Company: ROK
Filing Date: 2025-11-12
Form Type: 10-K
Source: 0001024478-25-000116
Chunk: 231

Company: ROCKWELL AUTOMATION, INC
Filing Date: 2025-11-12
Form: 10-K
Item: Item 6
Chunk 231
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 of 2026 and is classified in Other current liabilities in the Consolidated Balance Sheet as of September 30, 2025. This amount was classified in Other liabilities in the Consolidated Balance Sheet as of September 30, 2024. Furthermore, taxes paid as a result of the transition tax was $78 million during the year ended September 30, 2025, $58 million during the year ended September 30, 2024, and $31 million during the year ended September 30, 2023, as included in total income taxes paid.

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Effective Tax Rate ReconciliationThe reconciliation between the U.S. federal statutory rate and our effective tax rate was:202520242023Statutory tax rate21.0 %21.0 %21.0 %State and local income taxes(0.1)0.2 1.5 Non-United States taxes(3.8)(4.2)(4.7)Repatriation of foreign earnings1.0 0.9 0.9 Foreign-derived intangible income(1.5)(0.7)(0.6)Settlements with taxing authorities and tax refund claims0.6 (1.2)0.3 Change in valuation allowance (1)3.6 0.5 4.1 Share-based compensation(1.1)(0.2)(0.6)Research and development tax credit(2.9)(2.0)(1.3)Other1.5 (0.5)(0.1)Effective income tax rate18.3 %13.8 %20.5 %(1) During fiscal year 2025 and 2023, the effective tax rate increased by 3.6% and 4.1%, respectively,  resulting from a valuation allowance recorded on certain deferred tax assets of the Sensia joint venture and tax effects of the related impairment.We operate in certain non-U.S. tax jurisdictions under government-sponsored tax incentive programs. The tax benefit attributable to these programs was $45 million ($0.40 per diluted share) in 2025, $36 million ($0.31 per diluted share) in 2024, and $62 million ($0.54 per diluted share) in 2023.

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