ETN · 8-K · 20260731PR000027
Revenue Performance and Mix
Eaton Corp plc · 2026-07-31 · Importance 59 · Surprise 48 · No source text
Second-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 billion, while Electrical Global sales rose 44% to $2.5 billion, including 18% organic growth and a 25% contribution from Boyd Thermal. Aerospace sales increased 13% to $1.2 billion, consisting of 7% organic growth and 6% acquisition contribution, while Mobility sales were $841 million with a 2% organic decline offset by 2% favorable currency translation.
Key facts
- Second quarter 2026 sales were $8.5 billion, up 21% from the second quarter of 2025. source
- Electrical Global segment sales were $2.5 billion in the second quarter, up 44% from the second quarter of 2025. source
- Net sales for the three months ended June 30, 2026 were $8,531 million and for the six months ended June 30, 2026 were $15,982 million. source
- Electrical Americas segment sales were $4.0 billion in the second quarter, up 18% organically from the second quarter of 2025. source
- Founded in 1911, Eaton had revenues of $27.4 billion in 2025 and serves customers in 180 countries. source
- Aerospace segment sales were $1.2 billion in the second quarter, up 13% from the second quarter of 2025. source
- Electrical Global sales increase consisted of 18% organic growth, 25% contribution from Boyd Thermal, and 1% from foreign exchange. source
- Aerospace sales increase consisted of 7% organic growth and 6% growth from an acquisition. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +17.3% | Second quarter 2026 sales were $8.5 billion, up 21% from the second quarter of 2025. |
| revenue | positive | realized | +8.9% | Electrical Global segment sales were $2.5 billion in the second quarter, up 44% from the second quarter of 2025. |
| revenue | positive | realized | — | Net sales for the three months ended June 30, 2026 were $8,531 million and for the six months ended June 30, 2026 were $15,982 million. |