8-K filings of US companies to the Securities and Exchange Commission ·
8-K filings, Oct 28–Nov 3, 2026: Eaton reports record orders and margins
In Form 8-K filings, reports US companies make on material events, Eaton said its segment margins reached a record 25.3% in the third quarter of 2026. Pfizer said Eliquis revenue rose 25%.
An update from FactIQ, written from company statements in 8-K filings of US companies to the Securities and Exchange Commission. What is FactIQ?
Key figures
- Eaton, segment margins, third quarter of 2026
- 25.3%stated by the company as a record; 30 basis points above the high end of its guidance range
- Pfizer, Eliquis revenue growth, third quarter of 2026
- 25%stated by the company; an increase of $513 million globally
- GE HealthCare, order backlog, third quarter of 2026
- $23.7 billionstated by the company amid healthy demand
- Keurig Dr Pepper, benefit from tariff refunds, third quarter of 2026
- $99 millionstated by the company; included in operating income
Industrial companies reported record orders and large backlogs
All results below are for the third quarter of 2026.
- Eaton said its segment margins were 30 basis points above the high end of its guidance range. A basis point is one hundredth of a percentage point.
- Eaton said Electrical Americas sales reached a record $4.2 billion, up 22% organically year over year.
- Eaton said its twelve-month rolling average organic orders grew 39% in Electrical Americas, 51% in Electrical Global and 20% in Aerospace. It said orders reached record dollar levels in all three segments.
- GE HealthCare reported organically higher orders and a book-to-bill above one, meaning it took in more orders than it billed. It reported a $23.7 billion backlog amid healthy demand.
- AMETEK said its sales increased 20%.
Pfizer said sales of two medicines rose sharply
Pfizer said Eliquis revenue increased globally by $513 million in the third quarter of 2026. It said Padcev revenue increased globally by $255 million, or 55%. Pfizer said its non-COVID products delivered 7% operational revenue growth. It said its research and development (R&D) expenses increased 18% operationally.
Two consumer companies said tariff refunds helped results
Keurig Dr Pepper said its operating income included a $99 million benefit from tariff refunds in the quarter. It said third-quarter net sales increased 10.9%. Restaurant Brands International said tariff refunds and increased system-wide sales drove higher adjusted operating income. It reported over 3% global comparable sales growth, led by Burger King. Hershey said its advertising and related consumer marketing expenses increased 17.1% year over year.
Other companies reported on commerce, energy and freight
- Shopify said it powered $119 billion in gross merchandise volume (GMV), the value of goods sold through its platform, in the third quarter of 2026.
- MPLX said it increased its quarterly distribution by 12.5% for the third consecutive year. It said it is investing $2.9 billion in organic growth, with most allocated to natural gas and natural gas liquids infrastructure.
- Old Dominion Freight Line said its revenue increased 13.1%.
- Archer-Daniels-Midland said its Animal Nutrition operating profit increased 21%.
Source: 8-K filings of US companies to the Securities and Exchange Commission.