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Just reported
Q3 2026 results
From Eaton's results release of 3. November 2026; its quarterly report has since been filed.
Revenue
Actual
8,95B $
+28 % y/y
+4,9 % q/qGuided
—
No guide given
EPS, GAAP
Actual
2,77 $
+6,9 % y/y
+31 % q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted13,70 $ – 13,80 $Raised +1,9 %
- EPS10,39 $ – 10,49 $Unchanged
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
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Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Industrials
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CSXCSX Corporation21. Okt. 2026CAGraded C, now A
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URIUnited Rentals, Inc.21. Okt. 2026CAGraded C, now A
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Womit das Unternehmen Geld verdient
- Electrical Americas47 %
- Electrical Global28 %
- Aerospace15 %
- Mobility10 %
Die Umsatzanteile sind Schätzungen für six months ended June 30, 2026 und keine Zahlen aus einem eingereichten Bericht.
Konkurriert mit
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- Größe
- 80,7B $
- Marge
- 16,0 %
- PHParker-HannifinB
- Größe
- 120,7B $
- Marge
- 16,6 %
- RTXRTXA
- Größe
- 267,7B $
- Marge
- 8,8 %
Was es verkauft5
Electrical power equipment
Equipment for distributing and controlling electricity, including switchgear, circuit breakers, transformers, and uninterruptible power supplies.
Modular power enclosures
Pre-integrated enclosures that bring power equipment together for data centers, industrial sites, utilities, and communications customers.
Solid-state transformers
Power-conversion equipment being developed for uses including data centers and energy storage.
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Liquid-cooling equipment
Data-center cooling products including cold plates and coolant distribution units.
Aerospace electronic and sensing products
Aircraft and aerospace products including electronic controls, sensing equipment, stores ejection systems, and data processing equipment.
Wer es kauft6
- Data-center operators, including hyperscale and colocation providers, buy power equipment, enclosures, and cooling products for data-center projects.
- Utilities buy equipment used in electrical power systems.
- Industrial companies, commercial building customers, and machine builders buy electrical equipment for facilities and machinery.
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- Aircraft manufacturers and other aerospace customers buy components and systems for commercial, military, and space uses.
- Vehicle manufacturers and related companies buy products for vehicle production; aftermarket customers also buy replacement products.
- Six large electrical-products customers together accounted for 22% of Electrical segment sales (2025, high); three large aircraft manufacturers together accounted for 20% of Aerospace sales (2025, high).
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1Manufacturing relies on suppliers for metals, electronic components, plastics, and other materials and parts.
- 2In 2025, six large electrical-products customers accounted for 22% of Electrical segment sales (2025, high), and three large aircraft manufacturers accounted for 20% of Aerospace sales (2025, high).
- 3The business depends on production facilities in multiple countries, which can be disrupted by events such as natural disasters, conflict, or labor stoppages.
- 4The proposed separation of Mobility and combination with Dana had not closed by June 30, 2026; until it closes, Mobility remains part of Eaton.
Was schiefgehen könnte
- 1Higher prices or shortages of raw materials, components, energy, or labor can raise manufacturing costs or make it harder to supply customers.
- 2Disruptions at Eaton's production facilities around the world can interrupt output and deliveries to customers.
- 3Acquisitions require Eaton to integrate new businesses, while the planned Mobility transaction may not be completed or may involve unexpected costs and disruption.
Über Eaton Corporation Plc
Eaton makes equipment that helps move, control, protect, and cool electrical power, from utility systems to data centers, factories, buildings, and homes. It also makes products for aircraft and vehicles. Customers use its products in new construction and infrastructure projects, and as parts or replacement equipment.
- Hauptsitz
- Dublin, Ireland
- Gegründet
- 1911
- Beschäftigte
- 97,303 (December 31, 2025, high)
- Notiert an
- NYSE
- Geschäftsjahresende
- December 31
Gebaut aus den eigenen Einreichungen von Eaton Corporation Plc bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.