Slide 1: Supplemental Financial Data
Supplemental Financial Data (For quarter ended June 30, 2026) Published August 4, 2026 Rockwell Automation Global Headquarters 1201 South Second Street Milwaukee, WI 53204 Investor Relations Contact Aijana Zellner Head of Investor Relations & Market Strategy Phone: 414.382.8510 Email: azellner@ra.ro
Slide 2: Table of Contents
Table of Contents • Condensed Sales & Earnings Information • Sales and Earnings Information by Segment • Historic Sales Growth Rates • Quarterly Sales and Earnings Information by Segment • Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate • Sales by Geographic
Slide 3: Condensed Consolidated Statement of Operations
Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Year Ended September 30, 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Sales $ 8,342 $ 8,264 $ 9,058 $ 7,760.4 $ 6,997.4 $ 6,329.8 $ 6,694.8 $ 6,666.0 $ 6,311.3 $
Slide 4: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2026 Qtr 1 Qtr 2 Qtr 3 YTD Sales $ 2,105 $ 2,239 $ 2,313 $ 6,657 Cost of sales (1,089) (1,114) (1,169) (3,372) Gross profit 1,016 1,125 1,144 3,285 Selling, general and administra
Slide 5: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2025 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,881 $ 2,001 $ 2,144 $ 2,316 $ 8,342 Cost of sales(1) (1,003) (1,029) (1,098) (1,196) (4,326) Gross profit 878 972 1,046 1,120 4,016 Sell
Slide 6: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2024 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 2,052 $ 2,126 $ 2,051 $ 2,035 $ 8,264 Cost of sales(1) (1,087) (1,124) (1,092) (1,110) (4,413) Gross profit 965 1,002 959 925 3,851 Sellin
Slide 7: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2023 (1) Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,981.0 $ 2,275.4 $ 2,238.7 $ 2,562.9 $ 9,058.0 Cost of sales (1,167.4) (1,342.9) (1,323.3) (1,507.4) (4,635.0) Gross profit 813.6 932
Slide 8: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2022 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,857.3 $ 1,808.1 $ 1,968.7 $ 2,126.3 $ 7,760.4 Cost of sales (1,108.2) (1,144.0) (1,166.3) (1,180.3) (4,598.8) Gross profit 749.1 664.1 8
Slide 9: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2021 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,565.3 $ 1,776.1 $ 1,848.2 $ 1,807.8 $ 6,997.4 Cost of sales (918.8) (1,008.7) (1,083.8) (1,088.4) (4,099.7) Gross profit 646.5 767.4 764
Slide 10: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2020 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,684.5 $ 1,681.3 $ 1,394.0 $ 1,570.0 $ 6,329.8 Cost of sales (981.6) (982.5) (839.8) (930.7) (3,734.6) Gross profit 702.9 698.8 554.2 639
Slide 11: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2019 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,642.3 $ 1,657.2 $ 1,665.1 $ 1,730.2 $ 6,694.8 Cost of sales (903.6) (949.0) (934.8) (1,007.3) (3,794.7) Gross profit 738.7 708.2 730.3 7
Slide 12: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2018 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,586.6 $ 1,651.2 $ 1,698.7 $ 1,729.5 $ 6,666.0 Cost of sales (886.4) (947.3) (954.0) (993.4) (3,781.1) Gross profit 700.2 703.9 744.7 736
Slide 13: Quarterly Condensed Consolidated Statement of Operations
Quarterly Condensed Consolidated Statement of Operations (in millions, except per share amounts) (unaudited) Fiscal Year 2017 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales $ 1,490.3 $ 1,554.3 $ 1,599.2 $ 1,667.5 $ 6,311.3 Cost of sales (837.5) (887.4) (911.0) (1,007.5) (3,643.4) Gross profit 652.8 666.9 688.2 6
Slide 14: Historic Sales Growth Rates
Historic Sales Growth Rates (unaudited) Consolidated: Fiscal Year 2026 Fiscal Year 2025 Fiscal Year 2024 Fiscal Year 2023 Fiscal Year 2022 Fiscal Year 2021 Fiscal Year 2020 Fiscal Year 2019 Fiscal Year 2018 Fiscal Year 2017 Fiscal Year 2016 Fiscal Year 2015 Fiscal Year 2014 Qtr 1 Qtr 2 Qtr 3 Qtr 1 Q
Slide 15: Sales and Earnings Information by Segment
Sales and Earnings Information by Segment (in millions, except percentages) (unaudited) Year Ended September 30, 2025 2024 2023 2022 Sales Intelligent Devices $ 3,756 $ 3,804 $ 4,098 $ 3,544.6 Software & Control 2,383 2,187 2,886 2,312.9 Lifecycle Services 2,203 2,273 2,074 1,902.9 Total sales $ 8,3
Slide 16: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2026 Qtr 1 Qtr 2 Qtr 3 YTD Sales Intelligent Devices $ 953 $ 1,008 $ 1,080 $ 3,041 Software & Control 629 684 751 2,064 Lifecycle Services 523 547 482 1,552 Total sales
Slide 17: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2025 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 806 $ 896 $ 968 $ 1,086 $ 3,756 Software & Control 529 568 629 657 2,383 Lifecycle Services 546 537 547 573
Slide 18: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2024 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 927 $ 974 $ 957 $ 946 $ 3,804 Software & Control 604 569 513 501 2,187 Lifecycle Services 521 583 581 588 2
Slide 19: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2023 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 936.2 $ 1,023.2 $ 968.1 $ 1,170.7 $ 4,098.2 Software & Control 573.3 741.1 750.6 821.0 2,886.0 Lifecycle Se
Slide 20: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2022 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 900.3 $ 808.6 $ 878.3 $ 957.4 $ 3,544.6 Software & Control 513.9 534.9 606.9 657.2 2,312.9 Lifecycle Servic
