Eaton Corp (ETN) earnings for the quarter ended September 2026: EPS beats estimates
Eaton Corp reported results for the quarter ended September 2026 on November 3, 2026. Adjusted earnings per share came in at $3.68 against the analysts’ average forecast of $3.55, a beat of 3.7%.
Revenue for the quarter was $8.95 billion, up 28.0% from $6.99 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 3.5% on the first trading day after the report.
The last four quarters
Eaton Corp has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.68 | $3.55 | +3.7% | +28% | −3.5% |
| Jun 2026 | $3.15 | $3.08 | +2.4% | +21% | +13.3% |
| Mar 2026 | $2.81 | $2.73 | +2.9% | +17% | −0.2% |
| Dec 2025 | $3.33 | $3.32 | +0.3% | +13% | +1.6% |
What comes next
Analysts expect EPS of $4.14 for the next quarter on average and $13.78 for the fiscal year ending December 31, 2026.
The average analyst price target is $472.45, 34% above the current price of $352.97.
Valuation and score
Eaton Corp scores 3.0 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 35.3, and its intrinsic value under moderate assumptions is about 27% below the current market value. Full Eaton Corp analysis with 10 years of financials
Frequently asked questions
What was Eaton Corp’s EPS for the quarter ended September 2026?
$3.68 adjusted per share, against an analyst consensus of $3.55.
How much revenue did Eaton Corp report?
$8.95 billion, up 28.0% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.