Short answer
Eaton Corporation (ETN) filed its Q2 2026 10-Q quarterly report on Jul 31, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $8.5B (up 21.4% year over year) with net income of $821M.
Q2 2026 key financials · XBRL
- Revenue
- $8.5B
- +21.4% YoY · +14.5% QoQ
- Net income
- $821M
- −16.3% YoY · −5.2% QoQ
- EPS (diluted)
- $2.11
- −15.9% YoY · −5.0% QoQ
Source: XBRL data from the Eaton Corporation (ETN) Q2 2026 10-Q on SEC EDGAR. USD.
Eaton Corporation Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $8,531M, up 21% YoY from $7,028M, driven by 14% organic growth and 7% acquisitions
- Gross margin 33.5% vs 37.0% YoY; net income $823M vs $982M
- Best segment Electrical Global revenue $2,517M, up 44%; worst Mobility revenue $841M, flat YoY
- Aerospace operating margin 22.8% vs 22.2% YoY; Electrical Americas margin 27.5% vs 29.5%
- Commercial paper outstanding $2,088M; $8,427M net proceeds from 2026 U.S. Notes issuance
- Mobility transaction expected to close Q1 2027; Eaton expects approximately $1.1B cash distribution and debt repayment
Risk Factors
- New separation risk: Mobility–Dana Reverse Morris Trust announced June 10, 2026
- Regulatory risk: Required regulatory clearances and Dana stockholder approval may delay anticipated first-quarter 2027 closing
- Operational risk: Transaction complexity may divert management attention and resources from day-to-day operations
- Legal and tax risk: Transaction-related litigation or failure to qualify as tax-free could increase costs
- Market risk: Delayed or failed completion could reduce expected benefits and pressure Eaton’s stock price
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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