ETN · News · 20261104N
Guidance and Outlook
Eaton Corp plc · 2026-11-04 · Importance 67 · Surprise 76 · No source text
CEO Paulo Ruiz said Eaton raised its 2026 organic growth outlook to 13%–15%, from 11%–13%, marking the third increase this year. The adjusted EPS outlook rose to $13.70–$13.80, with the midpoint increasing by $0.25. For the fourth quarter, Eaton expects organic growth of 13%–15% and adjusted EPS of $4.05–$4.15. Full-year segment margin guidance remains 24.1%–24.5%.
Key facts
- Eaton increased its adjusted earnings per share outlook to $13.70–$13.80, with the midpoint rising 25 cents. source
- Eaton raised its 2026 organic growth guidance to 13%–15%, from 11%–13%. source
- Eaton's fourth-quarter guidance calls for organic growth of 13%–15% and adjusted earnings per share of $4.05–$4.15. source
- Eaton's management raised annual organic growth guidance for the third time in 2026. source
- Eaton's full-year segment margin guidance remains 24.1%–24.5%. source
- Eaton reported Q3 2026 adjusted earnings of $3.68 per share, beating the Zacks Consensus Estimate of $3.54. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +11.9% | Eaton's fourth-quarter guidance calls for organic growth of 13%–15% and adjusted earnings per share of $4.05–$4.15. |
| revenue | positive | committed | +1.7% | Eaton raised its 2026 organic growth guidance to 13%–15%, from 11%–13%. |
| net_income | positive | committed | — | Eaton increased its adjusted earnings per share outlook to $13.70–$13.80, with the midpoint rising 25 cents. |
| net_income | unclear | committed | — | Eaton's fourth-quarter guidance calls for organic growth of 13%–15% and adjusted earnings per share of $4.05–$4.15. |