ROK

• Diluted EPS was $3.65, up 40% year over year; Adjusted EPS was $3.49, up 22%.
• Updated fiscal 2026 guidance: reported sales growth 7.5%-9.5%, diluted EPS $12.72-$13.02, Adjusted EPS $13.00-$13.30.
• Completed dissolution of Sensia joint venture on April 1, 2026.
• Organic ARR grew 6% year over year; software ARR up high single digits.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Q2 FY2026 sales were $2,239 million, up 12% year over year; organic sales up 9%.
• Total ARR grew 6% year over year.
• FY2026 guidance updated: reported sales growth 5%-9%, diluted EPS $11.88-$12.48, Adjusted EPS $12.50-$13.10.
• Sensia joint venture dissolved April 1, 2026; divested businesses excluded from second-half guidance.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• David A. Zapico was elected as a director effective April 16, 2026, with a term expiring at the 2027 Annual Meeting of Shareowners.
• Zapico was appointed to the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee.
• He will receive standard non-employee director compensation, including common stock valued at $92,055 under the 2026 Long-Term Incentives Plan.
• Zapico is Chairman and CEO of AMETEK, Inc., and has 36 years of experience with that company.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• On February 10, 2026, shareowners approved the Rockwell Automation, Inc. 2026 Long-Term Incentives Plan.
• The plan allows grants of stock options, stock appreciation rights, restricted stock, restricted stock units, performance units, performance shares, and unrestricted stock for directors.
• Board approval was subject to shareowner approval, which was required by NYSE rules and for incentive stock option tax qualification.
• The plan is incorporated by reference from the definitive Proxy Statement filed with the SEC on December 22, 2025.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Directors William P. Gipson, Pam Murphy, and Robert W. Soderbery elected to three-year terms expiring 2029.
• Advisory say-on-pay proposal approved with ~87% of votes cast (73,410,035 affirmative).
• Deloitte & Touche LLP ratified as independent auditor for fiscal 2026 (85,453,668 affirmative).
• Rockwell Automation 2026 Long-Term Incentives Plan approved (76,575,084 affirmative).

5.07 Submission of Matters to a Vote of Security Holders

• Diluted EPS was $2.69, up 67% from $1.61; Adjusted EPS was $2.75, up 49% from $1.85.
• Total segment operating margin was 20.7%, up from 17.1% a year ago; pre-tax margin was 16.2% vs 11.3%.
• Company reaffirmed fiscal 2026 reported sales growth of 3%-7% and organic sales growth of 2%-6%.
• Updated fiscal 2026 diluted EPS guidance to $10.75-$11.55 and Adjusted EPS to $11.40-$12.20, citing updated full year tax rate.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The new facility replaces the prior $1.5 billion credit agreement dated June 29, 2022, which terminated early without penalties.
• The company can increase commitments by up to $750 million and has two options to extend the maturity date by one year each, subject to conditions and lender consent.
• Borrowings will bear interest at base rate or adjusted term SOFR plus margins based on the company's senior unsecured long-term debt ratings.
• Proceeds will be used for general corporate purposes; the agreement includes a financial covenant requiring a Consolidated EBITDA to Consolidated Interest Expense ratio of at least 3.00 to 1.00.
• The agreement does not restrict the company's ability to pay dividends.

1.01 Entry into a Material Definitive Agreement · 1.02 Termination of a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Fourth quarter diluted EPS was $1.23, down 41%, while Adjusted EPS was $3.34, up 32% year over year.
• Full year fiscal 2025 sales were $8,342 million, up 1% reported and organic; diluted EPS was $7.67, Adjusted EPS $10.53.
• Fiscal 2026 guidance: reported sales growth 3%-7%, organic sales growth 2%-6%, diluted EPS $10.40-$11.40, Adjusted EPS $11.20-$12.20.
• Company announced dissolution of Sensia joint venture, expected to close in first half of fiscal 2026, with a $110 million non-cash impairment charge in Q4.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits