Slides
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PUBLIC Q4 Fiscal 2025 Earnings Presentation November 6, 2025 1
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2PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are included in the appendix. All information should be read in conjunction with our historical financial statements.
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3PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | ▶ Reported sales up 14% YOY; Organic sales up 13% YOY ▶ Total Annual Recurring Revenue (ARR) up 8% YOY ▶ Announcing dissolution of the Sensia joint venture, expected to close in the first half of fiscal 2026 ▶ GAAP measures: pretax margin of 2.7% and diluted EPS of $1.23 ▶ Diluted EPS reduced by $1.88 of accounting adjustments and one-time charges ▶ Segment operating margin of 22.5%, up 240 bps YOY; Adjusted EPS of $3.34, up 32% YOY ▶ Both segment operating margin and adjusted EPS were above expectations ▶ Achieved ~$325M in YOY productivity benefits for FY25 ▶ Tariffs did not have a meaningful EPS impact in the quarter Q4 FY25 Results Highlights Double-digit year-over-year growth in sales and earnings Note: Q4 FY24 has been recast to conform to the current presentation of Adjusted EPS. See appendix slide 22 for more details.
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4PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Q4 FY25 Organic Industry Segment Performance Note: Organic sales growth rates depicted above exclude the impact of acquisitions and currency. Arrows reflect positive/negative directional growth vs prior year. D I S C R E T E H Y B R I D P R O C E S S Q4 FY25 vs. Q4 FY24 Q4 FY25 vs. Q4 FY24 Up ~20% Automotive up low double digits Semiconductor down mid single digits e-Commerce & Warehouse Automation up ~70% Up low double digits Food & Beverage up low double digits Life Sciences up low double digits Tire down mid teens Up ~10% Energy up low single digits Mining up high teens Chemicals up high teens
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5PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Q4 and Full Year FY25OrganicSales Growth Latin America Q4: (9)% FY: (6)% EMEA Q4: 6% FY: (3)% Asia Pacific Q4: 6% FY: (4)% North America Q4: 19% FY: 4% % of FY Reported Sales North America continued to be the strongest region in FY25
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6PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | ▶ Reported and organic sales up 1% YOY ▶ Total Annual Recurring Revenue (ARR) up 8% YOY ▶ GAAP measures: pretax margin of 11.0% and diluted EPS of $7.67 ▶ Diluted EPS reduced by $1.88 of accounting adjustments and one-time charges ▶ Segment operating margin of 20.4%, up 110 bps YOY ▶ Includes ~$325M benefit from cost reduction and margin expansion actions ▶ Adjusted EPS of $10.53, up 7% YOY ▶ Free Cash Flow conversion of ~114% Full Year FY25 Results Highlights Strong execution, price discipline, and continued focus on productivity Note: FY24 and FY25 have been recast to conform to the current presentation of Adjusted EPS. See appendix slide 22 for more d etails.
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7PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Full Year FY26 Outlook ▶ Total reported sales growth range of 3% - 7%; organic sales growth range of 2% - 6% ▶ Total Annual Recurring Revenue (ARR) expected to grow high single digits ▶ Expect segment operating margin of 21.5% ▶ Adjusted EPS range of $11.20 - $12.20, up ~10% YOY at the midpoint ▶ Expect Free Cash Flow conversion of ~100% ▶ Guidance does not include the anticipated impact of the dissolution of the Sensia joint venture Note: Guidance as of November 6, 2025 Well positioned to continue to gain share and expand margins
