| --- | --- | --- | --- | --- | |---------------------------------|-------|-------|--------------------------------------|---------------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | INVINIA | | | | | | on expanding human possibility" | | | Q3 Fiscal 2022 Earnings Presentation | July 27, 2022 | n & Safe Harbor Statement THIS PRESENTATION INCLUDES GUIDANCE AND OTHER STATEMENTS RELATED TO THE EXPECTED FUTURE RESULTS OF THE COMPANY AND ARE THEREFORE FORWARD ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-Q _________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2022 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from _______ to _______ Commission file number 1-12383 ______________________________ ...

Rockwell Automation, Inc. (NYSE:ROK) Q2 2022 Earnings Conference Call May 3, 2022 8:30 AM ET Company Participants Jessica Kourakos - Head, Investor Relations Blake Moret - Chairman & Chief Executive Officer Nick Gangestad - Chief Financial Officer Conference Call Participants Scott Davis - Melius Research Andrew Obin - Bank of America Jeff Sprague - Vertical Research Josh Pokrzywinski - Morgan Stanley Julian Mitchell - Barclays Brendan Luecke - AllianceBernstein Andy Kaplowitz - Citigroup Nigel Coe - Wolfe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-Q _________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2022 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from _______ to _______ Commission file number 1-12383 _____________________________ ...

Financial Data and Key Metrics Changes - Total orders grew by over 40% to over $2.5 billion, reflecting strong demand across the portfolio [7] - Total revenue of $1.9 billion grew 19%, with organic sales increasing 17% year-over-year [8][28] - Adjusted EPS for the quarter was $2.14, representing an 11% growth compared to the prior year when excluding a non-recurring legal settlement [29][36] - Segment operating margin was 19.1%, better than expected, but declined 70 basis points year-over-year due to higher planned spending and negative price/cost dynamics [28] Business Line Data and Key Metrics Changes - Intelligent Devices segment saw organic sales increase by 26%, with margins expanding 430 basis points to 23.7% [32] - Software & Control organic sales grew by 8%, but segment margins declined 730 basis points due to higher investment spending and acquisition integration costs [33] - Lifecycle Services organic sales increased by 10%, with a segment margin of 5.5%, which declined 340 basis points driven by higher planned investment spending [34] Market Data and Key Metrics Changes - North America organic sales grew by 16%, with strong double-digit growth across all industry segments [23] - EMEA sales increased by 15%, driven by strength in Food and Beverage and Tire and Metals [23] - Asia-Pacific was the fastest-growing region, with a 25% increase, led by Semiconductor and Food and Beverage [23] Company Strategy and Development Direction - The company expects orders for the year to exceed $9 billion, indicating a strong growth trajectory [24] - Continued investment in capacity, technology, and talent is planned to support future growth [47] - The company is focused on organic growth, followed by inorganic activities and capital returns to shareholders [45] Management's Comments on Operating Environment and Future Outlook - Management noted that supply chain constraints remain dynamic, but demand is not expected to be a constraint for the foreseeable future [71] - The company anticipates continued double-digit growth in both Core Automation and Information Solutions and Connected Services [25] - Management expressed confidence in the ongoing investments in automation and digital transformation, positioning the company for a significant multi-year growth cycle [51] Other Important Information - The company repurchased 151,000 shares at a cost of $49 million during the quarter [31] - Free cash flow was negative by $50 million due to bonus payouts and increased working capital [30] - The company expects full-year adjusted effective tax rate to be around 17% [42] Q&A Session Summary Question: Is Emulate3D becoming the new standard for factory simulation? - Management indicated that adoption is still growing, accelerated by the pandemic, allowing for better simulation of production systems before actual implementation [59][60] Question: How does the current cycle differ from previous ones regarding project pricing? - Management believes this cycle may be elongated due to significant capital investments in semiconductors, with ongoing demand despite supply chain constraints [62][63] Question: Why was the first quarter stronger than expected? - The company managed to receive more chips than anticipated, leading to better-than-expected performance in the first quarter [70][72] Question: What is the outlook for orders and revenue growth? - Management expects continued order growth in the second quarter, with a strong backlog supporting future revenue [114] Question: How is the company managing price/cost dynamics? - Price/cost is expected to negatively impact margins in the first half, but management anticipates improvements in the second half due to pricing actions [86][90] Question: Are there indications of shifting manufacturing footprints due to supply chain issues? - Management noted that while North America is seeing increased investment, there is no significant shift of manufacturing from Asia [125]

| --- | --- | --- | --- | --- | |-------|-------|-------|--------------------------------------|------------------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Q1 Fiscal 2022 Earnings Presentation | January 27, 2022 | Safe Harbor Statement THIS PRESENTATION INCLUDES GUIDANCE AND OTHER STATEMENTS RELATED TO THE EXPECTED FUTURE RESULTS OF THE COMPANY AND ARE THEREFORE FORWARD-LOOKING STATEMENTS. ACTUAL RESULTS MAY DIFFER MATERIALLY FROM T ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-Q _________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2021 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from _______ to _______ Commission file number 1-12383 __________________________ ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________ Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 1-12383 Rockwell Automation, Inc. (Exact name of registrant as specified in its charter) ...

Fourth Quarter Fiscal Year 2021 Conference Call November 2, 2021 PUBLIC 1 Safe Harbor Statement 2 THIS PRESENTATION INCLUDES GUIDANCE AND OTHER STATEMENTS RELATED TO THE EXPECTED FUTURE RESULTS OF THE COMPANY AND ARE THEREFORE FORWARD-LOOKING STATEMENTS. ACTUAL RESULTS MAY DIFFER MATERIALLY FROM THOSE PROJECTIONS DUE TO A WIDE RANGE OF RISKS AND UNCERTAINTIES, MANY OF WHICH ARE BEYOND OUR CONTROL, INCLUDING THE SEVERITY AND DURATION OF THE IMPACTS OF THE COVID-19 PANDEMIC AND EFFORTS TO MANAGE IT ON THE GLO ...

Rockwell Automation, Inc. (NYSE:ROK) Q4 Fiscal 2021 Earnings Conference Call November 2, 2021 8:30 AM ET Company Participants Jessica Kourakos – Head of Investor Relations Blake Moret – Chairman and CEO Nick Gangestad – CFO Conference Call Participants Scott Davis – Milia Research Andrew Obin – Bank of America Jeff Sprague – Vertical Research Joshua Pokrzywinski – Morgan Stanley Julian Mitchell – Barclays Stephen Tusa – J.P. Morgan Andy Kaplowitz – Citigroup Markus Meyer – UBS Noah Kaye – Oppenheimer Operat ...