Rockwell Automation, Inc. · NYSE:ROK
Rockwell Automation — Q3 FY2026 Earnings Presentation
25 slides from Rockwell Automation's earnings presentation, Aug 4, 2026
Slide 1: Q3 Fiscal 2026 Earnings Presentation
Q3 Fiscal 2026 Earnings Presentation August 4, 2026 PUBLIC 1
Slide 2: Forward-looking statements and non-GAAP information
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. Th
Slide 3: Q3 FY26 Results Highlights
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 dilut
Slide 4: Q3 FY26 Organic Industry Segment Performance
Q3 FY26 Organic Industry Segment Performance Q3 FY26 Q3 FY26 vs. Q3 FY25 vs. Q3 FY25 Automotive up low double digits Up high teens Semiconductor up ~30% DISCRETE e-Commerce & Warehouse Automation up ~30% Food & Beverage up mid single digits Up mid single digits Home & Personal Care up high
Slide 5: Q3 FY26 Year-Over-Year Organic Sales Growth
Q3 FY26 Year-Over-Year Organic Sales Growth EMEA North 7% % of America Asia Reported 12% Pacific Sales 8% Latin America (3)% Continue to expect North America to be the strongest region in FY26 PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 5
Slide 6: Full Year Outlook Update
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 - $13.30, up ~25% YOY at
Slide 7: Q3 FY26 Key Financial Information
Q3 FY26 Key Financial Information ($ in millions, except per share amounts) Q3 FY26 Q3 FY25 YOY B/(W) Organic Growth 10 % Inorganic Growth — % Sales $2,313 $2,144 Currency Translation +1 % Divestitures (3)% Reported Growth +8 % Enterprise operating margin 22.3% 19.5% 280 bps Corporate and Other $34
Slide 8: Q3 FY26 Segment Results
Q3 FY26 Segment Results Sales ($ in millions; YOY growth %) Segment Operating Margin Q1 FY23 Segment Highlights Organic +10 % Intelligent Inorganic — % Higher segment margin YOY driven by higher sales $1,080M Currency +2 % 20.0% Devices volume, favorable currency, and favorable mix, partially Divest
Slide 9: Q3 FY25 to Q3 FY26 Adjusted EPS Walk
Q3 FY25 to Q3 FY26 Adjusted EPS Walk ~ $0.10 ~ $(0.20) ~ $0.09 ~ $0.65 $3.49 $2.85 (1) Q3 FY25 Core FX Tax Rate All Other Q3 FY26 (1) All Other includes: Interest Expense, Shares, Corp Items, and Pension. PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 9
Slide 10: FY26 Guidance
FY26 Guidance Updated Guidance Prior 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
Slide 11: FY26 Updated vs Prior Guidance Adjusted EPS Walk
FY26 Updated vs Prior Guidance Adjusted EPS Walk ~ $0.35 ~ $0.00 $12.80 $13.15 (1) FY26 Prior Guidance Core All Other FY26 Updated Guidance Midpoint Midpoint Note: Guidance as of August 4, 2026; Prior Guidance as May 5, 2026. Guidance does not include sales, earnings, or cash flows related to the di
Slide 12: Appendix
Appendix PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 12
Slide 13: FY26 Organic Industry Segment Outlook
FY26 Organic Industry Segment Outlook FY26 Assumptions at vs. FY25 Guidance Midpoint Automotive up high single digits Up mid teens Semiconductor up ~20% DISCRETE e-Commerce & Warehouse Automation up ~30% Food & Beverage up mid single digits Up mid single digits Life Sciences up mid single
Slide 14: Industry Segmentation
Industry Segmentation % of FY25 Sales ~25% ~35% ~40% of sales of sales of sales ~10% Automotive ~20% Food & Beverage ~15% Energy ~5% Semiconductor ~5% Life Sciences ~5% Mining ~5% e-Commerce & Warehouse ~5% Household & Personal Care ~5% Metals Automation ~5% Tire ~5% Chemicals ~5% General Industries
Slide 15: Q3 FY26 Results: Summary
Q3 FY26 Results: Summary Three Months Ended Financial Summary June 30, ($ 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 bene
Slide 16: Reconciliation to Non-GAAP Measures
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) (
Slide 17: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures Organic Sales ($ in millions) Three Months Ended June 30, 2026 2025 Effect of Effect of Reported Sales Effect of Changes Change from Organic Sales Reported Changes in Organic Reported Sales Excluding Growth in Currency Divestiture Growth Sales(a) Currency(d) Sales
Slide 18: Reconciliation to Non-GAAP Measures
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 oper
Slide 19: 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 June 30, 2026 2025 Net income attributable to Rockwell Automation $ 408 $ 295 Non-operating pension and postretirement benefit credit (4) —
Slide 20: Reconciliation to Non-GAAP Measures
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 c
Slide 21: Reconciliation to Non-GAAP Measures
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
Slide 22: Reconciliation to Non-GAAP Measures
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) $ ~
Slide 23: Reconciliation to Non-GAAP Measures
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 attri
Slide 24: Performance Metric Definition
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
Slide 25: Thank you
Thank you www.rockwellautomation.com www.rockwellautomation.com
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