Rockwell Automation (ROK) Financial History

We have been named as a defendant in lawsuits alleging personal injury as a result of exposure to asbestos that was used in certain of our products many years ago.

Potential liabilities and costs from litigation could reduce our profitability.

Governmental actions and regulations, including those related to corporate income taxes, the environment, materials, products, certification and labeling, trade policies, privacy, cybersecurity, AI, or climate change,…

New governmental actions and regulations could adversely affect our business.

•difficulties in yielding the desired strategic or financial benefit from venture capital investments, including as a result of being a minority investor.

Our success depends in part on our ability to anticipate and offer hardware and software products and services that appeal to the changing needs and preferences of our customers in the various markets we serve.

An inability to successfully execute cost productivity and margin expansion initiatives could negatively impact our business and financial results.

The current cyber threat environment indicates increased risk for all companies, including those in industrial automation and information technology, and the adoption of AI has resulted in more sophisticated attacks,…

•embargoes, sanctions, and other trade restrictions that may affect our ability to purchase components, commodities, or other materials, including rare earth minerals, from various suppliers; and

We face strong competition in all of our market segments in several significant respects.

As a global company operating in over 100 countries, we face risks related to foreign currency markets.

(including asbestos claims) and the uncertainties related to the collection of insurance proceeds make it difficult to predict the ultimate resolution of these lawsuits.

Oil & Gas is a major industry that we serve, including through our Sensia joint venture.

As global standards and regulations relating to AI increase and change, it could result in additional costs, reputational harm, legal liability, and regulatory scrutiny related to our use of AI.

We plan to invest over $2 billion over the next five years in manufacturing facilities, digital infrastructure, and talent to support market share growth, operational resilience, and margin expansion.

Significant investments in the business may not achieve intended returns and could adversely affect our financial performance.

As we broaden the application of AI across product development, manufacturing, customer operations, and enterprise operations, we face evolving risks related to safety, data governance, regulatory compliance, intellec…

Changes in trade policies, including the imposition of new tariffs or increases in existing tariffs between the United States, Mexico, Canada, China or other countries, or reactionary measures including retaliatory ta…

Our profitability and market competitiveness may be adversely impacted by changes in trade policies, including tariffs or other factors.

We conduct significant operations outside the United States and hold derivative instruments that we designate as hedges of certain net investment positions in our foreign subsidiaries.