Eaton reported record first-quarter 2026 sales of $7.5 billion. Revenue increased 17% compared to the previous year. Adjusted earnings per share reached a first-quarter record of $2.81. Both figures exceeded analyst expectations.
Double-digit organic growth in the Electrical and Aerospace segments drove the performance. Surging demand for data center infrastructure fueled the results.
Eaton raised its full-year 2026 guidance for organic growth and adjusted earnings per share. The company cited a robust backlog and a strong start to the year for the revised outlook. Eaton stock continues to trade near the top of its 52-week range.