Rockwell Automation
Rockwell Automation returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q3 | Jun 30, 2026 | 26.23% | 27.28% | — | 34.47% | 10.78% | 18.5 pp |
| FY 2026 Q2 | Mar 31, 2026 | 23.31% | 25.99% | — | 31.2% | 9.78% | 15.6 pp |
| FY 2026 Q1 | Dec 31, 2025 | 22.54% | 23.84% | — | 27.71% | 8.93% | 14.8 pp |
| FY 2025 Q4 | Sep 30, 2025 | 20.9% | 22.11% | — | 24.24% | 7.74% | 13.2 pp |
| FY 2025 Q3 | Jun 30, 2025 | — | — | — | 28.46% | 8.67% | — |
| FY 2025 Q2 | Mar 31, 2025 | — | — | — | 25.86% | 8.11% | — |
| FY 2025 Q1 | Dec 31, 2024 | — | — | — | 26.22% | 8.27% | — |
| FY 2024 Q4 | Sep 30, 2024 | 22.03% | 20.49% | -13.1% | 26.86% | 8.45% | 14.3 pp |
| FY 2024 Q3 | Jun 30, 2024 | — | — | — | 30.34% | 8.86% | — |
| FY 2024 Q2 | Mar 31, 2024 | — | — | — | 35.21% | 10.37% | — |
| FY 2024 Q1 | Dec 31, 2023 | — | — | — | 37.2% | 10.84% | — |
| FY 2023 Q4 | Sep 30, 2023 | 25.54% | 25.51% | — | 43.95% | 12.58% | 17.8 pp |
| FY 2023 Q3 | Jun 30, 2023 | — | — | — | 49.45% | 12.63% | — |
| FY 2023 Q2 | Mar 31, 2023 | — | — | — | 45.49% | 11.91% | — |
| FY 2023 Q1 | Dec 31, 2022 | — | — | — | 39.53% | 9.82% | — |
| FY 2022 Q4 | Sep 30, 2022 | — | — | — | 36.33% | 8.69% | — |
| FY 2022 Q3 | Jun 30, 2022 | — | — | — | 28.75% | 6.94% | — |
| FY 2022 Q2 | Mar 31, 2022 | — | — | — | 28.95% | 6.78% | — |
| FY 2022 Q1 | Dec 31, 2021 | — | — | — | 49.44% | 10.64% | — |
| FY 2021 Q4 | Sep 30, 2021 | — | — | — | 79.36% | 15.12% | — |
| FY 2021 Q3 | Jun 30, 2021 | — | — | — | 101.33% | 19.4% | — |
| FY 2021 Q2 | Mar 31, 2021 | — | — | — | 130.18% | 21.21% | — |
| FY 2021 Q1 | Dec 31, 2020 | — | — | — | 114.75% | 17.1% | — |
| FY 2020 Q4 | Sep 30, 2020 | — | — | — | 142.79% | 15.3% | — |
| FY 2020 Q3 | Jun 30, 2020 | — | — | — | 79.73% | 11.4% | — |
| FY 2020 Q2 | Mar 31, 2020 | — | — | — | 72.77% | 11.03% | — |
| FY 2020 Q1 | Dec 31, 2019 | — | — | — | 92.99% | 14.2% | — |
| FY 2019 Q4 | Sep 30, 2019 | — | — | — | 68.83% | 11.25% | — |
| FY 2019 Q3 | Jun 30, 2019 | — | — | — | 79.49% | 17.23% | — |
| FY 2019 Q2 | Mar 31, 2019 | — | — | — | 59.13% | 15.21% | — |
| FY 2019 Q1 | Dec 31, 2018 | — | — | — | 49.68% | 13.02% | — |
| FY 2018 Q4 | Sep 30, 2018 | — | — | — | 25.02% | 7.98% | — |
| FY 2018 Q3 | Jun 30, 2018 | — | — | — | 21.77% | 6.04% | — |