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8PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | New “Engineering and Development” line item in Statement of Operations • Elevates visibility of total innovation spend • Aligns reporting with industry peers • No net P&L impact • $191M reclass from Cost of Sales to Engineering & Development • See appendix slide 21 for more detail • No net P&L impact • ~$700M reclass from Cost of Sales to Engineering & Development Accrual of estimated lifetime asbestos defense and indemnity Definition change to exclude legacy asbestos and environmental charges from Adj. Income and Adj. EPS • Simplifies our reporting • Aligns treatment of legacy charges • Reduces earnings volatility from non-operational items • Accrual: $136M ($0.91 per share) • Definition change: Including the accrual, $141M ($0.94 per share) • See appendix slide 22 for more detail • Definition change: ~$18M (~$0.12 per share) (1) Sensia JV dissolution • Accretive to ROK’s margins • Drives simplification and focus in our Energy vertical • Non-cash impairment charge of $110M ($0.97 per share), net of tax effects and NCI adjustment • Reduces ROK reported sales for a full year by ~$250M (1) • Increases ROK segment margin for a full year by ~50 bps (1) Voluntary pension contribution • Delays future mandatory cash contributions until ~FY2030 • Lowers PBGC premium payments • No net P&L impact • $70M operating cash outflow • Free cash flow conversion still >100% after contribution • N/A CHANGE Driving Simplification and Margin Expansion (1) Based on FY25 results RATIONALE Q4 2025 FINANCIAL IMPACT ESTIMATED ANNUAL FINANCIAL IMPACT
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9PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Q4 FY25 Key Financial Information ($ in millions, except per share amounts) Sales $2,316 $2,035 Segment Operating Margin 22.5% 20.1% 240 bps Corporate and Other $27 $29 $2 Adjusted EPS $3.34 $2.53 32% Adjusted Effective Tax Rate 17.8% 15.3% (2.5) pts Free Cash Flow $405 $367 $38 Note: Q4 FY24 has been recast to conform to the current year presentation. See appendix slide 22 for more details. Q4 FY25 Q4 FY24 YOY B/(W) Organic Growth +13 % Inorganic Growth — % Currency Translation +1 % Reported Growth +14 %
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10PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | $1,086M Lifecycle Services Software & Control Intelligent Devices Q4 FY25 Segment Results $657M $573M Book-to-bill of 0.9, in line with historical seasonality Higher segment margin driven by strong project execution and productivity, partially offset by higher compensation Higher segment margin driven by higher sales volume and price realization, partially offset by higher compensation Lower segment margin reflects higher compensation costs and a prior year earnout accrual adjustment. The quarter also included favorable impacts from price realization and higher volume. Q1 FY23 Sales ($ in millions; YOY growth %) Segment Operating Margin Segment Highlights Organic +14 % Inorganic — % Currency +1 % Reported +15 % Organic +30 % Inorganic — % Currency +1 % Reported +31 % Organic (4)% Inorganic — % Currency +1 % Reported (3)% 19.8% (90) bps YOY 31.2% 880 bps YOY 17.5% 30 bps YOY
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11PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Q4 FY24 to Q4 FY25 Adjusted EPS Walk (1) Q4 FY24 has been recast to conform to the current year presentation of Adjusted EPS. See appendix slide 22 for more details. (2) Includes cost reduction and margin expansion actions (3) Compensation reflects merit and incentive compensation (4) All Other includes: Tax, Currency, Corporate Items, Interest Expense, Non-Controlling Interest, and Shares $2.53 $3.34 ~ $1.45 ~ $(0.45) ~ $(0.15) ~ $(0.04) Q4 FY24 Core Compensation PY Earnout Accrual Adj. All Other Q4 FY25 (1) (3)(2) (4)
