Rockwell Automation — May 7, 2025 release

Rockwell intends to offset existing and any additional tariff cost through a combination of pricing and supply chain actions, which is incorporated in the EPS guidance. Updated Guidance Prior Guidance Reported sales midpoint ~$8.1B ~$8.1B Organic sales growth (1) (4)% - 2% (4)% - 2% Inorganic sales growth ~ 0% ~ 0% Currency translation ~ (0.5)% ~ (1.5)% Reported sales growth (4.5)% - 1.5% (5.5)% - 0.5% Diluted EPS $8.23 - $9.23 $7.65 - $8.85 Adjusted EPS (1) $9.20 - $10.20 $8.60- $9.80 (1) Organic sales growth and Adjusted EPS are non-GAAP measures. See Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate Reconciliation for more information on these non-GAAP measures. "We are raising fiscal year 2025 margin and EPS targets based on strong execution, with clear focus defined by the Rockwell Operating Model. Structural productivity is helping us expand our margins and invest for the future, even against the backdrop of current uncertainty. Given our significant homefield advantage, Rockwell is uniquely positioned to deliver value from increased manufacturing and digital transformation investments in the U.S.,” Moret continued. Page 3 Following is a discussion of second quarter results for our business segments. Intelligent Devices Intelligent Devices second quarter fiscal 2025 sales were $896 million, a decrease of (8)% compared to $974 million in the same period last year. Organic sales decreased (6