| FY 2018 Q2 | Mar 31, 2018 | — | — | — | 19.9% | 6.08% | — |
| FY 2018 Q1 | Dec 31, 2017 | — | — | — | 17.81% | 5.26% | — |
| FY 2017 Q4 | Sep 30, 2017 | — | — | — | 35.49% | 11.58% | — |
| FY 2017 Q3 | Jun 30, 2017 | — | — | — | 37.51% | 11.46% | — |
| FY 2017 Q2 | Mar 31, 2017 | — | — | — | 35.37% | 11.47% | — |
| FY 2017 Q1 | Dec 31, 2016 | — | — | — | 35.41% | 11.23% | — |
| FY 2016 Q4 | Sep 30, 2016 | — | — | — | 34.36% | 10.81% | — |
| FY 2016 Q3 | Jun 30, 2016 | — | — | — | 31.89% | 11.25% | — |
| FY 2016 Q2 | Mar 31, 2016 | — | — | — | 31.82% | 11.87% | — |
| FY 2016 Q1 | Dec 31, 2015 | — | — | — | 33.25% | 12.66% | — |
| FY 2015 Q4 | Sep 30, 2015 | — | — | — | 33.68% | 13.1% | — |
| FY 2015 Q3 | Jun 30, 2015 | — | — | — | 33.16% | 13.94% | — |
| FY 2015 Q2 | Mar 31, 2015 | — | — | — | 32.67% | 13.97% | — |
| FY 2015 Q1 | Dec 31, 2014 | — | — | — | 32.07% | 13.88% | — |
| FY 2014 Q4 | Sep 30, 2014 | — | — | — | 31.54% | 13.7% | — |
| FY 2014 Q3 | Jun 30, 2014 | — | — | — | 33.55% | 13.32% | — |
| FY 2014 Q2 | Mar 31, 2014 | — | — | — | 33.43% | 13.43% | — |
| FY 2014 Q1 | Dec 31, 2013 | — | — | — | 34.07% | 13.61% | — |
| FY 2013 Q4 | Sep 30, 2013 | — | — | — | 34.09% | 13.17% | — |
| FY 2013 Q3 | Jun 30, 2013 | — | — | — | 37.46% | 13.2% | — |
| FY 2013 Q2 | Mar 31, 2013 | — | — | — | 35.7% | 12.97% | — |
| FY 2013 Q1 | Dec 31, 2012 | — | — | — | 37.41% | 13.01% | — |
| FY 2012 Q4 | Sep 30, 2012 | — | — | — | 40.95% | 13.5% | — |
| FY 2012 Q3 | Jun 30, 2012 | — | — | — | 38.94% | 13.89% | — |
| FY 2012 Q2 | Mar 31, 2012 | — | — | — | 37.68% | 13.89% | — |
| FY 2012 Q1 | Dec 31, 2011 | — | — | — | 42.49% | 14.54% | — |
| FY 2011 Q4 | Sep 30, 2011 | — | — | — | 43.5% | 13.91% | — |
| FY 2011 Q3 | Jun 30, 2011 | — | — | — | 38.33% | 12.62% | — |
| FY 2011 Q2 | Mar 31, 2011 | — | — | — | 34.63% | 11.75% | — |
| FY 2011 Q1 | Dec 31, 2010 | — | — | — | 36.42% | 11.72% | — |
| FY 2010 Q4 | Sep 30, 2010 | — | — | — | 33.44% | 10.26% | — |
| FY 2010 Q3 | Jun 30, 2010 | — | — | — | 31.12% | 10.58% | — |
| FY 2010 Q2 | Mar 31, 2010 | — | — | — | — | — | — |
| FY 2010 Q1 | Dec 31, 2009 | — | — | — | — | — | — |
| FY 2009 Q4 | Sep 30, 2009 | — | — | — | — | — | — |
| FY 2009 Q3 | Jun 30, 2009 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · ROK, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.