Eaton reports record Q3 sales and raises full-year organic growth outlook

Eaton reported third-quarter 2026 revenue of $8.947B, up 28% year over year, with adjusted EPS of $3.68 and GAAP EPS of $2.77. Organic sales growth reached 19%, while record segment operating margins were 25.3%. Eaton raised its FY26 organic growth outlook to 13-15% from 11-13% and forecast full-year EPS of $13.70-$13.80.

The results show stronger-than-expected sales and adjusted earnings, with demand in Eaton’s electrical and aerospace businesses supporting the increase in its FY26 outlook. The higher guidance gives investors updated earnings and growth targets following the quarterly report.

  • 1Third-quarter revenue rose 28% year over year to $8.947B.
  • 2Adjusted third-quarter EPS was $3.68, while GAAP EPS was $2.77.
  • 3Organic sales growth was 19% and segment operating margins reached a record 25.3%.
  • 4FY26 organic growth guidance increased to 13-15% from 11-13%.
  • 5The company forecast full-year EPS of $13.70-$13.80.

Sources