ETN · 8-K · 20261103PR000037

Revenue Performance and Mix

Eaton Corp plc · 2026-11-03 · Importance 59 · Surprise 48 · No source text

Third-quarter 2026 sales were a record $8.947 billion, up 28% year over year, comprising 19% organic growth, 8% from acquisitions, and 1% from foreign exchange. Electrical Americas sales rose 22% organically to $4.172 billion; Electrical Global sales increased 58% to $2.727 billion, including 27% organic growth and a 31% contribution from Boyd Thermal. Aerospace sales increased 11% to $1.196 billion, comprising 6% organic growth and 5% from Ultra PCS, while Mobility sales were $852 million with 9% organic growth.

Key facts

• Electrical Global Q3 2026 sales were a record $2.7 billion, up 58% year over year, consisting of 27% organic growth and a 31% contribution from Boyd Thermal in its second full quarter post-acquisition. source
• Eaton's third-quarter 2026 sales were a record $8.9 billion, up 28% from Q3 2025, comprising 19% organic growth, 8% growth from acquisitions and 1% growth from foreign exchange. source
• Eaton's Q3 2026 sales increased 28%, with organic sales growth of 19%, above the high end of guidance. source
• Electrical Americas Q3 2026 sales were a record $4.2 billion, up 22% organically year over year. source
• Aerospace Q3 2026 sales were a third-quarter record $1.2 billion, up 11% year over year, consisting of 6% organic growth and 5% growth from the Ultra PCS acquisition. source
• Mobility Q3 2026 sales were $852 million, with organic sales growth of 9%. source
• Eaton re-segmented certain businesses in Q1 2026 following a reorganization, creating the Mobility segment from the legacy Vehicle and eMobility segments; historical segment information was recast. source

Impact estimates