Eaton Corporation (NYSE: ETN) plans spin-off of its mobility business

Rhea-AI Filing Summary

Eaton Corporation plc filed a current report to share that it has announced a plan to spin off its mobility business. The company disclosed that this plan was communicated through a press release issued on January 26, 2026, which is included as Exhibit 99.1.

The filing itself does not provide financial terms or structural details of the planned spin-off, but it signals a significant strategic move to separate the mobility operations from the rest of Eaton’s business portfolio.

Insights

Equity strategy analyst

Eaton outlines a planned spin-off of its mobility business, signaling a major portfolio shift.

Eaton Corporation plc has disclosed that it plans to spin off its mobility business, as announced in a press release dated January 26, 2026. A spin-off typically involves creating a separate, independent company for a specific business line, which can change how the remaining operations are focused and valued.

This move indicates a deliberate reshaping of Eaton’s business mix, separating the mobility operations from its other activities. The filing does not provide details such as transaction structure, timing, or expected financial impact, so the scale and mechanics of the separation are not described here.

Because the mobility business represents a distinct operating area, any completed spin-off would materially alter Eaton’s business profile. Further information in the referenced Exhibit 99.1 press release or subsequent filings would be needed to understand the anticipated benefits, costs, and timeline of the planned separation.

falseEaton Corp plc000155118235300015511822026-01-262026-01-260001551182etn:Four450SeniorNotesDue2030Member2026-01-262026-01-260001551182us-gaap:CommonStockMember2026-01-262026-01-260001551182etn:Three625SeniorNotesDue2035Member2026-01-262026-01-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 26, 2026

EATON CORPORATION plc

 (Exact name of registrant as specified in its charter)

Ireland		000-54863		98-1059235
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

Eaton House, 30 Pembroke Road, Dublin 4, Ireland		D04 Y0C2
(Address of principal executive offices)		(Zip Code)

+353 1637 2900

(Registrant’s telephone number, including area code)

Not applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Ordinary shares ($0.01 par value)		ETN		New York Stock Exchange
4.450% Senior Notes due 2030		ETN/30		New York Stock Exchange
3.625% Senior Notes due 2035		ETN/35		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On January 26, 2026, the Company issued a press release announcing a plan to spin off the Company’s mobility business. A copy of the press release is furnished hereto as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.	Exhibit Description
99.1	Press Release of Eaton Corporation plc dated January 26, 2026
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	Eaton Corporation plc
Date: January 26, 2026	/s/ Lucy Clark Dougherty
	Lucy Clark Dougherty Executive Vice President and Chief Legal Officer