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Eaton — May 5, 2026 release

Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001551182-26-000010
Open on SEC.gov ↗
Showing in the filing
Adjusted earnings per share
“$13.05 and $13.50”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 16
Organic Growth (raised, midpoint) for FY2026
“to 10% from 8% at the Midpoint”
Earnings per share expected for FY2026
“between $10.88 and $11.33, up 6% at the midpoint over 2025”
Adjusted earnings per share expected for FY2026
“between $13.05 and $13.50, up 10% at the midpoint over 2025”
Organic growth for Q2 FY2026
“9-11%”
Segment margins for FY2026
“24.1-24.5%”
Earnings per share for FY2026
“$10.88 and $11.33”
Adjusted earnings per share for FY2026
“$13.05 and $13.50”
Segment margins for Q2 FY2026
“22.6-23.0%”
Earnings per share for Q2 FY2026
“$2.29 and $2.39”
Adjusted earnings per share for Q2 FY2026
“$3.00 and $3.10”
Mobility spin-off completion for Q1 FY2027
“by the end of the first quarter of 2027”
Restructuring program completion timing for FY2026
“expected to be completed in 2026”
Restructuring program - remaining workforce …
“$78 million”
Restructuring program - remaining plant clos…
“$24 million”
Restructuring program - total estimated char…
“$475 million”
Restructuring program mature year benefits e… for the long term
“$375 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
These acquisitions reinforce Eaton’s disciplined M&A strategy—deploying capital to invest for growth by acquiring differentiated technologies in high‑growth, high‑margin markets that support long‑term value creation. Guidance For the full year 2026, the company anticipates: • Organic growth of 9-11% • Segment margins of 24.1-24.5% • Earnings per share between $10.88 and $11.33 • Adjusted earnings per share between $13.05 and $13.50 For the second quarter of 2026, the company anticipates: • Organic growth of 9-11% • Segment margins of 22.6-23.0% • Earnings per share between $2.29 and $2.39 • Adjusted earnings per share between $3.00 and $3.10 Business Segment Results Sales for the Electrical Americas segment were a record $3.6 billion, up 20% from the first quarter of 2025. The sales increase consisted of 14% growth in organic sales, 5% growth from acquisitions and 1% growth from foreign exchange. Operating profits were a first quarter record $922 million, up 2% over the first quarter of 2025, and operating margins in the quarter were 25.6%. The twelve-month rolling average of orders in the first quarter was up 42% organically. Total backlog at the end of March remained strong and was up 44% over March 2025. Sales for the Electrical Global segment were a record $1.9 billion, up 21% from the first quarter of 2025. The sales increase consisted of 9% growth in organic sales, 6% growth from acquisitions and 6% growth from foreign exchange. Operating profits were a record $373 million, up 24% over the first quarter of 2025. Operating margins in the quarter were 19.2%, up 60 basis points over the first quarter of 2
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.