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12PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Full Year FY25 Key Financial Information ($ in millions, except per share amounts) Sales $8,342 $8,264 Segment Operating Margin 20.4% 19.3% 110 bps Corporate and Other $125 $114 $(11) Adjusted EPS $10.53 $9.85 7% Adjusted Effective Tax Rate 17.1% 15.3% (1.8) pts Free Cash Flow $1,358 $639 $719 ROIC 14.6% 15.2% (0.6) pts Note: FY24 and FY25 have been recast to conform to the current year presentation. See appendix slide 22 for more details. FY25 FY24 YOY B/(W) Organic Growth +1 % Inorganic Growth — % Currency Translation — % Reported Growth +1 %
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13PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | FY26 Guidance Sales Midpoint ~ $8.8B Segment Operating Margin ~ 21.5% Adjusted Effective Tax Rate ~ 20% Adjusted EPS Range $11.20 - $12.20 Free Cash Flow Conversion ~ 100% Note: Guidance as of November 6, 2025; does not include the anticipated impact of the dissolution of the Sensia joint venture . Full Year Outlook
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14PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | FY25 Actuals to FY26 Guidance Adjusted EPS Walk (1) FY25 has been recast to conform to the current year presentation of Adjusted EPS. See appendix slide 22 for more details. (2) Includes expected full year productivity and compensation (3) All Other includes: Corporate Items, Interest Expense, Non-Controlling Interest, and Shares Note: Guidance as of November 6, 2025; does not include the anticipated impact of the dissolution of the Sensia joint venture . $10.53 $11.70 ~ $1.40 ~ $0.20 ~ $(0.40) ~ $(0.03) FY25 Core FX Tax All Other FY26 Guidance Midpoint (1) (2) (3)
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N O V 1 8 - 1 9 , 2 0 2 5 C H I C A G O , I L U S A I N V E S T O R D A Y
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16PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Appendix
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17PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | FY25 Organic Industry Segment Performance Note: Organic sales growth rates depicted above exclude the impact of acquisitions and currency. Arrows reflect positive/nega tive directional growth vs prior year. D I S C R E T E H Y B R I D P R O C E S S FY25 vs. FY24 FY25 vs. FY24 Up high single digits Automotive flat Semiconductor down low single digits e-Commerce & Warehouse Automation up ~40% Up low single digits Food & Beverage up low single digits Life Sciences up mid single digits Tire down ~10% Down low single digits Energy down mid single digits Mining down low single digits Chemicals flat
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18PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Industry Segmentation % of FY25 Sales ~10% Automotive ~5% Semiconductor ~5% e-Commerce & Warehouse Automation ~5% General Industrial ~20% Food & Beverage ~5% Life Sciences ~5% Household & Personal Care ~5% Tire ~15% Energy* ~5% Mining ~5% Metals ~5% Chemicals ~5% Water / Wastewater ~5% Pulp & Paper▶ Marine ▶ Mass Transit ▶ Glass ▶ Fibers & Textiles ▶ Entertainment ▶ Airports ▶ Aerospace ▶ Print & Publishing ~25% of sales ~35% of sales ~40% of sales *Energy includes Fossil Fuels, Renewables, CCUS, Low Emission Fuels, Energy Storage and Traditional Power.
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19PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | FY24 to FY25 Adjusted EPS Walk (1) FY24 and FY25 have been recast to conform to the current year presentation of Adjusted EPS. See appendix slide 22 for more de tails. (2) Includes cost reduction and margin expansion actions (3) Compensation reflects merit and incentive compensation (4) All Other includes: Corporate Items, Interest Expense, and Non-Controlling Interest $9.85 $10.53 ~ $3.00 ~ $(1.85) ~ $(0.30) ~ $(0.25) ~ $(0.20) ~ $0.15 ~ $0.13 FY24 Core Compensation FX Tax PY Earnout Accrual Adj. Shares All Other FY25 (1) (2) (3) (4) (1)
