Rockwell Automation, Inc. · NYSE:ROK

Rockwell Automation — Investor Day (November 2025)

87 slides from Rockwell Automation's investor day presentation, Nov 18, 2025

Slide 1: Investor Day, Chicago, Nov 18-19, 2025
CHICAGO, IL USA NOV 18-19, 2025 INVESTOR DAY
Slide 2: Safe Harbor Statement
This presentation includes statements related to the expected future results of the company and are therefore forward-looking SAFE statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, HARBOR including those that are listed in our SEC
Slide 4: Agenda
AGENDA 1 High-Performance Culture Share growth Expanded market with new ways to win Price discipline Annual productivity and cost improvements Resilient revenue streams Synergies from 2 with increasing ARR recent M&A Accelerated Topline Growth Strategic acquisitions Disciplined capital allocation St
Slide 5: High Performance Culture
Commitment to integrity, diversity and inclusion Compare ourselves to the best alternatives Increase the speed of decision making HIGH Steady stream of fresh ideas PERFORMANCE CULTURE BLAKE MORET Chairman and CEO PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 5
Slide 6: Culture and Talent Development
Culture and Talent Development HIGH PERFORMANCE CULTURE Our culture is the foundation for all we do Strengthen our commitment Be willing to compare Increase the speed of Have a steady stream to integrity, diversity ourselves to the decision making of fresh ideas and inclusion best alternatives PUBLI
Slide 7: Talent and Leadership Development
Talent and Leadership Development HIGH PERFORMANCE CULTURE Strong foundation for market-beating growth Experienced leadership team Investing in talent that will shape the blends deep institutional knowledge with next decade of innovation fresh external perspectives Unifying our culture with shared v
Slide 8: Accelerated Topline Growth
ACCELERATED TOPLINE GROWTH Share growth Expanded market with new ways to win Resilient revenue streams with increasing ARR BLAKE MORET Strategic acquisitions Chairman and CEO Strong partner ecosystem PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 8
Slide 9: Accelerating Profitable Growth with New Ways to Win
ACCELERATED TOPLINE GROWTH Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce Agility Multi-Discipline Logix 3-5% growth Sustainability Energy Transition Capabilitie
Slide 10: Accelerating Profitable Growth with New Ways to Win
ACCELERATED TOPLINE GROWTH Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce Agility Multi-Discipline Logix 3-5% growth Sustainability Energy Transition Capabilitie
Slide 11: Faster Secular Growth
ACCELERATED TOPLINE GROWTH Faster Secular Growth 3-5% Global Industry PAM and CAGR Data Centers // e-Commerce Automotive / Battery Over 2/3rds of total ROK business & Warehouse in higher growth industries MARKET CAGR FY24-29 Energy CPG (F&B + HPC) • Core ROK industries expected Chemicals Life to gro
Slide 12: Driving Growth and Innovation Across Core and New End Markets
ACCELERATED TOPLINE GROWTH Driving Growth and Innovation Across Core and New End Markets Select industries e-Commerce & Warehouse Data Center Life Sciences CPG Energy • Consumer demand for omni-channel • Modular data centers to enable • AI-driven acceleration across drug • Autonomous production to d
Slide 13: Accelerating Profitable Growth with New Ways to Win
ACCELERATED TOPLINE GROWTH Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce Agility Multi-Discipline Logix 3-5% growth Sustainability Energy Transition Capabilitie
Slide 14: Expanded Portfolio to Drive Faster Growth
ACCELERATED TOPLINE GROWTH Expanded Portfolio to Drive Faster Growth Recent investments in offerings that provide double-digit growth and new ways to win Network and Cybersecurity Services DESIGN – OPERATE – MAINTAIN Digital Solutions Data Platform Advanced Process Control Edge Platform Production A
Slide 15: Autonomous Operations Technology
