Eaton Corporation — Third Quarter 2026 Earnings Summary

Eaton Corporation reported record third-quarter 2026 sales of $8.9 billion, representing a 28% year-over-year increase driven by 19% organic growth. Adjusted earnings per share reached a record $3.68, while segment margins improved to 25.3%, exceeding the high end of guidance. The company announced an agreement to acquire COL Group to expand its European power distribution capabilities and raised its full-year 2026 adjusted earnings per share guidance to between $13.70 and $13.80. Additionally, Eaton confirmed plans to separate its Mobility business through a Reverse Morris Trust transaction with Dana Incorporated expected to close in early 2027.