Rockwell Automation — Nov 6, 2025 release

Second Street Milwaukee, WI 53204 USA News Release         Contact   Ed Moreland Media Relations Rockwell Automation 571.296.0391 Aijana Zellner Investor Relations Rockwell Automation 440.289.8439 Rockwell Automation Reports Fourth Quarter and Full Year 2025 Results; Introduces Fiscal 2026 Guidance • Fourth quarter reported sales up 14%; organic sales up 13% year over year • Fourth quarter diluted EPS of $1.23 and Adjusted EPS of $3.34; down (41)% and up 32% year over year • Full year reported and organic sales up 1% year over year • Total ARR grew 8% year over year • Full year fiscal 2025 diluted EPS of $7.67 and Adjusted EPS of $10.53; down (7)% and up 7% year over year • Fourth quarter and full year diluted EPS reduced by $1.88 of accounting adjustments and one-time charges • Updating definitions of Adjusted Income and Adjusted EPS to exclude legacy asbestos and environmental costs • Full year fiscal 2025 cash provided by operating activities of $1,544 million and free cash flow of $1,358 million; up 79% and 113% year over year, respectively • Fiscal 2026 guidance: ◦ Reported sales growth of 3% to 7%; organic sales growth of 2% to 6% ◦ Diluted EPS $10.40 - $11.40; Adjusted EPS $11.20 - $12.20 • Announcing dissolution of the Sensia joint venture, expected to close in the first half of fiscal 2026 MILWAUKEE (November 6, 2025) – Rockwell Automation, Inc. (NYSE: ROK) today reported fiscal 2025 fourth quarter and full year results and introduced fiscal 2026 guidance. "We entered fiscal 2025 with a clear view of the challenges ahead, and we delivered. Rockwell finished the year with growth in sales and adjusted earnings, strong cash flow, and continued margin expansion. We also took proactive steps to streamline financial reporting and simplify our operating model. With our differentiated portfolio and relentless focus on execution, we are well positioned for continued profitable growth in FY26 and beyond,” said Blake Moret, Chairman and CEO. Page 1 Accounting Adjustments, One-time Charges, and Updated Definitions of Adjusted Income and Adjusted EPS In the fourth quarter of 2025, the company took steps to streamline financial reporting and simplify its operating model, including the following: • The fourth quarter and full year results include pre-tax charges for a change in account