Eaton — Feb 3, 2026 release

As we enter 2026, we are confident that this momentum positions us to capitalize on the significant opportunities ahead—from digitalization and AI to reindustrialization, infrastructure spending and growth in the aerospace markets—while continuing progress toward our 2030 targets and delivering value for our shareholders.” Guidance For the full year 2026, the company anticipates: • Organic growth of 7-9% • Segment margins of 24.6-25.0% • Earnings per share between $11.57 and $12.07 • Adjusted earnings per share between $13.00 and $13.50 For the first quarter of 2026, the company anticipates: • Organic growth of 5-7% • Segment margins of 22.2-22.6% • Earnings per share between $2.29 and $2.49 • Adjusted earnings per share between $2.65 and $2.85 Business Segment Results Sales for the Electrical Americas segment were a record $3.5 billion, up 21% from the fourth quarter of 2024. The sales increase consisted of 15% growth in organic sales, 5% growth from acquisitions and 1% growth from foreign exchange. Operating profits were a record $1.0 billion, up 14% over the fourth quarter of 2024, and operating margins in the quarter were 29.8%. The twelve-month rolling average of orders in the fourth quarter was up 16% organically. Backlog at the end of December remained strong and was up 31% over December 2024. Sales for the Electrical Global segment were a fourth quarter record $1.7 billion, up 10% from the fourth quarter of 2024. Organic sales were up 6%, and positive currency translation added 4%. Operating profits were a fourth quarter record $340 million, up 23% over the fourth quarter