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Rockwell Automation ROK Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments

Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments at other companies

Rockwell Automation logo
Rockwell AutomationROK
$23M0.0%
Citigroup logo
CitigroupC
$1.74B+12.8%
Beneficient logo
BeneficientBENF
$0—
State Street logo
State StreetSTT
$586M+41.5%
Schneider National logo
Schneider NationalSNDR
$0-100%
Blackstone logo
BlackstoneBX
$19.3M+55.6%

Other financials

Income statement

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Revenue$2.2B+11.9%
Gross profit$1.1B+15.7%
Net income$350.0M+38.9%
EPS (diluted)$3.10+39.6%

Balance sheet

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Cash & equivalents$423.0M-6.0%
Total debt$4.1B-0.9%
Total equity$3.5B+2.4%
Total assets$11.3B+2.4%

Cash flow

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Operating cash flow$320.0M+60.8%
CapEx$45.0M+60.7%
Free cash flow$275.0M+60.8%

Valuation

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Market cap$55.09B+42.7%
Enterprise value$58.72B+39.8%
P/E50.6×+10.9×
P/S6.3×+1.5×

Profitability

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Gross margin52.5%+1.4pp
Net margin12.4%+1.0pp
FCF margin15.2%+1.8pp

Returns & leverage

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Return on equity31.3%+5.3pp
Debt / equity1.2×0.0×
Current ratio1.1×0.0×

Where this comes from

Reported directly by Rockwell Automation in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueUpwardPriceAdjustmentCumulativeAmount.

The official record: Rockwell Automation’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Rockwell Automation's equity securities without readily determinable fair value - cumulative upward adjustments?
Rockwell Automation (ROK) reported equity securities without readily determinable fair value - cumulative upward adjustments of $23M in Q1 2026.
How has Rockwell Automation's equity securities without readily determinable fair value - cumulative upward adjustments changed year-over-year?
Rockwell Automation's equity securities without readily determinable fair value - cumulative upward adjustments decreased by 0.0% year-over-year, from $23M to $23M.
What is the long-term trend for Rockwell Automation's equity securities without readily determinable fair value - cumulative upward adjustments?
Over 4 years (2021 to 2025), Rockwell Automation's equity securities without readily determinable fair value - cumulative upward adjustments has grown at a 45.7% compound annual growth rate (CAGR), from $5.1M to $23M.
What does equity securities without readily determinable fair value - cumulative upward adjustments mean?
This reflects the cumulative positive adjustments to the carrying value of equity investments that lack a readily determinable fair value. These adjustments are typically triggered by observable price changes in orderly transactions for identical or similar investments. It tracks the unrealized gains recognized on private or non-marketable equity holdings.