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20PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | FY26 Organic Industry Segment Outlook Note: Organic sales growth rates depicted above exclude the impact of acquisitions and currency. Arrows reflect positive/nega tive directional growth vs prior year. D I S C R E T E H Y B R I D P R O C E S S FY26 vs. FY25 Assumptions at Guidance Midpoint Up mid single digits Automotive up mid single digits Semiconductor flat e-Commerce & Warehouse Automation up ~10% Up mid single digits Food & Beverage up mid single digits Life Sciences up mid single digits Tire up low single digits Up low single digits Energy up low single digits Mining up low single digits Chemicals up low single digits
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21PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Engineering and Development: Recast of Historical Periods 2025 2024 2023 Q1 Q2 Q3 Q4 Full Year Q1 Q2 Q3 Q4 Full Year Full Year Sales $ 1,881 $ 2,001 $ 2,144 $ 2,316 $ 8,342 $ 2,052 $ 2,126 $ 2,051 $ 2,035 $ 8,264 $ 9,058 Cost of Sales (1,003) (1,029) (1,098) (1,196) (4,326) (1,087) (1,124) (1,092) (1,110) (4,413) (4,635) Gross Profit 878 972 1,046 1,120 4,016 965 1,002 959 925 3,851 4,423 Gross Profit % of Sales 46.7 % 48.6 % 48.8 % 48.4 % 48.1 % 47.0 % 47.1 % 46.8 % 45.5 % 46.6 % 48.8 % Selling, general and administrative expenses (476) (469) (498) (471) (1,914) (514) (501) (501) (485) (2,001) (2,024) Engineering and development (156) (162) (170) (191) (679) (170) (169) (164) (155) (658) (706) Change in fair value of investments — (3) — — (3) 3 3 (5) (1) — 279 Other income (expense) 6 — 5 (134) (123) 9 15 7 31 62 (71) Goodwill and intangible asset impairment — — — (224) (224) — — — — — (158) Interest expense (39) (39) (41) (37) (156) (33) (40) (41) (40) (154) (135) Income before income taxes 213 299 342 63 917 260 310 255 275 1,100 1,608 Income tax provision (35) (51) (49) (33) (168) (47) (45) (24) (36) (152) (330) Net income 178 248 293 30 749 213 265 231 239 948 1,278 Net loss attributable to noncontrolling interests (6) (4) (2) (108) (120) (2) (1) (1) (1) (5) (109) Net income attributable to Rockwell Automation, Inc. $ 184 $ 252 $ 295 $ 138 $ 869 $ 215 $ 266 $ 232 $ 240 $ 953 $ 1,387 Effective in the fourth quarter of fiscal 2025, Engineering and development costs, previously included in cost of sales, are being reported as a separate line item in the statement of operations. All periods have been recast to reflect this change.
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22PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Adj. Income and Adj. EPS Definition Changes: Recast of Historical Periods 2025 2024 2023 Q1 Q2 Q3 Q4 Full Year Q1 Q2 Q3 Q4 Full Year Full Year Net income attributable to Rockwell Automation $ 184 $ 252 $ 295 $ 138 $ 869 $ 215 $ 266 $ 232 $ 240 $ 953 1,387 Non-operating pension and postretirement benefit cost (credit) — — — 1 1 (5) (5) (4) (5) (20) 83 Tax effect of non-operating pension and postretirement benefit cost (credit) — — (1) — (1) 1 1 1 1 4 (21) Purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation 33 32 33 151 249 33 34 33 33 133 178 Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (8) (7) (7) (16) (38) (6) (5) (6) (8) (25) (9) Net legacy asbestos and environmental charges 3 6 4 141 (1) 154 (2) 5 3 4 9 21 18 Tax effect of net legacy asbestos and environmental charges (1) (1) (1) (34) (37) (1) (1) (1) (2) (5) (4) Change in fair value of investments — 3 — — 3 (3) (3) 5 1 — (279) Tax effect of change in fair value of investments — (1) — — (1) 1 — (2) — — 68 Restructuring charges — — — (5) (5) — — 70 27 97 — Tax effects of restructuring charges — — — 1 1 — — (18) (7) (25) — Adjusted Income $ 211 $ 284 $ 323 $ 377 $ 1,195 $ 240 $ 290 $ 314 $ 289 $ 1,133 $ 1,421 Diluted EPS $ 1.61 $ 2.22 $ 2.60 $ 1.23 $ 7.67 $ 1.86 $ 2.31 $ 2.02 $ 2.09 $ 8.28 $ 11.95 Non-operating pension and postretirement benefit cost (credit), net of tax — — (0.01) 0.01 — (0.03) (0.03) (0.03) (0.03) (0.14) 0.54 Purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation, net of tax 0.22 0.21 0.23 1.20 1.86 0.23 0.24 0.23 0.22 0.94 1.46 Net legacy asbestos and environmental charges, net of tax 0.02 0.05 0.03 0.94 (1) 1.03 (2) 0.03 0.02 0.03 0.06 0.14 0.13 Change in fair value of investments, net of tax — 0.02 — — 0.01 (0.02) (0.02) 0.03 0.01 (0.01) (1.83) Restructuring charges, net of tax — — — (0.04) (0.04) — — 0.46 0.18 0.64 — Adjusted EPS $ 1.85 $ 2.50 $ 2.85 $ 3.34 $ 10.53 $ 2.07 $ 2.52 $ 2.74 $ 2.53 $ 9.85 $ 12.25 (1) Fourth quarter fiscal 2025 includes an accrual increase of $136 million ($0.91 per share) and $5 million of charges ($0.03 per share). (2) Full year fiscal 2025 includes an accrual increase of $136 million ($0.91 per share) and $18 million of charges ($0.12 per share). Effective in the fourth quarter of fiscal 2025, Rockwell is changing its definition of Adjusted Income and Adjusted EPS to exclude the impact of legacy asbestos and environmental charges. Previously these amounts were included in Corporate and other. All periods have been recast to reflect this change. The following are reconciliations of Net income attributable to Rockwell Automation and diluted EPS to Adjusted Income and Adjusted EPS, respectively:
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23PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Three Months Ended Financial Summary September 30, ($ in millions, except per share amounts) 2025 2024 Total sales $ 2,316 $ 2,035 Total segment operating earnings $ 520 $ 409 Purchase accounting depreciation and amortization, and impairment (259) (36) Corporate and other (27) (29) Non-operating pension and postretirement benefit (cost) credit (1) 5 Net legacy asbestos and environmental charges (141) (9) Change in fair value of investments — (1) Restructuring charges 5 (27) Interest expense, net (34) (37) Income tax provision (33) (36) Net income $ 30 $ 239 Net loss attributable to noncontrolling interests (108) (1) Net income attributable to Rockwell Automation $ 138 $ 240 Adjustments Non-operating pension and postretirement benefit cost (credit), net of tax $ 1 $ (4) Purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation, net of tax 135 25 Legacy asbestos and environmental charges, net of tax 107 7 Change in fair value of investments, net of tax — 1 Restructuring charges, net of tax (4) 20 Adjusted Income $ 377 $ 289 Average diluted shares 113.0 113.7 Diluted EPS $ 1.23 $ 2.09 Adjusted EPS $ 3.34 $ 2.53 Note: FY24 has been recast to conform to the current year presentation. See appendix slide 22 for more details. Q4 FY25 Results: Summary
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24PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Free Cash Flow Three Months Ended Twelve Months Ended ($ in millions) September 30, September 30, 2025 2024 2025 2024 Net Income $ 30 $ 239 $ 749 $ 948 Depreciation/Amortization 85 81 325 317 Change in fair value of investments — 1 3 — Retirement benefits expense 12 4 43 18 Pension contributions (80) (8) (88) (27) Accounting change for net legacy asbestos-related defense costs 91 — 91 — Impairment of goodwill and intangible assets 224 — 224 — Receivables/Inventory/Payables 4 160 (9) 246 Compensation and benefits 81 42 168 (255) Income taxes (38) (11) (168) (305) Other 45 (76) 206 (78) Cash flow from operations 454 432 1,544 864 Capital expenditures (49) (65) (186) (225) Free Cash Flow $ 405 $ 367 $ 1,358 $ 639 Adjusted Income $ 377 $ 289 $ 1,195 1,133 Free Cash Flow as a % of Adjusted Income 107 % 127 % 114 % 56 % Note: FY24 and FY25 Adjusted Income has been recast to conform to the current year presentation. See appendix slide 22 for mo re details. Reconciliation to Non-GAAP Measures
