ETN · Other
Eaton Corp plc
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-22
- Guidance and OutlookImportance 85 · Surprise 76Eaton raised its 2026 organic growth guidance to 12%, an increase that exceeds the 10% materiality threshold for year-over-year metrics. The company maintained its full-year 2026 organic growth guidance in separate…
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Eaton has completed or announced approximately $13 billion of recent acquisitions, creating a material expansion of its portfolio. Named acquired businesses include Resilient Power, Fibrebond, and Boyd. Eaton expects…
- Order Backlog and Book-to-BillImportance 26 · Surprise 24Eaton cited record backlogs as a principal driver of its 2026 organic growth outlook. Significant backlogs in the Electrical and Aerospace segments supported the company’s decision to maintain full-year 2026 organic…
- AI Data Center DemandImportance 17 · Surprise 24Eaton is benefiting from strong AI-driven data-center demand and record backlogs for power infrastructure. Third-party reporting identifies the Electrical and Aerospace segments as having significant backlogs…
News · 2026-09-18
- AI Data Center DemandImportance 26 · Surprise 24Eaton is seeing increased demand for critical power and electrical infrastructure tied to AI data center buildouts. The reported demand supports Eaton’s positioning in power management and electrification solutions.…
- Guidance and OutlookImportance 25 · Surprise 60Eaton raised its full-year organic growth expectations, according to third-party reporting on September 18, 2026. The update was attributed to strong operational performance and increasing demand for critical power and…
News · 2026-09-17
- Guidance and OutlookImportance 67 · Surprise 76Eaton raised its 2026 organic-growth outlook to 12%, with data center demand identified as the primary growth driver. CEO Paulo Ruiz cited capacity expansion, the Fibrebond and Boyd acquisitions, and next-generation AI…
- AI Data Center DemandImportance 50 · Surprise 24Eaton identified expanding data center demand as the primary driver of its raised 2026 organic-growth outlook. Management highlighted next-generation AI infrastructure as a strategic growth area. The company reported…
- Manufacturing Capacity ExpansionImportance 31 · Surprise 42Eaton is expanding capacity to support demand from data centers and next-generation AI infrastructure. The capacity expansion was cited alongside the Fibrebond and Boyd businesses as a growth driver. The report did not…
News · 2026-09-10
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Eaton and Autodesk are expanding their collaboration for commercial-building electrical systems. The collaboration is intended to connect equipment information, engineering expertise, and project data across the…
- Products and TechnologyImportance 31 · Surprise 42Eaton and Autodesk are expanding their collaboration to simplify delivery of increasingly complex electrical systems in commercial buildings. The effort connects equipment information, engineering expertise and project…
- AI Infrastructure PartnershipImportance 31 · Surprise 42On September 10, 2026, Eaton and Autodesk announced an expanded collaboration to simplify and accelerate delivery of increasingly complex electrical systems in commercial buildings. The collaboration is intended to…
News · 2026-09-04
- Manufacturing Capacity ExpansionImportance 40 · Surprise 42Eaton plans to invest more than $242 million in a new one-million-square-foot manufacturing facility in North Little Rock, Arkansas. The facility will produce customized electrical enclosures and double the U.S.…
News · 2026-09-03
- Supply Chain DiversificationImportance 17 · Surprise 24Formerra received Eaton’s 2026 Supplier Excellence Award from a supplier base of more than 30,000 companies. Formerra serves as Eaton’s preferred plastics distribution partner and has expanded from polymer distribution…
News · 2026-09-02
- Manufacturing Capacity ExpansionImportance 40 · Surprise 42Eaton plans to invest more than $242 million in a new one-million-square-foot manufacturing facility in North Little Rock, Arkansas. The facility will produce customized electrical enclosures and double the U.S.…
News · 2026-09-01
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Dana and Eaton are advancing the $5.1 billion combination of Eaton’s Mobility business. The transaction is expected to close in the first quarter of 2027, subject to applicable conditions. The combined powertrain…
News · 2026-08-29
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Eaton’s strategic acquisitions include Boyd Thermal, which expands its ability to address thermal-management requirements for high-density AI data-center hardware. The report links the acquisition strategy to Eaton’s…
- Products and TechnologyImportance 23 · Surprise 24Eaton is positioned as a provider of physical infrastructure for AI data centers, addressing power-delivery and thermal-management bottlenecks. Its MV-SST and Breaktor technologies are cited as solutions for the…
News · 2026-08-21
- AI Data Center DemandImportance 21 · Surprise 24BMO initiated coverage of Eaton with an Outperform rating, citing the company’s strong positioning in the growing AI data-center market. The report identified Eaton’s readiness for 800VDC power systems as a competitive…
News · 2026-08-20
- California Emergency Power MandateImportance 47 · Surprise 60California Assembly Bill 2511 requires skilled nursing facilities to maintain at least 96 hours of onsite emergency power. Eaton secured multi-million-dollar contracts with BSD Builders to equip 35 California skilled…
