Company: ROK
Filing Date: 2025-11-12
Form Type: 10-K
Source: 0001024478-25-000116
Chunk: 266

Company: ROCKWELL AUTOMATION, INC
Filing Date: 2025-11-12
Form: 10-K
Item: Item 7
Chunk 266
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People Managers27%73%—%Technical Talent20%80%—%Manufacturing Associates46%54%—%

Our U.S. employees had the following race and ethnicity demographics based on voluntary disclosure:

September 30, 2025Black / African AmericanAsianHispanic / LatinxWhiteMultiracial, Native American and Pacific IslanderUndisclosedAll U.S. Employees7%11%5%70%2%5%Individual Contributors8%12%5%69%2%4%People Managers6%7%5%75%1%6%Technical Talent6%13%6%69%2%4%Manufacturing Associates15%17%3%56%2%7%

21

U.S. Economic Trends

In 2025, sales in the U.S. accounted for over half of our total sales. The various indicators we use to gauge the direction and momentum of our served U.S. markets include:

•The Industrial Production (IP) Index, published by the Federal Reserve, which measures the real output of manufacturing, mining, and electric and gas utilities. The Manufacturing IP Index shown in the chart below is expressed as a percentage of real output in a base year, currently 2017.

•The Manufacturing Purchasing Managers’ Index (PMI), published by the Institute for Supply Management (ISM), which indicates the current and near-term state of manufacturing activity in the U.S. According to the ISM, a PMI measure above 50 indicates that the U.S. manufacturing economy is generally expanding while a measure below 50 indicates that it is generally contracting.

The table below depicts the trends in these indicators from fiscal 2023 to 2025. These figures are as of November 12, 2025, and are subject to revision by the issuing organizations. Through August, the IP Index did not significantly change from the third quarter of fiscal 2025. Manufacturing PMI results remained below 50 for each of the months in the fourth quarter of fiscal 2025.

Manufacturing IP IndexPMIFiscal 2025 quarter ended:  September 2025 (1)49.1 June 2025100.1 49.0 March 2025100.2 49.0 December 202498.9 49.2 Fiscal 2024 quarter ended:September 202499.0 47.5 June 202499.4 48.5 March 202499.5 50.