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25PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Organic Sales (in millions, except percentages) Three Months Ended September 30, 2025 2024 Reported Sales(a) Less: Effect of Acquisitions(e) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Reported Sales Growth (a)/(c) Less: Effect of Acquisitions (e)/(c) Effect of Changes in Currency (d)/(c) Organic Sales Growth (b)/(c) North America $ 1,478 $ — $ (1) $ 1,479 $ 1,244 19% —% —% 19% EMEA 406 — 22 384 361 12% —% 6% 6% Asia Pacific 280 — (2) 282 267 5% —% (1)% 6% Latin America 152 — 4 148 163 (7)% —% 2% (9)% Total $ 2,316 $ — $ 23 $ 2,293 $ 2,035 14% —% 1% 13% Twelve Months Ended September 30, 2025 2024 Reported Sales(a) Less: Effect of Acquisitions(e) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Reported Sales Growth (a)/(c) Less: Effect of Acquisitions (e)/(c) Effect of Changes in Currency (d)/(c) Organic Sales Growth (b)/(c) North America $ 5,270 $ 2 $ (12) $ 5,280 $ 5,053 4% —% —% 4% EMEA 1,488 — 29 1,459 1,504 (1)% —% 2% (3)% Asia Pacific 1,024 — (8) 1,032 1,073 (5)% —% (1)% (4)% Latin America 560 — (38) 598 634 (12)% —% (6)% (6)% Total $ 8,342 $ 2 $ (29) $ 8,369 $ 8,264 1% —% —% 1% Reconciliation to Non-GAAP Measures
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26PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Organic Sales (in millions, except percentages) Three Months Ended September 30, 2025 2024 Reported Sales(a) Less: Effect of Acquisitions(e) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Reported Sales Growth (a)/(c) Less: Effect of Acquisitions (e)/(c) Effect of Changes in Currency (d)/(c) Organic Sales Growth (b)/(c) Intelligent Devices $ 1,086 $ — $ 11 $ 1,075 $ 946 15% —% 1% 14% Software & Control 657 — 5 652 501 31% —% 1% 30% Lifecycle Services 573 — 7 566 588 (3)% —% 1% (4)% Total $ 2,316 $ — $ 23 $ 2,293 $ 2,035 14% —% 1% 13% Twelve Months Ended September 30, 2025 2024 Reported Sales(a) Less: Effect of Acquisitions(e) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Reported Sales Growth (a)/(c) Less: Effect of Acquisitions (e)/(c) Effect of Changes in Currency (d)/(c) Organic Sales Growth (b)/(c) Intelligent Devices $ 3,756 $ — $ (16) $ 3,772 $ 3,804 (1)% —% —% (1)% Software & Control 2,383 — (9) 2,392 2,187 9% —% —% 9% Lifecycle Services 2,203 2 (4) 2,205 2,273 (3)% —% —% (3)% Total $ 8,342 $ 2 $ (29) $ 8,369 $ 8,264 1% —% —% 1% Reconciliation to Non-GAAP Measures
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27PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Segment Operating Margin (in millions, except percentages) Three Months Ended Twelve Months Ended September 30, September 30, 2025 2024 2025 2024 Sales Intelligent Devices (a) $ 1,086 $ 946 $ 3,756 $ 3,804 Software & Control (b) 657 501 2,383 2,187 Lifecycle Services (c) 573 588 2,203 2,273 Total sales (d) $ 2,316 $ 2,035 $ 8,342 $ 8,264 Segment operating earnings Intelligent Devices (e) $ 215 $ 196 $ 676 $ 700 Software & Control (f) 205 112 708 530 Lifecycle Services (g) 100 101 319 365 Total segment operating earnings (1) (h) 520 409 1,703 1,595 Purchase accounting depreciation and amortization, and impairment (259) (36) (365) (144) Corporate and other (2) (27) (29) (125) (114) Non-operating pension and postretirement benefit (cost) credit (1) 5 (1) 20 Net legacy asbestos and environmental charges (2) (141) (9) (154) (21) Change in fair value of investments — (1) (3) — Restructuring charges 5 (27) 5 (97) Interest expense, net (34) (37) (143) (139) Income before income taxes (i) $ 63 $ 275 $ 917 $ 1,100 Pretax margin (i/d) 2.7 % 13.5 % 11.0 % 13.3 % Segment operating margin: Intelligent Devices (e/a) 19.8 % 20.7 % 18.0 % 18.4 % Software & Control (f/b) 31.2 % 22.4 % 29.7 % 24.2 % Lifecycle Services (g/c) 17.5 % 17.2 % 14.5 % 16.1 % Total segment operating