Stock Analysis on Net

Eaton Corp. plc (NYSE:ETN)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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Eaton Corp. plc, consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

US$ in millions

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Short-term debt
Current portion of long-term debt
Accounts payable
Accrued compensation
Liabilities held for sale
Other current liabilities
Current liabilities
Long-term debt, excluding current portion
Pension liabilities
Other postretirement benefits liabilities
Noncurrent operating lease liabilities
Deferred income taxes
Other noncurrent liabilities
Noncurrent liabilities
Total liabilities
Ordinary shares
Capital in excess of par value
Retained earnings
Accumulated other comprehensive loss
Shares held in trust
Total Eaton shareholders’ equity
Noncontrolling interests
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The balance sheet reflects a period of steady growth in equity and operational liabilities, culminating in a significant expansion of the total capital structure by March 2026. Total liabilities and equity increased from 34.08 billion USD in March 2021 to 55.08 billion USD by March 2026, representing a substantial increase in the overall scale of the company's financial position.

Debt Profile and Financing Trends
A significant shift in the debt structure is observed toward the end of the period. Long-term debt, excluding the current portion, remained relatively stable between 6.2 billion USD and 8.8 billion USD for several years before surging to 18.5 billion USD in March 2026. Similarly, short-term debt exhibited high volatility, with peaks in June 2021 and June 2022, followed by a period of near-zero balances before spiking again to 2.5 billion USD in March 2026. This pattern suggests a major refinancing event or a significant capital acquisition in the final reported quarter.
Operational Current Liabilities
Accounts payable showed a consistent upward trend, rising from 2.17 billion USD in March 2021 to 4.91 billion USD in March 2026. This growth indicates an expansion in procurement activities or a shift in supplier credit terms. Other current liabilities also increased steadily from 2.1 billion USD to 3.66 billion USD over the same period, contributing to a general rise in current liabilities, which reached a peak of 11.74 billion USD in March 2026.
Stockholders' Equity and Retained Earnings
Total shareholders' equity grew from 14.99 billion USD in March 2021 to 19.72 billion USD in March 2026. This growth was primarily driven by a strong increase in retained earnings, which rose from 6.88 billion USD to 11.13 billion USD, signaling consistent profitability and a capacity for internal capital accumulation. Accumulated other comprehensive loss remained a persistent negative factor, fluctuating between -3.5 billion USD and -4.4 billion USD, though it did not offset the overall growth in equity.
Noncurrent Liabilities and Obligations
Outside of long-term debt, noncurrent liabilities remained relatively stable. Pension liabilities demonstrated a general downward trend, decreasing from 1.28 billion USD in March 2021 to 670 million USD by March 2026, indicating a reduction in long-term funding obligations. Noncurrent operating lease liabilities showed a gradual increase, rising from 328 million USD to 704 million USD, reflecting an expansion in leased assets.

In summary, the financial position is characterized by a robust increase in retained earnings and a controlled reduction in pension obligations, offset by a dramatic increase in total debt obligations in the final quarter of the series. The marked rise in both short-term and long-term debt in March 2026 represents the most significant change in the liability structure over the five-year period.