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EX-99

2 etn03312026exhibit99.htm

EX-99

Document

Exhibit 99

Eaton Reports Record First Quarter 2026 Results, with Accelerating Growth in Sales, Orders and Backlog, and Raises 2026 Organic Growth Guidance to 10% from 8% at the Midpoint

•Twelve-month rolling average order acceleration in Electrical Americas, up 42%, driven by data center momentum, and Electrical Global and Aerospace order growth, up 13%

•Strong year-over-year total backlog growth of 48% in Electrical sector and 28% in Aerospace segment

•First quarter sales were up 17% with organic sales growth of 10%, above the high end of the 5-7% guidance range

•Closed $11 billion of strategic acquisitions in the quarter, including Boyd Thermal and Ultra PCS Limited

•For full year 2026, earnings per share expected to be between $10.88 and $11.33, up 6% at the midpoint over 2025, and adjusted earnings per share expected to be between $13.05 and $13.50, up 10% at the midpoint over 2025

DUBLIN — May 5, 2026 — Intelligent power management company Eaton Corporation plc (NYSE:ETN) today announced that first quarter 2026 earnings per share were $2.22. Excluding charges of $0.29 per share related to intangible amortization, $0.22 per share related to acquisitions and divestitures, and $0.08 per share related to a multi-year restructuring program, adjusted earnings per share were $2.81, a first quarter record.

Sales in the quarter were $7.5 billion, a record and up 17% from the first quarter of 2025. The sales increase consisted of 10% growth in organic sales, 4% growth from acquisitions and 3% growth from foreign exchange.

Segment margins were 22.7%, above the guidance range, and down 120bps from the first quarter of 2025.

Operating cash flow was $507 million and free cash flow was $314 million, up 113% and 245%, respectively, over the same period in 2025.

Paulo Ruiz, Eaton chief executive officer, said, “Strong demand across our markets drove solid first quarter performance, highlighted by order strength, backlog growth and our team’s continued discipline and focus on operational execution. In Electrical Americas, we achieved strong organic growth while advancing significant capacity expansion investments to meet demand. Electrical Global also continues to outperform, and Aerospace delivered strong backlog growth and segment profit. Mobility delivered solid operational performance in a challenging market, and we remain on track toward its Q1 2027 planned spin-off into an independent, publicly traded company. We've taken bold actions to shape the portfolio, deliver the solutions our customers need and position ourselves to meet or exceed our 2030 targets.”

In the quarter, the company also closed $11 billion of value-enhancing strategic acquisitions, including Boyd Thermal, a leader in thermal components, systems and ruggedized solutions for data centers, aerospace and other end markets, and Ultra PCS Limited, a producer of innovative solutions for safety and mission critical aerospace systems. 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 2025.

The twelve-month rolling average of orders in the first quarter was up 13% organically. Total backlog at the end of March was up 73% over March 2025.

On a rolling twelve-month basis, the book-to-bill ratio for the Electrical businesses increased to 1.2.

Aerospace segment sales were a record $1.1 billion, up 16% from the first quarter of 2025. Th

etn-20260203false000155118200015511822026-02-032026-02-030001551182us-gaap:CommonStockMember2026-02-032026-02-030001551182etn:SeniorNotes4.450Due2030Member2026-02-032026-02-030001551182etn:SeniorNotes3.625Due2035Member2026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 3, 2026

EATON CORPORATION plc (Exact name of registrant as specified in its charter)

Ireland000-5486398-1059235 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)

Eaton House, 30 Pembroke Road,Dublin 4,Ireland D04 Y0C2 (Address of principal executive offices)(Zip Code)

+3531637 2900

(Registrant’s telephone number, including area code)

Not applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered Ordinary shares ($0.01 par value)ETNNew York Stock Exchange 4.450% Senior Notes due 2030ETN/30New York Stock Exchange 3.625% Senior Notes due 2035ETN/35New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Section 2 – Financial Information Item 2.02 Results of Operations and Financial Condition On February 3, 2026, Eaton Corporation plc issued a press release announcing financial results for the quarter ended December 31, 2025. A copy of this press release is attached hereto as Exhibit 99. Section 9 – Financial Statements and Exhibits Item 9.01 Financial Statements and Exhibits (d) Exhibits:

99 Press release for quarter ended December 31, 2025, furnished herewith.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Eaton Corporation plc

Date:February 3, 2026By:/s/ Adam Wadecki Adam Wadecki Senior Vice President and Controller