Filings monitor · ETN

What Eaton Corp plc's SEC filings said

10-Q for 2026Q3, filed 3 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Acquisition / Partnership / Divestiture91 · importance in its document · 8-K exhibit · 3 Nov 2026
   Eaton acquired Boyd Thermal on March 12, 2026, for $9.55 billion net of cash acquired; the business is reported in Electrical Global and contributed 31% to that segment’s third-quarter sales growth. Eaton also acquired Ultra PCS on…
2. Debt and Liquidity Position89 · importance in its document · 8-K exhibit · 3 Nov 2026
   At September 30, 2026, cash was $528 million and short-term investments were $290 million, compared with $622 million and $181 million, respectively, at December 31, 2025. Short-term debt was $1.594 billion, up from $1 million, while…
3. Capital Expenditure Outlook84 · importance in its document · 10-Q · 2026Q3
   Eaton plans to increase capital expenditures over the next several years to expand production capacity across markets in support of anticipated growth. Capital expenditures were $721 million in the first nine months of 2026, up from $527…
4. Share Repurchase Program79 · importance in its document · 8-K exhibit · 16 Oct 2026
   Eaton repurchased 5.7 million ordinary shares for $1.9 billion in 2025, compared with 7.8 million shares for $2.5 billion in 2024. The board renewed the repurchase authorization on February 27, 2025, permitting up to $9.0 billion of…
5. Capital Expenditure Outlook78 · importance in its document · 8-K exhibit · 16 Oct 2026
   Eaton’s capital expenditures for property, plant and equipment increased to $919 million in 2025 from $808 million in 2024 and $757 million in 2023. The company plans to increase capital expenditures over the next several years to expand…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 3 Nov 2026

Full report · Filing on EDGAR

• Capital Expenditure OutlookImportance 84
  Eaton plans to increase capital expenditures over the next several years to expand production capacity across markets in support of anticipated growth. Capital expenditures were $721 million in the first nine months of…
• Order Backlog and Book-to-BillImportance 75 · +1 more on this subject
  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…
• Acquisition / Partnership / DivestitureImportance 71
  Eaton agreed on September 25, 2026, to acquire COL Group, an Italian provider of medium-voltage electrical distribution solutions, for €810 million ($921 million). The acquisition is subject to customary closing…
• Strategic Business SeparationImportance 71
  Eaton plans to separate its Mobility business and combine it with Dana in a Reverse Morris Trust transaction, with Eaton shareholders expected to own 50.1% of the combined company after completion. Certain Eaton…
• Share Repurchase ProgramImportance 69
  Eaton’s February 27, 2025 repurchase authorization permits up to $9.0 billion of share buybacks over the three-year period beginning on that date. Eaton repurchased no ordinary shares in the three or nine months ended…
• Operating Cash Flow and CapexImportance 54
  Net cash provided by operating activities rose $436 million to $2.943 billion in the first nine months of 2026, with $263 million of the increase attributed to lower working-capital balances. Net cash used in investing…
• Restructuring and HeadcountImportance 52
  Eaton’s multi-year restructuring program, implemented in the first quarter of 2024, had incurred $394 million in charges through the filing period. Eaton expects another $20 million for workforce reductions and $16…
• Revenue Performance and MixImportance 52
  Third-quarter 2026 net sales were $8.947 billion, up from $6.988 billion in the prior-year quarter; nine-month sales were $24.929 billion, compared with $20.393 billion in 2025. Third-quarter growth reflected data…
• Debt and Liquidity PositionImportance 44
  At September 30, 2026, Eaton had $528 million of cash, $290 million of short-term investments, and $1.594 billion of short-term debt; long-term debt was $17.802 billion, with a $710 million current portion. Eaton…
• Margin DriversImportance 37
  Consolidated gross margin fell to 34.7% in third-quarter 2026 from 38.3% a year earlier, primarily due to 360 basis points of commodity and wage inflation and 210 basis points of higher intangible amortization, partly…
• Income Tax Rate ChangesImportance 35
  Eaton’s effective tax rate was 21.3% for third-quarter 2026, versus 20.7% in third-quarter 2025, and 23.5% for the first nine months of 2026, versus 18.7% in the comparable 2025 period. The increase primarily reflected…
• Inflationary Cost PressuresImportance 32
  Higher commodity and wage inflation materially weighed on margins during the first nine months of 2026. Eaton attributed a 380-basis-point decline in consolidated gross margin to higher commodity and wage inflation,…

8-K filings last 12 months

• Guidance raised3 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Raises Organic Growth Guidance”
  Read from the attached exhibit: Acquisition / Partnership / Divestiture · Debt and Liquidity Position · Guidance and Outlook
• Press release attached to an 8-K16 Oct 2026 · 8-K
  Read from the attached exhibit: Share Repurchase Program · Capital Expenditure Outlook · End-Market Demand Trends
• Other officer change5 Oct 2026 · 8-K Item 5.02 · Routine · rule score 15
  “On September 30, 2026, Adam Wadecki, Senior Vice President and Controller of Eaton Corporation, who has been serving as the principal accounting officer of Eaton Corporation plc (the “Company”), accepted a new position within the Company…”
• Results (release not read)31 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Debt and Liquidity Position · Guidance and Outlook · Income Tax Rate Changes
• Press release attached to an 8-K11 Jun 2026 · 8-K
  Read from the attached exhibit: Guidance and Outlook · Acquisition / Partnership / Divestiture · Capital Allocation
• Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt10 Mar 2026 · 8-K Item 2.03 · Routine · rule score 35
• Executive pay change2 Mar 2026 · 8-K Item 5.02 · Routine · rule score 5
  “On February 25, 2026, the Compensation and Organization Committee (the “Committee”) of the Board of Directors of Eaton Corporation plc (the “Company”) established corporate performance criteria that will be used to determine the amount of…”
• CFO exit, planned succession2 Mar 2026 · 8-K Item 5.02 · Routine · rule score 40
  “In connection with Mr. Foster’s appointment as Executive Vice President and Chief Financial Officer, Mr. Leonetti will cease to serve as Executive Vice President and Chief Financial Officer on the Effective Date and will remain with the…”
• New debt6 Feb 2026 · 8-K Item 2.03 · Routine · rule score 25
• Results (release not read)3 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• CFO exit, planned succession20 Nov 2025 · 8-K Item 5.02 · Routine · rule score 40
  “On November 14, 2025, Olivier Leonetti, Executive Vice President and Chief Financial Officer (“CFO”) of Eaton Corporation plc (the “Company”), informed the Company of his intention to leave the Company on April 1, 2026, as part of a…”

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.