Other

Cumulative Cost Basis

Rockwell Automation Cumulative Cost Basis increased by 5.9% to $2.79B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.9%, from $2.64B to $2.79B. Over 5 years (FY 2020 to FY 2025), Cumulative Cost Basis shows an upward trend with a 4.4% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ4 2025Nov 12, 2025

How to read this metric

Provides a stable reference point for the scale of the bank's investment activities and historical capital deployment.

Detailed definition

The cumulative cost basis represents the original purchase price or historical cost of assets or liabilities before any...

Peer comparison

Universal accounting concept used by all financial institutions to track historical investment scale.

Metric ID: cumulative_cost_basis

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$2.33B$2.29B$2.51B$2.64B$2.79B
QoQ Change-1.6%+9.8%+5.0%+5.9%
YoY Change-1.6%+9.8%+5.0%+5.9%
Range$2.29B$2.79B
CAGR+20.1%
Avg YoY Growth+4.8%
Median YoY Growth+5.5%
Current Streak3 quarters growth

Frequently Asked Questions

What is Rockwell Automation's cumulative cost basis?
Rockwell Automation (ROK) reported cumulative cost basis of $2.79B in Q3 2025.
How has Rockwell Automation's cumulative cost basis changed year-over-year?
Rockwell Automation's cumulative cost basis increased by 5.9% year-over-year, from $2.64B to $2.79B.
What is the long-term trend for Rockwell Automation's cumulative cost basis?
Over 5 years (2020 to 2025), Rockwell Automation's cumulative cost basis has grown at a 4.4% compound annual growth rate (CAGR), from $2.25B to $2.79B.
What does cumulative cost basis mean?
The original total cost of assets or liabilities before any accounting adjustments.