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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Eaton Corporation (ETN) is 8/10.
Eaton posted record Q1 2026 revenue of $7.5B with record segment profit of $1.7B and margins of 22.7%, though adjusted EPS of $2.81 was up just modestly as capacity expansion costs weighed on near-term profitability. Orders surged with data center demand acceleration, and free cash flow was up 245% versus the prior year. Management raised organic growth guidance by 200 basis points to a 10% midpoint and lifted EPS to $13.28, reflecting unprecedented demand across the electrical portfolio.
Scored from Eaton Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.24B | +4.6% | $2.45 | +4.3% | 20.9% | 15.6% | $1.34B |
| FY2025 Q1 | $6.38B | +7.3% | $2.45 | +20.1% | 19.3% | 15.1% | $91M |
| FY2025 Q2 | $7.03B | +10.7% | $2.51 | +1.2% | 17.9% |
| 14.0% |
| $1.06B |
| FY2025 Q3 | $6.99B | +10.1% | $2.59 | +2.4% | 19.6% | 14.5% | $1.17B |
| FY2025 Q4 | $7.05B | +13.1% | $2.91 | +18.8% | 19.5% | 16.1% | $2.14B |
| FY2026 Q1 | $7.45B | +16.8% | $2.22 | -9.4% | 15.7% | 11.6% | $314M |
| FY2026 Q2 | $8.53B | +21.4% | $2.11 | -15.9% | 16.3% | 9.6% | $874M |