margin (h/d) 22.5 % 20.1 % 20.4 % 19.3 % (1) Total segment operating earnings and total segment operating margin are non-GAAP financial measures. We exclude purchase accounting depreciation and amortization, and impairment, corporate and other, non- operating pension and postretirement benefit (cost) credit, net legacy asbestos and environmental charges, change in fair value of investments, restructuring charges aligned with enterprise-wide strategic initiatives, and interest expense, net because we do not consider these items to be directly related to the operating performance of our segments. We believe total segment operating earnings and total segment operating margin are useful to investors as measures of operating performance. We use these measures to monitor and evaluate the profitability of our operating segments. Our measures of total segment operating earnings and total segment operating margin may be different from measures used by other companies. (2) FY24 and FY25 have been recast to conform to the current year presentation. See appendix slide 22 for more details. Reconciliation to Non-GAAP Measures
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28PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts) Three Months Ended Twelve Months Ended September 30, September 30, 2025 2024 2025 2024 Net income attributable to Rockwell Automation $ 138 $ 240 $ 869 $ 953 Non-operating pension and postretirement benefit cost (credit) 1 (5) 1 (20) Tax effect of non-operating pension and postretirement benefit cost (credit) — 1 (1) 4 Purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (1) 151 33 249 133 Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (1) (16) (8) (38) (25) Net legacy asbestos and environmental charges (2) 141 9 154 21 Tax effect of net legacy asbestos and environmental charges (2) (34) (2) (37) (5) Change in fair value of investments — 1 3 — Tax effect of change in fair value of investments — — (1) — Restructuring charges (5) 27 (5) 97 Tax effect of restructuring charges 1 (7) 1 (25) Adjusted Income (2) $ 377 $ 289 $ 1,195 $ 1,133 Diluted EPS $ 1.23 $ 2.09 $ 7.67 $ 8.28 Non-operating pension and postretirement benefit cost (credit) 0.01 (0.04) 0.01 (0.17) Tax effect of non-operating pension and postretirement benefit cost (credit) — 0.01 (0.01) 0.03 Purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation 1.34 0.29 2.20 1.16 Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (0.14) (0.07) (0.34) (0.22) Net legacy asbestos and environmental charges 1.24 0.08 1.36 0.18 Tax effect of legacy asbestos and environmental charges (0.30) (0.02) (0.33) (0.04) Change in fair value of investments — 0.01 0.02 — Tax effect of change in fair value of investments — — (0.01) (0.01) Restructuring charges (0.05) 0.24 (0.05) 0.85 Tax effect of restructuring charges 0.01 (0.06) 0.01 (0.21) Adjusted EPS $ 3.34 $ 2.53 $ 10.53 $ 9.85 Effective Tax Rate 52.4 % 13.1 % 18.3 % 13.8 % Tax effect of non-operating pension and postretirement benefit cost (credit) (0.8)% (0.2)% 0.1 % (0.1)% Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (39.8)% 0.9 % (2.5)% 0.4 % Tax effect of legacy asbestos and environmental charges 3.4 % 0.4 % 1.1 % 0.2 % Tax effect of change in fair value of investments — % 0.1 % 0.1 % 0.1 % Tax effect of restructuring charges 2.6 % 1.0 % — % 0.9 % Adjusted Effective Tax Rate 17.8 % 15.3 % 17.1 % 15.3 % (1) The three and twelve months ended September 30, 2025, includes $110 million net expense from a $224 million goodwill and intangible asset non-cash impairment charge included in Income before income taxes, ($7) million tax effect including related valuation allowances recorded in the Income tax provision, and ($107) million Net loss attributable to noncontrolling interests. (2) FY24 and FY25 have been recast to conform to the current year presentation. See appendix slide 22 for more details.
