Rockwell Automation, Inc. (ROK) Total Return CAGR:42.83%(TTM)
Over the latest trailing 12-month period, Rockwell Automation, Inc. (ROK)'s total return cagr is +42.83%. The comparable SPY value is +24.09%. Year-to-date total return is +18.40%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Rockwell Automation, Inc.'s Total Return CAGR averages 16.31% over 3 years and 11.85% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Rockwell Automation, Inc.'s investment performance.
ROK Total Return CAGR Chart
Rockwell Automation, Inc. (ROK)
ROK Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
ROK Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 4165.15 | 4931.67 | +766.52 | +18.40% | +18.40% |
| 2025 | 3010.58 | 4165.15 | +1154.57 | +38.35% | +38.35% |
| 2024 | 3210.52 | 3010.58 | -199.94 | -6.23% | -6.23% |
| 2023 | 2618.28 | 3210.52 | +592.24 | +22.62% | +22.62% |
| 2022 | 3481.46 | 2618.28 | -863.18 | -24.79% | -24.79% |
| 2021 | 2465.78 | 3481.46 | +1015.67 | +41.19% | +41.19% |
| 2020 | 1954.91 | 2465.78 | +510.88 | +26.13% | +26.13% |
| 2019 | 1418.09 | 1954.91 | +536.82 | +37.85% | +37.85% |
| 2018 | 1812.71 | 1418.09 | -394.62 | -21.77% | -21.77% |
| 2017 | 1217.65 | 1812.71 | +595.06 | +48.87% | +48.87% |
| 2016 | 905.71 | 1217.65 | +311.94 | +34.44% | +34.44% |
| 2015 | 959.01 | 905.71 | -53.30 | -5.56% | -5.56% |
| 2014 | 997.82 | 959.01 | -38.81 | -3.89% | -3.89% |
| 2013 | 694.25 | 997.82 | +303.57 | +43.73% | +43.73% |
| 2012 | 592.42 | 694.25 | +101.83 | +17.19% | +17.19% |
| 2011 | 566.96 | 592.42 | +25.45 | +4.49% | +4.49% |
| 2010 | 363.17 | 566.96 | +203.79 | +56.11% | +56.11% |
| 2009 | 240.70 | 363.17 | +122.47 | +50.88% | +50.88% |
| 2008 | 501.09 | 240.70 | -260.39 | -51.96% | -51.96% |
| 2007 | 436.09 | 501.09 | +65.00 | +14.90% | +14.90% |
| 2006 | 416.26 | 436.09 | +19.83 | +4.76% | +4.76% |
| 2005 | 343.19 | 416.26 | +73.06 | +21.29% | +21.29% |
| 2004 | 242.11 | 343.19 | +101.09 | +41.75% | +41.75% |
| 2003 | 137.11 | 242.11 | +104.99 | +76.57% | +76.57% |
| 2002 | 114.33 | 137.11 | +22.79 | +19.93% | +19.93% |
| 2001 | 128.77 | 114.33 | -14.44 | -11.22% | -11.22% |
| 2000 | 122.16 | 128.77 | +6.61 | +5.41% | +5.41% |
| 1999 | 97.37 | 122.16 | +24.79 | +25.46% | +25.46% |
| 1998 | 99.03 | 97.37 | -1.65 | -1.67% | -1.67% |
| 1997 | 109.55 | 99.03 | -10.52 | -9.60% | -9.60% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 4,932 | +31.7% | +42.4% |
| Q1 2026 | 3,744 | -12.2% | +36.7% |
| Q4 2025 | 4,263 | +16.7% | +39.3% |
| Q3 2025 | 3,653 | +5.5% | +28.5% |
| Q2 2025 | 3,463 | +26.5% | +24.3% |
| Q1 2025 | 2,738 | -10.5% | -6.7% |
| Q4 2024 | 3,060 | +7.6% | -2.5% |
| Q3 2024 | 2,843 | +2.1% | -3.1% |
| Q2 2024 | 2,786 | -5.0% | -17.5% |
| Q1 2024 | 2,934 | -6.5% | +1.0% |
| Q4 2023 | 3,139 | +7.0% | +20.3% |
| Q3 2023 | 2,935 | -13.1% | +31.9% |
| Q2 2023 | 3,377 | +16.3% | +70.0% |
| Q1 2023 | 2,904 | +11.3% | +5.7% |
| Q4 2022 | 2,610 | +17.3% | -24.6% |
| Q3 2022 | 2,224 | +11.9% | -24.9% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Rockwell Automation, Inc.
Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Blake D. Moret