Other

Capital loss carryforwards

Rockwell Automation Capital loss carryforwards increased by 3.9% to $16.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 3.9%, from $15.40M to $16.00M. Over 5 years (FY 2020 to FY 2025), Capital loss carryforwards shows an upward trend with a 8.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityStable
First reportedQ4 2017
Last reportedQ4 2025

How to read this metric

An increase suggests the company has realized losses that may provide future tax shields, though it may also reflect past asset divestitures or market volatility.

Detailed definition

These are tax benefits resulting from capital losses that exceed capital gains in a given period, which can be used to o...

Peer comparison

Common in large multinationals with frequent M&A activity or portfolio restructuring.

Metric ID: other_deferred_tax_assets_capital_loss_carryforwards

Historical Data

5 periods
 Q3 '21Q3 '22Q3 '23Q3 '24Q3 '25
Value$15.30M$13.00M$14.40M$15.40M$16.00M
QoQ Change-15.0%+10.8%+6.9%+3.9%
YoY Change-15.0%+10.8%+6.9%+3.9%
Range$13.00M$16.00M
CAGR+4.6%
Avg YoY Growth+1.6%
Median YoY Growth+5.4%
Current Streak3 quarters growth

Frequently Asked Questions

What is Rockwell Automation's capital loss carryforwards?
Rockwell Automation (ROK) reported capital loss carryforwards of $16.00M in Q3 2025.
How has Rockwell Automation's capital loss carryforwards changed year-over-year?
Rockwell Automation's capital loss carryforwards increased by 3.9% year-over-year, from $15.40M to $16.00M.
What is the long-term trend for Rockwell Automation's capital loss carryforwards?
Over 5 years (2020 to 2025), Rockwell Automation's capital loss carryforwards has grown at a 8.2% compound annual growth rate (CAGR), from $10.80M to $16.00M.
What does capital loss carryforwards mean?
Tax losses from previous years that can be used to reduce future tax bills on capital gains.