ROK: Targets 5% CAGR, margin expansion, and autonomy via software, AI, and robotics innovation

Maintains 5% CAGR target and expands ARR, with updated acquisition priorities and strong U.S. and global growth. Technology innovation in software-defined automation, AI, and robotics drives autonomy and customer ROI. Margin expansion, insourcing, and new facilities support operational excellence and scalable efficiency.

Based on Rockwell Automation, Inc. [ROK] Investor Day 2025 Audio Transcript — Nov. 19 2025