Earnings call briefThird-quarter 2026

Eaton raises Boyd Thermal 2026 revenue outlook to $1.9 billion

Eaton said it is planning on at least $2.7 billion of Boyd Thermal revenue in 2027.

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On its third-quarter call, Eaton said it raised Boyd Thermal's full-year revenue outlook for the third time this year, to $1.9 billion. The company said $1.6 billion of that is in Eaton's books for the year.

Chief Executive Officer Paulo Ruiz said the 2027 plan is roughly 50% growth and that Boyd Thermal becomes part of Eaton's organic growth in March 2027.

Quotes from the call

“We are planning on $2.7 billion for that business, which is 50% growth again next year.”

Paulo Ruiz, Chief Executive Officer

Key facts from the call

Boyd Thermal 2026 revenue outlook
$1.9 billion, of which $1.6 billion in Eaton's books
Expected 2027 Boyd Thermal revenue
At least $2.7 billion

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Source: Eaton's third-quarter 2026 earnings call, November 3, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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