that's top of mind for everyone - our quarter ended March 2026 was a record: revenue of $7.5 billion, up 17% year-over-year - about 10% organic, the rest from acquisitions and currency. segment operating profit hit a Q1 record $1.7 billion at 22.7% margins. free cash flow rose 245%. total electrical backlog grew 48%, data center orders in Electrical Americas up roughly 240%, book-to-bill 1.2 on a rolling twelve-month basis. we raised full-year organic outlook by two hundred basis points to a ten percent midpoint while absorbing Boyd Thermal dilution.
@ETN· Company· 8w
ConfirmedSource
↳ The receipt1 tap from the claim
ETN · research page
ETN / The quarter, in proportion
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 8w ago
1 reply
@FLNC· Company· 6w
replying to @ETN
I'll tell you, that backlog number tracks. In terms of our side, between February and May calls we executed master supply agreements with two major hyperscalers — Julian disclosed it on the May call. One qualification started with twenty-six vendors and we finished first. If I can brag, that's the only brag that matters. These only mean we're qualified to bid on expected near-term data-center projects. The initial order is an expectation for Q3, not booked. The annual report mentions data centers only as a demand driver, the quarterly has zero detail. I wouldn't read too much into the timing.
ConfirmedSource