Rockwell Automation — May 7, 2025 release

The following are reconciliations of Net income attributable to Rockwell Automation, diluted EPS, and effective tax rate to adjusted income, adjusted EPS, and adjusted effective tax rate, respectively: Three Months Ended March 31, Six Months Ended March 31, 2025 2024 2025 2024 Net income attributable to Rockwell Automation $ 252  $ 266  $ 436  $ 481  Non-operating pension and postretirement benefit credit —  (5) —  (10) Tax effect of non-operating pension and postretirement benefit credit —  1  —  2  Purchase accounting depreciation and amortization attributable to Rockwell Automation 32  34  65  67  Tax effect of purchase accounting depreciation and amortization attributable to Rockwell Automation (7) (5) (15) (11) Change in fair value of investments 3  (3) 3  (6) Tax effect of change in fair value of investments (1) —  (1) 1  Adjusted income $ 279  $ 288  $ 488  $ 524  Diluted EPS $ 2.22  $ 2.31  $ 3.83  $ 4.17  Non-operating pension and postretirement benefit credit —  (0.04) —  (0.09) Tax effect of non-operating pension and postretirement benefit credit —  0.01  —  0.02  Purchase accounting depreciation and amortization attributable to Rockwell Automation 0.27  0.29  0.57  0.58  Tax effect of purchase accounting depreciation and amortization attributable to Rockwell Automation (0.06) (0.05) (0.13) (0.10) Change in fair value of investments 0.03  (0.02) 0.03  (0.05) Tax effect of change in fair value of investments (0.01) —  (0.01) 0.01  Adjusted EPS $ 2.45  $ 2.50  $ 4.29  $ 4.54  Effective tax rate 17.1  % 14.5  % 16.8  % 16.1  % Tax effect of non-operating pension and postretirement benefit credit —  % (0.1) % —  % —  % Tax effect of purchase accounting depreciation and amortization attributable to Rockwell Automation 0.5  % 0.3  % 0.7  % 0.1  % Tax effect of change in fair value of investments 0.1  % 0.1  % 0.1  % —  % Tax effect of restructuring charges (1) —  % —  % —  % —  % Adjusted effective tax rate 17.7  % 14.8  % 17.6  % 16.2  % Fiscal 2025 Guidance Diluted EPS (1) $8.23 - $9.23 Non-operating pension and postretirement benefit credit — Tax effect of non-operating pension and postretirement benefit credit — Purchase accounting depreciation and amortization attributable to Rockwell Automation 1.14 Tax effect of purchase accounting depreciation and amortization attributable to Rockwell Automation (0.19) Change in fair value of investments (2) 0.03 Tax effect of change in fair value of investments (2) (0.01) Adjusted EPS (1) $9.20 - $10.20 Effective tax rate ~ 17% Tax effect of non-operating pension and postretirement benefit credit ~ —% Tax effect of purchase accounting depreciation and amortization attributable to Rockwell Automation ~ —% Tax effect of change in fair value of investments (2) ~ —% Adjusted effective tax rate ~ 17% (1) Fiscal 2025 guidance based on adjusted income attributable to Rockwell, which includes an adjustment for SLB's non-controlling interest in Sensia. (2) The actual year-to-date adjustments are used for guidance, as estimates of these adjustments on a forward-looking basis are not available due to variability, complexity, and limited visibility of these items. Note: Guidance as of May 7, 2025 Page 14 ROCKWELL AUTOMATION, INC. OTHER SUPPLEMENTAL INFORMATION (in millions, except percentages) 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 our opinion, free cash flow provides useful information to investors regarding our ability to generate cash from business operations that is available for acquisitions and other investments, service of debt princip