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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+17.3%Second quarter 2026 sales were $8.5 billion, up 21% from the second quarter of 2025.
revenuepositiverealized+8.9%Electrical Global segment sales were $2.5 billion in the second quarter, up 44% from the second quarter of 2025.
revenuepositiverealized—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.