Company: ROK
Filing Date: 2025-11-12
Form Type: 10-K
Source: 0001024478-25-000116
Chunk: 108

Company: ROCKWELL AUTOMATION, INC
Filing Date: 2025-11-12
Form: 10-K
Item: Item 4
Chunk 108
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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)322 4 5 Plan participant contributions2 2 5 4 Benefits paid(208)(213)(15)(13)Settlements and curtailments (5)(5)— — Currency translation and other10 37 (1)(1)Benefit obligation at end of year2,931 3,078 41 45 Plan assets at beginning of year2,779 2,457 — — Actual return