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Rockwell Automation — May 5, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001024478-26-000020
Open on SEC.gov ↗
Showing in the filing
Effective tax rate
“~ 18.5%”
Period
FY2026
Measure
GAAP-tied
Source
Guidance table
All guidance in this release · 8
Reported sales growth and organic sales grow… for FY2026
“5% - 9%”
Reported sales midpoint for FY2026
“~$8.9B”
Divestiture for FY2026
“~ (1.5)%”
Currency translation for FY2026
“~ 1.5%”
Diluted EPS for FY2026
“$11.88 - $12.48”
Adjusted EPS for FY2026
“$12.50 - $13.10”
Effective tax rate for FY2026
“~ 18.5%”
Adjusted Effective Tax Rate for FY2026
“~ 19.5%”
Exhibit 99.1 · the passage around this item
… earlier in the 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, 2026 2025 2026 2025 Net income attributable to Rockwell Automation $ 350  $ 252  $ 655  $ 436  Non-operating pension and postretirement benefit credit (3) —  (6) —  Tax effect of non-operating pension and postretirement credit —  —  1  —  Amortization of acquisition-related intangible assets attributable to Rockwell Automation 29  32  60  65  Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (7) (7) (14) (15) Net legacy asbestos and environmental charges 1  6  2  9  Tax effect of net legacy asbestos and environmental charges —  (1) —  (2) Change in fair value of investments —  3  —  3  Tax effect of change in fair value of investments —  (1) —  (1) Cost associated with dissolution of Sensia attributable to Rockwell Automation 4  —  7  —  Tax effects associated with dissolution of Sensia attributable to Rockwell Automation (1) —  (21) —  Adjusted Income $ 373  $ 284  $ 684  $ 495  Diluted EPS $ 3.10  $ 2.22  $ 5.79  $ 3.83  Non-operating pension and postretirement credit (0.03) —  (0.05) —  Tax effect of non-operating pension and postretirement credit —  —  0.01  —  Amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.26  0.27  0.53  0.57  Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (0.06) (0.06) (0.12) (0.13) Net legacy asbestos and environmental charges 0.01  0.06  0.02  0.08  Tax effect of net legacy asbestos and environmental charges —  (0.01) —  (0.02) Change in fair value of investments —  0.03  —  0.03  Tax effect of change in fair value of investments —  (0.01) —  (0.01) Cost associated with dissolution of Sensia attributable to Rockwell Automation 0.03  —  0.06  —  Tax and tax items associated with dissolution of Sensia attributable to Rockwell Automation (0.01) —  (0.19) —  Adjusted EPS $ 3.30  $ 2.50  $ 6.05  $ 4.35  Effective tax rate 20.2  % 17.1  % 16.5  % 16.8  % Tax effect of non-operating pension and postretirement credit 0.2  % —  % —  % —  % Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.3  % 0.5  % 0.6  % 0.7  % Tax effect of net legacy asbestos and environmental charges (0.1) % —  % (0.1) % 0.1  % Tax effect of change in fair value of investments —  % 0.1  % —  % 0.1  % Tax effect associated with dissolution of Sensia attributable to Rockwell Automation —  % —  % 2.1  % —  % Adjusted Effective Tax Rate 20.6  % 17.7  % 19.1  % 17.7  % Fiscal 2026 Guidance Fiscal 2026 Guidance Diluted EPS (1) $11.88 - $12.48 Non-operating pension and postretirement benefit credit, net of tax (0.09) Amortization of acquisition-related intangible assets attributable to Rockwell Automation, net of tax 0.81 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 (2) (0.13) Adjusted EPS (1) $12.50 - $13.10 Effective tax rate ~ 18.5% Tax effect of non-operating pension and postretirement benefit credit ~ —% Tax effect of amortization of acquisition-related intangible assets 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. (2) Costs and other items related to the Sensia dissolution are not forecast due to difficulty in projecting future values. Note: Guidance as of May 5, 2026; does not include sales, earnings, or cash flows related to the divested businesses of the Sensia joint venture in the second half of fiscal 2026. 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 informat
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.