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29PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Non-operating pension and postretirement benefit cost Three Months Ended Twelve Months Ended September 30, September 30, (in millions) 2025 2024 2025 2024 Interest cost $ 35 $ 38 $ 138 $ 150 Expected return on plan assets (42) (43) (167) (170) Amortization of net actuarial loss (gain) 7 — 29 — Settlement charges 1 — 1 — Non-operating pension and postretirement benefit cost (credit) $ 1 $ (5) $ 1 $ (20)
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30PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Return On Invested Capital ($ in millions) Twelve Months Ended September 30, 2025 2024 (a) Return Net income $ 749 $ 948 Interest expense 156 154 Income tax provision 168 152 Purchase accounting depreciation and amortization, and impairment 365 144 Return $ 1,438 $ 1,398 (b) Average invested capital Short-term debt $ 940 $ 779 Long-term debt 2,585 2,686 Shareowners’ equity 3,601 3,686 Accumulated amortization of goodwill and intangibles 1,370 1,360 Cash and cash equivalents (471) (572) Short-term and long-term investments (2) — Average invested capital $ 8,023 $ 7,939 (c) Effective tax rate Income tax provision $ 168 $ 152 Income from continuing operations before income taxes 917 1,100 Effective tax rate 18.3 % 13.8 % (a) / (b) * (1-c) Return On Invested Capital 14.6 % 15.2 % Reconciliation to Non-GAAP Measures
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31PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures ($ in billions) Reported and Organic Sales Fiscal 2026 Guidance Organic sales growth 2% - 6% Inorganic sales growth ~ —% Foreign currency impact ~ 1% Reported sales growth 3% - 7% Segment Operating Margin Total sales (a) $ ~ 8.8 Total segment operating earnings (b) ~ 1.9 Costs not allocated to segments ~ (0.4) Income before income taxes (c) $ ~ 1.5 Total segment operating margin (b/a) ~21.5 % Pretax margin (c/a) ~17.3 % Adjusted Effective Tax Rate Effective tax rate ~20 % Tax effect of non-operating pension and postretirement benefit credit ~— % Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation ~— % Tax effect of net legacy asbestos and environmental charges ~ —% Adjusted Effective Tax Rate ~20 % Adjusted EPS Diluted EPS $10.40 - $11.40 Non-operating pension and postretirement benefit credit (0.12) Tax effect of non-operating pension and postretirement benefit credit 0.03 Purchase accounting depreciation and amortization, and impairment 1.09 Tax effect of purchase accounting depreciation and amortization, and impairment attributable to Rockwell Automation (0.23) Net legacy asbestos and environmental charges 0.04 Tax effect of net legacy asbestos and environmental charges (0.01) Adjusted EPS (1) $11.20 - $12.20 (1) Fiscal 2026 guidance based on Adjusted Income attributable to Rockwell, which includes an adjustment for SLB's non-controlling interest in Sensia. Note: Guidance as of November 6, 2025; does not include the anticipated impact of the dissolution of the Sensia joint venture.
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32PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures ($ in billions) Fiscal 2026 Guidance Net income attributable to Rockwell Automation at the mid-point $ ~ 1.2 Non-operating pension and postretirement benefit credit, net of tax ~ — Purchase accounting depreciation and amortization, and impairment, net of tax ~ 0.1 Net legacy asbestos and environmental charges, net of tax ~ — Adjusted income at the mid-point (1) (a) $ ~ 1.3 Cash provided by operating activities $ ~ 1.6 Capital expenditures ~ (0.3) Free cash flow (b) $ ~ 1.3 Free cash flow conversion (b/a) ~ 100% (1) Fiscal 2026 guidance based on Adjusted Income attributable to Rockwell, which includes an adjustment for SLB's non-controlling interest in Sensia. Note: Guidance as of November 6, 2025; does not include the anticipated impact of the dissolution of the Sensia joint venture.
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33PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | Total ARR Total ARR is a key metric that enables measurement of progress in growing our recurring revenue business. It represents the annual contract value of all active recurring revenue contracts at any point in time. Recurring revenue is defined as a revenue stream that is contractual, typically for a period of 12 months or more, and has a high probability of renewal. The probability of renewal is based on historical renewal experience of the individual revenue streams, or management's best estimates if historical renewal experience is not available. Total ARR growth is calculated as the dollar change in ARR, adjusted to exclude the effects of currency, divided by ARR as of the prior period. The effects of currency translation are excluded by calculating Total ARR on a constant currency basis. Total ARR includes acquisitions even if there was no comparable ARR in the prior period. We believe that Total ARR provides useful information to investors because it reflects our recurring revenue performance period over period including the effect of acquisitions. Our measure of ARR may be different from measures used by other companies. Because ARR is based on annual contract value, it does not represent revenue recognized during a particular reporting period or revenue to be recognized in future reporting periods and is not intended to be a substitute for revenue, contract liabilities, or backlog. Book to bill Book to bill is a key metric that provides an indication on the level of demand. Book to bill represents the growth or decline in backlog in the Lifecycle Services segment. A book to bill greater than one indicates a growing backlog while a book to bill less than one indicates a declining backlog. Book to bill is calculated as net orders divided by sales for a specified period. We believe that book to bill provides useful information to investors about the strength of our Lifecycle Services segment backlog. Our measure of book to bill may be different from measures used by other companies. Performance Metric Definitions
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