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PUBLIC Q3 Fiscal 2026 Earnings Presentation August 4, 2026 1
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2PUBLIC | Copyright ©2026 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 ©2026 Rockwell Automation, Inc. | Q3 FY26 Results Highlights ▶ Reported sales up 8% YOY; organic sales up 10% YOY ▶ Currency increased sales ~1 pt YOY; divestitures decreased sales ~(3) pts YOY ▶ Organic Annual Recurring Revenue (ARR) up 6% YOY; software ARR up high single digits YOY ▶ GAAP measures: pretax margin of 20.3% and diluted EPS of $3.65 ▶ Enterprise operating margin of 22.3%, up 280 bps YOY; Adjusted EPS of $3.49, up 22% YOY ▶ Completed the dissolution of the Sensia joint venture on April 1 Sustained momentum with healthy customer demand and strong execution
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4PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Q3 FY26 Organic Industry Segment Performance Note: Organic sales growth rates depicted above exclude the impact of divestitures and currency. Arrows reflect positive/neg ative 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 Q3 FY26 vs. Q3 FY25 Q3 FY26 vs. Q3 FY25 Up high teens Automotive up low double digits Semiconductor up ~30% e-Commerce & Warehouse Automation up ~30% Up mid single digits Food & Beverage up mid single digits Home & Personal Care up high single digits Life Sciences up ~10% Up high single digits Energy up high single digits Mining down mid single digits Chemicals up low teens
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5PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Q3 FY26 Year-Over-Year OrganicSales Growth Latin America (3)% EMEA 7% Asia Pacific 8% North America 12% % of Reported Sales Continue to expect North America to be the strongest region in FY26
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6PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Full Year Outlook Update ▶ Raising reported and organic sales growth range to 7.5% - 9.5% YOY ▶ Organic Annual Recurring Revenue (ARR) expected to grow mid single digits YOY ▶ Expect Enterprise operating margin of ~21.5%, up 260 bps YOY ▶ Raising Adjusted EPS range to $13.00 - $13.30, up ~25% YOY at the midpoint ▶ Expect Free Cash Flow conversion of ~100% Note: Updated Guidance as of August 4, 2026; does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026. Executing at the high end of our growth framework while expanding margins and investing for the future
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7PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Q3 FY26 Key Financial Information ($ in millions, except per share amounts) Sales $2,313 $2,144 Enterprise operating margin 22.3% 19.5% 280 bps Corporate and Other $34 $36 $2 Adjusted EPS $3.49 $2.85 22% Adjusted Effective Tax Rate 19.2% 15.3% (3.9) pts Free Cash Flow $654 $489 $165 Organic Growth 10 % Inorganic Growth — % Currency Translation +1 % Divestitures (3)% Reported Growth +8 % Q3 FY26 Q3 FY25 YOY B/(W)
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8PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Organic (2)% Inorganic — % Currency +1 % Divestitures (11) % Reported (12) % $1,080M Organic +10 % Inorganic — % Currency +2 % Divestitures — % Reported 12 % Lifecycle Services Software & Control Intelligent Devices Q3 FY26 Segment Results $751M $482M 34.8% +320 bps YOY 20.0% +120 bps YOY 15.1% +180 bps YOY Book-to-bill of 0.97 Higher segment margin YOY driven by strong project execution and the margin benefit from the Sensia joint venture dissolution, partially offset by lower sales volume Higher segment margin YOY driven by higher sales volume, partially offset by negative price/cost Higher segment margin YOY driven by higher sales volume, favorable currency, and favorable mix, partially offset by negative price/cost Organic +18 % Inorganic — % Currency +1 % Divestitures — % Reported +19 % Q1 FY23 Sales ($ in millions; YOY growth %) Segment Operating Margin Segment Highlights
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9PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Q3 FY25 to Q3 FY26 Adjusted EPS Walk (1) All Other includes: Interest Expense, Shares, Corp Items, and Pension. $2.85 $3.49 ~ $0.65 ~ $0.10 ~ $(0.20) ~ $0.09 Q3 FY25 Core FX Tax Rate All Other Q3 FY26 (1)
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10PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | FY26 Guidance Reported Sales Midpoint ~ $9.0B ~ $8.9B Organic Growth 7.5% - 9.5% 5% - 9% Divestiture ~ (1.5)% ~ (1.5)% Currency Translation ~ 1.5% ~ 1.5% Enterprise Operating Margin ~ 21.5% ~ 21.5% Adjusted Effective Tax Rate ~ 19.5% ~ 19.5% Adjusted EPS Range $13.00 - $13.30 $12.50 - $13.10 Free Cash Flow Conversion ~ 100% ~ 100% Note: Updated Guidance as of August 4, 2026; Prior Guidance as of May 5, 2026. Guidance does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026. Updated Guidance Prior Guidance
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11PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | $12.80 $13.15 ~ $0.35 ~ $0.00 FY26 Prior Guidance Midpoint Core All Other FY26 Updated Guidance Midpoint (1) FY26 Updated vs Prior Guidance Adjusted EPS Walk Note: Guidance as of August 4, 2026; Prior Guidance as May 5, 2026. Guidance does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026. (1) All Other includes: Currency, Corp Items, Interest Expense, Tax Rate, and Shares.
