Eaton Q3 sales, EPS beat estimates on strong demand
ETN•ETN•ETN•ETN•Eaton reported Q3 sales of $8.95 billion, up 28%, and adjusted EPS of $3.68, both above estimates. It expects Q4 adjusted EPS of $4.05 to $4.15 and raised its full-year 2026 organic growth outlook to 13%-15%.
Eaton’s Q3 sales rose 28% to $8.95 billion, above the $8.51 billion consensus estimate. Adjusted EPS reached a record $3.68, compared with estimates of $3.54. Organic sales growth was 19%, and segment margins reached a record 25.3%.
Eaton said results reflected broad end-market strength across Electrical Americas, Electrical Global and Aerospace, alongside record order dollars and backlog in those businesses. The company expects Q4 organic growth of 13%-15%, segment margins of 25.4%-25.8% and adjusted EPS of $4.05 to $4.15. It raised its full-year 2026 organic growth guidance to 13%-15%.
Eaton agreed to acquire COL Group to expand its European power distribution business.
