Eaton — Jul 31, 2026 release

The Company's third quarter and full year net income per ordinary share and adjusted earnings per ordinary share guidance for 2026 is as follows: Three months ended  September 30, 2026 Year ended December 31, 2026 Net income per share attributable to Eaton ordinary shareholders - diluted $2.77 - $2.87 $10.36 - $10.56 Excluding per share impact of acquisition and divestiture charges, after tax 0.19  1.08  Excluding per share impact of restructuring program charges, after tax 0.03  0.22  Excluding per share impact of intangible asset amortization expense, after tax 0.47  1.74  Adjusted earnings per ordinary share $3.46 - $3.56 $13.40 - $13.60 A reconciliation of net income attributable to Eaton ordinary shareholders per share to adjusted earnings per ordinary share is as follows: Year ended December 31, 2025 Net income per share attributable to Eaton ordinary shareholders - diluted $ 10.45  Excluding per share impact of acquisition and divestiture charges, after tax 0.37  Excluding per share impact of restructuring program charges, after tax 0.26  Excluding per share impact of intangible asset amortization expense, after tax 0.99  Adjusted earnings per ordinary share $ 12.07  Reconciliations of operating cash flow to free cash flow is as follows: Three months ended June 30 (In millions) 2026 2025 Operating cash flow $ 1,127  $ 918  Capital expenditures for property, plant and equipment (253) (202) Free cash flow $ 874  $ 716  Note 2. BUSINESS SEGMENT INFORMATION During the first quarter of 2026, Eaton re-segmented certain business segments due to a reorganization of the Company's businesses. The new segment is Mobility, which includes the legacy Vehicle and eMobility segments. Historical segment information has been recast to reflect this change. Mobility The Mobility segment designs, manufactures, mark