Every 8-K that Eaton Corporation plc (ETN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ETN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ETN filings page.
Eaton Corporation plc reported record second quarter 2026 results. Sales reached $8.5 billion, up 21% from a year earlier, driven by 14% organic growth and 7% from acquisitions. Diluted EPS was $2.11, and adjusted EPS, excluding acquisition, restructuring and amortization charges, was a record $3.15. Segment margins were 23.1%, above the high end of guidance. Operating cash flow was $1.1 billion and free cash flow $874 million, both more than 20% higher than last year.
Electrical Americas and Electrical Global delivered record sales of $4.0 billion and $2.5 billion, respectively, with strong orders and backlog; Aerospace sales reached $1.2 billion with 22.8% margins. The Electrical businesses and Aerospace each reported rolling 12‑month book‑to‑bill ratios of 1.2 and backlog growth up to 103% year over year, signaling robust demand.
Eaton continued portfolio reshaping, closing the $9.55 billion Boyd Thermal acquisition and the $1.53 billion Ultra PCS deal, and investing $75 million in SPAN. It agreed to separate its Mobility business via a Reverse Morris Trust with Dana, expected to close in early 2027 and provide a $1.1 billion cash distribution. For 2026, it guides to 11–13% organic growth, 24.1–24.5% segment margins, EPS of $10.36–$10.56 and adjusted EPS of $13.40–$13.60.
Eaton Corporation plc plans to separate its Mobility Group and combine it with Dana Incorporated in a Reverse Morris Trust transaction that values the combined company at over $10 billion.
Eaton’s Mobility Group is valued at about $5.1 billion, with the combined business expected to generate roughly $11 billion in 2026 pro forma revenue and $1.7 billion in estimated adjusted EBITDA, including $250 million of run-rate cost synergies. Eaton will receive a cash distribution of approximately $1.1 billion and its shareholders will own at least 50.1% of the new company’s shares.
The deal is intended to be tax-free for U.S. federal income tax purposes and is expected to close in the first quarter of 2027, subject to Dana shareholder approval, regulatory clearances and other customary conditions. After closing, Eaton will focus on its Electrical and Aerospace businesses, which management ties to long-term growth trends, while the combined company will operate as Dana Incorporated and continue to trade under the ticker DAN.
Eaton Corporation plc reported record first quarter 2026 results and raised its full-year outlook. Sales reached $7.5 billion, up 17% from a year earlier, with 10% organic growth, 4% from acquisitions and 3% from foreign exchange. GAAP diluted earnings per share were $2.22, while adjusted earnings per share, excluding acquisition, restructuring and amortization charges, were a record $2.81.
Segment margins were 22.7%, and operating cash flow rose to $507 million, with free cash flow of $314 million, up 113% and 245% from the prior year period. Electrical Americas, Electrical Global and Aerospace all delivered record sales and strong backlog growth, driven in part by data center and aerospace demand, while Mobility declined modestly.
Eaton closed $11 billion of acquisitions in the quarter, including Boyd Thermal and Ultra PCS Limited, and now expects 2026 organic growth of 9–11%, GAAP EPS of $10.88–$11.33, and adjusted EPS of $13.05–$13.50, representing about 10% adjusted EPS growth at the midpoint over 2025.
Eaton Corporation plc reported the results of its Annual General Meeting of Shareholders held on April 22, 2026, where all proposals were approved. Shareholders elected eleven directors, each receiving over 286 million votes in favor with relatively low levels of opposition.
They approved the appointment of Ernst & Young LLP as independent auditor for 2026, supported the company’s executive compensation on an advisory basis, and granted the Board authority under Irish law to issue shares and opt out of pre-emption rights. Shareholders also authorized Eaton and its subsidiaries to make overseas market purchases of Eaton shares.
Eaton Corporation plc reported that its subsidiary Eaton Corporation terminated an unused $8,000,000,000 term credit agreement with no penalties after issuing new long-term debt. On March 6, 2026, Eaton Corp sold multiple series of U.S. dollar senior notes with maturities ranging from 2028 to 2056, and on March 10, 2026, Eaton Capital sold euro senior notes maturing in 2034 and 2038.
The U.S. notes, bearing coupons between 3.850% and 5.450%, generated aggregate net proceeds of about $8,436.5 million, while the Euro notes, with coupons of 3.550% and 4.000%, generated about €1,192.1 million in net proceeds. Eaton Corp and Eaton Capital intend to use the funds for general corporate purposes, including completing the previously disclosed acquisition of Boyd Thermal.
The notes and their guarantees are unsecured and unsubordinated obligations of Eaton Corp, Eaton Capital, the parent company and specified subsidiaries, ranking equally with their other unsecured and unsubordinated debt. The securities were issued under an existing shelf registration and detailed indenture structure, and are callable at specified make-whole or par redemption prices depending on the series and date.
