View ValuationEaton 将来の成長Future 基準チェック /46Eaton利益と収益がそれぞれ年間16.9%と10.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.2% 19.5%なると予測されています。主要情報16.9%収益成長率19.47%EPS成長率Electrical 収益成長13.4%収益成長率10.3%将来の株主資本利益率25.20%アナリストカバレッジGood最終更新日11 Jun 2026今後の成長に関する最新情報お知らせ • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.お知らせ • Feb 05Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year of 2026Eaton Corporation plc provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects Organic growth of 5% to 7% and Earnings per share between $2.29 and $2.49. For the full year 2026, the company anticipates Organic growth of 7% to 9% and Earnings per share between $11.57 and $12.07.お知らせ • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.お知らせ • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.お知らせ • May 02Eaton Corporation plc Provides Earnings Guidance for the Second Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the second quarter and full year 2025. For the quarter, the company anticipates Organic growth of 6-8% and Earnings per share between $2.35 and $2.45. For the full year, the company anticipates Organic growth of 7.5-9.5% Earnings per share between $10.29 and $10.69, up 10% at the midpoint over the prior year.すべての更新を表示Recent updatesRecent Insider Transactions • May 11President & COO of Electrical Sector recently sold €6.4m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly €348 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.お知らせ • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$2.23 (vs US$2.46 in 1Q 2025)First quarter 2026 results: EPS: US$2.23 (down from US$2.46 in 1Q 2025). Revenue: US$7.45b (up 17% from 1Q 2025). Net income: US$866.0m (down 10% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Italy.お知らせ • Apr 24Eaton Declares Quarterly Dividend, Payable May 29, 2026The Board of Directors of Eaton declared a quarterly dividend of $1.10 per ordinary share. The dividend is payable May 29, 2026, to shareholders of record at the close of business on May 8, 2026.お知らせ • Apr 21Eaton Corporation plc to Report Q1, 2026 Results on May 05, 2026Eaton Corporation plc announced that they will report Q1, 2026 results Pre-Market on May 05, 2026Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €304. The fair value is estimated to be €253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Mar 16Eaton Corporation plc, Annual General Meeting, Apr 22, 2026Eaton Corporation plc, Annual General Meeting, Apr 22, 2026. Location: eaton house, 30 pembroke road, dublin 4, d04 y0c2, ireland Irelandお知らせ • Mar 13Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 2, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. As per the transaction, Eaton Corporation plc obtain a senior unsecured delayed draw term loan facility in an amount of up to $8 billion on the terms set forth in this Agreement, (ii) increase the aggregate committed amounts under the existing revolving credit agreement from $3 billion to $4 billion (the “revolving credit facility increase”), (iii) pay the acquisition consideration and (iv) pay the fees, costs and expenses incurred in connection with the foregoing. The transaction is expected to close in the second quarter of 2026. Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc. Dotun Obadina, Daniel Gerkin Laura Turano, Bonnie Chen, Christopher Gonnella, Christopher Wilson, Brian Krause, Peter Fisch Paul, and Stefanie Gitler of Weiss, Rifkind, Wharton & Garrison LLP acted as a advisor to Eaton. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc. on March 12, 2026. As per the transaction, Doug Britt, chief executive officer, Boyd Corporation and its team will join Eaton Corporation plc. Eaton expects Boyd Thermal to be accretive to adjusted earnings in year two after closing. Boyd Thermal will be reported within the Electrical Global business segment.Recent Insider Transactions • Mar 06Insider recently sold €1.1m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly €320 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.お知らせ • Mar 02+ 1 more updateEaton Corporation plc Announces Executive ChangesEaton announced that David Foster has been named executive vice president and chief financial officer, effective March 2, 2026. He succeeds Olivier Leonetti who will be leaving Eaton on March 13, 2026, as part of a planned transition. Foster re-joins Eaton after a 29-year career with the organization. Before retiring from Eaton in 2022, Foster held roles of increasing responsibility across the company’s finance organization, providing critical business and finance partnerships in assignments across Asia Pacific and the United States. He held roles within FP&A, Controllership, Corporate Development and Treasury, and Mergers, Acquisitions and Divestitures. In his last role with Eaton, he was senior vice president, Finance and Planning, Industrial Sector. Foster holds a bachelor’s degree from the University of Michigan and a master’s degree in Manufacturing Management from Kettering University. Mr. Foster, 54, served in various roles of increasing responsibility across the Company’s finance organization from 1993 through his retirement in 2022, including as Senior Vice President, Finance and Planning for the Company’s Industrial Sector (“SVP, Finance and Planning”) from September 2017 through April 2022 and in other leadership roles within Financial Planning & Analysis, Controllership, Corporate Development and Treasury, and Mergers, Acquisitions and Divestitures. Following his retirement, Mr. Foster returned to the Company to again serve as SVP, Finance and Planning from January 2024 through April 2024. From July 2025 to date, he served as President of David B Foster LLC, a consulting company. In this role, he has provided consulting and advisory services to the Company on various projects related to business performance, financial due diligence, and the proposed spin-off of the Company’s Mobility segment, for which he was or will be paid an approximate amount of $233,600 by the Company from January 1, 2025 through the Effective Date.