Eaton（ETN）株式概要イートン・コーポレーションplcは、米国、カナダ、ラテンアメリカ、ヨーロッパ、アジア太平洋地域で電力管理会社として事業を展開している。 詳細ETN ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績2/6財務の健全性3/6配当金4/6報酬収益は年間16.76%増加すると予測されています 過去5年間の収益は年間17.7%増加しました。 リスク分析多額の負債を抱えている 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るETN Community Fair Values Create NarrativeSee what 146 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN10.2% undervaluedAnalystConsensusTarget•1mo agoETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead1.4k179AN24.0% undervaluedAnalystHighTarget•27d agoExpanding Data Centers And Mega Projects Will Unlock Future Potential11407AN17.3% overvaluedAnalystLowTarget•13d agoData Centers And Electrical Will Face Hurdles And Unlock Promise13500Top Analyst NarrativesAN10.2% undervaluedAnalystConsensusTarget•1mo agoETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead1.4k179AN24.0% undervaluedAnalystHighTarget•27d agoExpanding Data Centers And Mega Projects Will Unlock Future Potential11407AN17.3% overvaluedAnalystLowTarget•13d agoData Centers And Electrical Will Face Hurdles And Unlock Promise13500View all narrativesEaton Corporation plc 競合他社Vertiv Holdings CoSymbol: NYSE:VRTMarket cap: US$122.1bEmerson ElectricSymbol: NYSE:EMRMarket cap: US$76.4bAMETEKSymbol: NYSE:AMEMarket cap: US$53.0bRockwell AutomationSymbol: NYSE:ROKMarket cap: US$51.6b価格と性能株価の高値、安値、推移の概要Eaton過去の株価現在の株価US$405.8352週高値US$436.7452週安値US$311.92ベータ1.181ヶ月の変化1.02%3ヶ月変化0.70%1年変化13.47%3年間の変化98.59%5年間の変化163.75%IPOからの変化22,639.13%最新ニュースお知らせ • Jul 09Eaton Announces Executive Changes, Effective July 6, 2026Eaton had appointed Dan T. Simpson as president, Global Energy Infrastructure Solutions (GEIS), effective July 6, 2026. In this role, Simpson would be responsible for leading Eaton’s global GEIS business. Simpson succeeded Matt Hockman, who recently moved into the role of president, Assemblies and Residential Solutions, Electrical Sector. Simpson joined Eaton from The Shaw Group, where he served as CEO. Previously, he spent over a decade with Siemens Energy and Dresser-Rand, where he held several senior leadership roles across operations, global solutions and program management. Prior to joining Dresser-Rand in 2010, Simpson was director, Operations and Service, Honeywell International, overseeing all Asia Pacific projects and service delivery. In his early career, he spent eight years in the downstream oil and gas engineering and construction industry with Kellogg Brown & Root. Simpson had a bachelor’s degree in Construction Science from Texas A&M University.ナラティブの更新 • Jun 26ETN: AI Data Center Story Will Face Mobility Deal Execution RisksAnalysts 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.ライブニュース • Jun 22Eaton and Dana Combine Mobility Units in $10 Billion Reverse Morris Trust MergerEaton and Dana agreed to merge their mobility businesses in a Reverse Morris Trust deal that values Eaton’s Mobility Group at about $5.1b, creating a combined powertrain company worth more than $10b, with closing targeted for the first quarter of 2027 pending approvals. Eaton shareholders are set to own at least 50.1% of the new entity, which is targeting about $11b in pro forma 2026 sales, adjusted EBITDA of roughly $1.7b, and $250m in annual run-rate cost synergies within two years of completion, while Eaton concentrates on its Electrical and Aerospace segments. Eaton’s stock trades around $421.77, with a return of 28.9% year to date, which gives investors some context for how the market has treated the company through this phase of portfolio reshaping. This merger tightens Eaton’s focus on electrical and aerospace while still giving its shareholders majority exposure to a larger, more cost-efficient mobility supplier, but it also adds execution and integration risk through at least 2027.分析記事 • Jun 16Eaton (ETN) Stock Valuation Check After Strong Multi‑Year ReturnsEaton (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...ナラティブの更新 • Jun 12ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.ライブニュース • Jun 12Eaton to Combine Mobility Business With Dana Creating $10 Billion Powertrain LeaderEaton plans to separate its Mobility Group and combine it with Dana in a Reverse Morris Trust deal valued at about $5.1b, forming a powertrain systems provider with more than $10b in enterprise value. The combined company is expected to generate around $11b in sales, with projected annual run-rate savings of $250m within two years of closing. Eaton shareholders are set to own at least 50.1% of the new entity and receive a $1.1b cash distribution, while Dana shareholders are expected to hold roughly 49.9%; closing is targeted for the first quarter of 2027, subject to regulatory and shareholder approvals. This transaction shifts Eaton’s portfolio mix further toward its Electrical and Aerospace segments, while still giving existing shareholders meaningful exposure to the newly combined powertrain business. Investors may want to track regulatory progress, integration risk and how Eaton outlines capital allocation priorities for its remaining businesses once the Mobility segment is carved out.最新情報をもっと見るRecent updatesお知らせ • Jul 09Eaton Announces Executive Changes, Effective July 6, 2026Eaton had appointed Dan T. Simpson as president, Global Energy Infrastructure Solutions (GEIS), effective July 6, 2026. In this role, Simpson would be responsible for leading Eaton’s global GEIS business. Simpson succeeded Matt Hockman, who recently moved into the role of president, Assemblies and Residential Solutions, Electrical Sector. Simpson joined Eaton from The Shaw Group, where he served as CEO. Previously, he spent over a decade with Siemens Energy and Dresser-Rand, where he held several senior leadership roles across operations, global solutions and program management. Prior to joining Dresser-Rand in 2010, Simpson was director, Operations and Service, Honeywell International, overseeing all Asia Pacific projects and service delivery. In his early career, he spent eight years in the downstream oil and gas engineering and construction industry with Kellogg Brown & Root. Simpson had a bachelor’s degree in Construction Science from Texas A&M University.