Nov 3, 8:08 AM ET
Eaton Corp plc reported third-quarter 2026 net sales of $8.9 billion, driven by 19% organic growth and contributions from recent acquisitions. Diluted earnings per share were $2.77, while adjusted earnings per share reached a record $3.68. The company also raised its full-year 2026 organic growth and earnings guidance, reflecting strong end-market demand and record order levels.
- Third-quarter 2026 net sales rose 28% year-over-year to a record $8.9 billion, with organic sales growing 19%.
- Diluted earnings per share were $2.77 and record adjusted earnings per share were $3.68 for the quarter ended September 30, 2026.
- Full-year 2026 adjusted earnings per share are expected to be between $13.70 and $13.80.
- Operating cash flow reached $1.31 billion and free cash flow was $1.03 billion for the third quarter of 2026.
Read the filing on SEC.gov ↗
Oct 16, 4:51 PM ET
Eaton filed a Form 8-K on October 16, 2026 to recast segment information in its 2025 Form 10-K, combining the legacy Vehicle and eMobility segments into one Mobility segment after a first-quarter 2026 reorganization. The company says the changes are not a restatement of its financial statements, and the filing does not update results or events after the original 10-K. For shareholders, this changes how segment results are presented rather than reporting new performance.
- Exhibit 99.1 recasts Items 1, 7, 8 and 15 of the 2025 Form 10-K, which was originally filed February 26, 2026
- Vehicle and eMobility segments are combined into a new Mobility segment, effective with the reorganization in the first quarter of 2026
- The filing states it does not amend or restate the audited 2025 financial statements; the auditor's report is dual-dated October 16, 2026
Read the filing on SEC.gov ↗
Oct 5, 6:30 AM ET
Eaton Corp plc said its controller Adam Wadecki is moving to a non-executive role as Senior Vice President, Finance, Electrical, and Andrea Trabacchin has been named Senior Vice President and Controller, serving as principal accounting officer, effective October 5, 2026. The filing describes a routine change in the company's accounting leadership with no change to reported financial results, and it does not indicate any effect on shareholders beyond the compensation disclosed.
- Andrea Trabacchin, 48, was appointed Senior Vice President and Controller on October 1, 2026, effective October 5, 2026.
- Trabacchin previously served as Senior Vice President, Finance, Industrial at Eaton from April 2024 to October 2026.
- Trabacchin will receive an annual base salary of $485,000 and a target short-term incentive of 60% of base salary, prorated for 2026.
- Adam Wadecki moved from principal accounting officer to a non-executive role as Senior Vice President, Finance, Electrical, effective October 5, 2026.
Read the filing on SEC.gov ↗
Jul 31, 7:00 AM ET
Eaton reported record second-quarter 2026 sales of $8.5 billion, up 21% from a year earlier, and adjusted earnings per share of $3.15, a second-quarter record. GAAP earnings per share fell to $2.11 from $2.51, mainly due to acquisition-related and amortization charges, and the company raised its full-year adjusted EPS guidance to $13.40 to $13.60. The company also agreed to separate its Mobility business through a Reverse Morris Trust transaction with Dana, expected to close in the first quarter of 2027.
- Q2 2026 sales were $8.5 billion, up 21%, including 14% organic growth and 7% from acquisitions.
- GAAP diluted EPS was $2.11 versus $2.51 a year earlier; adjusted EPS was $3.15 versus $2.95.
- Full-year 2026 adjusted EPS guidance was raised to $13.40 to $13.60; GAAP EPS guidance is $10.36 to $10.56.
- Mobility business to be combined with Dana in a deal expected to close in the first quarter of 2027; Eaton shareholders expected to own at least 50.1% of the combined company.
Read the filing on SEC.gov ↗
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