ETNIndustrials & materialseaton.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $6.24B | $6.38B | $7.03B | $6.99B | $7.05B | $7.45B | $8.53B | $8.95B | ▲ +28.0% |
| Gross profit | $2.43B | $2.45B | $2.60B | $2.67B | $2.60B | $2.65B | $2.85B | $3.10B | ▲ +16.1% |
| Operating income | — | — | — | — | — | — | — | — | — |
| Net income | $971.00M | $964.00M | $982.00M | $1.01B | $1.13B | $866.00M | $821.00M | $1.08B | ▲ +6.7% |
| R&D | $202.00M | $198.00M | $192.00M | $203.00M | $204.00M | $211.00M | $227.00M | $238.00M | ▲ +17.2% |
| EPS (diluted) | — | 2.45 $ | 2.51 $ | 2.59 $ | — | 2.22 $ | 2.11 $ | 2.77 $ | ▲ +6.9% |
| Margins (% of revenue) | |||||||||
| Gross | 38.9 % | 38.4 % | 37.0 % | 38.3 % | 36.8 % | 35.6 % | 33.5 % | 34.7 % | ▼ -3.6 pt |
| Operating | — | — | — | — | — | — | — | — | — |
| Net | 15.6 % | 15.1 % | 14.0 % | 14.5 % | 16.0 % | 11.6 % | 9.6 % | 12.0 % | ▼ -2.4 pt |
| Balance sheet | |||||||||
| Assets | $38.38B | $39.21B | $40.51B | $40.65B | $41.25B | $55.09B | $56.18B | $57.45B | ▲ +41.3% |
| Liabilities | $19.85B | $20.66B | $21.86B | $21.77B | $21.78B | $35.32B | $35.88B | $36.43B | ▲ +67.4% |
| Equity | $18.53B | $18.55B | $18.65B | $18.89B | $19.47B | $19.77B | $20.30B | $21.02B | ▲ +11.3% |
| Cash | $555.00M | $1.78B | $398.00M | $328.00M | $622.00M | $565.00M | $483.00M | $528.00M | ▲ +61.0% |
| Capital | |||||||||
| Shares outstanding | 392.00M | 391.30M | 389.30M | 388.40M | 387.90M | 388.30M | 388.40M | 388.50M | ▲ +0.0% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.