Eaton Corporation plc

**Record Financial Performance**: Eaton reported a record adjusted EPS of $2.84, up 15% year-over-year, alongside record sales of $6.3 billion, an 8% increase. Adjusted free cash flow was also a record at $1.1 billion, signaling robust cash generation.

**Strong Growth in Electrical Businesses**: Electrical Americas segment delivered organic sales growth of 14%, with order intake increasing 16%. This growth is bolstered by strong demand across data centers, commercial, and institutional markets. Year-over-year backlog increased 26%, demonstrating a solid pipeline for future earnings.

**Impact of External Factors**: The company faced challenges due to Hurricane Helene and labor strikes in the aerospace industry, negatively impacting revenue by approximately $50 million. Despite these issues being mainly timing-related, they could affect fourth-quarter results, pushing revenue to the lower end of the guidance range.