Eaton reported record third quarter sales of $8.9 billion, up 28 percent from a year earlier, with organic growth of 19 percent, above the high end of its guidance, record segment margins of 25.3 percent and adjusted earnings per share of $3.68, also a record. The company raised its full year guidance, to organic growth of 13 to 15 percent and adjusted earnings per share of $13.70 to $13.80, and said total backlog grew 46 percent in its Electrical business and 33 percent in Aerospace.
Eaton posts record quarter and raises full year guidance
Eaton reported record third quarter sales of $8.9 billion, up 28 percent, with adjusted earnings per share of $3.68, and raised its full year organic growth guidance to 13 to 15 percent.
Why it matters: Eaton's electrical backlog, up 46 percent year on year, is one of the clearest listed reads on data centre power demand, and a guidance raise this late in the year says that demand is still accelerating.
Data as of Eaton third quarter 2026 release of November 3, 2026, read in full in this run; the release is the primary source and the source of record for its figures. The results were furnished to the SEC as Exhibit 99.1 to Eaton's Form 8-K of November 3, 2026 (accession 0001551182-26-000037), from the SEC filings lane; no story in the previous three days carries that accession. Developing item.
Sources
- Eaton reports record third quarter 2026 results, with strong organic growth, accelerating record orders and backlog; raises organic growth guidance - Eaton Corporation plc, via Business Wire - 2026-11-03
- Eaton Corporation plc Form 8-K (accession 0001551182-26-000037) - Eaton Corporation plc, via SEC EDGAR - 2026-11-03