Skip to content
Screener

Rockwell Automation ROK Fair value of plan assets

Fair value of plan assets at other companies

Columbus McKinnon Corporation logo
Columbus McKinnon CorporationCMCO
——

Other financials

Income statement

See full
Revenue$2.3B+7.9%
Gross profit$1.1B+30.6%
Net income$408.0M+38.3%
EPS (diluted)$3.65+40.4%

Balance sheet

See full
Cash & equivalents$479.0M-3.2%
Total debt$3.3B-15.9%
Total equity$3.5B+2.4%
Total assets$11.1B-0.9%

Cash flow

See full
Operating cash flow$724.0M+37.4%
CapEx$70.0M+84.2%
Free cash flow$654.0M+33.7%

Valuation

See full
Market cap$49.06B+32.4%
Enterprise value$51.84B+28.2%
P/E40.9×+2.7×
P/S5.5×+0.9×

Profitability

See full
Gross margin54.5%+3.0pp
Net margin13.4%+1.3pp
FCF margin16.8%+0.4pp

Returns & leverage

See full
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:DefinedBenefitPlanPensionPlanWithProjectedBenefitObligationInExcessOfPlanAssetsPlanAssets.

The source filing: Rockwell Automation’s 10-K, filed November 12, 2025.

Filed
Nov 12, 2025
Fiscal year
FY2025
Accession
0001024478-25-000116
Line item20252024
Projected benefit obligation$2,185$2,303
Fair value of plan assets1,8421,821

Item 8. Financial Statements and Supplementary Data

FAQ

What is Rockwell Automation's fair value of plan assets?
Rockwell Automation (ROK) reported fair value of plan assets of $1.84B in Q3 2025.
How has Rockwell Automation's fair value of plan assets changed year-over-year?
Rockwell Automation's fair value of plan assets increased by 1.2% year-over-year, from $1.82B to $1.84B.
What is the long-term trend for Rockwell Automation's fair value of plan assets?
Over 4 years (2021 to 2025), Rockwell Automation's fair value of plan assets has grown at a -15.0% compound annual growth rate (CAGR), from $3.53B to $1.84B.
What does fair value of plan assets mean?
This represents the total market value of assets held in a pension plan where the benefit obligation is calculated based on projected future salary levels. These assets are managed to offset long-term retirement liabilities for employees. The valuation of these assets is sensitive to market fluctuations and interest rate changes.

Ask your AI about Rockwell Automation's fair value of plan assets.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude