Rockwell Automation — Aug 4, 2026 release

Increases in cash provided by operating activities and free cash flow we re primarily d ue to higher pre-tax income. Page 2 Fiscal Year 2026 Outlook The table below provides updated fiscal 2026 guidance. Updated Guidance (1) Prior Guidance (1) Reported sales midpoint ~$9.0B ~$8.9B Reported sales growth 7.5% - 9.5% 5% - 9% Organic sales growth (2) 7.5% - 9.5% 5% - 9% Divestiture ~ (1.5)% ~ (1.5)% Currency translation ~ 1.5% ~ 1.5% Diluted EPS $12.72 - $13.02 $11.88 - $12.48 Adjusted EPS (2) $13.00 - $13.30 $12.50 - $13.10 (1) Updated guidance as of August 4, 2026; Prior guidance as of May 5, 2026. Guidance 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. (2) Organic sales growth and Adjusted EPS are non-GAAP measures. See Organic Sales , Adjusted Income , Adjusted EPS , and Adjusted Effective Tax Rate for more information on these non-GAAP measures. "Our updated fiscal 2026 outlook reflects the strong execution of our team and our confidence in the opportunities ahead. We continue to perform at the high end of our growth framework while expanding margins and investing in innovation. With a differentiated portfolio, a world-class partner ecosystem, and a highly engaged team, we are well positioned to extend our leadership and deliver sustainable value over the long term,” Moret continued. Page 3 Following is a discussion of third quarter results for our bus