02 Billion | +11.97% |
| 2021-09-30 | $2.69 Billion | +100.04% |
| 2020-09-30 | $1.35 Billion | +233.20% |
| 2019-09-30 | $404.20 Million | -75.01% |
| 2018-09-30 | $1.62 Billion | -39.27% |
| 2017-09-30 | $2.66 Billion | +33.84% |
| 2016-09-30 | $1.99 Billion | -11.82% |
| 2015-09-30 | $2.26 Billion | -15.26% |
| 2014-09-30 | $2.66 Billion | +3.01% |
| 2013-09-30 | $2.59 Billion | +39.63% |
| 2012-09-30 | $1.85 Billion | +5.93% |
| 2011-09-30 | $1.75 Billion | +19.69% |
| 2010-09-30 | $1.46 Billion | +10.94% |
| 2009-09-30 | $1.32 Billion | -22.05% |
| 2008-09-30 | $1.69 Billion | -3.10% |
| 2007-09-30 | $1.74 Billion | -9.14% |
| 2006-09-30 | $1.92 Billion | +16.32% |
| 2005-09-30 | $1.65 Billion | -10.81% |
| 2004-09-30 | $1.85 Billion | +16.54% |
| 2003-09-30 | $1.59 Billion | -1.40% |
| 2002-09-30 | $1.61 Billion | +2.09% |
| 2001-09-30 | $1.58 Billion | -58.56% |
| 2000-09-30 | $3.80 Billion | +40.85% |
| 1999-09-30 | $2.70 Billion | -16.80% |
| 1998-09-30 | $3.25 Billion | -36.87% |
| 1997-09-30 | $5.14 Billion | -3.84% |
| 1996-09-30 | $5.34 Billion | +41.33% |
| 1995-09-30 | $3.78 Billion | +12.71% |
| 1994-09-30 | $3.36 Billion | +13.52% |
| 1993-09-30 | $2.96 Billion | +6.41% |
| 1992-09-30 | $2.78 Billion | -34.23% |
| 1991-09-30 | $4.22 Billion | +0.90% |
| 1990-09-30 | $4.19 Billion | +5.24% |
| 1989-09-30 | $3.98 Billion | +7.77% |
| 1988-09-30 | $3.69 Billion | +11.44% |
| 1987-09-30 | $3.31 Billion | +4.78% |
| 1986-09-30 | $3.16 Billion | +7.26% |
| 1985-09-30 | $2.95 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to Rockwell Automation Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 90.7% over the analyzed period, indicating profitable operations and earnings retention.
Rockwell Automation Inc Net Assets Breakdown (September 2025)
Rockwell Automation Inc net assets breakdown by equity component as of September 2025.
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | $5.42 Billion | 148.39% |
| Common Stock | $141.00 Million | 3.86% |
| Other Comprehensive Income | $-657.00 Million | -17.98% |
| Total Equity | $3.65 Billion | 100.00% |
Rockwell Automation Inc Competitors by Market Cap
The table below lists competitors of Rockwell Automation Inc ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Itaú Unibanco Holding S.A.
SA:ITUB3
|
$49.16 Billion |
|
Shanghai Pudong Development Bank Co Ltd
SHG:600000
|
$49.18 Billion |
|
Infosys Limited
NSE:INFY
|
$49.42 Billion |
|
Baker Hughes Co
NASDAQ:BKR
|
$49.50 Billion |
|
Autodesk Inc
NASDAQ:ADSK
|
$48.93 Billion |
|
Becton Dickinson and Company
NYSE:BDX
|
$48.93 Billion |
|
Sandvik AB
ST:SAND
|
$48.88 Billion |
|
Nasdaq Inc
NASDAQ:NDAQ
|
$48.84 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Rockwell Automation Inc's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 3,498,300,000 to 3,654,000,000, a change of 155,700,000 (4.5%).
- Net income of 869,000,000 contributed positively to equity growth.
- Dividend payments of 591,000,000 reduced retained earnings.
- Share repurchases of 425,000,000 reduced equity.
- Other comprehensive income increased equity by 115,400,000.