AUTONOMOUS CUSTOMER OPERATIONS TECHNOLOGY CAPACITY DIFFERENTIATION EXPANSION MATHEUS BULHO TESSA MYERS MATT FORDENWALT SVP Software and Control SVP Intelligent Devices SVP Lifecycle Services PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 15 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. |
Slide 17: Moving from Industrial Automation to Autonomy
ACCELERATED TOPLINE GROWTH Moving from Industrial Automation to Autonomy AI Integrated Software Defined Robotics Automation Artificial Intelligence PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 17 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 17
Slide 18: Software Defined Automation (SDA)
ACCELERATED TOPLINE GROWTH Software Defined Automation (SDA) SDA Design, commissioning Modern design workflows proven to deliver and OT asset management DESIGN – OPERATE – MAINTAIN lower costs, faster time to value and higher quality Information SDA visualization, plant information One platform seam
Slide 19: AI in Production Automation
ACCELERATED TOPLINE GROWTH AI in Production Automation Execution, maintenance and Accelerate insights and enable self-optimizing production data analysis production to adapt to shifting demands Agentic MES Asset risk predictor AI driven data analysis Agentic system design Reduce design costs and mak
Slide 20: ROK AI Differentiation
ACCELERATED TOPLINE GROWTH ROK AI Differentiation AI where it matters most – driving real value AI-powered AI-driven production Agentic plant system design optimization information solutions Our cloud-native design Our strong PLC market share Privileged access to vast environment drives maximum unlo
Slide 21: Robotics
ACCELERATED TOPLINE GROWTH Robotics The most comprehensive ecosystem of robotic solutions in the market Degree of simplification and value creation Embedded robotic AMRs and Premier integration control for robot independent cart for 3rd party robots manufacturers robotic systems OFFERINGS ROK CUSTOM
Slide 22: A Leading Industrial Software Portfolio for Production
ACCELERATED TOPLINE GROWTH A leading industrial software portfolio for production DESIGN OPERATE MAINTAIN Logix Echo™ Transforming production systems with edge and cloud solutions PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 22 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 22
Slide 26: End-to-end Autonomous Operations
ACCELERATED TOPLINE GROWTH End-to-end Autonomous Operations FIIX CMMS System Cybersecurity: Claroty / Verve Stratix Managed Switches FT Data Mosaix FT Energy Manager Kalypso SOC PRODUCTION LINE 1 Warehouse Palletizing PRODUCTION LINE 3 Safety & Sensing Partner Robots Partner Enabled Warehouse Kineti
Slide 27: Moving from Industrial Automation to Autonomy
ACCELERATED TOPLINE GROWTH Moving from Industrial Automation to Autonomy Most large organizations are in phase 3 Most SMB customers are in phase 2 PHASE 5 PHASE 4 Autonomous plant PHASE 3 Predictive plant PHASE 2 Connected Systems and processes plant operating autonomously, PHASE 1 Digital Proactive
Slide 28: Driving Autonomy in Food and Beverage Industry
ACCELERATED TOPLINE GROWTH Driving Autonomy in Food and Beverage Industry Global Fortune 100 Customer Core Digital AI & Autonomous Infrastructure Automation Twin Machine Learning Material Movement as a Service Invested in AI-powered Deploying "digital twins" AI now adjusts the temperature Autonomous
Slide 30: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 30 PUBLIC | Copyright ©2025 Rockwell
PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 30 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 30
Slide 32: New Capacity Opportunities in North America
ACCELERATED TOPLINE GROWTH New Capacity Opportunities in North America Significant investments across served industries over next 5 years HPC D I S C R E T E H Y B R I D P R O C E S S % of New Capacity % of New Capacity % of New Capacity Industry FY24 Sales Announcements Industry FY24 Sales Announce
Slide 33: Strong Progress in FY25
ACCELERATED TOPLINE GROWTH Strong Progress in FY25 LIFE SCIENCES AUTOMOTIVE FOOD & BEVERAGE FOOD & BEVERAGE FOOD & BEVERAGE MINING HOME & PERSONAL CARE DATA CENTER FOOD & BEVERAGE WATER / WASTEWATER WATER / WASTEWATER Expect ROK new capacity orders to grow strong double digits in FY26 PUBLIC | Copyr
Slide 34: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 34 PUBLIC | Copyright ©2025 Rockwell
PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 34 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 34
Slide 36: Accelerating Profitable Growth with New Ways to Win
ACCELERATED TOPLINE GROWTH Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce Agility Multi-Discipline Logix 3-5% growth Sustainability Energy Transition Capabilitie
Slide 38: Accelerating Profitable Growth with New Ways to Win
ACCELERATED TOPLINE GROWTH Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce Agility Multi-Discipline Logix 3-5% growth Sustainability Energy Transition Capabilitie
Slide 41: Margin Expansion
MARGIN EXPANSION Price discipline Annual productivity and cost improvements Synergies from recent M&A Disciplined capital allocation CHRISTIAN ROTHE Innovative New Product SVP and Chief Financial Officer Introductions PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 41
Slide 42: Price Discipline
MARGIN EXPANSION Price Discipline Driving higher underlying price through the cycle Strong price realization UNDERLYING PRICE TARIFF-BASED PRICE Price optimization • Driving price agility through ongoing Over ~2pts with multi-year enhancement FY25 ~4pts realization 60 bps on products • Leveraging AI
Slide 43: Margin Expansion and Productivity
MARGIN EXPANSION Margin Expansion and Productivity • Drive synergies from recent acquisitions • Productivity in HQ functions SG&A Cost Reduction • Streamline sales operations Enterprise Scale • Leverage CoEs in low-cost locations Incremental YOY Benefit and Efficiency Process Efficiency Leverage tec
Slide 44: Capital Deployment Framework
MARGIN EXPANSION Capital Deployment Framework ORGANIC INVESTMENTS Operating Cash Flow Capital Expenditures ~2.5 to 4% of Sales Free Cash Flow ~100% of Adjusted Income INORGANIC INVESTMENTS Acquisitions Target ~1 pt of growth per year EXCESS CASH RETURNED TO SHAREOWNERS Dividends Maintain “A” credit
Slide 45: Prioritizing Investments in High-Growth Areas
MARGIN EXPANSION Prioritizing Investments in High-Growth Areas Strategic growth investments ENGINEERING & R&D AS % DEVELOPMENT OF SALES AS % OF SALES • Next-gen Motor Control Intelligent • Advanced Production Logistics Mid single High single Devices digits digits • Next-gen CUBIC modular system • So
Slide 46: Margin Expansion
MARGIN EXPANSION Margin Expansion Margin Growth Drivers Medium-term Range* • Share gain from next gen product launches across core platforms Intelligent Devices • Further synergies from recent acquisitions 22% - 24% • Product cost optimization • Continued share gains in Control Software & Control •
Slide 47: New Metrics to Drive Operational Excellence
MARGIN EXPANSION New Metrics to Drive Operational Excellence Precision in product & project costing Disciplined investment review process COST TO PRODUCE (CTP) ROI INVESTMENT MODEL • Provides a holistic and detailed view of all costs • Provides a consistent, risk-adjusted framework of production bey
Slide 48: $2B Investment to Drive Customer Value and Expand Margins
MARGIN EXPANSION $2B Investment to Drive Customer Value and Expand Margins CapEx Modernizing infrastructure, growing talent, and enhancing digital capabilities Over next • Efficiency in existing and new plants 5 years • New brick and mortar in the US • AI-native talent: data science & cybersecurity
Slide 49: Operational Excellence
Strong financial planning and consistent forecastability Supply chain agility Continuous improvement including simplified processes and technology innovation in our own operations OPERATIONAL EXCELLENCE BOB BUTTERMORE SVP and Chief Supply Chain Officer PUBLIC | Copyright ©2025 Rockwell Automation, I
Slide 50: Advancing Factory of the Future at ROK
