ROCKWELL AUTOMATION, INC

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 14A

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934 (Amendment No. )

(Name of Registrant as Specified In Its Charter)

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

2026

Notice of Annual

Meeting and Proxy

Statement

February 10, 2026

5:30 P.M. CST

MESSAGE FROM OUR CHAIRMAN,

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Dear Fellow Shareowners:

2025 was an important year in Rockwell’s journey, as we took steps to integrate new capabilities and operating discipline into our everyday activities and our culture. During the previous five years we added new capabilities such as cloud-native software and digital services, while dealing with external challenges such as the pandemic and supply chain shortages. A year ago I stated, “we have reason to be optimistic, even excited, as we enter 2025”, and this proved to be true. During the year we returned to year-over-year growth while integrating our new capabilities and operationalizing our productivity efforts. The result was increased customer value and market-beating financial performance. Rockwell is well positioned for sustained market-leading growth and profitability as we build on this success for fiscal 2026 and beyond.

The long-term growth framework that we released in November of 2023 is intact, and I’m encouraged by the progress we’ve made in each area – faster secular growth, share growth and expansion of our served market, growth of profitable ARR, and acquisitions.

We are fundamentally an organic growth story. We’re in an attractive market with durable secular drivers as people around the world are recognizing the importance of manufacturing.

The strategic importance of investing in advanced manufacturing capabilities and capacity is especially important as a complement to labor in high-cost countries such as the United States. And the additional investment in American manufacturing naturally accrues at a greater rate to Rockwell, as we have the largest installed base, the best partners, the highest share, and the deepest relationships. Quite simply, Rockwell is the most widely used technology in U.S. manufacturing.

We had steady orders associated with new domestic capacity in fiscal year 2025. They were higher than they were in 2024, and we expect new capacity orders to grow strong double digits in fiscal year 2026.

We’re making good progress on the business-specific targets for operating margin that we introduced in 2023. We took significant costs out in fiscal 2024, to both align with the business conditions at the time and to create a strong foundation for future performance. In 2025 we continued to reduce costs, and we operationalized these activities as part of the Rockwell Operating Model. We’re going to meet the current margin targets primarily by reducing the price paid for direct material, converting incremental sales into profit at a high level, thoughtfully managing our people costs, and realizing price.

The responsible application of artificial intelligence will also yield increasing benefits. For customers, I see AI as a way to simplify the business of moving factories from automation to autonomy. We are already offering AI in our design tools, control systems, mobile robots, and information management software. Internally, AI will yield quick benefits to existing tasks in our business segments and functional areas, and it will help us re-architect processes for substantial longer-term savings. For instance, we are already generating thousands of lines of code with the assistance of generative AI. Software engineers are endorsing the approach as a way to be more productive with best-in-class tools in a modern development environment.

We recently announced our own $2 billion investment over the next five years to modernize infrastructure, grow talent, and enhance our digital infrastructure. These initiatives are now underway and will unlock future growth and margin expansion, with the U.S. as the primary beneficiary.

Expanding margins as we outgrow the market is an important rallying cry for the team, but the benefits of operational excellence will also show up in our free cash flow conversion and return on invested capital. We continue to make progress in reducing our cash conversion cycle, and our refreshed set of acquisition priorities has the common theme of accelerating value to customers, partners, and shareowners.

Our new CFO is adding valuable new perspectives to our growth and margin expansion efforts, and all members of my staff are fully engaged in the work to increase our operating excellence. We have a great leadership team. They continue to bring a diverse set of points of view to bear on our challenges and opportunities, but with remarkable alignment on purpose. Our employees, partners, and customers all feel it.

I’m very proud of the way our 26,000 employees have risen to the challenge of executing our strategic imperatives in the face of volatility and uncertainty. They prove, time and again, how we are uniquely positioned as the world’s largest pure play devoted exclusively to industrial automation and digital transformation.

The shared objectives with our partners, and the trust that’s been built over decades, are also meaningful. Our strong partnerships are an integral and intentional part of our culture. They add value to end customers and shareowners by allowing Rockwell to focus on our most differentiated activities.

Our Board of Directors continues to provide strong governance. Directors are proud to be a part of Rockwell’s journey, and actively participate in strategy review, risk management, and leadership development activities. As with management, our Board includes an effective mix of long-time Directors and newer voices that are well-suited to provide guidance for today’s challenges and tomorrow’s opportunities. Importantly, the management team recognizes the strong blend of capabilities that the Board possesses as we work together to execute Rockwell’s strategy.

We will continue to integrate our broad existing offering, combining traditional sources of value with new ways to win as we expand our served market and grow share. We will continue to realize significant year-over-year productivity as we expand operating margins. And we will do this while also strengthening Rockwell’s culture as we prepare for the next decade and beyond. To be sure, there remain plenty of opportunities for continued improvement, but I believe there is nobody better positioned than Rockwell to meet these challenges and to outperform in the years ahead.

BLAKE D. MORET

Chairman, President and Chief Executive Officer