ETN · 8-K · 20260731PR000027

Order Backlog and Book-to-Bill

Eaton Corp plc · 2026-07-31 · Importance 51 · Surprise 64 · In source text

Demand 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. Total backlog rose 33% year over year in Electrical Americas, 103% in Electrical Global, and 28% in Aerospace at the end of June. The rolling twelve-month book-to-bill ratio remained 1.2 for the Electrical businesses and increased to 1.2 for Aerospace, indicating orders continued to exceed shipments across the major growth segments.

Key facts

• Total backlog for Electrical Global at the end of June was up 103% over June 2025. source
• The twelve-month rolling average of orders in Electrical Americas in the second quarter was up 41% organically. source
• Total backlog for Electrical Americas at the end of June was up 33% over June 2025. source
• The twelve-month rolling average of orders in Electrical Global in the second quarter was up 33% organically. source
• On a rolling twelve-month basis, the book-to-bill ratio for the Electrical businesses was 1.2. source
• On a rolling twelve-month basis, the book-to-bill ratio for the Aerospace segment increased to 1.2. source
• Twelve-month rolling average of orders in Aerospace in the second quarter was up 17% organically. source
• Total backlog for Aerospace at the end of June was up 28% over June 2025. source

Impact estimates