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Eaton's Electrical Global segment, which sells the switchgear and power distribution equipment AI data centres depend on and now includes the newly acquired Boyd Thermal data-centre cooling business, posted record second-quarter 2026 net sales of $2.517 billion, up 44% year-over-year, with 18 percentage points of that growth organic

Eaton's Electrical Global segment reported record net sales of $2.517 billion in the second quarter of 2026. This represents a 44% increase compared to the second quarter of 2025. The growth included an 18% increase from organic sales and a 25% contribution from the newly acquired Boyd Thermal business.

SourceEaton·Q2 2026

Verified 2026-09-24

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Why it matters

Eaton supplies the electrical gear and now cooling that AI data centres need, and its sales are rising.

EatonETN
Price
$362.27
30D
-16.37%
AI share of revenue
Not disclosed

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