ROK · 10-Q · 2026Q2 · Full report

Income Tax Rate Changes

ROCKWELL AUTOMATION, INC · 2026-08-04 · Importance 39 · Surprise 50

The effective tax rate declined to 13.2% from 14.3% in the quarter and to 15.3% from 15.8% for the nine months ended June 30, 2026. The lower GAAP rate primarily reflected favorable discrete tax items associated with the Sensia joint venture dissolution, partly offset by BEPS Pillar Two minimum-tax rules. Adjusted effective tax rate increased to 19.2% from 15.3% in the quarter and to 19.2% from 16.7% year to date. The adjusted-rate increase was primarily caused by application of BEPS Pillar Two minimum-tax rules in Singapore.

Key facts

• Adjusted Effective Tax Rate for both the three and nine months ended June 30, 2026 was 19.2%, compared to 15.3% and 16.7% for the three and nine months ended June 30, 2025, respectively. source
• The decrease in the effective tax rate was primarily due to 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 effective tax rates for the three and nine months ended June 30, 2026 were 13.2% and 15.3%, respectively. source