Rockwell Automation — Aug 6, 2025 release

Updated Guidance Prior Guidance Reported sales midpoint ~$8.2B ~$8.1B Organic sales growth (1) (2)% - 1% (4)% - 2% Inorganic sales growth ~ 0% ~ 0% Currency translation ~ 0% ~ (0.5)% Reported sales growth (2)% - 1% (4.5)% - 1.5% Diluted EPS $8.89 - $9.29 $8.23 - $9.23 Adjusted EPS (1) $9.80 - $10.20 $9.20 - $10.20 (1) Organic sales growth and Adjusted EPS are non-GAAP measures. See Organic Sales and Adjusted Income, Adjusted EPS, and Adjusted Effective Tax Rate Reconciliations for more information on these non-GAAP measures. "We are increasing our Adjusted EPS outlook as we continue to outperform on our productivity and margin targets. Our expectations for fiscal 2025 customer spend and our topline growth remain largely unchanged with the exception of a slight benefit from tariff-based pricing and favorable currency. Even in this uncertain environment, our team is not waiting for macro-economic improvement to play offense. We are delivering customer value and expanding margins,” Moret continued. Page 3 Following is a discussion of third quarter results for our business segments. Intelligent Devices Intelligent Devices third quarter fiscal 2025 sales were $968 million, an increase of 1% compared to $957 million in the same period last year. Organic sales increased 1%. Segment operating earnings were $182 million compared to $193 million in the same period last year. Segment operating margin decreased to 18.8% from 20.2% a year ago. The decrease from prior year was driven by hi