Back to top

Image: Bigstock

Compared to Estimates, Eaton (ETN) Q3 Earnings: A Look at Key Metrics

Read MoreHide Full Article

Eaton (ETN - Free Report) reported $8.95 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 28%. EPS of $3.68 for the same period compares to $3.07 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $8.48 billion, representing a surprise of +5.48%. The company delivered an EPS surprise of +3.96%, with the consensus EPS estimate being $3.54.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Eaton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net sales- Mobility: $852 million versus the four-analyst average estimate of $854.02 million.
  • Net Sales- Electrical Global: $2.73 billion versus $2.4 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +58.2% change.
  • Net Sales- Electrical Americas: $4.17 billion compared to the $4 billion average estimate based on four analysts. The reported number represents a change of +22.4% year over year.
  • Net Sales- Aerospace: $1.2 billion versus $1.24 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
  • Segment operating profit (loss)- Aerospace: $298 million versus the four-analyst average estimate of $295.95 million.
  • Segment operating profit (loss)- Mobility: $146 million compared to the $121.38 million average estimate based on four analysts.
  • Segment operating profit (loss)- Electrical Global: $576 million compared to the $487.14 million average estimate based on four analysts.
  • Segment operating profit (loss)- Electrical Americas: $1.24 billion versus the four-analyst average estimate of $1.21 billion.

View all Key Company Metrics for Eaton here>>>

Shares of Eaton have returned -15.4% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Published in