S&P 500 Industrials Sector SEC Filings — July 31, 2026

31-07-2026

Eaton Corp reported record Q2 2026 sales of $8.5B, up 21% YoY, with organic growth of 14% and adjusted EPS of $3.15, a Q2 record. However, GAAP net income declined to $821M from $982M in Q2 2025, and segment margins fell 80 bps YoY to 23.1%, though they improved sequentially. The company raised its full-year organic growth guidance to 11-13% and announced plans to separate its Mobility business via a Reverse Morris Trust transaction expected to close in Q1 2027.

• · GAAP net income fell 16.4% YoY to $821M from $982M, driven by higher acquisition/divestiture and amortization charges.
• · Segment margins declined 80 bps YoY to 23.1%, though they improved sequentially.
• · Mobility segment organic sales declined 2% YoY to $841M, though operating profit rose 7%.
• · Full-year 2026 GAAP EPS guidance midpoint of $10.46 is essentially flat (+0.1%) vs 2025.
• · Electrical Global backlog surged 103% YoY, driven by Boyd Thermal acquisition and strong orders.
• · Book-to-bill ratio for both Electrical and Aerospace segments was 1.2 on a rolling twelve-month basis.
• · Total assets increased to $56.2B from $41.3B at year-end 2025, largely due to goodwill and intangible asset additions from acquisitions.
• · Long-term debt more than doubled to $18.5B from $8.8B at year-end 2025.

31-07-2026

Corp VP Kwon David sold 1,053 Common Stock at $265.62 (~$280K). 5 transactions reported in total. Kwon David holds 9,659.553 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Corp VP Kwon David exercised/converted 887 Common Stock at $138.53 (~$123K)
• · Corp VP Kwon David sold 474 Common Stock at $265.62 (~$126K)
• · Corp VP Kwon David sold 887 Common Stock at $265.62 (~$236K)
• · Corp VP Kwon David sold 1,053 Common Stock at $265.62 (~$280K)
• · Corp VP Kwon David exercised/converted 887 Stock Option (Right to Buy) at $138.53 (~$123K)

31-07-2026

Vanguard Capital Management LLC filed a Schedule 13G with the SEC on July 31, 2026, disclosing beneficial ownership of 23,913,908 shares of Honeywell Aerospace Inc. common stock, representing a 7.54% stake. The filing indicates Vanguard holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · Vanguard Capital Management LLC is based in Malvern, Pennsylvania.
• · The filing was made under Rule 13d-1(b), indicating passive investment intent.
• · Vanguard's stake includes shares held by Vanguard funds and managed accounts over which it exercises dispositive power.
• · No single person other than Vanguard has an interest in more than 5% of the reported securities.

31-07-2026

Vanguard Capital Management LLC filed a Schedule 13G with the SEC on July 31, 2026, disclosing beneficial ownership of 8,194,621 shares of FedEx Freight Holding Company, Inc. common stock, representing a 5.5% stake as of June 30, 2026. The filing indicates Vanguard holds the shares in the ordinary course of business for investment purposes, not to influence control of the issuer.

• · Vanguard Capital Management LLC has sole voting power over 1,134,799 shares and sole dispositive power over all 8,194,621 shares.
• · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to change or influence control.
• · The filing includes securities held by Vanguard funds and managed accounts, as well as affiliates such as Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.