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BUSINESS SEGMENT INFORMATION
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
BUSINESS SEGMENT INFORMATION BUSINESS SEGMENT INFORMATION
Operating segments are defined as components of an enterprise about which separate financial information is available that is evaluated on a regular basis by the chief operating decision maker, or decision making group, in deciding how to allocate resources to an individual segment and in assessing performance. The Company's chief operating decision maker is the chief executive officer. Operating profit includes the operating profit from intersegment sales. For additional information regarding Eaton's business segments, see Note 18 to the consolidated financial statements contained in the 2025 Form 10-K.
The chief operating decision maker uses segment operating profit as an input to assess segment performance and determine appropriate resource allocations, including capital, financial, and employee resources. Segment operating profit results are regularly evaluated versus annual profit plan, forecast and/or prior year.
Other segment items are primarily comprised of Cost of products sold, Selling and administrative expense, Research and development expense, depreciation of property, plant and equipment, and certain items included in Other expense (income) – net on the Consolidated Statements of Income. The Company's chief operating decision maker manages these items on a consolidated basis.
During the first quarter of 2026, Eaton re-segmented certain business segments due to a reorganization of the Company's businesses. The new segment is Mobility, which includes the legacy Vehicle and eMobility segments. Historical segment information has been recast to reflect this change. Eaton's segments as of June 30, 2026 are as follows:
Electrical Americas and Electrical Global
The Electrical Americas segment consists of electrical components, industrial components, power distribution and assemblies, residential products, single phase power quality and connectivity, three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and services that are primarily produced and sold in North and South America. The Electrical Global segment consists of electrical components, industrial components, power distribution and assemblies, single phase and three phase power quality, and services that are primarily produced and sold outside of North and South America; as well as hazardous duty electrical equipment, cooling products, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems that are produced and sold globally. The principal markets for these segments are commercial & institutional, data centers and distributed IT, industrial, utilities, residential, and machinery OEMs. These products are used wherever there is a demand for electrical power in data centers, utilities, industrial and energy facilities, commercial buildings, apartment and office buildings, hospitals, factories, and residencies. The segments share certain common global customers, but a large number of customers are located regionally. Sales are made through distributors, resellers, and manufacturers’ representatives, as well as directly to original equipment manufacturers, utilities, and certain other end users.
Aerospace
The Aerospace segment is a leading global supplier of aerospace fuel, hydraulics, and pneumatic systems for commercial and military use, as well as filtration systems for industrial applications. Products include hydraulic power generation systems for aerospace applications including pumps, motors, hydraulic power units, hose and fittings, electro-hydraulic pumps; controls and sensing products including valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems and nose wheel steering systems; fluid conveyance products, including hose, thermoplastic tubing, fittings, adapters, couplings, sealing and ducting; fuel systems including air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, valves, adapters and regulators; mission systems including oxygen generation system, payload carriages, and thermal management products; high performance interconnect products including wiring connectors and cables. The Aerospace segment also includes filtration systems including hydraulic filters, bag filters, strainers and cartridges; and golf grips. The principal markets for the Aerospace segment are manufacturers of commercial and military aircraft and related after-market customers, as well as industrial applications. These manufacturers and other customers operate globally. Products are sold and serviced through a variety of channels.
Mobility
The Mobility segment designs, manufactures, markets, and supplies a broad portfolio of mechanical, electrical, and electronic systems that improve emissions, fuel economy, power management, performance, and safety across on‑road and off‑road vehicles. The Mobility segment serves global OEMs and aftermarket customers with solutions spanning internal combustion, hybrid, and electrified powertrains, including transmissions and transmission components, clutches, differentials, hybrid systems, engine valves, fuel and vapor components, as well as high‑voltage inverters and converters, power electronics, circuit protection, vehicle controls, and power distribution systems. The principal markets for the Mobility segment are OEM and aftermarket customers of heavy-, medium-, and light‑duty trucks, SUVs, CUVs, passenger cars, construction, agricultural, material handling, and mining equipment.
Business Segment Information
Three months ended June 30Six months ended June 30
(In millions)2026202520262025
Net sales
Electrical Americas$3,951 $3,350 $7,551 $6,360 
Electrical Global2,517 1,753 4,463 3,362 
Aerospace1,222 1,080 2,362 2,059 
Mobility841 845 1,607 1,624 
Total net sales$8,531 $7,028 $15,982 $13,404 
Other segment items
Electrical Americas$2,863 $2,363 $5,541 $4,469 
Electrical Global2,018 1,400 3,590 2,709 
Aerospace944 840 1,780 1,593 
Mobility732 743 1,409 1,430 
Total other segment items$6,557 $5,346 $12,318 $10,200 
Segment operating profit
Electrical Americas$1,088 $987 $2,010 $1,891 
Electrical Global499 353 873 653 
Aerospace278 240 582 466 
Mobility109 102 198 194 
Total segment operating profit1,974 1,682 3,664 3,204 
Corporate
Intangible asset amortization expense(255)(129)(395)(235)
Interest expense - net(201)(71)(307)(103)
Pension and other postretirement benefits income 2 5 6 10 
Restructuring program charges(24)(24)(62)(42)
Other expense - net(353)(277)(655)(471)
Income before income taxes1,144 1,186 2,251 2,363 
Income tax expense321 203 561 415 
Net income823 982 1,690 1,947 
Less net income for noncontrolling interests(1)(1)(3)(2)
Net income attributable to Eaton ordinary shareholders$821 $982 $1,687 $1,945 
(In millions)June 30, 2026December 31, 2025
Identifiable assets
Electrical Americas$7,389 $6,283 
Electrical Global5,245 3,852 
Aerospace2,593 2,684 
Mobility2,648 2,708 
Total identifiable assets17,875 15,526 
Goodwill20,229 15,769 
Other intangible assets12,611 5,054 
Corporate5,465 4,902 
Total assets$56,181 $41,251 
Three months ended June 30Six months ended June 30
(In millions)2026202520262025
Capital expenditures for property, plant and equipment
Electrical Americas$84 $98 $170 $155 
Electrical Global92 49 149 89 
Aerospace21 22 39 39 
Mobility24 23 40 44 
Total222 191 398 327 
Corporate32 11 48 22 
Total expenditures for property, plant and equipment$253 $202 $446 $349 
Three months ended June 30Six months ended June 30
(In millions)2026202520262025
Depreciation of property, plant and equipment
Electrical Americas$40 $33 $76 $64 
Electrical Global36 27 65 53 
Aerospace20 18 40 36 
Mobility28 32 56 63 
Total124 111 237 216 
Corporate9 9 18 19 
Total depreciation of property, plant and equipment$134 $121 $256 $236