Eaton Corporation plc
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+ FollowMarket Cap$143.7B
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Earnings Call Q3 2026
November 3, 2026 - AI Summary
Q3 performance was exceptionally strong (beats guidance across key metrics): Revenue hit a *record $8.9B (+28% YoY)*; organic growth 19%; adjusted EPS $3.68 (all-time record, *+$0.17 above guidance midpoint*). Segment margins hit all-time record 25.3%; incremental margins stepped up to 26% in Q3. Total electrical segments: *24% organic growth* and *26.4% margins* (+190 bps vs Q2).
Strong demand signals + execution converting capacity into earnings: Electrical Americas organic growth *accelerated to 22%* with margins 29.8% (+230 bps vs Q2). Demand breadth beyond data centers: Americas mega-project announcements +85% YTD, negotiations pipeline +55% YTD, backlog +33% to record, and orders +39% (12-month) with book-to-bill 1.3. Management repeatedly emphasized that *capacity ramp is now translating into output and earnings* (“steepest part of ramp behind us”).
2026 guidance raised again (3rd raise of the year) — investors should focus on sustained electrical momentum: Company now expects 2026 organic growth 13%–15% (midpoint 14%), *up 200 bps* from prior guidance; adjusted EPS $13.70–$13.80 (midpoint $13.75). Q4 outlook and reaffirmed cash flow expectations were highlighted; Electrical Global guidance also improved (and management cited structural drivers). Segment guidance range was reaffirmed at 24.1%–24.5% total segment guidance.
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$155.75
55.9% downside
Current Fair Value
55.9% downsideOvervalued by 55.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $143.70 Billion |
|---|---|
| Enterprise Value | $164.54 Billion |
| Annual dividend | $4.34 |
| Dividend yield | 1.17% |
| Earnings per Share | $10.49 |
| Beta | 1.13 |
| Outstanding Shares | 388,500,000 |
Return
| Return on Equity | 18.91% |
|---|---|
| Return on Assets | 6.82% |
| Return on Invested Capital | 11.69% |
Valuation & Multiples
| P/E Ratio | 37.52 |
|---|---|
| PEG | -230.06 |
| Price to Sales | 4.58 |
| Price to Book Ratio | 6.79 |
| Enterprise Value to Revenue | 5.48 |
| Enterprise Value to EBIT | 31.8 |
| Enterprise Value to Net Income | 42 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 1.05 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$3.54
Consensus analyst estimateRevenue Estimate
$8.53 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$4.10
Consensus analyst estimateRevenue Estimate
$8.76 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 17.00, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 17.0000▲ 1581.33% |
|---|---|
| Total Calls | 1,600▼ 99.95% |
| Total Puts | 27,200▼ 99.30% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.65%▼ 81.24% |
|---|---|
| Total Invested | $7.74B▼ 94.53% |
| Investors Holding | 1,189▼ 1577.00% |
About Eaton Corporation plc
97,000 employees
CEO: Craig Arnold
Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, V...