ROK · 8-K · 20260804PR000028

Income Tax Rate Changes

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 55 · Surprise 66

The GAAP effective tax rate declined to 13.2% in Q3 fiscal 2026 from 14.3% in Q3 fiscal 2025. The lower GAAP rate primarily reflected favorable discrete tax items related to the Sensia dissolution, partly offset by BEPS Pillar Two minimum-tax rules. The adjusted effective tax rate increased to 19.2% from 15.3%, a 3.9 percentage-point increase driven primarily by BEPS Pillar Two. Fiscal 2026 guidance calls for an approximately 16.5% GAAP effective tax rate and approximately 19.5% adjusted effective tax rate.

Key facts

• On a GAAP basis, the effective tax rate in the third quarter of fiscal 2026 was 13.2% compared to 14.3% in the third quarter of fiscal 2025. source
• The Adjusted Effective Tax Rate for the third quarter of fiscal 2026 was 19.2% compared to 15.3% in the prior year. source