earnings
confidence high
sentiment positive
materiality 0.85
Eaton Q1 beats: Record sales $7.5B, adj EPS $2.81; FY organic growth guidance raised to 10%
Eaton Corp plc
2026-Q1 EPS reported
$2.22
revenue$7,451,000,000
- Quarterly sales $7.5B (+17% YoY); organic growth 10% above guidance; adj EPS $2.81 record; GAAP EPS $2.22.
- 12-month rolling orders up 42% in Electrical Americas; backlog up 44-73% across segments.
- Closed $11B in acquisitions (Boyd Thermal, Ultra PCS); Mobility spin-off on track for Q1 2027.
- FY2026 guidance: organic growth 9-11%; adj EPS $13.05-$13.50 (up 10% midpoint); Q2 adj EPS $3.00-$3.10.
- Segment margins: Electrical Americas 25.6%, Electrical Global 19.2%, Aerospace record 26.7%, Mobility 11.7%.