ROK · 8-K · 20260804PR000028

OECD Global Minimum Tax

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 59 · Surprise 66 · In source text

Rockwell reported that BEPS Pillar Two minimum tax rules increased its third-quarter Adjusted Effective Tax Rate to 19.2% from 15.3% a year earlier. The company said the rules partially offset favorable discrete tax items related to the Sensia joint venture dissolution on a GAAP basis. Fiscal 2026 guidance assumes an effective tax rate of approximately 16.5% and an Adjusted Effective Tax Rate of approximately 19.5%, including about a 2.5% impact from Sensia-related tax and tax items associated with Pillar Two.

Key facts

• The decrease in the GAAP effective tax rate was primarily due to the favorable discrete tax items related to the dissolution of the Sensia joint venture, partially offset by the impact of BEPS Pillar Two minimum tax rules. source
• The company noted BEPS Pillar Two minimum tax rules (impact referred to as BEPS Pillar Two) affected the Adjusted Effective Tax Rate and effective tax rate discussions. source

Impact estimates