OPERATIONAL EXCELLENCE Advancing Factory of the Future at ROK Newer offerings and processes to drive growth and margin expansion Optimize Re-engineer Implement Existing Processes Manufacturing Footprint Autonomous Operations • Enhance Design for Excellence • Deploy core manufacturing and distributio
Slide 51: Optimize Existing Processes
Optimize Existing Processes FROM DESIGN TO DELIVERY PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 51 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 51
Slide 52: Operationalizing Margin Expansion and Continuous Improvement
OPERATIONAL EXCELLENCE Operationalizing Margin Expansion and Continuous Improvement Key levers for FY26 productivity Enterprise Scale Product Cost Insourcing/ Manufacturing and Efficiency Reduction Logistics Vertical Integration Efficiency Lifecycle Services Direct material Air to Plastic Line proce
Slide 53: Investment Examples: Automation & Insourcing
OPERATIONAL EXCELLENCE Investment Examples: Automation & Insourcing ControlLogix Packaging Automation USA: TWINSBURG, OH ROI PAYBACK Integrating ROK technology with an eco-system ~20% ~2yrs partner to automate a previously manual work cell using ControlLogix and Integrated Robotics Insourced 5 parts
Slide 54: Re-engineer Manufacturing Footprint
Re-engineer Manufacturing Footprint FOR AGILE MANUFACTURING & LOGISTICS PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 54 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 54
Slide 55: Investment Example: Brick & Mortar
OPERATIONAL EXCELLENCE Investment Example: Brick & Mortar Greenfield Facility • Factory of the Future – ROK on ROK Technology • Purpose built for resilience and agility • Design for Excellence • Domain expertise center of gravity • Footprint capacity expansion • Expecting low-double-digit ROI PUBLIC
Slide 57: Singapore Plant Showcase
OPERATIONAL EXCELLENCE Singapore Plant Showcase PRODUCTIVITY NEEDS SOLUTIONS • Reduce production labor cost • Digital twin to optimize design workflow • Reduce material handling • Lights-off warehouse with eco-system partners • Mitigate labor shortages • End-to-end Production Logistics and Unified R
Slide 58: Twinsburg Plant: Advancing our Factory of the Future
OPERATIONAL EXCELLENCE Twinsburg Plant: Advancing our Factory of the Future PRODUCTIVITY NEEDS SOLUTIONS • Minimize human touch and • Real-time Factory Digital Twin labor in material movements with Agentic AI integration • Improve labor efficiency • Lights-off warehouse with advanced autonomous mate
Slide 59: Rockwell Factory of the Future
OPERATIONAL EXCELLENCE Rockwell Factory of the Future Cybersecurity: Claroty / Verve Moving from industrial automation to industrial autonomy in our factories Kalypso SOC Stratix Managed Switches FIIX CMMS System Partner Enabled Warehouse FT Data Mosaix FT Energy Manager PowerFlex Drives FactoryTalk
Slide 61: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 61 PUBLIC | Copyright ©2025 Rockwell
PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 61 PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 61
Slide 63: More Ways to Win
SUMMARY More Ways to Win • Accelerating topline growth and expanding margins through innovation We are creating the future of industrial operations. • Continued focus on execution as we invest for the future • Nobody is better positioned than ROK PUBLIC | Copyright ©2025 Rockwell Automation, Inc. |
Slide 64: Investor Day
Rockwell Automation IN V ESD D A Y
Slide 65: Questions
Rockwell Automation QUE SligbO.N S
Slide 66: Investor Day
Rockwell Automation IN V ESD D A Y
Slide 68: Driving Simplification and Margin Expansion
Driving Simplification and Margin Expansion CHANGE RATIONALE Q4 2025 FINANCIAL IMPACT 2026 FINANCIAL IMPACT • No net P&L impact New “Engineering and • No net P&L impact • Elevates visibility of total innovation • $191M reclass from Cost of Sales Development” line item in spend to Engineering & Devel
Slide 69: Capital Structure