- Other factors increased equity by 187,300,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | $869.00 Million | +23.78% |
| Dividends Paid | $591.00 Million | -16.17% |
| Share Repurchases | $425.00 Million | -11.63% |
| Other Comprehensive Income | $115.40 Million | +3.16% |
| Other Changes | $187.30 Million | +5.13% |
| Total Change | $- | 4.45% |
Book Value vs Market Value Analysis
This analysis compares Rockwell Automation Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 13.74x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has decreased from 46.89x to 13.74x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 1985-09-30 | $9.47 | $443.88 | x |
| 1986-09-30 | $10.25 | $443.88 | x |
| 1987-09-30 | $11.64 | $443.88 | x |
| 1988-09-30 | $13.68 | $443.88 | x |
| 1989-09-30 | $15.38 | $443.88 | x |
| 1990-09-30 | $16.97 | $443.88 | x |
| 1991-09-30 | $17.87 | $443.88 | x |
| 1992-09-30 | $12.22 | $443.88 | x |
| 1993-09-30 | $13.21 | $443.88 | x |
| 1994-09-30 | $14.93 | $443.88 | x |
| 1995-09-30 | $17.43 | $443.88 | x |
| 1996-09-30 | $19.23 | $443.88 | x |
| 1997-09-30 | $22.19 | $443.88 | x |
| 1998-09-30 | $16.40 | $443.88 | x |
| 1999-09-30 | $13.67 | $443.88 | x |
| 2000-09-30 | $13.95 | $443.88 | x |
| 2001-09-30 | $8.64 | $443.88 | x |
| 2002-09-30 | $8.52 | $443.88 | x |
| 2003-09-30 | $8.35 | $443.88 | x |
| 2004-09-30 | $9.71 | $443.88 | x |
| 2005-09-30 | $7.30 | $443.88 | x |
| 2006-09-30 | $10.66 | $443.88 | x |
| 2007-09-30 | $10.81 | $443.88 | x |
| 2008-09-30 | $11.40 | $443.88 | x |
| 2009-09-30 | $9.26 | $443.88 | x |
| 2010-09-30 | $10.14 | $443.88 | x |
| 2011-09-30 | $12.04 | $443.88 | x |
| 2012-09-30 | $12.91 | $443.88 | x |
| 2013-09-30 | $18.35 | $443.88 | x |
| 2014-09-30 | $19.03 | $443.88 | x |
| 2015-09-30 | $16.63 | $443.88 | x |
| 2016-09-30 | $15.18 | $443.88 | x |
| 2017-09-30 | $20.51 | $443.88 | x |
| 2018-09-30 | $12.75 | $443.88 | x |
| 2019-09-30 | $3.39 | $443.88 | x |
| 2020-09-30 | $8.81 | $443.88 | x |
| 2021-09-30 | $20.41 | $443.88 | x |
| 2022-09-30 | $23.36 | $443.88 | x |
| 2023-09-30 | $30.81 | $443.88 | x |
| 2024-09-30 | $30.55 | $443.88 | x |
| 2025-09-30 | $32.31 | $443.88 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Rockwell Automation Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 23.78%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 10.42%
- • Asset Turnover: 0.74x
- • Equity Multiplier: 3.07x
- Recent ROE (23.78%) is below the historical average (30.26%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 1985 | 20.20% | 5.25% | 1.55x | 2.49x | $300.63 Million |
| 1986 | 19.34% | 4.97% | 1.60x | 2.44x | $295.13 Million |
| 1987 | 19.18% | 5.24% | 1.39x | 2.64x | $303.93 Million |
| 1988 | 22.00% | 6.80% | 1.30x | 2.50x | $442.83 Million |
| 1989 | 18.48% | 5.87% | 1.40x | 2.25x | $337.14 Million |
| 1990 | 14.91% | 5.04% | 1.27x | 2.33x | $205.71 Million |
| 1991 | 14.22% | 5.03% | 1.26x | 2.24x | $178.13 Million |
| 1992 | -37.29% | -9.50% | 1.12x | 3.50x | $-1.31 Billion |
| 1993 | 19.01% | 5.18% | 1.10x | 3.34x | $266.30 Million |
| 1994 | 18.90% | 5.66% | 1.14x | 2.94x | $298.54 Million |
| 1995 | 19.62% | 12.50% | 0.47x | 3.31x | $363.80 Million |
| 1996 | 17.06% | 12.55% | 0.57x | 2.36x | $300.40 Million |
