Eaton beats second quarter 2026 estimates with 21% sales growth, raising its full-year organic growth guidance.

Eaton reported second quarter sales of $8.53 billion, up 21% year-over-year, and adjusted earnings per share of $3.15. The results were driven by 14% organic sales growth and contributions from recent acquisitions.

Key Highlights

• Organic sales grew 14%, contributing to total sales growth of 21% year-over-year, exceeding the high end of guidance.
• Backlog grew significantly, with the Electrical sector up 43% and Aerospace up 28% year-over-year, reflecting sustained strong demand.
• The company raised its full-year 2026 guidance for organic growth to 11-13% and adjusted EPS to a range of $13.40 to $13.60.