Eaton Corp. (ETN)_ Updating estimates post C4Q25 EPS

Eaton Corp. (ETN) Updating estimates post C4Q25 EPS | | | Joe Ritchie +1(212)357-8914 | joseph.ritchie@gs.com Goldman Sachs & Co. LLC 13 February 2026 | 5:58PM EST Equity Research Updating estimates post C4Q25 EPS. ETN reported 4Q25 adj. EPS (ex. amortization) of $3.33. Segment EBIT was in line/+1% vs. GS/consensus and orders across the portfolio, particularly in Electrical Americas (+> 50%), were strong across the board. ETN introduced a FY26 adj. EPS guide at $13.00 to $13.50 (vs. GS: $13.40), predicated ...