Rockwell Automation — Aug 4, 2026 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 June 30, Nine Months Ended June 30, 2026 2025 2026 2025 Net income attributable to Rockwell Automation $ 408  $ 295  $ 1,063  $ 731  Non-operating pension and postretirement benefit credit (4) —  (10) —  Tax effect of non-operating pension and postretirement credit 1  (1) 2  (1) Amortization of acquisition-related intangible assets attributable to Rockwell Automation 30  33  90  98  Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (8) (7) (22) (22) Net legacy asbestos and environmental charges 1  4  3  13  Tax effect of net legacy asbestos and environmental charges (1) (1) (1) (3) Change in fair value of investments 7  —  7  3  Tax effect of change in fair value of investments (2) —  (2) (1) Gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (18) —  (11) —  Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (23) —  (44) —  Adjusted Income $ 391  $ 323  $ 1,075  $ 818  Diluted EPS $ 3.65  $ 2.60  $ 9.44  $ 6.43  Non-operating pension and postretirement credit (0.04) —  (0.09) —  Tax effect of non-operating pension and postretirement credit 0.01  (0.01) 0.02  (0.01) Amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.27  0.29  0.80  0.86  Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation (0.07) (0.06) (0.20) (0.19) Net legacy asbestos and environmental charges 0.01  0.04  0.03  0.12  Tax effect of net legacy asbestos and environmental charges (0.01) (0.01) (0.01) (0.03) Change in fair value of investments 0.06  —  0.06  0.03  Tax effect of change in fair value of investments (0.02) —  (0.02) (0.01) Gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (0.17) —  (0.09) —  Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (0.20) —  (0.39) —  Adjusted EPS $ 3.49  $ 2.85  $ 9.55  $ 7.20  Effective tax rate 13.2  % 14.3  % 15.3  % 15.8  % Tax effect of non-operating pension and postretirement credit (0.1) % 0.3  % (0.1) % 0.1  % Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation 0.9  % 0.6  % 0.7  % 0.6  % Tax effect of net legacy asbestos and environmental charges 0.2  % 0.1  % —  % 0.1  % Tax effect of change in fair value of investments 0.2  % —  % 0.1  % 0.1  % Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation 4.8  % —  % 3.2  % —  % Adjusted Effective Tax Rate 19.2  % 15.3  % 19.2  % 16.7  % Fiscal 2026 Guidance Fiscal 2026 Guidance Diluted EPS $12.72 - $13.02 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 0.80 Legacy asbestos and environmental charges, net of tax 0.02 Change in fair value of investments (1) 0.04 Gain on dissolution of Sensia, net of transaction costs, tax, and tax items attributable to Rockwell Automation (1) (0.49) Adjusted EPS $13.00 - $13.30 Effective tax rate ~ 16.5% Tax effect of non-operating pension and postretirement benefit credit ~ —% Tax effect of amortization of acquisition-related intangible assets attributable to Rockwell Automation ~ 0.5% Tax effect of net legacy asbestos and environmental charges ~ —% Tax effect of change in fair value of investments (1) ~ —% Tax and tax items associated with gain on dissolution of Sensia, net of transaction costs attributable to Rockwell Automation (1) ~ 2.5% Adjusted Effective Tax Rate ~ 19.5% (1) Items are not forecast due to difficulty in projecting future values. Note: Guidance as of August 4, 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 information to investors regarding our ability to generate cash from busi