Eaton reports record Q2 sales $8.5B, raises FY organic growth guidance, announces Mobility separation

Eaton Corp plc

Q2 GAAP EPS $2.11, adjusted EPS $3.15 (record); sales $8.5B (+21% YoY, organic +14%).
Segment margins 23.1%; Electrical Americas margins up 190bps sequentially to 27.5%.
Twelve-month rolling orders up 41% in Electrical Americas, 33% Electrical Global, 17% Aerospace.
Announced agreement to separate Mobility business via Reverse Morris Trust, expected close Q1 2027.
Raised FY 2026 organic growth guidance to 11-13%; adjusted EPS guidance raised to $13.40-$13.60 (up 12% at midpoint).

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