Eaton Corporation PLC at Morgan Stanley Laguna Conference Transcript

Sep 16, 2026 / 08:50PM GMT

Transcript

Unidentified Participant

Thank you, everybody. Iâd like to welcome you to our 14th Annual Laguna Conference. For important disclosures, please see the Morgan Stanley Research Disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative.

Iâm pleased to be here with Eaton. Iâm here with CEO, Paulo Ruiz, and looking forward to speaking.

Paulo Ruiz

Eaton Corp - President and Chief Operating Officer - Industrial Sector

Thank you. Good afternoon.

Questions & Answers

Unidentified Participant

So starting off, youâre getting into year two on the job as CEO. You just completed the first year, and 2026 is tracking pretty well, ahead of the plan you laid out. Whatâs changed since you started, and what should investors expect from here?

Paulo Ruiz

Eaton Corp - President and Chief Operating Officer - Industrial Sector

So I would say our strategy is really working, and itâs gathering pace. So execution,

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