US · Industrials · Specialty Industrial Machinery
EPS came in at 3.15 against a street estimate of 3.08 — a beat of 2.3%.
Analysts rate Eaton Corporation PLC a buy (22 buy, 6 hold, 1 sell out of 29) with an average price target of $478.17.
CONFIDENT Eaton delivered record Q2 revenue of $8.5B (+21% YoY) with 14% organic growth and 23.1% margins, all above guidance. Raised full-year organic growth guidance to 12% midpoint and EPS to $13.50. Data center demand remains exceptional; portfolio transformation underway. Q2 2026 Eaton reports by business segment, not geography. Electrical Global includes EMEA (+20% organic), APAC (+20%), and GIS (high teens). Analysts pressed data center sustainability, Boyd competitive moat, margin bridge execution. Management emphasized secular breadth (machine OEM, utility, commercial institutional), Boyd's chip-OEM design partnerships and aerospace quality DNA, and price/productivity phasing in H2 without revenue deceleration assumed in guidance. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.86% |
| Vanguard Capital Management, LLC | 6.50% |
| JPMorgan Chase & Co | 4.97% |
| State Street Corp | 4.37% |
| Morgan Stanley - Brokerage Accounts | 3.38% |
| Bank of America Corp | 3.11% |
| Vanguard Portfolio Management, LLC | 2.37% |
| Geode Capital Management, LLC | 2.28% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 EATON CORPORATION PLC – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales for six months ended June 30, 2026: $15,982 million (vs. $13,404 million i | 2026-07-31 |
| Results announced · Q3 2026 EATON CORPORATION PLC – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $8.5 billion, up 21% year-over-year (14% organic growth + 7% from | 2026-07-31 |
| Reg FD disclosure · Q2 2026 EATON CORPORATION PLC - FORM 8-K SUMMARY HEADLINE NUMBERS • Eaton entering definitive agreement to separate Mobility segment and combine it with Dan | 2026-06-11 |
| Quarterly report · Q1 2026 EATON CORPORATION PLC - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $7,451 million vs $6,377 million Q1 2025 (+16.8%) • Net income Q1 | 2026-05-05 |
| Results announced · Q2 2026 EATON CORPORATION PLC – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 Sales: $7.5 billion, up 17% YoY (10% organic growth, 4% from acquisition | 2026-05-05 |
| Shareholder vote results · Q2 2026 EATON CORPORATION PLC - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual General Meeting held: April 22, 2026 • Total votes cast (Proposal 1): Approximate | 2026-04-23 |
| Proxy statement · Q2 2026 EATON CORPORATION PLC PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 11 director nominees (annual elect | 2026-03-13 |
| Annual report FY2025 EATON CORPORATION PLC – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • 2025 Revenue: $27.4 billion • Market Capitalization (as of June 30, 202 | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.10 / share ex-date Aug 7, 2026 · pay Aug 28, 2026 | 2026-08-07 |
| Dividend | $1.10 / share ex-date May 8, 2026 · pay May 29, 2026 | 2026-05-08 |
| Dividend | $1.10 / share ex-date Mar 10, 2026 · pay Mar 27, 2026 | 2026-03-10 |
| Dividend | $1.04 / share ex-date Nov 6, 2025 · pay Nov 21, 2025 | 2025-11-06 |
| Announcement | Date |
|---|---|
| Separation of mobility business and combination with Dana in reverse Morris trust Eaton Corporation announced on June 11, 2026 that it will separate its Mobility business segment and combine it with Dana Incorporated through a Reverse Morris Trust transaction. Here's what | 2026-06-11 |
| Plan to spin off mobility business announced On January 26, 2026, Eaton Corporation announced plans to spin off its mobility business into a separate company. This 8-K filing is a regulatory disclosure of this corporate restructuring d | 2026-01-26 |
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Google PlayApp StoreData updated 2026-09-18.