お知らせ • Feb 27Eaton Corporation plc Declares Quarterly Dividend, Payable on March 27, 2026The Board of Directors of Eaton Corporation plc declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$10.48 (vs US$9.54 in FY 2024)Full year 2025 results: EPS: US$10.48 (up from US$9.54 in FY 2024). Revenue: US$27.4b (up 10% from FY 2024). Net income: US$4.09b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electrical industry in Italy.お知らせ • Feb 05Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year of 2026Eaton Corporation plc provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects Organic growth of 5% to 7% and Earnings per share between $2.29 and $2.49. For the full year 2026, the company anticipates Organic growth of 7% to 9% and Earnings per share between $11.57 and $12.07.お知らせ • Jan 24Eaton Corporation plc (NYSE:ETN) completed the acquisition of Ultra PCS Limited from Cobham Ultra Us Coborrower Llc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion on June 16, 2025. A cash consideration of $1.55 billion will be paid by Eaton Corporation plc. As part of consideration, $1.55 billion is paid towards common equity of Ultra PCS Limited. The transaction is subject to customary closing conditions and regulatory approvals, is expected to close in the first half of 2026. Phil Cheveley, Catherine J. Dargan, Andrew (Drew) Fischer, Guy Dingley, Ansgar A. Simon, Antonio Michaelides, Megan E. Woodford, Anne Y. Lee, Christian Ahlborn, Ross A. Demain, Melissa Van Schoorisse and Ross Evans of Covington & Burling Llp acted as legal advisor to Eaton Corporation plc. Barry Fishley, Brianne Kucerik, Hayley Lund, Jakub Wronski, John O'Loughlin, Lewis Blakey, Nafees Saeed, Oliver Walker, Timothy C. Welch, James Crook, Laura Murray, Rob Meyer, Eithne Bloice-Sanders, Chris Thomas, Matthew Gibbon, Chloe Kite and Mark Taylor of Weil, Gotshal & Manges (London) LLP acted as legal advisor to Cobham Ultra U.S. Co-Borrower LLC. J.P. Morgan Securities LLC acted as financial advisor to Advent International, ultimate parent of Cobham Limited. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Ultra PCS Limited from Cobham Ultra Us Coborrower Llc on January 23, 2026.お知らせ • Jan 20Eaton Corporation plc to Report Q4, 2025 Results on Feb 03, 2026Eaton Corporation plc announced that they will report Q4, 2025 results Pre-Market on Feb 03, 2026お知らせ • Nov 21+ 1 more updateEaton Announces Planned Transition of Chief Financial Officer, Olivier Leonetti, Effective April 1, 2026Eaton announced that Olivier Leonetti, chief financial officer, will be leaving Eaton on April 1, 2026, as part of a planned transition. With the support of a third-party executive search firm, a thorough internal and external search will be conducted to assess the broadest pool of talent for this critical role. Leonetti will continue with his current responsibilities until a successor is named. Leonetti joined Eaton in January 2024, having previously served almost five years as a member of Eaton’s board.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$2.60 (vs US$2.54 in 3Q 2024)Third quarter 2025 results: EPS: US$2.60 (up from US$2.54 in 3Q 2024). Revenue: US$6.99b (up 10% from 3Q 2024). Net income: US$1.01b (flat on 3Q 2024). Profit margin: 14% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.お知らせ • Nov 05Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 3, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. The transaction is expected to close in the second quarter of 2026.Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc.お知らせ • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.Declared Dividend • Oct 26Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 22Eaton Corporation plc Declares Quarterly Dividend, Payable on November 21, 2025The Board of Directors of Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable on November 21, 2025, to shareholders of record at the close of business on November 6, 2025. Eaton has paid dividends on its shares every year since 1923.お知らせ • Oct 18Eaton Corporation plc to Report Q3, 2025 Results on Nov 04, 2025Eaton Corporation plc announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025お知らせ • Oct 14Eaton Unveils Next-Generation Architecture to Advance 800 VDC Power Infrastructure for AI FactoriesEaton announced the delivery of a new reference architecture designed to accelerate the adoption of 800 VDC power in artificial intelligence (AI) data centers. Eaton's new design, built in support of the 800 VDC architecture announced by NVIDIA, leverages Eaton's innovative power management technology to protect and optimize high-density computing infrastructure and serves as a critical milestone in Eaton's grid-to-chip strategy for meeting the increasing energy demands of AI data centers. Eaton's new reference architecture is a key milestone in its collaboration with NVIDIA