Eaton Corporation plc: EPS $3.68 vs $3.54 expected; revenue $8.95B vs $8.53B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.68 | 3.54 | +4.0% | 3.07 |
| Revenue (USD bn) | 8.95 | 8.53 | +4.9% | 6.99 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 3, 2026 | Q3 FY2026 | 3.68 | 3.54 | +4.0% | 8.95 | 8.53 | +4.9% |
| Jul 31, 2026 | Q2 FY2026 | 3.15 | 3.07 | +2.6% | 8.53 | 8.16 | +4.6% |
| May 5, 2026 | Q1 FY2026 | 2.81 | 2.73 | +2.9% | 7.45 | 7.14 | +4.3% |
| Feb 3, 2026 | Q4 FY2025 | 3.33 | 3.31 | +0.6% | 7.06 | 7.09 | −0.5% |
| Nov 4, 2025 | Q3 FY2025 | 3.07 | 3.05 | +0.7% | 6.99 | 7.07 | −1.2% |
| Aug 5, 2025 | Q2 FY2025 | 2.95 | 2.93 | +0.7% | 7.03 | 6.91 | +1.7% |
| May 2, 2025 | Q1 FY2025 | 2.72 | 2.71 | +0.4% | 6.38 | 6.25 | +2.0% |
| Jan 31, 2025 | Q4 FY2024 | 2.83 | 2.82 | +0.4% | 6.24 | 6.32 | −1.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Eaton Corporation plc results: EPS $3.68 vs $3.54 expected; revenue $8.95B vs $8.53B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 4.0%; revenue above the estimate by 4.9%.
Revenue was up 28.0% from $6.99 billion a year earlier (Q3 FY2025). EPS was up 19.9% from $3.07 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth reflects expanding business at Eaton Corporation plc, but the available data does not identify each segment's contribution or the extent of any improvement in operating profitability. Its business matters through products tied to power distribution, protection and reliability, alongside aerospace and vehicle applications.
The electrical businesses are influenced by customer demand for grid and distribution components, power quality and related services. Aerospace is linked to fuel, hydraulic and pneumatic systems, while Vehicle and eMobility depend on drivetrain and power management components and efficiency improvements. This diversity makes sales mix and manufacturing costs important to understanding profitability.
What to watch on the earnings call: Watch management's discussion of demand across segments and the contributions of electrical, aerospace and vehicle businesses to revenue growth. Also relevant are the effects of product mix and manufacturing costs on margins, and how production capacity and capital spending support demand.
For the full analysis of Eaton Corporation plc stock — valuation, scores and financial statements — see the stock page linked with this story.