ROK · 10-K · 2026A · Full report

Pension Benefit Costs

ROCKWELL AUTOMATION, INC · 2026-11-12 · Importance 30 · Surprise 40

Global pension expense was $32 million in 2026, down from $38 million in 2025, but up from $13 million in 2024. Approximately all 2026 global pension expense and 65% of the global projected benefit obligation related to the U.S. pension plan. The U.S. pension discount rate used for 2026 expense was 5.35%, compared with 5.10% for 2025; the rate for 2027 will increase to 6.70%.

Key facts

• For 2027, Rockwell’s U.S. pension discount rate will increase to 6.70 percent from 5.35 percent in 2026. source
• The discount rate used to determine Rockwell’s 2026 U.S. pension expense was 5.35 percent, compared with 5.10 percent for 2025. source
• Rockwell’s global pension expense was $32 million in 2026, $38 million in 2025, and $13 million in 2024. source
• Approximately all of Rockwell’s 2026 global pension expense and 65 percent of its global projected benefit obligation related to its U.S. pension plan. source