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12PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Appendix
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13PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | FY26 Organic Industry Segment Outlook Note: Guidance as of August 4, 2026; Organic sales growth rates depicted above exclude the impact of divestitures and currenc y. 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 FY26 vs. FY25 Assumptions at Guidance Midpoint Up mid teens Automotive up high single digits Semiconductor up ~20% e-Commerce & Warehouse Automation up ~30% Up mid single digits Food & Beverage up mid single digits Life Sciences up mid single digits Home & Personal Care up mid single digits Up mid single digits Energy up high single digits Mining flat Chemicals up mid single digits
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14PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Industry Segmentation % of FY25 Sales ~10% Automotive ~5% Semiconductor ~5% e-Commerce & Warehouse Automation ~5% General Industries ~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
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15PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Q3 FY26 Results: Summary Three Months Ended Financial Summary June 30, ($ in millions, except per share amounts) 2026 2025 Total sales $ 2,313 $ 2,144 Enterprise operating profit $ 516 $ 418 Amortization of acquisition-related intangible assets (30) (35) Non-operating pension and postretirement benefit credit 4 — Net legacy asbestos and environmental charges (1) (1) (4) Gain on dissolution of Sensia, net of transaction costs 18 — Change in fair value of investments (7) — Interest expense, net (30) (37) Income tax provision (62) (49) Net income $ 408 $ 293 Net loss attributable to noncontrolling interests — (2) Net income attributable to Rockwell Automation $ 408 $ 295 Adjustments Non-operating pension and postretirement benefit credit, net of tax $ (3) $ (1) Amortization of acquisition-related intangible assets attributable to Rockwell Automation, net of tax 22 26 Net legacy asbestos and environmental charges, net of tax — 3 Change in fair value of investments, net of tax 5 — Gain on dissolution of Sensia, net of transaction costs, tax, and tax items attributable to Rockwell Automation (41) — Adjusted Income $ 391 $ 323 Adjusted EPS $ 3.49 $ 2.85 Average diluted shares 111.6 113.0 (1) Legacy asbestos and environmental charges were previously included in Corporate and other. Three months ended June 30, 2025 has been recast to conform with current year presentation.
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16PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Free Cash Flow Three Months Ended Nine Months Ended ($ in millions) June 30, June 30, 2026 2025 2026 2025 Net income $ 408 $ 293 $ 1,061 $ 719 Depreciation/Amortization 79 81 237 240 Retirement benefits expense 6 10 19 31 Receivables/Inventory/Payables 60 5 (53) (13) Compensation and benefits 47 56 (26) 87 Pension contributions (2) (2) (5) (8) Gain on dissolution of Sensia (20) — (20) — Income taxes (10) (11) (92) (130) Other 156 95 157 164 Cash flow from operations 724 527 1,278 1,090 Capital expenditures (70) (38) (179) (137) Free cash flow $ 654 $ 489 $ 1,099 $ 953 Adjusted Income $ 391 $ 323 $ 1,075 $ 818 Free cash flow conversion 167 % 151 % 102 % 117 %
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17PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Organic Sales ($ in millions) Three Months Ended June 30, 2026 2025 Reported Sales(a) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Divestiture(e) Sales Excluding Divestiture(f) Reported Sales Growth (a)/(c) Effect of Changes in Currency (d)/(c) Effect of Change from Divestiture (e)/(f) Organic Sales Growth (b)/(f) North America $ 1,482 $ 1 $ 1,481 $ 1,354 $ (34) $ 1,320 9% —% (3)% 12% EMEA 404 12 $ 392 392 (25) 367 3% 3% (7)% 7% Asia Pacific 288 2 $ 286 266 (2) 264 8% —% — % 8% Latin America 139 12 $ 127 132 (1) 131 5% 9% (1)% (3)% Total $ 2,313 $ 27 $ 2,286 $ 2,144 $ (62) $ 2,082 8% 1% (3)% 10% Three Months Ended June 30, 2026 2025 Reported Sales(a) Effect of Changes in Currency(d) Organic Sales(b) Reported Sales(c) Divestiture(e) Sales Excluding Divestiture(f) Reported Sales Growth (a)/(c) Effect of Changes in Currency (d)/(c) Effect of Change from Divestiture (e)/(f) Organic Sales Growth (b)/(f) Intelligent Devices $ 1,080 $ 13 $ 1,067 $ 968 $ — $ 968 12% 2% — % 10% Software & Control 751 9 742 629 — 629 19% 1% — % 18% Lifecycle Services 482 5 477 547 (62) 485 (12)% 1% (11)% (2)% Total $ 2,313 $ 27 $ 2,286 $ 2,144 $ (62) $ 2,082 8% 1% (3)% 10%