Capital Structure Estimated 9/30/2025 9/30/2026 FRAMEWORK Cash & Cash Equivalents $0.5B ~$0.4B • Maintain “A” credit rating Total Debt $3.2B ~$3.0B • ~$400M cash Net Debt $2.8B ~$2.6B • Targeting ~2.0X Adjusted Debt / EBITDA Total Debt / EBITDA 1.7X ~1.5X • Flexibility to temporarily increase levera
Slide 70: FY25 Organic Industry Segment Performance
FY25 Organic Industry Segment Performance FY25 FY25 vs. FY24 vs. FY24 Automotive flat Up high single digits Semiconductor down low single digits DISCRETE e-Commerce & Warehouse Automation up ~40% Food & Beverage up low single digits Up low single digits Life Sciences up mid single digits H
Slide 71: Industry Segmentation
Industry Segmentation % of FY25 Sales ~25% ~35% ~40% of sales of sales of sales ~10% Automotive ~20% Food & Beverage ~15% Energy* ~5% Semiconductor ~5% Life Sciences ~5% Mining ~5% e-Commerce & Warehouse ~5% Household & Personal Care ~5% Metals Automation ~5% Tire ~5% Chemicals ~5% General Industria
Slide 72: FY24 to FY25 Adjusted EPS Walk
FY24 to FY25 Adjusted EPS Walk ~ $3.00 ~ $(1.85) ~ $(0.30) ~ $(0.25) ~ $(0.20) ~ $0.15 ~ $0.13 $10.53 $9.85 (1) (2) (3) (4) (1) FY24 Core Compensation FX Tax PY Earnout Shares All Other FY25 Accrual Adj. (1) FY24 and FY25 have been recast to conform to the current year presentation of Adjusted EPS.
Slide 73: Fiscal Year 2026 Guidance
MARGIN EXPANSION Fiscal Year 2026 Guidance FY25 Results FY26 Guidance Sales Midpoint $8.3B ~ $8.8B Organic Growth Range (4.0)% - 2.0% 2.0% - 6.0% Inorganic Growth - - Currency Translation - 1.0 Segment Operating Margin 20.4% ~ 21.5% Adjusted Effective Tax Rate 17.1% ~ 20% Adjusted EPS Range $10.53 $
Slide 74: FY26 Organic Industry Segment Outlook
FY26 Organic Industry Segment Outlook FY26 Assumptions at vs. FY25 Guidance Midpoint Automotive up mid single digits Up mid single digits Semiconductor flat DISCRETE e-Commerce & Warehouse Automation up ~10% Food & Beverage up mid single digits Up mid single digits Life Sciences up mid sin
Slide 75: Engineering and Development: Recast of Historical Periods
Engineering and Development: Recast of Historical Periods 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 c
Slide 76: Adj. Income and Adj. EPS Definition Changes: Recast of Historical Periods
Adj. Income and Adj. EPS Definition Changes: Recast of Historical Periods 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
Slide 77: Q4 FY25 Results: Summary
Q4 FY25 Results: Summary 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 (2
Slide 78: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures 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
Slide 79: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures Organic Sales (in millions, except percentages) Three Months Ended September 30, 2025 2024 Reported Less: Effect Effect of Effect of Sales of Changes in Organic Sales Reported Less: Effect of Changes in Organic Reported Growth Acquisitions Currency Growth Sales(a)
Slide 80: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures Organic Sales (in millions, except percentages) Three Months Ended September 30, 2025 2024 Reported Less: Effect Effect of Organic Effect of Sales of Changes in Sales Reported Less: Effect of Changes in Organic Reported Growth Acquisitions Currency Growth Sales(a)
Slide 81: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures 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 Servi
Slide 82: Reconciliation to Non-GAAP Measures
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
Slide 83: Reconciliation to Non-GAAP Measures
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
Slide 84: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures 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
Slide 85: Reconciliation to Non-GAAP Measures
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
Slide 86: Reconciliation to Non-GAAP Measures
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
Slide 87: Performance Metric Definitions
Performance Metric Definitions 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

