ETN · 10-Q · 2026Q3

Eaton Corp plc

Filed 2026-11-03 · Other · View original filing on EDGAR

Ranked Events

• Capital Expenditure OutlookImportance 84 · Surprise 74
  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 · Surprise 64
  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…
• Strategic Business SeparationImportance 71 · Surprise 60
  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…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  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…
• Share Repurchase ProgramImportance 69 · Surprise 64
  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 · Surprise 40
  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…
• Revenue Performance and MixImportance 52 · Surprise 30
  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…
• Restructuring and HeadcountImportance 52 · Surprise 42
  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…
• Debt and Liquidity PositionImportance 44 · Surprise 24
  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 · Surprise 32
  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 · Surprise 48
  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 · Surprise 24
  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,…
• End-Market Demand TrendsImportance 23 · Surprise 24
  In the third quarter of 2026, organic sales growth reflected strength in data center, machine OEM, and commercial and institutional end markets in Electrical Americas; broad-based end-market strength in Electrical…
• ESG and SustainabilityImportance 10 · Surprise 6
  Eaton identifies sustainability as a guiding commitment and says its power-management work is intended to help build a more sustainable society. The company is capitalizing on electrification, digitalization, and North…

Revenue by Product (in millions)