ETN · 8-K · 20261016PR000034

End-Market Demand Trends

Eaton Corp plc · 2026-10-16 · Importance 76 · Surprise 56

Eaton reported 8% organic sales growth in 2025, driven by strength in data center end-markets in Electrical Americas and Electrical Global, machine OEM and residential demand in Electrical Global, and broad-based Aerospace demand. Electrical Americas backlog increased 31% to $13,246 million, with organic customer orders up 16% and a 1.2 book-to-bill ratio. Electrical Global backlog increased 19% to $2,034 million, while Aerospace backlog increased 16% to $4,316 million. Industrial end-markets weakened in both electrical segments, while Mobility sales declined 10% organically because of North American weakness.