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18PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Enterprise Operating Profit and Enterprise Operating Margin ($ in millions) Three Months Ended June 30, 2026 2025 Sales Intelligent Devices (a) $ 1,080 $ 968 Software & Control (b) 751 629 Lifecycle Services (c) 482 547 Total sales (d) $ 2,313 $ 2,144 Segment operating earnings Intelligent Devices (e) $ 216 $ 182 Software & Control (f) 261 199 Lifecycle Services (g) 73 73 Corporate and other (1) (h) (34) (36) Enterprise operating profit (2) (i) 516 418 Amortization of acquisition-related intangible assets (3) (30) (35) Non-operating pension and postretirement benefit credit 4 — Net legacy asbestos and environmental charges (1) (1) (4) Change in fair value of investments (7) — Gain on dissolution of Sensia, net of transaction costs 18 — Interest expense, net (30) (37) Income before income taxes (j) $ 470 $ 342 Pretax margin (j/d) 20.3 % 16.0 % Intelligent Devices (e/a) 20.0 % 18.8 % Software & Control (f/b) 34.8 % 31.6 % Lifecycle Services (g/c) 15.1 % 13.3 % Corporate and other (1) (h/d) (1.5)% (1.7)% Enterprise operating margin (2) (i/d) 22.3 % 19.5 % (1) Legacy asbestos and environmental charges were previously included in Corporate and other. Three months ended June 30, 2025 has been recast to conform with current year presentation. (2) Enterprise operating profit and Enterprise operating margin are non-GAAP financial measures. We exclude from income before income taxes and pre-tax margin amortization of acquisition-related intangible assets, impairment, non-operating pension and postretirement benefit credit, net legacy asbestos and environmental charges, gain on dissolution of Sensia, net of transaction costs, 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 Enterprise operating profit and Enterprise 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 Enterprise operating profit and Enterprise operating margin may be different from measures used by other companies. (3) Amortization of acquisition-related intangibles excludes amortization of internally developed and capitalized intangible assets.
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19PUBLIC | Copyright ©2026 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 June 30, 2026 2025 Net income attributable to Rockwell Automation $ 408 $ 295 Non-operating pension and postretirement benefit credit (4) — Tax effect of non-operating pension and postretirement credit 1 (1) Amortization of acquisition-related intangible assets attributable to Rockwell Automation 30 33 Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (8) (7) Net legacy asbestos and environmental charges 1 4 Tax effect of net legacy asbestos and environmental charges (1) (1) Change in fair value of investments 7 — Tax effect of change in fair value of investments (2) — Gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (18) — Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (23) — Adjusted Income $ 391 $ 323 Diluted EPS $ 3.65 $ 2.60 Non-operating pension and postretirement credit (0.04) — Tax effect of non-operating pension and postretirement credit 0.01 (0.01) Amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.27 0.29 Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (0.07) (0.06) Net legacy asbestos and environmental charges 0.01 0.04 Tax effect of net legacy asbestos and environmental charges (0.01) (0.01) Change in fair value of investments 0.06 — Tax effect of change in fair value of investments (0.02) — Gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (0.17) — Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (0.20) — Adjusted EPS $ 3.49 $ 2.85 Effective tax rate 13.2 % 14.3 % Tax effect of non-operating pension and postretirement credit (0.1)% 0.3 % Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.9 % 0.6 % Tax effect of net legacy asbestos and environmental charges 0.2 % 0.1 % Tax effect of change in fair value of investments 0.2 % — % Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation 4.8 % — % Adjusted Effective Tax Rate 19.2 % 15.3 %