- Emergency Power ContractsImportance 34 · Surprise 42Eaton secured multi-million-dollar contracts from BSD Builders to equip 35 skilled nursing facilities in California. The projects will provide advanced power-management technology and self-contained microgrid solutions…
- AI Data Center PartnershipImportance 31 · Surprise 42Eaton and Trane Technologies have partnered to offer a unified power and cooling platform for AI data centers. The reported objective is to improve energy efficiency and reduce costs for data-center operators. The…
- AI Data Center DemandImportance 23 · Surprise 24Big Tech is reportedly on pace to spend $735 billion on AI data centers in 2026, supporting demand for power-distribution and electrical-infrastructure equipment. Morgan Stanley projects a 38-gigawatt power deficit for…
News · 2026-08-19
- AI Data Center DemandImportance 23 · Surprise 24Big Tech is reportedly on pace to spend $735 billion on AI data centers in 2026, supporting demand for power-distribution and electrical-infrastructure equipment. Morgan Stanley projects a 38-gigawatt power deficit for…
News · 2026-08-18
- AI Data Center PartnershipImportance 44 · Surprise 58Eaton and Trane Technologies partnered to develop an integrated design for NVIDIA’s DSX AI Factory Reference Design. The collaboration combines Eaton’s power-design capabilities with Trane’s data-center…
- Management ChangesImportance 31 · Surprise 42Eaton appointed Shawn Black as president of its global Aerospace Group, effective August 17, 2026. Black has more than 20 years of aerospace and defense leadership experience, including roles at GKN Aerospace, Cobham…
News · 2026-08-17
- AI Data Center PartnershipImportance 31 · Surprise 42On August 17, 2026, Eaton and Trane Technologies announced a strategic collaboration to integrate thermal-management and electrical-system architectures for AI data centers. The companies are introducing a reference…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42A third-party report published August 17, 2026 said Eaton is using acquisitions to expand in electrification, digitalization, and artificial intelligence. It identified Boyd Thermal as adding liquid-cooling technology…
News · 2026-08-14
- Guidance and OutlookImportance 51 · Surprise 60Eaton raised its full-year 2026 adjusted EPS guidance midpoint to US$13.50 following its second-quarter 2026 earnings report. Third-party reporting attributed the improved outlook to AI-driven data-center demand and a…
- Revenue Performance and MixImportance 44 · Surprise 24Eaton reported record second-quarter 2026 revenue of US$8.5 billion. Electrical Americas was identified as the primary segment supporting growth through a substantial electrical backlog. AI-driven data-center demand…
- AI Data Center DemandImportance 34 · Surprise 42AI-driven data-center demand was identified as a major growth driver for Eaton in the second quarter of 2026. The company also reported a substantial electrical backlog, with particular strength in its Electrical…
News · 2026-08-13
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 60Eaton plans to separate its Mobility (USA) Corporation subsidiary through an exchange offer to Eaton shareholders, followed by a merger of SpinCo with Dana Incorporated, with closing expected in the first quarter of…
- End-Market Demand TrendsImportance 17 · Surprise 24Dana reported stronger commercial vehicle demand in Q2 2026. Its targeted growth areas include core light vehicles, commercial vehicles, aftermarket products, and applied technologies such as defense and powersports.…
News · 2026-08-11
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Eaton is planning the separation of its Mobility business as part of its portfolio optimization strategy. The planned separation was cited in reporting on August 11, 2026, alongside Eaton’s record sales and earnings.…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Eaton declared a quarterly dividend of $1.10 per share. The dividend follows 16 consecutive years of dividend increases. The declaration was reported alongside Eaton’s Q2 2026 results and optimistic third-quarter and…
News · 2026-08-10
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Eaton is planning the separation of its Mobility business as part of its portfolio optimization strategy. The planned separation was cited in reporting on August 11, 2026, alongside Eaton’s record sales and earnings.…
News · 2026-08-06
- Revenue Performance and MixImportance 56 · Surprise 58Eaton reported strong second-quarter 2026 results that exceeded analyst estimates. Double-digit organic growth and robust data-center and electrification demand were identified as key drivers. Electrical Americas and…
- Acquisition / Partnership / DivestitureImportance 53 · Surprise 60Eaton is progressing a planned tax-free split-off merger involving its Mobility business and Dana Incorporated. Dana expects the transaction to close in the first quarter of 2027. The combination is expected to…
News · 2026-08-05
- Revenue Performance and MixImportance 56 · Surprise 58Eaton reported strong second-quarter 2026 results that exceeded analyst estimates. Double-digit organic growth and robust data-center and electrification demand were identified as key drivers. Electrical Americas and…
- Guidance and OutlookImportance 51 · Surprise 60Third-party reporting states that Eaton raised its full-year 2026 outlook after exceeding analyst expectations in the second quarter. Management reportedly attributed the improved outlook to execution, capacity…
