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Accumulated Other Comprehensive Loss (Tables) | 9 Months Ended
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Jun. 30, 2024
Equity [Abstract] |
Schedule of Accumulated Other Comprehensive Income (Loss) | Changes in Accumulated other comprehensive loss attributable to Rockwell Automation by component for the following periods were (in millions):
Three Months Ended June 30, 2024 | Pension and other postretirement benefit plan adjustments, net of tax |  | Accumulated currency translation adjustments, net of tax |  | Net unrealized losses on cash flow hedges, net of tax |  |  |  | Total accumulated other comprehensive loss, net of tax
Balance as of March 31, 2024 | $ | (406.5) |  |  | $ | (324.2) |  |  | $ | (31.3) |  |  |  |  | $ | (762.0) |
Other comprehensive income (loss) before reclassifications | 0.1 |  |  | (31.8) |  |  | 3.3 |  |  |  |  | (28.4) |
Amounts reclassified from accumulated other comprehensive loss | 0.1 |  |  | — |  |  | (3.2) |  |  |  |  | (3.1) |
Other comprehensive income (loss) | 0.2 |  |  | (31.8) |  |  | 0.1 |  |  |  |  | (31.5) |
Balance as of June 30, 2024 | $ | (406.3) |  |  | $ | (356.0) |  |  | $ | (31.2) |  |  |  |  | $ | (793.5) |
Nine Months Ended June 30, 2024 | Pension and other postretirement benefit plan adjustments, net of tax |  | Accumulated currency translation adjustments, net of tax |  | Net unrealized losses on cash flow hedges, net of tax |  |  |  | Total accumulated other comprehensive loss, net of tax
Balance as of September 30, 2023 | $ | (407.1) |  |  | $ | (364.9) |  |  | $ | (18.1) |  |  |  |  | $ | (790.1) |
Other comprehensive income (loss) before reclassifications | 0.4 |  |  | 6.9 |  |  | (0.2) |  |  |  |  | 7.1 |
Amounts reclassified from accumulated other comprehensive loss | 0.4 |  |  | 2.0 |  |  | (12.9) |  |  |  |  | (10.5) |
Other comprehensive income (loss) | 0.8 |  |  | 8.9 |  |  | (13.1) |  |  |  |  | (3.4) |
Balance as of June 30, 2024 | $ | (406.3) |  |  | $ | (356.0) |  |  | $ | (31.2) |  |  |  |  | $ | (793.5) |
Three Months Ended June 30, 2023 | Pension and other postretirement benefit plan adjustments, net of tax |  | Accumulated currency translation adjustments, net of tax |  | Net unrealized losses on cash flow hedges, net of tax |  |  |  | Total accumulated other comprehensive loss, net of tax
Balance as of March 31, 2023 | $ | (417.2) |  |  | $ | (353.4) |  |  | $ | (25.5) |  |  |  |  | $ | (796.1) |
Other comprehensive income (loss) income before reclassifications | 38.6 |  |  | 35.6 |  |  | (0.4) |  |  |  |  | 73.8 |
Amounts reclassified from accumulated other comprehensive loss | 2.1 |  |  | — |  |  | (5.3) |  |  |  |  | (3.2) |
Other comprehensive income (loss) | 40.7 |  |  | 35.6 |  |  | (5.7) |  |  |  |  | 70.6 |
Balance as of June 30, 2023 | $ | (376.5) |  |  | $ | (317.8) |  |  | $ | (31.2) |  |  |  |  | $ | (725.5) |
Nine Months Ended June 30, 2023 | Pension and other postretirement benefit plan adjustments, net of tax |  | Accumulated currency translation adjustments, net of tax |  | Net unrealized losses on cash flow hedges, net of tax |  |  |  | Total accumulated other comprehensive loss, net of tax
Balance at September 30, 2022 | $ | (447.8) |  |  | $ | (465.0) |  |  | $ | (4.7) |  |  |  |  | $ | (917.5) |
Other comprehensive (loss) income before reclassifications | (18.8) |  |  | 147.2 |  |  | (6.3) |  |  |  |  | 122.1 |
Amounts reclassified from accumulated other comprehensive loss | 90.1 |  |  | — |  |  | (20.2) |  |  |  |  | 69.9 |
Other comprehensive income (loss) | 71.3 |  |  | 147.2 |  |  | (26.5) |  |  |  |  | 192.0 |
Balance as of June 30, 2023 | $ | (376.5) |  |  | $ | (317.8) |  |  | $ | (31.2) |  |  |  |  | $ | (725.5) |
Reclassification out of Accumulated Other Comprehensive Income | The reclassifications out of Accumulated other comprehensive loss in the Consolidated Statement of Operations were (in millions):
| Three Months Ended June 30, |  | Nine Months Ended June 30, |  | Affected Line in the Consolidated Statement of Operations
| 2024 |  | 2023 |  | 2024 |  | 2023 |
Pension and other postretirement benefit plan adjustments (1) |  |  |  |  |  |  |  |  |
Amortization of prior service cost | $ | — |  |  | $ | 0.1 |  |  | $ | — |  |  | $ | 0.1 |  |  | Other income (expense)
Amortization of net actuarial loss (gain) | 0.1 |  |  | 0.3 |  |  | 0.4 |  |  | (1.4) |  |  | Other income (expense)
Settlement charge | — |  |  | 2.2 |  |  | — |  |  | 120.1 |  |  | Other income (expense)
| 0.1 |  |  | 2.6 |  |  | 0.4 |  |  | 118.8 |  |  | Income before income taxes
| — |  |  | (0.5) |  |  | — |  |  | (28.7) |  |  | Income tax provision
| $ | 0.1 |  |  | $ | 2.1 |  |  | $ | 0.4 |  |  | $ | 90.1 |  |  | Net income attributable to Rockwell Automation, Inc.
Net unrealized (gains) losses on cash flow hedges |  |  |  |  |  |  |  |  |
Forward exchange contracts | $ | (0.5) |  |  | $ | (1.9) |  |  | $ | (2.8) |  |  | $ | (4.6) |  |  | Sales
Forward exchange contracts | (5.0) |  |  | (6.3) |  |  | (17.9) |  |  | (25.7) |  |  | Cost of sales
Forward exchange contracts | 0.2 |  |  | — |  |  | 0.2 |  |  | (0.1) |  |  | Selling, general and administrative expenses
Treasury locks related to 2019 and 2021 debt issuances | 0.9 |  |  | 0.9 |  |  | 2.7 |  |  | 2.7 |  |  | Interest expense
| (4.4) |  |  | (7.3) |  |  | (17.8) |  |  | (27.7) |  |  | Income before income taxes
| 1.2 |  |  | 2.0 |  |  | 4.9 |  |  | 7.5 |  |  | Income tax provision
| $ | (3.2) |  |  | $ | (5.3) |  |  | $ | (12.9) |  |  | $ | (20.2) |  |  | Net income attributable to Rockwell Automation, Inc.
Accumulated currency translation adjustments | $ | — |  |  | $ | — |  |  | $ | 2.0 |  |  | $ | — |  |  | Other income (expense)
Total reclassifications | $ | (3.1) |  |  | $ | (3.2) |  |  | $ | (10.5) |  |  | $ | 69.9 |  |  | Net income attributable to Rockwell Automation, Inc.
(1) These components are included in the computation of net periodic pension and postretirement benefit cost. See Note 10 for further information.

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