Eaton Corporation plc outlined its 2026 annual incentive program for executives and about 3,500 salaried employees. Awards will be paid after the 2026 performance period, based primarily on three corporate metrics: Adjusted Earnings Before Interest, Taxes, Amortization and Depreciation; Adjusted Operating Cash Flow; and Organic Growth.
The Compensation and Organization Committee described the 2026 goals as challenging but attainable and may also weigh factors such as performance versus profit plan, results versus peers, and progress on growth strategies. Target incentive opportunities were set at 150% of base pay for CEO Paulo Ruiz, 105% for President and COO (Electrical Sector) Heath Monesmith, and 100% for CFO Olivier Leonetti, with Leonetti’s award prorated for his 2026 employment period.
Eaton Corporation plc has appointed David B. Foster as Executive Vice President and Chief Financial Officer, effective March 2, 2026, succeeding Olivier Leonetti, who will depart on March 13, 2026 after serving in an advisory role through March 13.
Foster previously spent 29 years in Eaton’s finance organization, including as senior vice president, Finance and Planning for the Industrial Sector, and recently consulted for Eaton via David B Foster LLC for about $233,600 in 2025–early 2026.
His package includes an annual base salary of $815,000, a target annual incentive equal to 100% of salary, and equity grants of $875,000 in stock options, $875,000 in restricted stock units, and $1,750,000 in performance share units, with three-year vesting structures. He also receives the company’s standard change-of-control and indemnification agreements, which provide severance of three times base salary plus target bonus and up to three years of continued health and welfare benefits upon a qualifying termination in connection with a change in control.
Eaton Corporation plc expanded its available bank financing on February 6, 2026. The company increased commitments under its senior unsecured revolving credit facility from $3,000,000,000 to $4,000,000,000 under an existing agreement with Citibank and a syndicate of lenders.
On the same date, Eaton Corporation entered into a new senior unsecured delayed draw term loan facility of up to $8,000,000,000, also administered by Citibank. The term loan can be drawn in a single borrowing and matures on December 31, 2026, subject to customary conditions, ticking fees and negative covenants on additional debt and liens.
Eaton Corporation plc filed a current report to note that it has released its financial results for the quarter ended December 31, 2025. The company states that these results are contained in a press release dated February 3, 2026.
The press release is furnished as Exhibit 99 to this report, and an Inline XBRL cover page data file is listed as Exhibit 104. The filing is made under the results of operations and financial condition disclosure item.
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.
Eaton Corporation plc filed an amendment to a prior report to add details about Executive Vice President and Chief Financial Officer Olivier Leonetti’s planned departure on April 1, 2026. The new disclosure explains that, under an agreement signed December 12, 2025, he will receive a cash payment equal to 2.0 times the sum of his current annual salary and target annual incentive under the company’s short‑term incentive plan, pro‑rated eligibility in open performance‑based incentive award periods (including the 2026 short‑term award period), and continued vesting of his unvested stock options and restricted share units on their original schedules.
Eaton Corporation plc announced that its Executive Vice President and Chief Financial Officer, Olivier Leonetti, plans to leave the company on April 1, 2026, as part of a planned transition. The company has started a search for a new CFO and expects to name a successor after that process concludes. Eaton also issued a press release on November 20, 2025, confirming his upcoming departure and re-affirming its previously provided full year 2025 guidance, signaling that its financial outlook for 2025 remains unchanged despite the leadership transition.
Eaton Corporation plc announced that it furnished a press release with financial results for the quarter ended September 30, 2025. The communication was made under Item 2.02 of the Exchange Act and is provided as Exhibit 99.
The filing also includes the Cover Page Interactive Data File as Exhibit 104 embedded within the Inline XBRL document.
Eaton Corporation plc disclosed that it entered into a Revolving Credit Agreement dated September 29, 2025 with a group of banks, reflecting a new or replacement short‑term committed credit facility. The filing names Citibank, N.A. as Administrative Agent and lists Citibank, N.A., JPMorgan Chase Bank, N.A., and Bank of America, N.A. as joint lead arrangers/joint bookrunners, with JPMorgan as Syndication Agent and Bank of America as Documentation Agent. The 8‑K attaches the agreement as Exhibit 10.1 and includes an Inline XBRL cover page. The disclosure provides the parties and execution date but does not state a facility size, pricing, covenant terms, maturity, or amendments to existing debt.
On August 5, 2025, Eaton Corporation plc filed a Current Report on Form 8-K stating it issued a press release announcing financial results for the quarter ended June 30, 2025. The press release is furnished as Exhibit 99.
The filing is signed by Adam Wadecki, Senior Vice President and Controller. Securities listed in the filing include ordinary shares (ETN) and two senior note series: 4.450% Senior Notes due 2030 (ETN/30) and 3.625% Senior Notes due 2035 (ETN/35), each registered on the New York Stock Exchange.