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20PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Non-operating pension and postretirement benefit credit ($ in millions) Three Months Ended June 30, 2026 2025 Interest cost $ 34 $ 35 Expected return on plan assets (42) (42) Amortization of net actuarial loss 4 7 Non-operating pension and postretirement benefit credit $ (4) $ —
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21PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Return On Invested Capital ($ in millions) ROIC Adjusted ROIC Twelve Months Ended June 30, 2026 2025 2026 2025 (a) Return Net income $ 1091 $ 957 $ 1091 $ 957 Interest expense 138 160 138 160 Income tax provision 224 171 224 171 Amortization of acquisition-related intangible assets — — 126 142 Impairment — — 224 — Return $ 1,453 $ 1,288 $ 1,803 $ 1,430 (b) Average invested capital Short-term debt $ 818 $ 1,043 $ 818 $ 1,043 Long-term debt 2,589 2,574 2,589 2,574 Shareowners’ equity 3,620 3,559 3,620 3,559 Accumulated amortization of goodwill and intangibles — — 1,405 1,368 Cash and cash equivalents (479) (459) (479) (459) Short-term and long-term investments — (2) — (2) Average invested capital $ 6,548 $ 6,715 $ 7,953 $ 8,083 (c) Effective tax rate Income tax provision $ 224 $ 171 $ 224 $ 171 Income before income taxes 1,315 1,128 1,315 1,128 Effective tax rate 17.0 % 15.2 % 17.0 % 15.2 % (a) / (b) * (1-c) Return On Invested Capital 18.4 % 16.3 % 18.8 % 15.0 %
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22PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Fiscal 2026 Guidance ($ in billions, except per share amounts) Organic Sales Fiscal 2026 Guidance Organic sales growth 7.5% - 9.5% Divestiture ~ (1.5)% Foreign currency impact ~ 1.5% Reported sales growth 7.5% - 9.5% Enterprise Operating Margin Total sales (a) $ ~9.0 Enterprise operating profit (b) ~1.9 Costs excluded from Enterprise operating profit ~(0.2) Income before income taxes (c) $ ~1.7 Enterprise operating margin (b/a) ~ 21.5% Pretax margin (c/a) ~ 19.0% Adjusted Effective Tax Rate Effective tax rate ~ 16.5% Tax effect of non-operating pension and postretirement benefit credit ~ —% Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation ~ 0.5% Tax effect of net legacy asbestos and environmental charges ~ —% Tax effect of change in fair value of investments (1) ~ —% Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (1) ~ 2.5% Adjusted Effective Tax Rate ~ 19.5% Adjusted EPS Diluted EPS $12.72 - $13.02 Non-operating pension and postretirement benefit credit, net of tax (0.09) Amortization of acquisition-related intangible assets attributable to Rockwell Automation, net of tax 0.80 Legacy asbestos and environmental charges, net of tax 0.02 Change in fair value of investments (1) 0.04 Gain on dissolution of Sensia, net of transaction costs, tax, and tax items attributable to Rockwell Automation (1) (0.49) Adjusted EPS $13.00 - $13.30 (1) Items are not forecast due to difficulty in projecting future values. Note: Guidance as of August 4, 2026; does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026.
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23PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Reconciliation to Non-GAAP Measures Free Cash Flow Conversion ($ in billions) Fiscal 2026 Guidance Net income attributable to Rockwell Automation at the mid-point $ ~1.5 Non-operating pension and postretirement benefit credit, net of tax ~— Amortization of acquisition-related intangible assets attributable to Rockwell Automation, net of tax ~(0.1) Net legacy asbestos and environmental charges, net of tax ~— Change in fair value of investments, net of tax ~— Gain on dissolution of Sensia, net of transaction costs, tax, and tax items attributable to Rockwell Automation ~0.1 Adjusted Income at the mid-point (a) $ ~1.5 Cash provided by operating activities $ ~1.8 Capital expenditures ~(0.3) Free cash flow (b) $ ~1.5 Free cash flow conversion (b/a) ~ 100% Note: Guidance as of August 4, 2026; does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026.
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24PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | Performance Metric Definition Total ARR Annual recurring revenue (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. Organic ARR Organic annual recurring revenue is Total ARR that excludes comparable ARR in the prior period for businesses that we have divested. 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 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.
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