Rockwell Automation, Inc. · NYSE:ROK
Rockwell Automation — Baird conference June 2026
9 slides from Rockwell Automation's conference presentation, Jun 1, 2026
Slide 1: Tessa Myers, SVP Intelligent Devices and Aijana Zellner, VP Investor Relations
Tessa Myers SVP, Intelligent Devices Aijana Zellner VP Investor Relations & Market Strategy
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: At a Glance
AT A GLANCE $8.3B 2025 sales 7% Latin America 18% ~25% ~40% $2.2B $3.7B Discrete Process Lifecycle Intelligent EMEA Services Devices As the world’s largest pure-play industrial 12% automation and digital Asia Pacific transformation company, 63% North ~35% $2.4B we are America Hybrid Software and Con
Slide 4: Largest Pure-Play Automation Company
Largest Pure-Play Automation Company Deep domain expertise across a diverse set of end markets Auto / EV / Battery Semiconductor eCommerce Food & Beverage Life Sciences Tire Energy Mining Chemicals PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 4
Slide 5: Accelerating Profitable Growth with New Ways to Win
Accelerating Profitable Growth with New Ways to Win Strategic growth framework CUSTOMER NEEDS EXAMPLE OF ROK DIFFERENTIATION Faster secular Resiliency Cybersecurity, Augmented Workforce growth Agility Multi-Discipline Logix 3-5% Sustainability Energy Transition Capabilities Share growth Shoring / St
Slide 6: Faster Secular Growth 3-5%
Faster Secular Growth 3-5% Global Industry PAM and CAGR Data Centers // Automotive / Battery Over 2/3rds of total ROK business in higher growth e-Commerce & Warehouse Energy industries MARKET CAGR FY24-29 CPG (F&B + HPC) • Core ROK industries expected Chemicals Life to grow mid single digits Science
Slide 7: Moving from Industrial Automation to Autonomy
Moving from Industrial Automation to Autonomy AI Integrated Software Defined Robotics Automation Artificial Intelligence PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 7 PUBLIC | Copyright ©2026 Rockwell Automation, Inc. | 7
Slide 8: 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 • Higher software mix acceler
Slide 9: Tessa Myers, SVP Intelligent Devices and Aijana Zellner, VP Investor Relations
Tessa Myers SVP, Intelligent Devices Aijana Zellner VP Investor Relations & Market Strategy