to accelerate 800 VDC power infrastructure in AI factories. Data center energy load growth, driven by increasingly demanding AI workloads, continues to expand beyond the limits of existing data center capabilities. NVIDIA is working with leading power, silicon and data center partners to pioneer the adoption of 800 VDC and help unlock new levels of scalability and energy optimization in AI factories. These next-generation systems, which feature power distribution integrated with energy storage, are uniquely positioned to handle the power demands of modern AI factories, delivering megawatt-scale rack power safely, efficiently and with minimal material and infrastructure costs. Eaton's reference design incorporates Eaton solutions with NVIDIA AI infrastructure. Eaton products featured in the design include supercapacitors for fast-cycle power backup; power distribution technology through busbar included in the ORV3 design; a hot aisle containment system to support busway and cable trays within the application; DC connectors and more. Eaton will showcase its latest developments for the 800 VDC architecture in booth A15 at the Open Compute Project Global Summit, taking place October 13-16, 2025, in San Jose, California.お知らせ • Oct 06Eaton Appoints Kaled Awada Executive Vice President and Chief Human Resources Officer, Effective October 6, 2025Eaton announced that Kaled Awada has been named executive vice president and chief human resources officer, effective October 6, 2025. In this role, Awada will be responsible for leading Eaton’s global end-to-end talent strategy, encompassing leadership and organizational development, compensation and benefits, and employee experience from talent acquisition to retention. He will report to Paulo Ruiz, chief executive officer, and will join the company’s executive leadership team. Awada joins Eaton from PG&E, where he served as executive vice president and chief people officer and led people strategy including talent acquisition, total rewards, labor relations, coworker growth and development, and change management. Previously, he held the role of executive vice president and chief human resources officer for Tenneco, one of the world’s leading producers of automotive products. Before Tenneco, Awada led the human resources functions at Aptiv across multiple global divisions. He also previously spent nearly a decade at Eaton, holding roles of increasing responsibility across electrical, industrial, corporate and regional HR teams. Awada holds a Bachelor of Arts degree in Psychology with an emphasis in Organizational Management from The Ohio State University and certifications from CHRO Association and the Center of Executive Compensation.お知らせ • Sep 09Eaton Delivers Edge-Based Innovation to Help Mitigate the Impact of AI Power Bursting on Both Data Centers and the GridEaton announced that it has achieved an industry-first solution for identifying large fluctuations in energy demanded by artificial intelligence (AI) computing infrastructure, known as AI power bursts. Eaton's new edge-based solution, available via a firmware update for its Eaton Power Xpert quality (PXQ) event analysis system, helps detect potential subsynchronousoscillations (SSO) in data centers, enabling operators to more effectively protect critical infrastructure and enhance resiliency as AI energy needs grow. The increasing power requirements of AI data centers have given rise to the phenomenon of power bursting - un unforeseen spikes in energy usage due to the intensive computation needs of GPU servers powering AI workloads. SSO can cause severe, costly damage to both data center infrastructure and the grid, which may not be equipped to handle these large load swings, making it essential for operators to identify and mitigate SSO bursts before they lead to costly outages due to transformer overheating, ferro resonant damage and other impacts to equipment. Eaton's PXQ is a versatile power quality meter for switchgear, switchboards and power distribution units (PDUs) that integrates sophisticated edge analytics to streamline the identification and resolution of power quality events such as sags, swells, transients and harmonics. Now, through a PXQ meter remote firmware upgrade, customers can leverage their system to reliably detect SSO and allow operators to take preventive actions to resolve issues before they cause lasting damage to data centers and the grid. Eaton's grid-to-chip strategy uses intelligent power distribution systems, backup power solutions, digital offers and other technologies to help operators optimize white and gray space in AI data centers. Other key milestones in this approach include Eaton's recent announcement of its collaboration with NVIDIA to help lead the transition to 800 VDC power infrastructure to support 1 megawatt racks and beyond, as well as its collaboration with Siemens Energy for a fast-track approach to build data centers with integrated onsite power. Eaton will be showcasing its grid-to-chip solutions at Yotta 2025, Sept. 8-10 in Las Vegas in booth #319. Additionally, Eaton experts JP Buzzell and Peter De Bock, vice president of energy and cooling, will present in sessions at the conference on opportunities to meet AI data center energy challenges in an evolving landscape.