Eaton Corporation plc

Report azionario NYSE:ETN

Capitalizzazione di mercato: US$158.9b

Eaton Crescita futura

Criteri Future verificati 4/6

Eaton prevede che gli utili e i ricavi cresceranno rispettivamente di 22.6% e 11.1% all'anno. Si prevede che l'EPS crescerà di 20.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 25.9% in 3 anni.

Informazioni chiave

22.6%

Tasso di crescita degli utili

20.47%

Tasso di crescita dell'EPS

Electrical crescita degli utili20.8%
Tasso di crescita dei ricavi11.1%
Rendimento futuro del capitale proprio25.86%
Copertura analitica

Good

Ultimo aggiornamento09 Sep 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Seeking Alpha • Sep 03

Eaton: Strong Secular Growth, But Valuation Limits Upside

Summary Eaton Corporation plc is positioned to capitalize on secular growth in data centers, electrification, and aerospace, supported by robust order momentum and backlog. Recent acquisitions, including Boyd Thermal and Ultra PCS, enhance ETN’s exposure to data center and aerospace & defense markets, expanding its grid-to-chip portfolio. Margins are expected to recover in H2 FY26 through price/cost normalization and operational improvements, despite ongoing inflationary pressures and expansion-related inefficiencies. ETN trades at a 45% premium to sector P/E multiples; with strong fundamentals largely priced in, I assign a Hold rating due to balanced risk-reward. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03

ETN: Future Returns Will Lean On AI Data Center Demand

Analysts have raised the Eaton fair value estimate from $464.59 to $475.57, citing higher assumed revenue growth, a slightly stronger profit margin profile, and ongoing support from AI driven data center demand highlighted in recent research. Analyst Commentary Recent research on Eaton focuses heavily on the company’s exposure to AI related data center demand, execution on electrical growth, and the visibility of its project backlog.
Nuova narrativa • Aug 29

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

Eaton Corporation (NYSE: ETN): Investment Thesis and Valuation Report at the Intersection of Physical Artificial Intelligence, Voltage Cascades, and Megaprojects Executive Summary and the Anatomy of Corporate Transformation Global heavy industry and power management giant Eaton Corporation (NYSE: ETN) has undergone an unprecedented corporate transformation over the past twenty-four months, rising from a traditional industrial component manufacturer to the undisputed architect of a trillion-dollar Physical AI infrastructure ecosystem. This research report synthesizes the company's financial statements, balance sheet calls, and industrial physical bottlenecks to offer an internal valuation model based on engineering realities, going beyond Wall Street's superficial multiplier analyses.
Nuova narrativa • Aug 22

Electrical Infrastructure Rail

Switchgear and power distribution get specified into a building's electrical design, certified to code, then live there 20 to 40 years, so the installed base converts into decades of parts and service. The genuine rail sits elsewhere though: in Aerospace, where a part is certified to an aircraft platform and switching suppliers means re-certifying with the FAA — Texas Instruments' requalification logic with a regulator attached, feeding a decades-long spares annuity that Schneider has no equivalent of.
Aggiornamento narrativa • Aug 18

ETN: AI Data Center Demand May Not Offset Mobility Deal Risks

Analysts have raised Eaton’s fair value estimate from $345.97 to $383.49 and are linking higher price targets to stronger visibility in datacenter and electrical demand, slightly lower required returns, and an updated outlook for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Eaton highlights a generally constructive tone around datacenter exposure, electrical segment growth and earnings execution.
Aggiornamento narrativa • Aug 04

ETN: Future Returns Will Balance AI Datacenters And Mobility Deal Execution

Analysts have increased the Eaton fair value estimate from $451.73 to $464.59 as they factor in higher price targets tied to strong Q2 results, growing datacenter backlog visibility, and improving confidence in the company's execution. Analyst Commentary Recent research updates on Eaton focus heavily on how Q2 execution, datacenter demand and capital allocation feed into the stock's valuation and growth profile.
Aggiornamento narrativa • Jun 26

ETN: AI Data Center Story Will Face Mobility Deal Execution Risks

Analysts have lifted their blended price target for Eaton to about $346 from roughly $329, reflecting updated views on its earnings power, margin profile and valuation multiples following a series of recent research revisions. Analyst Commentary Recent research updates on Eaton highlight a mix of optimism on the earnings and margin story alongside a more restrained tone from some corners of the Street.
Articolo di analisi • Jun 16

Eaton (ETN) Stock Valuation Check After Strong Multi‑Year Returns

Eaton (ETN) has drawn investor attention after recent performance data showed a past 3 months total return of 11.85% and a 1 year total return of 21.82%, with shares last closing at US$407.06. See our latest analysis for Eaton. Recent trading has added to that picture, with a 4.00% 1 day share price return and an 11.85% 90 day share price return, alongside a 3 year total shareholder return of 121.26%. This suggests momentum has been building over both shorter and longer periods. If Eaton’s...
Aggiornamento narrativa • Jun 12

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

Analysts have raised Eaton's fair value estimate to $534.00 from $491.40, citing refreshed models that incorporate higher assumed revenue growth and a modestly higher future P/E multiple, despite slightly lower projected profit margins and an updated discount rate. Analyst Commentary Recent Street research has leaned constructive on Eaton, with several bullish analysts raising price targets and initiating coverage with positive views.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:ETN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202840,2006,6546,5058,00812
12/31/202736,5675,6135,2266,53622
12/31/202632,6454,3513,8284,91425
6/30/202630,0263,8293,9344,950N/A
3/31/202628,5223,9893,7764,741N/A
12/31/202527,4484,0873,5534,472N/A
9/30/202526,6323,9263,3224,104N/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
3/31/202020,8742,127N/A3,223N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ETN ( 22.6% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di ETN ( 22.6% all'anno) cresceranno più rapidamente del mercato US ( 17.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ETN cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ETN ( 11.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ETN ( 11.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ETN sarà elevato tra 3 anni ( 25.9 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/11 22:08
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Eaton Corporation plc è coperta da 51 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Luke JunkBaird
Julian MitchellBarclays