Company: ROK
Filing Date: 2025-11-12
Form Type: 10-K
Source: 0001024478-25-000116
Chunk: 223

Company: ROCKWELL AUTOMATION, INC
Filing Date: 2025-11-12
Form: 10-K
Item: Item 6
Chunk 223
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): Pension BenefitsOther Postretirement Benefits 202520242023202520242023Service cost$41 $37 $42 $1 $1 $1 Interest cost136 147 150 2 3 3 Expected return on plan assets(167)(170)(191)— — — Amortization of net actuarial loss (gain)27 (1)(2)2 1 — Settlement and curtailment charges1 — 123 — — — Net periodic benefit cost$38 $13 $122 $5 $5 $4 The service cost component is included in Cost of sales, Selling, general and administrative expenses, and Engineering and development in the Consolidated Statement of Operations. All other components are included in Other (expense) income in the Consolidated Statement of Operations.Significant assumptions used in determining net periodic benefit cost were (in weighted averages):Pension BenefitsOther Postretirement Benefits 202520242023202520242023U.S. Plans      Discount rate5.10 %6.10 %5.65 %4.91 %5.95 %5.70 %Expected return on plan assets7.00 %7.00 %7.00 %— — — Compensation increase rate3.60 %3.60 %3.30 %— — — Non-U.S. PlansDiscount rate3.87 %4.65 %4.35 %4.45 %5.75 %5.10 %Expected return on plan assets5.24 %5.13 %4.93 %— — — Compensation increase rate3.22 %3.24 %3.03 %— — — 

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Table of ContentsNOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Continued)

Net Benefit ObligationBenefit obligation, plan assets, funded status, and net liability information is summarized as follows (in millions): Pension BenefitsOther Postretirement Benefits 2025202420252024Benefit obligation at beginning of year$3,078 $2,751 $45 $46 Service cost41 37 1 1 Interest cost136 147 2 3 Actuarial (gains) losses(123)