Equity

Total Equity

Rockwell Automation Total Equity decreased by 6.0% to $3.52B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.4%, from $3.44B to $3.52B. Over 5 years (FY 2020 to FY 2025), Total Equity shows an upward trend with a 28.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryMarket Position
SignalHigher is better
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026

How to read this metric

A growing equity base suggests increasing value for shareholders, though aggressive share buybacks can intentionally reduce this figure.

Detailed definition

The residual interest in the assets of the company after deducting all liabilities. It represents the net book value of...

Peer comparison

Used to calculate Return on Equity (ROE), a primary measure of how effectively management is using shareholder capital to generate profit.

Metric ID: total_stockholders_equity

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$2.27B$2.39B$2.50B$2.63B$2.39B$2.73B$2.91B$3.16B$3.34B$3.56B$3.61B$3.54B$3.33B$3.50B$3.39B$3.44B$3.46B$3.65B$3.75B$3.52B
QoQ Change+5.3%+4.8%+5.1%-9.2%+14.0%+6.9%+8.3%+5.9%+6.5%+1.3%-1.8%-6.1%+5.2%-3.2%+1.6%+0.7%+5.5%+2.5%-6.0%
YoY Change+5.4%+14.1%+16.4%+19.9%+39.8%+30.7%+23.8%+12.3%-0.5%-1.8%-6.2%-3.0%+4.1%+4.5%+10.7%+2.4%
Range$2.27B$3.75B
CAGR+9.7%
Avg YoY Growth+10.8%
Median YoY Growth+8.0%

Frequently Asked Questions

What is Rockwell Automation's total equity?
Rockwell Automation (ROK) reported total equity of $3.52B in Q1 2026.
How has Rockwell Automation's total equity changed year-over-year?
Rockwell Automation's total equity increased by 2.4% year-over-year, from $3.44B to $3.52B.
What is the long-term trend for Rockwell Automation's total equity?
Over 5 years (2020 to 2025), Rockwell Automation's total equity has grown at a 28.9% compound annual growth rate (CAGR), from $1.03B to $3.65B.
What does total equity mean?
The net worth of the company belonging to the owners, calculated as total assets minus total liabilities.