Rockwell Automation — Feb 5, 2026 release

Fiscal 2026 Guidance Fiscal 2026 Guidance Diluted EPS (1) $10.75 - $11.55 Non-operating pension and postretirement benefit credit, net of tax (0.08) Purchase accounting depreciation and amortization attributable to Rockwell Automation, net of tax 0.80 Legacy asbestos and environmental charges, net of tax 0.03 Cost, net of tax, and tax items associated with dissolution of Sensia attributable to Rockwell Automation (0.10) Adjusted EPS (1) $11.40 - $12.20 Effective tax rate ~ 18.5% 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 net legacy asbestos and environmental charges ~ —% Tax effect associated with dissolution of Sensia attributable to Rockwell Automation ~ 1.0% Adjusted Effective Tax Rate ~ 19.5% (1) Fiscal 2026 guidance based on Adjusted Income attributable to Rockwell, which includes an adjustment for SLB's non-controlling interest in Sensia. Note: Guidance as of February 5, 2026; sales growth and Adjusted EPS guidance do not include the impact of the anticipated dissolution of the Sensia joint venture. Page 15 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 principal, dividends, and share repurchases. We use free cash flow, as defined, as one measure to monitor and evaluate our performance, including as a financial measure for our annual incentive compensation. Our definition of free cash flow may be different from definitions used by other companies. The following table summarizes free cash flow by quarter: Mar.