ETN · Earnings call · 2026Q3T · Full report

Segment Revenue Performance

Eaton Corp plc · 2026-11-03 · Importance 63 · Surprise 64

Electrical Americas organic sales grew 22%, including 54% growth in data centers and strong growth in machine OEM and C&I. Electrical Global total growth was 58%, comprising 27% organic growth and 31 percentage points from Boyd; organic growth was nearly 50% in APAC and around 20% in both GIS and EMEA. Aerospace organic sales grew 6% to record Q3 sales, with Ultra PCS contributing 5 percentage points of growth, while Mobility delivered 9% organic sales growth.

Key facts

• Q3 2026 Electrical Americas organic growth was 22%, and margins were 29.8%, up 230 basis points from Q2.
• Q3 2026 Electrical Global organic growth was 27%.
• Q3 2026 Electrical Americas organic sales growth was 22%, including data center growth of 54%, with strong growth in machine OEM and C&I.
• Q3 2026 Electrical Global total growth was 58%, comprising 27% organic growth and 31% attributed to the Boyd acquisition.
• Electrical Global organic growth progressed from 9% in Q1 2026 to 18% in Q2 and 27% in Q3.
• Q3 2026 Aerospace organic sales growth was 6%, producing record quarterly sales and segment profit, with particular strength in commercial OEM.
• Mobility Q3 2026 sales grew 10%, including 9% organic growth and 1 point from currency.
• Q3 2026 combined Electrical segments organic growth was 24%, total growth was 34%, and segment margins were 26.4%, 190 basis points higher than Q2.