Rockwell Automation — May 5, 2026 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 Second Quarter 2026 Results   • Reported sales up 12% year over year; organic sales up 9% year over year • Diluted EPS of $3.10 and Adjusted EPS of $3.30; up 40% and 32% year over year, respectively • Total ARR up 6% year over year • Updates fiscal 2026 reported sales growth and organic sales growth ranges to 5% - 9% • Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48 and Adjusted EPS guidance range to $12.50 - $13.10 • Introduces Enterprise operating profit and Enterprise operating margin performance measures, which include Corporate and other expenses MILWAUKEE (May 5, 2026) — Rockwell Automation, Inc. (NYSE: ROK) today reported second quarter fiscal 2026 results. "We delivered a strong second quarter, with double-digit growth in sales and earnings exceeding our expectations. We saw solid momentum across much of the business, led by improving demand in warehouse automation, data center, semiconductor, and energy. Our performance this quarter reflects the strength of our portfolio and the team’s ability to execute in a dynamic global environment," said Blake Moret, Chairman and CEO. Page 1 Fiscal Q2 2026 Financial Results Fiscal 2026 second quarter sales were $2,239 million, up 12% from $2,001 million in the second quarter of fiscal 2025. Organic sales increased 9% and currency translation increased sales by 3%. Income before income taxes was $440 million in the second quarter of fiscal 2026 compared to $299 million in the same period last year. Pre-tax margin was 19.7% in the