News · 2026-08-04
- Guidance and OutlookImportance 51 · Surprise 60Third-party reporting states that Eaton raised its full-year 2026 outlook after exceeding analyst expectations in the second quarter. Management reportedly attributed the improved outlook to execution, capacity…
- Manufacturing Capacity RampImportance 31 · Surprise 42Eaton emphasized execution and capacity ramp-up as important drivers of its performance. The ramp is particularly relevant to the Electrical Americas segment and Boyd, Eaton’s liquid-cooling business. Boyd’s…
- AI Infrastructure DemandImportance 23 · Surprise 24Eaton reported robust demand across multiple sectors, with data centers identified as a significant standout. The company is positioned to benefit from continued investment in electrification and smart power…
News · 2026-08-03
- Manufacturing Capacity RampImportance 26 · Surprise 24Electrical Americas output improved during the second quarter as Eaton worked to convert elevated demand into shipments. The ramp is particularly important for data-center projects, where power-management equipment…
News · 2026-08-01
- Acquisition / Partnership / DivestitureImportance 65 · Surprise 60Eaton plans to separate its Mobility business and combine it with Dana Incorporated through a Reverse Morris Trust transaction. The transaction is expected to close in the first quarter of 2027, with Eaton shareholders…
- Capital AllocationImportance 58 · Surprise 42The planned Mobility transaction will provide Eaton with a $1.1 billion cash distribution. Eaton intends to direct that cash toward debt repayment rather than a disclosed buyback or dividend increase. The company also…
8-K · 2026-07-31
- Debt and Liquidity PositionImportance 89 · Surprise 82Cash declined to $483 million at June 30, 2026, from $622 million at December 31, 2025, while short-term investments increased to $212 million from $181 million. Total short-term debt and current long-term debt were…
- Guidance and OutlookImportance 85 · Surprise 76For full-year 2026, Eaton raised organic-growth guidance to 11%–13% and expects segment margins of 24.1%–24.5%. Full-year reported earnings-per-share guidance is $10.36–$10.56, while adjusted earnings-per-share…
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Eaton acquired Boyd Thermal on March 12, 2026, for $9.55 billion, adding thermal components and ruggedized solutions for data center, aerospace and other markets to Electrical Global. Eaton acquired Ultra PCS on…
- Income Tax Rate ChangesImportance 71 · Surprise 82Second-quarter income tax expense increased 58% year over year to $321 million from $203 million, while income before taxes declined 4% to $1.144 billion from $1.186 billion. The implied effective tax rate increased to…
- Restructuring and HeadcountImportance 60 · Surprise 74Eaton recorded $24 million of pretax restructuring charges and $19 million after tax in the second quarter, including $18 million for workforce reductions and $6 million for plant closing and other costs. Six-month…
- Revenue Performance and MixImportance 59 · Surprise 48Second-quarter sales reached a record $8.5 billion, up 21% year over year from $7.0 billion, comprising 14% organic growth and 7% growth from acquisitions. Electrical Americas sales increased 18% organically to $4.0…
- Operating Cash Flow and CapexImportance 52 · Surprise 30Second-quarter operating cash flow increased 23% year over year to $1.127 billion from $918 million. Capital expenditures for property, plant and equipment increased 25% to $253 million from $202 million. Free cash…
- End-Market Demand TrendsImportance 52 · Surprise 56Eaton reported broad end-market strength in the quarter, with data centers remaining a key growth driver while demand also strengthened across its other end markets. Electrical Americas organic sales increased 18%, and…
- Order Backlog and Book-to-BillImportance 51 · Surprise 64Demand accelerated across Eaton’s Electrical Americas, Electrical Global, and Aerospace segments, with twelve-month rolling average orders increasing 41%, 33%, and 17% organically, respectively, in the second quarter.…
- Operating Expense TrendsImportance 47 · Surprise 22Second-quarter selling and administrative expense increased 8% year over year to $1.236 billion from $1.149 billion. Research and development expense increased 18% to $227 million from $192 million, exceeding the 10%…
- Margin DriversImportance 18 · Surprise 14Second-quarter segment margins were 23.1%, down 80 basis points year over year but 10 basis points above the high end of guidance. Electrical Americas margins increased 190 basis points sequentially to 27.5%, supported…
News · 2026-07-31
- Order Backlog and Book-to-BillImportance 57 · Surprise 64Eaton reported accelerating demand across its Electrical and Aerospace businesses, with Electrical Global orders up 33% year over year and backlog up 103%. Data-center-related activity was a primary demand driver,…
- Guidance and OutlookImportance 51 · Surprise 60Eaton raised its full-year 2026 adjusted EPS guidance to $13.40–$13.60 and increased its organic-growth outlook after second-quarter order acceleration and backlog expansion. Management also forecast third-quarter 2026…
- Manufacturing Capacity RampImportance 26 · Surprise 24Electrical Americas output improved during the second quarter as Eaton worked to convert elevated demand into shipments. The ramp is particularly important for data-center projects, where power-management equipment…