お知らせ • Aug 29Eaton and ChargePoint Holdings, Inc. Launch Breakthrough Ultrafast DC V2X Chargers and Power Infrastructure to Accelerate the Future of EV ChargingEaton, together with ChargePoint Holdings, Inc. announced an ultrafast charging architecture with end-to-end power infrastructure for public charging and fleets. ChargePoint Express grid, powered by Eaton, is a vehicle-to-everything (V2X) capable solution that delivers up to 600kW of power for passenger EVs and can provide megawatt charging for heavy-duty commercial applications. The innovative integration of ChargePoint's Express chargers with Eaton's end-to-end electrical solutions delivers a powerful solution to overcome grid constraints, addressing the challenge of how to cost-effectively scale charging for the growing number of EVs entering service. By leveraging Eaton's Everything as a Grid approach and integrated V2X capabilities, the system can seamlessly synchronize onsite renewables, energy storage and vehicle batteries with local energy markets to help fleets significantly reduce fueling costs. When deployed at scale with participating utilities, the joint architecture can even help balance the electric grid. Eaton will custom engineer each Express configuration with comprehensive power infrastructure delivered site-ready with the option of a skid-mounted solution to expedite installation, reduce equipment requirements, and simplify connection to the grid and distributed energy resources (DERs). Eaton also plans to commercialize solid-state transformer technology in the next year through its recent acquisition of Resilient Power Systems Inc. to support DC applications in the EV market and beyond. The ChargePoint Express Grid, powered by Eaton, will debut at the RE+ trade show in Las Vegas where Eaton will demonstrate broad capabilities advancing electrification and energy transition in Booth #V8071. Additionally, Eaton's vice president of engineering and technology Luiz Huet de Bacellar will discuss the benefits of DC microgrids and how Eaton is working to advance safety standards for DC technologies during the conference. Express solutions will be available to order for select customers in the first quarter of 2026 in North America and Europe, with deliveries beginning in the second half of 2026. Learn more about the ChargePoint Express line of EV chargers.お知らせ • Aug 08Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc for approximately $150 million on July 11, 2025. Under the terms of the agreement, Eaton will pay $ 55 million of cash at closing and contingent future consideration and other payments that could reach $95 million based on 2025 through 2028 revenue performance, achievement of technology-based milestones, and in certain cases subject to management's continued employment with Eaton. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. Dotun Obadina and Laura Turano of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Eaton Corporation plc. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc on August 6, 2025.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€17m sold).Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$2.52 (vs US$2.49 in 2Q 2024)Second quarter 2025 results: EPS: US$2.52. Revenue: US$7.03b (up 11% from 2Q 2024). Net income: US$982.0m (down 1.1% from 2Q 2024). Profit margin: 14% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.お知らせ • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.Declared Dividend • Jul 28First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 24+ 1 more updateEaton Declares Quarterly Dividend, Payable August 22, 2025The Board of Directors of Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable August 22, 2025, to shareholders of record at the close of business on August 7, 2025.お知らせ • Jul 22Eaton Corporation plc Announces Departure of Ernest Marshall as Executive Vice President and Chief Human Resources Officer, Effective September 30, 2025Eaton Corporation plc announced that Ernest Marshall, Executive Vice President and Chief Human Resources Officer, will depart from the Company, effective September 30, 2025.お知らせ • Jul 18Eaton Corporation plc to Report Q2, 2025 Results on Aug 05, 2025Eaton Corporation plc announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025お知らせ • Jul 16Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc on July 16, 2025. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025.お知らせ • Jun 16Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion on June 16, 2025. A cash consideration of $1.55 billion will be paid by Eaton Corporation plc. As part of consideration, $1.55 billion is paid towards common equity of Ultra PCS Limited. The transaction is subject to customary closing conditions and regulatory approvals, is expected to close in the first half of 2026.お知らせ • May 02Eaton Corporation plc Provides Earnings Guidance for the Second Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the second quarter and full year 2025. For the quarter, the company anticipates Organic growth of 6-8% and Earnings per share between $2.35 and $2.45. For the full year, the company anticipates Organic growth of 7.5-9.5% Earnings per share between $10.29 and $10.69, up 10% at the midpoint over the prior year.