Discontinued — last reported Q4 '18
Rockwell Automation Tax Credit Carryforward Valuation Allowance increased by 104.8% to $60.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 104.8%, from $29.30M to $60.00M. Over 5 years (FY 2020 to FY 2025), Tax Credit Carryforward Valuation Allowance shows an upward trend with a 11.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase suggests management has lowered its expectations for future taxable income or that credits are nearing expiration without a clear path to utilization.
This represents the portion of deferred tax assets related to tax credit carryforwards that the company believes is more...
Peers with consistent profitability typically maintain low valuation allowances, while those in cyclical downturns or restructuring may show higher balances.
other_tax_credit_carryforward_valuation_allowance| Q3 '21 | Q3 '22 | Q3 '23 | Q3 '24 | Q3 '25 | |
|---|---|---|---|---|---|
| Value | $5.50M | $3.90M | $31.90M | $29.30M | $60.00M |
| QoQ Change | — | -29.1% | +717.9% | -8.2% | +104.8% |
| YoY Change | — | -29.1% | +717.9% | -8.2% | +104.8% |