ETN · Earnings call · 2026Q3T · Full report
Revenue Performance and Mix
Eaton Corp plc · 2026-11-03 · Importance 59 · Surprise 48 · No source text
Q3 2026 revenue reached a record $8.9 billion, up 28% year over year, including 8 percentage points from acquisitions and 19% organic growth (21% excluding Mobility). Adjusted EPS was a record $3.68, up 20% year over year, while incremental margins were 26%, compared with 19% in Q2. Combined Electrical segments delivered 24% organic growth and 34% total growth; Aerospace organic sales grew 6%, and Mobility sales grew 10%, including 9% organic growth and 1 percentage point from currency.
Key facts
- Q3 2026 organic growth was 19%, segment margins were a record 25.3%, adjusted EPS was a record $3.68, and revenue was a record $8.9 billion, up 28%.
- Q3 2026 total revenue grew 28%, including an 8-point contribution from acquisitions; organic growth was 19%, or 21% excluding Mobility.
- Q3 2026 adjusted EPS was $3.68, up 20% year over year and $0.12 above the high end of guidance.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +21.9% | Q3 2026 organic growth was 19%, segment margins were a record 25.3%, adjusted EPS was a record $3.68, and revenue was a record $8.9… |