業績と収益の成長予測BIT:1ETN - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202838,4656,5986,2347,4571112/31/202735,3995,6775,2416,3002312/31/202632,0474,5373,8084,925233/31/202628,5223,9893,7764,741N/A12/31/202527,4484,0873,5534,472N/A9/30/202526,6333,9263,3224,104N/A6/30/202525,9893,9253,2754,062N/A3/31/202525,3123,9373,3184,090N/A12/31/202424,8783,7943,5194,327N/A9/30/202424,6053,7683,2324,028N/A6/30/202424,1403,6503,0193,860N/A3/31/202423,6563,4012,9503,764N/A12/31/202323,1963,2182,8673,624N/A9/30/202322,6132,9942,7893,512N/A6/30/202322,0472,7112,7063,336N/A3/31/202321,3922,5682,2172,826N/A12/31/202220,7522,4621,9352,533N/A9/30/202220,1662,2921,5902,142N/A6/30/202219,7752,3131,0911,648N/A3/31/202219,7792,2181,3741,945N/A12/31/202119,6282,1441,5882,163N/A9/30/202119,5172,0681,8012,311N/A6/30/202119,1201,8852,3022,761N/A3/31/202117,7611,4302,4852,881N/A12/31/202017,8581,4102,5552,944N/A9/30/202018,4091,3872,5012,938N/A6/30/202019,1971,5422,6093,100N/A3/31/202020,8742,1272,6733,223N/A12/31/201921,3902,211N/A3,451N/A9/30/201921,6112,390N/A3,334N/A6/30/201921,7092,205N/A3,251N/A3/31/201921,6632,179N/A2,870N/A12/31/201821,6092,145N/A2,658N/A9/30/201821,3632,148N/A2,717N/A6/30/201821,1623,133N/A2,467N/A3/31/201820,8073,039N/A2,542N/A12/31/201720,4042,985N/A2,666N/A9/30/201720,0582,849N/A2,425N/A6/30/201719,8341,971N/A2,474N/A3/31/201719,7821,946N/A2,645N/A12/31/201619,7471,916N/A2,570N/A9/30/201619,9371,950N/A2,674N/A6/30/201620,1531,873N/A2,848N/A3/31/201620,4451,917N/A2,682N/A12/31/201520,8551,972N/A2,409N/A9/30/201521,3632,028N/A2,573N/A6/30/201521,8882,184N/A1,889N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1ETNの予測収益成長率 (年間16.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1ETNの収益 ( 16.9% ) はItalian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。高成長収益: 1ETNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1ETNの収益 ( 10.3% ) Italian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1ETNの収益 ( 10.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1ETNの 自己資本利益率 は、3年後には高くなると予測されています ( 25.2 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 22:01終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Eaton Corporation plc 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52 アナリスト機関John EadeArgus Research CompanyMircea DobreBairdAndrew KaplowitzBarclays49 その他のアナリストを表示
お知らせ • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.
お知らせ • Feb 05Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year of 2026Eaton Corporation plc provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects Organic growth of 5% to 7% and Earnings per share between $2.29 and $2.49. For the full year 2026, the company anticipates Organic growth of 7% to 9% and Earnings per share between $11.57 and $12.07.
お知らせ • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.
お知らせ • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.
お知らせ • May 02Eaton Corporation plc Provides Earnings Guidance for the Second Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the second quarter and full year 2025. For the quarter, the company anticipates Organic growth of 6-8% and Earnings per share between $2.35 and $2.45. For the full year, the company anticipates Organic growth of 7.5-9.5% Earnings per share between $10.29 and $10.69, up 10% at the midpoint over the prior year.
Recent Insider Transactions • May 11President & COO of Electrical Sector recently sold €6.4m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly €348 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
お知らせ • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$2.23 (vs US$2.46 in 1Q 2025)First quarter 2026 results: EPS: US$2.23 (down from US$2.46 in 1Q 2025). Revenue: US$7.45b (up 17% from 1Q 2025). Net income: US$866.0m (down 10% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Italy.
お知らせ • Apr 24Eaton Declares Quarterly Dividend, Payable May 29, 2026The Board of Directors of Eaton declared a quarterly dividend of $1.10 per ordinary share. The dividend is payable May 29, 2026, to shareholders of record at the close of business on May 8, 2026.
お知らせ • Apr 21Eaton Corporation plc to Report Q1, 2026 Results on May 05, 2026Eaton Corporation plc announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €304. The fair value is estimated to be €253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Mar 16Eaton Corporation plc, Annual General Meeting, Apr 22, 2026Eaton Corporation plc, Annual General Meeting, Apr 22, 2026. Location: eaton house, 30 pembroke road, dublin 4, d04 y0c2, ireland Ireland
お知らせ • Mar 13Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 2, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. As per the transaction, Eaton Corporation plc obtain a senior unsecured delayed draw term loan facility in an amount of up to $8 billion on the terms set forth in this Agreement, (ii) increase the aggregate committed amounts under the existing revolving credit agreement from $3 billion to $4 billion (the “revolving credit facility increase”), (iii) pay the acquisition consideration and (iv) pay the fees, costs and expenses incurred in connection with the foregoing. The transaction is expected to close in the second quarter of 2026. Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc. Dotun Obadina, Daniel Gerkin Laura Turano, Bonnie Chen, Christopher Gonnella, Christopher Wilson, Brian Krause, Peter Fisch Paul, and Stefanie Gitler of Weiss, Rifkind, Wharton & Garrison LLP acted as a advisor to Eaton. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc. on March 12, 2026. As per the transaction, Doug Britt, chief executive officer, Boyd Corporation and its team will join Eaton Corporation plc. Eaton expects Boyd Thermal to be accretive to adjusted earnings in year two after closing. Boyd Thermal will be reported within the Electrical Global business segment.