Slide 21: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2021 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 721.7 $ 850.2 $ 882.9 $ 857.1 $ 3,311.9 Software & Control 441.0 502.3 509.6 494.1 1,947.0 Lifecycle Servic
Slide 22: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2020 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 776.6 $ 785.0 $ 659.9 $ 734.5 $ 2,956.0 Software & Control 452.5 448.2 364.7 415.9 1,681.3 Lifecycle Servic
Slide 23: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2019 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 805.1 $ 816.3 $ 815.8 $ 842.5 $ 3,279.7 Software & Control 449.9 431.5 444.8 463.8 1,790.0 Lifecycle Servic
Slide 24: Quarterly Sales and Earnings Information by Segment
Quarterly Sales and Earnings Information by Segment (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2018 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Sales Intelligent Devices $ 771.6 $ 812.1 $ 834.1 $ 846.6 $ 3,264.4 Software & Control 433.3 440.5 459.5 454.9 1,788.2 Lifecycle Servic
Slide 25: Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2026 Qtr 1 Qtr 2 Qtr 3 YTD Net income attributable to Rockwell Automation $ 305 $ 350 $ 408 $ 1,063 Non-operating pension and pos
Slide 26: Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2025 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income attributable to Rockwell Automation $ 184 $ 252 $ 295 $ 138 $ 869 Non-operating pensi
Slide 27: Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2024 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income attributable to Rockwell Automation $ 215 $ 266 $ 232 $ 240 $ 953 Non-operating pensi
Slide 28: Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2023 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD (1) Net income attributable to Rockwell Automation $ 384.0 $ 300.3 $ 400.2 $ 302.9 $ 1,387 Non-o
Slide 29: Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2022 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income attributable to Rockwell Automation $ 241.5 $ 53.9 $ 297.9 $ 338.9 $ 932.2 Purchase a
Slide 30: Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2021 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income attributable to Rockwell Automation $ 593.3 $ 415.0 $ 271.3 $ 78.5 $ 1,358.1 Purchase
Slide 31: Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2020 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income attributable to Rockwell Automation $ 310.7 $ 132.2 $ 317.8 $ 262.7 $ 1,023.4 Purchase
Slide 32: Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate
Quarterly Reconciliation of Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate (in millions, except per share amounts and percentages) (unaudited) Fiscal Year 2019 Qtr 1 Qtr 2 Qtr 3 Qtr 4 YTD Net income $ 80.3 $ 346.0 $ 261.4 $ 8.1 $ 695.8 Purchase accounting depreciation and amortization
Slide 33: Sales By Geographic Region
Sales By Geographic Region(a) (in millions, except percentages) (unaudited) Year Ended September 30, 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 North America 5,270 5,053 $ 5,224.0 $ 4,722.0 $ 4,132.8 $ 3,760.2 $ 4,014.3 $ 3,964.1 $ 3,801.8 $ 3,529.8 $ 3,813.
Slide 34: Condensed Consolidated Balance Sheet Information
Condensed Consolidated Balance Sheet Information (in millions, except per share amounts and ratios) (unaudited) September 30, 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Assets Current assets Cash and cash equivalents $ 468 $ 471 $ 1,071.8 $ 490.7 $ 662.2 $ 7
Slide 35: Condensed Consolidated Cash Flow Information
Condensed Consolidated Cash Flow Information (in millions) (unaudited) Year Ended September 30, 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Continuing Operations: Operating Activities Net income $ 749 $ 948 $ 1,278 $ 919.1 $ 1,344.3 $ 1,023.2 $ 695.8 $ 535.5
Slide 36: Adjusted Return on Invested Capital
Adjusted Return on Invested Capital (in millions, except percentages) (unaudited) Adjusted ROIC is a non-GAAP financial measure. We believe that Adjusted ROIC is useful to investors as a measure of performance and of the effectiveness of the use of capital in our operations. We use Adjusted ROIC as
Slide 37: Other Supplemental Information
Other Supplemental Information (in millions, except per share amounts and percentages) (unaudited) Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate Adjusted Income, Adjusted EPS and Adjusted Effective Tax Rate are non-GAAP earnings measures that exclude non-operating pension and postret
Slide 38: Other Supplemental Information
Other Supplemental Information (in millions, except percentages) (unaudited) Free Cash Flow Our definition of free cash flow, which is a non-GAAP financial measure, takes into consideration capital investments required to maintain the operations of our businesses and execute our strategy. In the fir
Slide 39: Other Supplemental Information
Other Supplemental Information (in millions) (unaudited) Components of Pension and Postretirement Benefit Expense We have adopted ASU 2017-07, which defines operating and non-operating pension and postretirement benefit cost. Under this new standard, only the service cost component of pension and po
Slide 40: Other Supplemental Information
Other Supplemental Information (unaudited) Cumulative Effect of Accounting Change During the quarter ended September 30, 2025, we reviewed our classification of expenses in the Statement of Operations. We have elected to separately report Engineering and development costs, formerly classified as Cos