Eaton Corporation plc · ETN · Next earnings

Eaton Corporation plc reports Tuesday, Feb 2, 2027

ETN reports before market open with consensus EPS at $4.10 and revenue at $8.52B. Last quarter: Eaton raises 2026 outlook as electrical demand and backlog strengthen

Reports Before market open90 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $4.10 Calendar consensus
Consensus revenue $8.52B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session Before market open 90 days away

Where ETN left off: FY2026 Q3

Full report

Eaton raises 2026 outlook as electrical demand and backlog strengthen

EPS surprise +4.0% Reported $3.68 vs $3.54
Revenue surprise +4.9% Reported $8.95B vs $8.53B
Stock move +7.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised 2026 organic-growth guidance to a 14% midpoint and EPS guidance to a $13.75 midpoint, according to the Q3 call analysis; the prior-quarter analysis cited 11–13% organic growth and $13.40–$13.60 EPS.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Capacity expansion and plant ramp-up may not proceed on schedule or deliver expected margins.
  • Supply-chain and commodity pressures could affect aerospace and other operations.
  • Adoption timing for large-scale DC architectures and solid-state transformers remains uncertain.
  • Analysts asked about competitive differentiation, the 2027 plant’s margin impact and aerospace supply stability.

Questions analysts left open

  • Commercial readiness and volume timing for solid-state transformers and 800 V DC solutions.
  • Competitive differentiation of modular offerings and potential product gaps.
  • Aerospace supply-chain stability and margin outlook.
  • The effect of the new large transformer plant on 2027 margins.
  • Future acquisition opportunities and integration execution.

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Recent ETN quarters

All ETN earnings
+7.0%FY2026 Q3+7.3%FY2026 Q2-2.7%FY2026 Q1+0.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.