Recent Insider Transactions • Mar 06Insider recently sold €1.1m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly €320 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
お知らせ • Mar 02+ 1 more updateEaton Corporation plc Announces Executive ChangesEaton announced that David Foster has been named executive vice president and chief financial officer, effective March 2, 2026. He succeeds Olivier Leonetti who will be leaving Eaton on March 13, 2026, as part of a planned transition. Foster re-joins Eaton after a 29-year career with the organization. Before retiring from Eaton in 2022, Foster held roles of increasing responsibility across the company’s finance organization, providing critical business and finance partnerships in assignments across Asia Pacific and the United States. He held roles within FP&A, Controllership, Corporate Development and Treasury, and Mergers, Acquisitions and Divestitures. In his last role with Eaton, he was senior vice president, Finance and Planning, Industrial Sector. Foster holds a bachelor’s degree from the University of Michigan and a master’s degree in Manufacturing Management from Kettering University. Mr. Foster, 54, served in various roles of increasing responsibility across the Company’s finance organization from 1993 through his retirement in 2022, including as Senior Vice President, Finance and Planning for the Company’s Industrial Sector (“SVP, Finance and Planning”) from September 2017 through April 2022 and in other leadership roles within Financial Planning & Analysis, Controllership, Corporate Development and Treasury, and Mergers, Acquisitions and Divestitures. Following his retirement, Mr. Foster returned to the Company to again serve as SVP, Finance and Planning from January 2024 through April 2024. From July 2025 to date, he served as President of David B Foster LLC, a consulting company. In this role, he has provided consulting and advisory services to the Company on various projects related to business performance, financial due diligence, and the proposed spin-off of the Company’s Mobility segment, for which he was or will be paid an approximate amount of $233,600 by the Company from January 1, 2025 through the Effective Date.
お知らせ • Feb 27Eaton Corporation plc Declares Quarterly Dividend, Payable on March 27, 2026The Board of Directors of Eaton Corporation plc declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$10.48 (vs US$9.54 in FY 2024)Full year 2025 results: EPS: US$10.48 (up from US$9.54 in FY 2024). Revenue: US$27.4b (up 10% from FY 2024). Net income: US$4.09b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electrical industry in Italy.
お知らせ • Feb 05Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year of 2026Eaton Corporation plc provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects Organic growth of 5% to 7% and Earnings per share between $2.29 and $2.49. For the full year 2026, the company anticipates Organic growth of 7% to 9% and Earnings per share between $11.57 and $12.07.
お知らせ • Jan 24Eaton Corporation plc (NYSE:ETN) completed the acquisition of Ultra PCS Limited from Cobham Ultra Us Coborrower Llc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion on June 16, 2025. A cash consideration of $1.55 billion will be paid by Eaton Corporation plc. As part of consideration, $1.55 billion is paid towards common equity of Ultra PCS Limited. The transaction is subject to customary closing conditions and regulatory approvals, is expected to close in the first half of 2026. Phil Cheveley, Catherine J. Dargan, Andrew (Drew) Fischer, Guy Dingley, Ansgar A. Simon, Antonio Michaelides, Megan E. Woodford, Anne Y. Lee, Christian Ahlborn, Ross A. Demain, Melissa Van Schoorisse and Ross Evans of Covington & Burling Llp acted as legal advisor to Eaton Corporation plc. Barry Fishley, Brianne Kucerik, Hayley Lund, Jakub Wronski, John O'Loughlin, Lewis Blakey, Nafees Saeed, Oliver Walker, Timothy C. Welch, James Crook, Laura Murray, Rob Meyer, Eithne Bloice-Sanders, Chris Thomas, Matthew Gibbon, Chloe Kite and Mark Taylor of Weil, Gotshal & Manges (London) LLP acted as legal advisor to Cobham Ultra U.S. Co-Borrower LLC. J.P. Morgan Securities LLC acted as financial advisor to Advent International, ultimate parent of Cobham Limited. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Ultra PCS Limited from Cobham Ultra Us Coborrower Llc on January 23, 2026.
お知らせ • Jan 20Eaton Corporation plc to Report Q4, 2025 Results on Feb 03, 2026Eaton Corporation plc announced that they will report Q4, 2025 results Pre-Market on Feb 03, 2026
お知らせ • Nov 21+ 1 more updateEaton Announces Planned Transition of Chief Financial Officer, Olivier Leonetti, Effective April 1, 2026Eaton announced that Olivier Leonetti, chief financial officer, will be leaving Eaton on April 1, 2026, as part of a planned transition. With the support of a third-party executive search firm, a thorough internal and external search will be conducted to assess the broadest pool of talent for this critical role. Leonetti will continue with his current responsibilities until a successor is named. Leonetti joined Eaton in January 2024, having previously served almost five years as a member of Eaton’s board.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$2.60 (vs US$2.54 in 3Q 2024)Third quarter 2025 results: EPS: US$2.60 (up from US$2.54 in 3Q 2024). Revenue: US$6.99b (up 10% from 3Q 2024). Net income: US$1.01b (flat on 3Q 2024). Profit margin: 14% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
お知らせ • Nov 05Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 3, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. The transaction is expected to close in the second quarter of 2026.Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc.
