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Retained earnings is the accumulated portion of net income that is not distributed to shareholders. Rockwell Automation's retained earnings for the quarter that ended in Mar. 2026 was $5,768 Mil.
Rockwell Automation's quarterly retained earnings
increased
from Sep. 2025 ($5,422 Mil) to Dec. 2025 ($5,571 Mil) and
increased
from Dec. 2025 ($5,571 Mil) to Mar. 2026 ($5,768 Mil).
Rockwell Automation's annual retained earnings
increased
from Sep. 2023 ($9,255 Mil) to Sep. 2024 ($9,635 Mil) but then
declined
from Sep. 2024 ($9,635 Mil) to Sep. 2025 ($5,422 Mil).
Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.
For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.
If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.
Of course, many companies with negative retained earnings have indeed lost money in the past.
Retained Earnings: Warren Buffett's Secret.
One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.
If the company loses more than it has accumulated, retained earnings is negative.
If a company isn't adding to its retained earnings, it isn't growing its net worth.
Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.
Microsoft is negative because it chose to buyback stock and pay dividends.
The more earnings retained, the faster it grows and increases growth rate for future earnings.
Rockwell Automation Retained Earnings Historical Data
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The historical data trend for Rockwell Automation's Retained Earnings can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.
Of course, if a company loses, it is called retained losses, or accumulated losses.
Rockwell Automation (ROK) has a Retained Earnings of $5,768 Mil as of Mar. 2026. Retained earnings is the amount of net income not issued to shareholders. View historical data on Rockwell Automation and its competitors.
Is Rockwell Automation's Retained Earnings too high?
Rockwell Automation's current Retained Earnings is $5,768 Mil. Overall, Rockwell Automation has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Rockwell Automation's Retained Earnings compare to AME and IR?
Rockwell Automation's Retained Earnings of $5,768 Mil can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Retained Earnings for an Industrial Products company?
A good Retained Earnings depends on the Industrial Products industry context. However, Retained Earnings should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Retained Earnings mean?
A high Retained Earnings can signal that a stock is expensive relative to its fundamentals. Retained earnings is the amount of net income not issued to shareholders. View historical data on Rockwell Automation and its competitors. Rockwell Automation's current Retained Earnings is $5,768 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Rockwell Automation stock overvalued right now?
Based on GuruFocus' analysis, Rockwell Automation (ROK) is currently considered Significantly Overvalued. The stock's GF Value™ is $313.78, compared to a current price of $461.92 — trading 47.2% above its estimated fair value. The current Retained Earnings is $5,768 Mil. Rockwell Automation's overall GF Score™ is 78/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Retained Earnings calculated?
Retained Earnings is calculated from a company's financial statements. For Rockwell Automation (ROK), the current Retained Earnings is $5,768 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Rockwell Automation (ROK) Overvalued in 2026?
Based on GuruFocus' analysis, Rockwell Automation stock appears to be overvalued.
The current stock price of $461.92 is trading 47.2% above its estimated GF Value™ of $313.78.
GuruFocus considers Rockwell Automation to be Significantly Overvalued.
Key valuation signals for ROK:
Retained Earnings: $5,768 Mil
GF Value™: $313.78 vs. price of $461.92 (47.2% above fair value)
No single metric tells the full story. See the ROK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
With roots tracing back to the early 1900s, Rockwell Automation is the successor to Rockwell International, which spun off its avionics segment in 2001. It is a pure-play industrial automation company that operates through three segments. Its largest segment by revenue, intelligent devices, sells factory floor-level devices such as motors, drives, sensors, relays, and actuators. Its software and control segment sells visualization, simulation, and human-machine interface software and control products such as programmable controllers, computers, and operator terminals. Its smallest segment, lifecycle services, offers digital consulting, engineered-to-order services, and other outsourced services such as remote monitoring, cybersecurity, and asset and plant maintenance and optimization.
78GF Score
Get the complete analysis for ROK
Retained Earnings is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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