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Eaton Reports Mixed Q4; Expects Growth from Spin-off

2/4/2026

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Summary

Story summary

Eaton, the electrical equipment supplier, reported a mixed fourth quarter, with revenue up 13% year over year to $7.06 billion and earnings per share up 17.7% to $3.33.
Management expects growth from a spin-off of its mobility business.
The megaproject backlog rose 30% to $3 trillion, driven by data center demand.
The first-quarter organic growth outlook is 5% to 7%, short of expectations.

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Story summary

Eaton, the electrical equipment supplier, reported a mixed fourth quarter, with revenue up 13% year over year to $7.06 billion and earnings per share up 17.7% to $3.33.
Management expects growth from a spin-off of its mobility business.
The megaproject backlog rose 30% to $3 trillion, driven by data center demand.
The first-quarter organic growth outlook is 5% to 7%, short of expectations.