お知らせ • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.
Declared Dividend • Oct 26Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 22Eaton Corporation plc Declares Quarterly Dividend, Payable on November 21, 2025The Board of Directors of Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable on November 21, 2025, to shareholders of record at the close of business on November 6, 2025. Eaton has paid dividends on its shares every year since 1923.
お知らせ • Oct 18Eaton Corporation plc to Report Q3, 2025 Results on Nov 04, 2025Eaton Corporation plc announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025
お知らせ • Oct 14Eaton Unveils Next-Generation Architecture to Advance 800 VDC Power Infrastructure for AI FactoriesEaton announced the delivery of a new reference architecture designed to accelerate the adoption of 800 VDC power in artificial intelligence (AI) data centers. Eaton's new design, built in support of the 800 VDC architecture announced by NVIDIA, leverages Eaton's innovative power management technology to protect and optimize high-density computing infrastructure and serves as a critical milestone in Eaton's grid-to-chip strategy for meeting the increasing energy demands of AI data centers. Eaton's new reference architecture is a key milestone in its collaboration with NVIDIA to accelerate 800 VDC power infrastructure in AI factories. Data center energy load growth, driven by increasingly demanding AI workloads, continues to expand beyond the limits of existing data center capabilities. NVIDIA is working with leading power, silicon and data center partners to pioneer the adoption of 800 VDC and help unlock new levels of scalability and energy optimization in AI factories. These next-generation systems, which feature power distribution integrated with energy storage, are uniquely positioned to handle the power demands of modern AI factories, delivering megawatt-scale rack power safely, efficiently and with minimal material and infrastructure costs. Eaton's reference design incorporates Eaton solutions with NVIDIA AI infrastructure. Eaton products featured in the design include supercapacitors for fast-cycle power backup; power distribution technology through busbar included in the ORV3 design; a hot aisle containment system to support busway and cable trays within the application; DC connectors and more. Eaton will showcase its latest developments for the 800 VDC architecture in booth A15 at the Open Compute Project Global Summit, taking place October 13-16, 2025, in San Jose, California.
お知らせ • Oct 06Eaton Appoints Kaled Awada Executive Vice President and Chief Human Resources Officer, Effective October 6, 2025Eaton announced that Kaled Awada has been named executive vice president and chief human resources officer, effective October 6, 2025. In this role, Awada will be responsible for leading Eaton’s global end-to-end talent strategy, encompassing leadership and organizational development, compensation and benefits, and employee experience from talent acquisition to retention. He will report to Paulo Ruiz, chief executive officer, and will join the company’s executive leadership team. Awada joins Eaton from PG&E, where he served as executive vice president and chief people officer and led people strategy including talent acquisition, total rewards, labor relations, coworker growth and development, and change management. Previously, he held the role of executive vice president and chief human resources officer for Tenneco, one of the world’s leading producers of automotive products. Before Tenneco, Awada led the human resources functions at Aptiv across multiple global divisions. He also previously spent nearly a decade at Eaton, holding roles of increasing responsibility across electrical, industrial, corporate and regional HR teams. Awada holds a Bachelor of Arts degree in Psychology with an emphasis in Organizational Management from The Ohio State University and certifications from CHRO Association and the Center of Executive Compensation.
お知らせ • Sep 09Eaton Delivers Edge-Based Innovation to Help Mitigate the Impact of AI Power Bursting on Both Data Centers and the GridEaton announced that it has achieved an industry-first solution for identifying large fluctuations in energy demanded by artificial intelligence (AI) computing infrastructure, known as AI power bursts. Eaton's new edge-based solution, available via a firmware update for its Eaton Power Xpert quality (PXQ) event analysis system, helps detect potential subsynchronousoscillations (SSO) in data centers, enabling operators to more effectively protect critical infrastructure and enhance resiliency as AI energy needs grow. The increasing power requirements of AI data centers have given rise to the phenomenon of power bursting - un unforeseen spikes in energy usage due to the intensive computation needs of GPU servers powering AI workloads. SSO can cause severe, costly damage to both data center infrastructure and the grid, which may not be equipped to handle these large load swings, making it essential for operators to identify and mitigate SSO bursts before they lead to costly outages due to transformer overheating, ferro resonant damage and other impacts to equipment. Eaton's PXQ is a versatile power quality meter for switchgear, switchboards and power distribution units (PDUs) that integrates sophisticated edge analytics to streamline the identification and resolution of power quality events such as sags, swells, transients and harmonics. Now, through a PXQ meter remote firmware upgrade, customers can leverage their system to reliably detect SSO and allow operators to take preventive actions to resolve issues before they cause lasting damage to data centers and the grid. Eaton's grid-to-chip strategy uses intelligent power distribution systems, backup power solutions, digital offers and other technologies to help operators optimize white and gray space in AI data centers. Other key milestones in this approach include Eaton's recent announcement of its collaboration with NVIDIA to help lead the transition to 800 VDC power infrastructure to support 1 megawatt racks and beyond, as well as its collaboration with Siemens Energy for a fast-track approach to build data centers with integrated onsite power. Eaton will be showcasing its grid-to-chip solutions at Yotta 2025, Sept. 8-10 in Las Vegas in booth #319. Additionally, Eaton experts JP Buzzell and Peter De Bock, vice president of energy and cooling, will present in sessions at the conference on opportunities to meet AI data center energy challenges in an evolving landscape.
