Eaton Corporation plc

NYSE:ETN Rapport sur les actions

Capitalisation boursière : US$156.5b

Eaton Croissance future

Future contrôle des critères 2/6

Eaton devrait augmenter ses bénéfices et son chiffre d'affaires de 16.9% et de 10.3% par an respectivement. Le BPA devrait croître de de 19.5% par an. Le rendement des capitaux propres devrait être 25.2% dans 3 ans.

Informations clés

16.9%

Taux de croissance des bénéfices

19.47%

Taux de croissance du BPA

Electrical croissance des bénéfices18.7%
Taux de croissance des recettes10.3%
Rendement futur des capitaux propres25.20%
Couverture par les analystes

Good

Dernière mise à jour08 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • Feb 06

Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

As you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...

Recent updates

Mise à jour du récit • May 29

ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center Expansion

Analysts lifted the Eaton price target by about $2 to $452, citing recent Street research that factors in updated assumptions for fair value, discount rate, growth, margins, and a higher future P/E multiple. Analyst Commentary Recent research shows a cluster of upward price target revisions on Eaton, alongside a few more cautious views.
Mise à jour du récit • May 14

ETN: Future Returns Will Reflect AI Power Demand And Execution Risks

Analysts have lifted the Eaton price target by about $41 to reflect updated assumptions for fair value near $450, a higher discount rate, stronger revenue growth expectations, slightly lower profit margin estimates, and a modestly higher future P/E multiple, supported by a series of recent target increases and bullish initiations on the stock. Analyst Commentary Recent research on Eaton has been active, with several firms updating price targets and coverage views in quick succession.
Seeking Alpha • May 06

Eaton: Time To Digest Some Gains

Summary Eaton delivered strong Q1 sales and order growth, especially in data centers, but faces near-term margin pressure from capacity expansion. Full-year organic sales guidance was raised to 9–11% but segment margin guidance was trimmed by 50 bps due to growth-related costs. Recent acquisitions, including Boyd Thermal, bolster Eaton’s data center and aerospace exposure, but have nearly doubled long-term debt to $18.6 billion. Despite robust backlog and a positive long-term outlook, Eaton’s valuation now appears fair relative to peers, warranting a Hold rating. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 23

ETN: AI Data Center Ambitions Will Face Prolonged Boyd Integration Risks

Narrative Update on Eaton The analyst price target for Eaton has been adjusted modestly, with updated fair value moving to about $329 from roughly $331 as analysts factor in mixed target revisions around recent acquisitions and data center exposure. Analyst Commentary Recent research on Eaton reflects a split view.
Mise à jour du récit • Apr 08

ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks

Analysts have trimmed the Eaton price target by about $6 to reflect a lower assumed future P/E multiple of roughly 26x, while also factoring in updated views on revenue growth, margins and recent research that highlights both upside potential from data center exposure and mixed sentiment around the stock. Analyst Commentary Recent research on Eaton shows a split view, with some firms lifting price targets or initiating coverage positively, while others are dialing back expectations and highlighting risks around execution, valuation and future growth assumptions.
Mise à jour du récit • Mar 24

ETN: AI Data Center And Thermal Demand Will Drive Future Upside

Analysts have nudged Eaton's fair value estimate higher, with the updated price target moving from $483.16 to $491.40 as they factor in the Boyd Thermal acquisition, changes to P/E assumptions, and a refreshed view on revenue growth and profitability. Analyst Commentary Recent research updates show a mix of views on Eaton, with some firms trimming price targets and others lifting them or upgrading ratings following the Boyd Thermal acquisition and model refreshes.
Mise à jour du récit • Mar 10

ETN: Future Returns Will Reflect AI Power Demand And Vehicle Unit Exit

The analyst price target for Eaton edges slightly higher to about $408, as analysts balance a mix of recent target increases and cuts while keeping their core assumptions on growth, margins, and future P/E broadly intact. Analyst Commentary Recent research on Eaton shows a mixed but engaged analyst community, with several firms adjusting price targets in both directions and one major upgrade in rating.
Mise à jour du récit • Feb 24

ETN: Future Returns Will Reflect AI Power Buildout And Vehicle Unit Exit

Analysts have inched their consolidated price target for Eaton higher to about $408, reflecting modest tweaks to revenue growth, margins, and future P/E assumptions after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent research shows a split tape on Eaton, with some firms lifting price targets and ratings while others trim expectations around the edges.
Mise à jour du récit • Feb 10

ETN: Future Returns Will Balance AI Power Demand And Vehicle Unit Review

Eaton’s updated analyst price target has edged slightly lower by about $0.26 to reflect modest tweaks to revenue growth, margins and future P/E assumptions, as analysts balance recent target cuts with ongoing interest in the company’s above market growth prospects highlighted in recent research. Analyst Commentary Recent Street research on Eaton reflects a mix of optimism on long term growth drivers and caution around valuation and earnings expectations.
Article d’analyse • Feb 06

Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

As you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...
Mise à jour du récit • Jan 27

ETN: AI Data Center Demand Will Drive Future Upside

Analysts have raised their Eaton fair value estimate by about $12 to $483. The revision reflects modestly higher revenue growth and future P/E assumptions, partly offset by slightly lower profit margin expectations and a slightly higher discount rate, as well as mixed recent price target moves and differing views on data center demand and acquisition synergies.
Mise à jour du récit • Jan 11

ETN: AI Data Center Demand And Boyd Thermal Deal Will Drive Upside

Analysts have adjusted their price targets on Eaton, with changes such as Barclays moving to $350 and RBC Capital to $432. They cite a firmer demand backdrop tied to artificial intelligence driven orders and expectations around data center exposure and the Boyd Thermal acquisition, which together support a higher fair value estimate of about $470.67 per share in the latest update.
Mise à jour du récit • Dec 27

ETN: Future Returns Will Be Driven By Data Center And Thermal Demand

Analysts have nudged their price target for Eaton modestly higher to about $432 per share from roughly $425, reflecting confidence in robust data center demand and anticipated synergies from the $9.5B Boyd Thermal acquisition, despite only a slight tweak to long term growth and margin assumptions. Analyst Commentary With the modestly higher price target, bullish analysts are emphasizing that Eaton's recent results and strategic moves justify a richer valuation multiple, particularly given the structural tailwinds in data center and thermal management demand.
Mise à jour du récit • Dec 13

ETN: AI Data Center Demand And Boyd Deal Will Shape Outlook

We raise our Eaton price target by approximately $36 to about $337 per share, reflecting analysts' increased confidence in stronger long term revenue growth, modestly higher profitability, and sustained AI driven data center demand supported by recent price target hikes and upgrades. Analyst Commentary Recent Street research reflects a constructive yet increasingly nuanced view on Eaton, with higher price targets and ratings upgrades framed against growing scrutiny of valuation, execution risks, and the durability of AI driven demand.
Mise à jour du récit • Nov 29

ETN: Future Returns Will Be Driven By Robust Data Center Demand

Eaton's fair value estimate has increased slightly to $410.77, a move analysts attribute to strong data center order growth and improving outlooks following recent earnings and acquisition updates. Analyst Commentary Recent Street research reflects a strong wave of optimism for Eaton.
Mise à jour du récit • Nov 15

ETN: Future Performance Will Be Driven By Data Center Order Momentum

Eaton's analyst price target has been raised by analysts from $404.21 to $410.70, supported by improving confidence in data center order momentum and anticipated growth from recent acquisitions. Analyst Commentary Recent analyst activity around Eaton has highlighted a generally positive outlook, with several price target increases and upgrades reflecting renewed confidence in the company's growth trajectory and execution on strategic initiatives.
Mise à jour du récit • Nov 01

ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead

The analyst price target for Eaton has been raised significantly from $412 to $495. This change reflects increased confidence among analysts due to improving earnings momentum, a positive AI-related demand outlook, and expectations for renewed growth in the company's more cyclical businesses.
Mise à jour du récit • Oct 18

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Eaton's analyst price target has increased from $398.71 to $404.21. This change reflects analysts' improved outlook amid stronger demand prospects and positive updates on valuation and sector growth trends.
Mise à jour du récit • Oct 03

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Eaton's analyst price target has increased notably from approximately $394 to nearly $399. This change reflects analysts' improved confidence following stronger AI capital expenditure trends and expectations for additional long-term growth in core business segments.
Mise à jour du récit • Sep 04

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Analysts’ bullish outlook on Eaton, driven by anticipated sector-wide earnings strength and higher valuation multiples, has resulted in the consensus price target holding steady at $390.35. Analyst Commentary Bullish analysts are raising price targets in anticipation of an upward bias to Eaton's earnings estimates and solid Q2 sector results.
Article d’analyse • Jul 14

The Price Is Right For Eaton Corporation plc (NYSE:ETN)

Eaton Corporation plc's ( NYSE:ETN ) price-to-earnings (or "P/E") ratio of 35.8x might make it look like a strong sell...
Article d’analyse • Jun 20

Eaton (NYSE:ETN) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 23

Eaton Corporation: Powering Future Innovation

Summary Eaton Corp's management has highlighted four core catalysts that could result in "rapid growth" until 2030. ETN is a leading Electrical Equipment and Power Solutions company that should benefit from the energy and infrastructure needed to support AI. ETN’s valuation has contracted, but steady cash flow and growth continue to support a stable, growing dividend. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Eaton: A Nice Deal, But Waiting To See Appeal

