ETN · 8-K · 20260731PR000027

Guidance and Outlook

Eaton Corp plc · 2026-07-31 · Importance 85 · Surprise 76 · No source text

For 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 guidance is $13.40–$13.60, representing 12% growth at the midpoint over 2025. For the third quarter of 2026, Eaton expects organic growth of 13.5%–15.5% and segment margins of 24.6%–25.0%. Third-quarter adjusted earnings-per-share guidance is $3.46–$3.56.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
marginpositiveprobable+12.4%For third quarter 2026 the company anticipates segment margins of 24.6-25.0%.
marginpositiveprobable+12.2%For full year 2026 the company anticipates segment margins of 24.1-24.5%.
revenuepositiveprobable+7.3%For third quarter 2026 the company anticipates organic growth of 13.5-15.5%.
revenuepositiveprobable+6.0%For full year 2026 the company anticipates organic growth of 11-13%.
net_incomeunclearprobable—For full year 2026 the company anticipates earnings per share between $10.36 and $10.56.
net_incomeunclearprobable—For full year 2026 the company anticipates adjusted earnings per share between $13.40 and $13.60.
net_incomeunclearprobable—For third quarter 2026 the company anticipates earnings per share between $2.77 and $2.87.
net_incomeunclearprobable—For third quarter 2026 the company anticipates adjusted earnings per share between $3.46 and $3.56.