お知らせ • Aug 29Eaton and ChargePoint Holdings, Inc. Launch Breakthrough Ultrafast DC V2X Chargers and Power Infrastructure to Accelerate the Future of EV ChargingEaton, together with ChargePoint Holdings, Inc. announced an ultrafast charging architecture with end-to-end power infrastructure for public charging and fleets. ChargePoint Express grid, powered by Eaton, is a vehicle-to-everything (V2X) capable solution that delivers up to 600kW of power for passenger EVs and can provide megawatt charging for heavy-duty commercial applications. The innovative integration of ChargePoint's Express chargers with Eaton's end-to-end electrical solutions delivers a powerful solution to overcome grid constraints, addressing the challenge of how to cost-effectively scale charging for the growing number of EVs entering service. By leveraging Eaton's Everything as a Grid approach and integrated V2X capabilities, the system can seamlessly synchronize onsite renewables, energy storage and vehicle batteries with local energy markets to help fleets significantly reduce fueling costs. When deployed at scale with participating utilities, the joint architecture can even help balance the electric grid. Eaton will custom engineer each Express configuration with comprehensive power infrastructure delivered site-ready with the option of a skid-mounted solution to expedite installation, reduce equipment requirements, and simplify connection to the grid and distributed energy resources (DERs). Eaton also plans to commercialize solid-state transformer technology in the next year through its recent acquisition of Resilient Power Systems Inc. to support DC applications in the EV market and beyond. The ChargePoint Express Grid, powered by Eaton, will debut at the RE+ trade show in Las Vegas where Eaton will demonstrate broad capabilities advancing electrification and energy transition in Booth #V8071. Additionally, Eaton's vice president of engineering and technology Luiz Huet de Bacellar will discuss the benefits of DC microgrids and how Eaton is working to advance safety standards for DC technologies during the conference. Express solutions will be available to order for select customers in the first quarter of 2026 in North America and Europe, with deliveries beginning in the second half of 2026. Learn more about the ChargePoint Express line of EV chargers.
お知らせ • Aug 08Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc for approximately $150 million on July 11, 2025. Under the terms of the agreement, Eaton will pay $ 55 million of cash at closing and contingent future consideration and other payments that could reach $95 million based on 2025 through 2028 revenue performance, achievement of technology-based milestones, and in certain cases subject to management's continued employment with Eaton. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. Dotun Obadina and Laura Turano of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Eaton Corporation plc. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc on August 6, 2025.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€17m sold).
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$2.52 (vs US$2.49 in 2Q 2024)Second quarter 2025 results: EPS: US$2.52. Revenue: US$7.03b (up 11% from 2Q 2024). Net income: US$982.0m (down 1.1% from 2Q 2024). Profit margin: 14% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
お知らせ • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.
Declared Dividend • Jul 28First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 24+ 1 more updateEaton Declares Quarterly Dividend, Payable August 22, 2025The Board of Directors of Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable August 22, 2025, to shareholders of record at the close of business on August 7, 2025.
お知らせ • Jul 22Eaton Corporation plc Announces Departure of Ernest Marshall as Executive Vice President and Chief Human Resources Officer, Effective September 30, 2025Eaton Corporation plc announced that Ernest Marshall, Executive Vice President and Chief Human Resources Officer, will depart from the Company, effective September 30, 2025.
お知らせ • Jul 18Eaton Corporation plc to Report Q2, 2025 Results on Aug 05, 2025Eaton Corporation plc announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025
お知らせ • Jul 16Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc on July 16, 2025. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025.
お知らせ • Jun 16Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Ultra PCS Limited from Cobham Ultra Us Coborrower Llc for $1.6 billion on June 16, 2025. A cash consideration of $1.55 billion will be paid by Eaton Corporation plc. As part of consideration, $1.55 billion is paid towards common equity of Ultra PCS Limited. The transaction is subject to customary closing conditions and regulatory approvals, is expected to close in the first half of 2026.
お知らせ • May 02Eaton Corporation plc Provides Earnings Guidance for the Second Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the second quarter and full year 2025. For the quarter, the company anticipates Organic growth of 6-8% and Earnings per share between $2.35 and $2.45. For the full year, the company anticipates Organic growth of 7.5-9.5% Earnings per share between $10.29 and $10.69, up 10% at the midpoint over the prior year.