Summary Eaton Corporation plc's shares have experienced significant volatility due to economic concerns, but after a $100 pullback, valuations are a lot more attractive. The company focuses on electrification and digitalization, with strong growth in key segments and a solid track record of value creation. Despite a strong 2024 performance and a promising 2025 outlook, economic risks and high valuations warrant caution before investing in ETN given today's uncertainty. I am awaiting a further price drop to $250 before considering investment, despite Eaton's diversified growth drivers and recent bolt-on acquisition. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

Eaton: Still Pricey After DeepSeek Dive

Summary Eaton Corp. set record operating margins and earnings in 2024, with 2025 expected to continue this trend, albeit with slowing margin improvements. Despite a pullback due to DeepSeek news, fears of lower data center growth appear overblown, and Eaton remains exposed to strong secular trends. Eaton forecasts 7-9% sales growth and 12.6% EPS growth for 2025, but the stock’s P/E of 27 is high relative to its growth rate. Eaton's shares would be a Buy around $275, aligning closer to peer valuations. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Eaton: Recent Correction Is A Buying Opportunity

Summary Eaton's stock correction presents a buying opportunity due to robust end market demand, mega projects, and reshoring trends driving strong revenue growth. The company boasts a solid backlog of $15.5 billion, indicating future revenue growth, with significant demand in data centers, utilities, and aerospace sectors. Margins are set to benefit from volume leverage, price increases, and cost-cutting, with a positive growth outlook despite potential tariff impacts. Trading at a premium valuation, Eaton's multi-year growth visibility justifies a buy rating, with an expected price target of $374.78 and low teen returns. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:ETN - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202838,4656,5986,2347,45711
12/31/202735,3995,6775,2416,30023
12/31/202632,0474,5373,8084,92523
3/31/202628,5223,9893,7764,741N/A
12/31/202527,4484,0873,5534,472N/A
9/30/202526,6333,9263,3224,104N/A
6/30/202525,9893,9253,2754,062N/A
3/31/202525,3123,9373,3184,090N/A
12/31/202424,8783,7943,5194,327N/A
9/30/202424,6053,7683,2324,028N/A
6/30/202424,1403,6503,0193,860N/A
3/31/202423,6563,4012,9503,764N/A
12/31/202323,1963,2182,8673,624N/A
9/30/202322,6132,9942,7893,512N/A
6/30/202322,0472,7112,7063,336N/A
3/31/202321,3922,5682,2172,826N/A
12/31/202220,7522,4621,9352,533N/A
9/30/202220,1662,2921,5902,142N/A
6/30/202219,7752,3131,0911,648N/A
3/31/202219,7792,2181,3741,945N/A
12/31/202119,6282,1441,5882,163N/A
9/30/202119,5172,0681,8012,311N/A
6/30/202119,1201,8852,3022,761N/A
3/31/202117,7611,4302,4852,881N/A
12/31/202017,8581,4102,5552,944N/A
9/30/202018,4091,3872,5012,938N/A
6/30/202019,1971,5422,6093,100N/A
3/31/202020,8742,1272,6733,223N/A
12/31/201921,3902,211N/A3,451N/A
9/30/201921,6112,390N/A3,334N/A
6/30/201921,7092,205N/A3,251N/A
3/31/201921,6632,179N/A2,870N/A
12/31/201821,6092,145N/A2,658N/A
9/30/201821,3632,148N/A2,717N/A
6/30/201821,1623,133N/A2,467N/A
3/31/201820,8073,039N/A2,542N/A
12/31/201720,4042,985N/A2,666N/A
9/30/201720,0582,849N/A2,425N/A
6/30/201719,8341,971N/A2,474N/A
3/31/201719,7821,946N/A2,645N/A
12/31/201619,7471,916N/A2,570N/A
9/30/201619,9371,950N/A2,674N/A
6/30/201620,1531,873N/A2,848N/A
3/31/201620,4451,917N/A2,682N/A
12/31/201520,8551,972N/A2,409N/A
9/30/201521,3632,028N/A2,573N/A
6/30/201521,8882,184N/A1,889N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ETN ( 16.9% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de ETN ( 16.9% par an) devraient croître plus lentement que le marché US ( 17.1% par an).

Croissance élevée des bénéfices: Les bénéfices de ETN devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ETN ( 10.3% par an) devrait croître plus lentement que le marché de US ( 11.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ETN ( 10.3% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de ETN devrait être élevé dans 3 ans ( 25.2 %)

Découvrir les entreprises en croissance

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1Y

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/09 04:06
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Eaton Corporation plc est couverte par 52 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Mircea DobreBaird
Andrew KaplowitzBarclays