Rockwell Automation — Investor Day (November 2025) on 6ix

Rockwell Automation — Investor Day (November 2025)

Slide 1: Investor Day, Chicago, Nov 18-19, 2025

Slide 2: Safe Harbor Statement

Slide 3: Welcome

Slide 4: Agenda

Slide 5: High Performance Culture

Slide 6: Culture and Talent Development

Slide 7: Talent and Leadership Development

Slide 8: Accelerated Topline Growth

Slide 9: Accelerating Profitable Growth with New Ways to Win

Slide 10: Accelerating Profitable Growth with New Ways to Win

Slide 11: Faster Secular Growth

Slide 12: Driving Growth and Innovation Across Core and New End Markets

Slide 13: Accelerating Profitable Growth with New Ways to Win

Slide 14: Expanded Portfolio to Drive Faster Growth

Slide 15: Autonomous Operations Technology

Slide 16: Technology Differentiation

Slide 17: Moving from Industrial Automation to Autonomy

Slide 18: Software Defined Automation (SDA)

Slide 19: AI in Production Automation

Slide 20: ROK AI Differentiation

Slide 21: Robotics

Slide 22: A Leading Industrial Software Portfolio for Production

Slide 23: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 23

Slide 24: Gaetano Cantalupo, VP Manufacturing

Slide 25: Autonomous Operations

Slide 26: End-to-end Autonomous Operations

Slide 27: Moving from Industrial Automation to Autonomy

Slide 28: Driving Autonomy in Food and Beverage Industry

Slide 29: Accelerated Topline Growth

Slide 30: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 30 PUBLIC | Copyright ©2025 Rockwell

Slide 31: Customer Capacity Expansion

Slide 32: New Capacity Opportunities in North America

Slide 33: Strong Progress in FY25

Slide 34: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 34 PUBLIC | Copyright ©2025 Rockwell

Slide 35: Annual Recurring Revenue (ARR)

Slide 36: Accelerating Profitable Growth with New Ways to Win

Slide 37: Acquisitions

Slide 38: Accelerating Profitable Growth with New Ways to Win

Slide 39: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 39

Slide 40: Joel Stenson, SVP Operations Technology

Slide 41: Margin Expansion

Slide 42: Price Discipline

Slide 43: Margin Expansion and Productivity

Slide 44: Capital Deployment Framework

Slide 45: Prioritizing Investments in High-Growth Areas

Slide 46: Margin Expansion

Slide 47: New Metrics to Drive Operational Excellence

Slide 48: $2B Investment to Drive Customer Value and Expand Margins

Slide 49: Operational Excellence

Slide 50: Advancing Factory of the Future at ROK

Slide 51: Optimize Existing Processes

Slide 52: Operationalizing Margin Expansion and Continuous Improvement

Slide 53: Investment Examples: Automation & Insourcing

Slide 54: Re-engineer Manufacturing Footprint

Slide 55: Investment Example: Brick & Mortar

Slide 56: Implement Autonomous Operations

Slide 57: Singapore Plant Showcase

Slide 58: Twinsburg Plant: Advancing our Factory of the Future

Slide 59: Rockwell Factory of the Future

Slide 60: Operational Excellence

Slide 61: PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 61 PUBLIC | Copyright ©2025 Rockwell

Slide 62: Summary

Slide 63: More Ways to Win

Slide 64: Investor Day

Slide 65: Questions

Slide 66: Investor Day

Slide 67: Appendix

Slide 68: Driving Simplification and Margin Expansion

Slide 69: Capital Structure

Slide 70: FY25 Organic Industry Segment Performance

Slide 71: Industry Segmentation

Slide 72: FY24 to FY25 Adjusted EPS Walk

Slide 73: Fiscal Year 2026 Guidance

Slide 74: FY26 Organic Industry Segment Outlook

Slide 75: Engineering and Development: Recast of Historical Periods

Slide 76: Adj. Income and Adj. EPS Definition Changes: Recast of Historical Periods

Slide 77: Q4 FY25 Results: Summary

Slide 78: Reconciliation to Non-GAAP Measures

Slide 79: Reconciliation to Non-GAAP Measures