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Just reported
Q3 2026 results
From Eaton's results release of 3 ноября 2026 г.; 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
The themes Eaton is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Specialty Industrial Machinery
Graded A or B and worth $2B or more: A first, then the largest.
GEVGE Vernova Inc.212,4B $A+
EMREmerson Electric Co.91,3B $A+
ITWIllinois Tool Works Inc.81,7B $A+
CMICummins Inc.62B $A
AMEAmetek, Inc.55,5B $A+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation21 окт. 2026 г.CAGraded C, now A
UPSUnited Parcel Service, Inc.27 окт. 2026 г.CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 окт. 2026 г.BAGraded B, now A
URIUnited Rentals, Inc.21 окт. 2026 г.CAGraded C, now A
WCNWaste Connections, Inc.22 окт. 2026 г.BAGraded B, now A
На чём зарабатывает
- Electrical Americas47 %
- Electrical Global28 %
- Aerospace15 %
- Mobility10 %
Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.
Конкурирует с
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- Размер
- 77,8B $
- Маржа
- 16,0 %
- PHParker-HannifinB
- Размер
- 120,5B $
- Маржа
- 16,6 %
- RTXRTXA
- Размер
- 267,9B $
- Маржа
- 8,8 %
Что продаёт5
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.
Показать ещё 2
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.
Кто покупает6
- 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.
Показать ещё 3
- 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).
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании 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.
- Штаб-квартира
- Dublin, Ireland
- Год основания
- 1911
- Сотрудников
- 97,303 (December 31, 2025, high)
- Торгуется на
- NYSE
- Конец финансового года
- December 31
Построено по собственной отчётности Eaton Corporation Plc, поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.