ETN · 10-Q · 2026Q3 · Full report
Order Backlog and Book-to-Bill
Eaton Corp plc · 2026-11-03 · Importance 75 · Surprise 64 · No source text
At September 30, 2026, Electrical Americas backlog was $15,993 million, up from $12,009 million a year earlier, and book-to-bill increased to 1.3 from 1.1. Electrical Global backlog rose to $4,381 million from $1,983 million, with book-to-bill at 1.1 versus 1.0. Aerospace backlog increased to $5,601 million from $4,197 million, and book-to-bill was 1.2 versus 1.1. These backlog increases exceed the materiality threshold and signal a larger committed order base across the three segments.
Key facts
- Electrical Americas backlog was $15,993 million at September 30, 2026, compared with $12,009 million at September 30, 2025; book-to-bill was 1.3 versus 1.1. source
- Electrical Global backlog was $4,381 million at September 30, 2026, compared with $1,983 million at September 30, 2025; book-to-bill was 1.1 versus 1.0. source
- Aerospace backlog was $5,601 million at September 30, 2026, compared with $4,197 million at September 30, 2025; book-to-bill was 1.2 versus 1.1. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +22.3% | Electrical Americas backlog was $15,993 million at September 30, 2026, compared with $12,009 million at September 30, 2025; book-to-bill… |
| revenue | positive | probable | +13.4% | Electrical Global backlog was $4,381 million at September 30, 2026, compared with $1,983 million at September 30, 2025; book-to-bill was… |