| 1997 | 13.39% | 10.11% | 0.80x | 1.66x | $162.90 Million |
| 1998 | -13.16% | -6.32% | 0.94x | 2.21x | $-751.50 Million |
| 1999 | 21.31% | 7.98% | 1.05x | 2.54x | $298.30 Million |
| 2000 | 23.83% | 13.65% | 0.73x | 2.39x | $369.10 Million |
| 2001 | 19.06% | 7.12% | 1.05x | 2.55x | $145.00 Million |
| 2002 | 7.52% | 3.10% | 0.97x | 2.50x | $-39.90 Million |
| 2003 | 18.02% | 7.16% | 1.00x | 2.51x | $127.30 Million |
| 2004 | 22.29% | 9.41% | 1.05x | 2.26x | $228.80 Million |
| 2005 | 32.75% | 10.79% | 1.11x | 2.74x | $375.09 Million |
| 2006 | 31.64% | 13.32% | 0.96x | 2.47x | $415.18 Million |
| 2007 | 85.37% | 29.73% | 1.10x | 2.61x | $1.31 Billion |
| 2008 | 34.20% | 10.14% | 1.24x | 2.72x | $408.72 Million |
| 2009 | 16.77% | 5.10% | 1.00x | 3.27x | $89.06 Million |
| 2010 | 31.79% | 9.56% | 1.02x | 3.25x | $318.26 Million |
| 2011 | 39.92% | 11.63% | 1.14x | 3.02x | $523.00 Million |
| 2012 | 39.80% | 11.77% | 1.11x | 3.04x | $551.83 Million |
| 2013 | 29.25% | 11.91% | 1.09x | 2.26x | $497.75 Million |
| 2014 | 31.10% | 12.48% | 1.06x | 2.34x | $560.99 Million |
| 2015 | 36.67% | 13.10% | 0.99x | 2.84x | $601.92 Million |
| 2016 | 36.67% | 12.40% | 0.83x | 3.57x | $530.69 Million |
| 2017 | 31.00% | 13.08% | 0.88x | 2.69x | $559.34 Million |
| 2018 | 33.11% | 8.04% | 1.06x | 3.87x | $373.75 Million |
| 2019 | 172.14% | 10.39% | 1.10x | 15.12x | $655.38 Million |
| 2020 | 99.57% | 16.17% | 0.87x | 7.07x | $920.62 Million |
| 2021 | 56.83% | 19.41% | 0.65x | 4.48x | $1.12 Billion |
| 2022 | 34.20% | 12.01% | 0.72x | 3.95x | $659.64 Million |
| 2023 | 38.95% | 15.32% | 0.80x | 3.17x | $1.03 Billion |
| 2024 | 27.23% | 11.53% | 0.74x | 3.21x | $602.67 Million |
| 2025 | 23.78% | 10.42% | 0.74x | 3.07x | $503.60 Million |
Industry Comparison
This section compares Rockwell Automation Inc's net assets metrics with peer companies in the Specialty Industrial Machinery industry.
Industry Context
- Industry: Specialty Industrial Machinery
- Average net assets among peers: $499,606,155
- Average return on equity (ROE) among peers: 3.28%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Rockwell Automation Inc (ROK) | $3.50 Billion | 20.20% | 2.17x | $49.08 Billion |
| Ametek Inc (AME) | $174.05 Million | 23.96% | 3.02x | $53.06 Billion |
| American Superconductor Corporation (AMSC) | $43.96 Million | -34.87% | 0.09x | $1.27 Billion |
| Smith AO Corporation (AOS) | $1.67 Billion | 22.20% | 0.83x | $7.60 Billion |
| ATS Corporation (ATS) | $530.21 Million | 2.29% | 0.42x | $1.70 Billion |
| Babcock & Wilcox Enterprises Inc (BW) | $-2.09 Million | 0.00% | 0.00x | $549.68 Million |
| Broadwind Energy Inc (BWEN) | $46.27 Million | -21.03% | 2.12x | $50.81 Million |
| Capstone Energy Plus, Inc. Common Stock (CEPL) | $-7.76 Million | 0.00% | 0.00x | $88.70 Million |
| Clean Energy Technologies, Inc. Common Stock (CETY) | $1.88 Million | 7.85% | 3.32x | $10.40 Million |
| Cummins Inc (CMI) | $1.48 Billion | 14.37% | 1.55x | $65.11 Billion |
| Crane Company (CR) | $1.07 Billion | 18.04% | 2.23x | $10.47 Billion |
About Rockwell Automation Inc
Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company offers drives, motion, advanced material handling, safety, sensing, industri… Read more