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Earnings

Friday, July 31

Eaton Corporation · Q2 2026

ETN · Electrical Equipment · Data Center Power Infrastructure

Eaton posted a record quarter and raised its full-year outlook; the electricity bill of the AI data center boom is now plainly visible in its order book. The stock gained 5.6% on earnings day as $8.53B of sales and $3.15 of adjusted EPS both beat expectations while the electrical backlog grew 43% year over year. From here the question is whether the Electrical Americas capacity ramp converts into the 24.6-25.0% segment margin promised for the third quarter.

▲ Revenue 21%EPS + 3%▲ Stock 5.6%
82
BUY

Upcoming Earnings

MUSep 30 · After Close$32.21
ORCLSep 10$1.78
COSTSep 24 · After Close$6.69
ACNOct 1 · After Close$3.21
ADBESep 10 · After Close$6.20
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Latest Earnings Analyses

AllThis WeekTechnologySemiconductorsMedia & TelecomIndustrialsHealth CareEnergyConsumerMaterials
By DateBy ScoreBy Reaction
SymbolReportedRevenue · YoYEPS vs EstimateShare ReactionScoreVerdict
ETNQ2 2026Jul 31 · Pre-Market8.53 B $ ▲ 21%$3.15 · + 3%▲ 5.6%82BUY
CATQ2 2026Aug 4 · Pre-Market20.5 B $ ▲ 24%$8.17 · + 32%▲ 5.6%82BUY
HWMQ2 2026Aug 6 · Pre-Market2.55 B $ ▲ 24%$1.33 · + 6%▲ 3.4%87BUY
BEQ2 2026Jul 28 · After Close1.07 B $ ▲ 166%$0.78 · + 92%▼ 1.9%84BUY
RKLBQ2 2026Aug 10 · After Close234 M $ ▲ 62%− $0.08 · − 5%▼ 6.8%77BUY

Analyses are published ~1 hour after a company reports.

To Understand This

Earnings Reports: What to Read, HowThe book opens once a quarter — and the market really only reads three lines.P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.