ナラティブの更新 • Jun 26ETN: AI Data Center Story Will Face Mobility Deal Execution RisksAnalysts 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.ライブニュース • Jun 22Eaton and Dana Combine Mobility Units in $10 Billion Reverse Morris Trust MergerEaton and Dana agreed to merge their mobility businesses in a Reverse Morris Trust deal that values Eaton’s Mobility Group at about $5.1b, creating a combined powertrain company worth more than $10b, with closing targeted for the first quarter of 2027 pending approvals. Eaton shareholders are set to own at least 50.1% of the new entity, which is targeting about $11b in pro forma 2026 sales, adjusted EBITDA of roughly $1.7b, and $250m in annual run-rate cost synergies within two years of completion, while Eaton concentrates on its Electrical and Aerospace segments. Eaton’s stock trades around $421.77, with a return of 28.9% year to date, which gives investors some context for how the market has treated the company through this phase of portfolio reshaping. This merger tightens Eaton’s focus on electrical and aerospace while still giving its shareholders majority exposure to a larger, more cost-efficient mobility supplier, but it also adds execution and integration risk through at least 2027.分析記事 • Jun 16Eaton (ETN) Stock Valuation Check After Strong Multi‑Year ReturnsEaton (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...ナラティブの更新 • Jun 12ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.ライブニュース • Jun 12Eaton to Combine Mobility Business With Dana Creating $10 Billion Powertrain LeaderEaton plans to separate its Mobility Group and combine it with Dana in a Reverse Morris Trust deal valued at about $5.1b, forming a powertrain systems provider with more than $10b in enterprise value. The combined company is expected to generate around $11b in sales, with projected annual run-rate savings of $250m within two years of closing. Eaton shareholders are set to own at least 50.1% of the new entity and receive a $1.1b cash distribution, while Dana shareholders are expected to hold roughly 49.9%; closing is targeted for the first quarter of 2027, subject to regulatory and shareholder approvals. This transaction shifts Eaton’s portfolio mix further toward its Electrical and Aerospace segments, while still giving existing shareholders meaningful exposure to the newly combined powertrain business. Investors may want to track regulatory progress, integration risk and how Eaton outlines capital allocation priorities for its remaining businesses once the Mobility segment is carved out.Seeking Alpha • Jun 11Eaton Powering Its Way Through The Data Center RevolutionSummary Eaton (ETN) stands out as an electrification powerhouse with a robust track record. Eaton is foundational to the industrial buildout supporting AI and data center development. Eaton has two other sectors, Aerospace and Global Electrification that are also doing well. ETN's future catalysts and reasonable valuation support a positive outlook for continued portfolio inclusion. Read the full article on Seeking Alphaライブニュース • Jun 04Eaton Surpasses Q1 Earnings Forecast With Data Center Surge and Raises 2026 Sales OutlookEaton reported record Q1 2026 adjusted EPS of $2.81, above the consensus estimate of $2.74, on revenue of $7.45b, which the company said was a 17% year-over-year increase. Management highlighted very large growth in data center-related orders, which the company said were up about 240%, supported by demand for AI-related power and cooling solutions. Eaton completed about $11b of acquisitions in Q1, including Boyd Thermal and Ultra PCS Limited, raised its 2026 organic sales growth guidance to 10%, and plans to spin off its Mobility segment by the end of Q1 2027. The earnings beat, higher guidance and large data center order intake point to Eaton leaning heavily into AI and electrification themes, as well as using acquisitions to deepen its power and cooling portfolio. Investors may wish to balance that growth exposure against the company’s comments on near-term margin pressure, higher restructuring and financing costs, and execution risk around integrating recent deals and completing the planned Mobility spin-off.ナラティブの更新 • May 29ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center ExpansionAnalysts 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.ナラティブの更新 • May 14ETN: Future Returns Will Reflect AI Power Demand And Execution RisksAnalysts 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.Recent Insider Transactions • May 11President & COO of Electrical Sector recently sold US$7.5m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly US$409 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 US$13m more than they bought in the last 12 months.Price Target Changed • May 09Price target increased by 7.3% to US$445Up from US$415, the current price target is an average from 28 analysts. New target price is 12% above last closing price of US$399. Stock is up 30% over the past year. The company is forecast to post earnings per share of US$11.63 for next year compared to US$10.48 last year.Reported Earnings • May 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.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.Declared Dividend • Apr 24Fourth quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 8th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.2% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.ナラティブの更新 • Apr 23ETN: AI Data Center Ambitions Will Face Prolonged Boyd Integration RisksNarrative 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.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ナラティブの更新 • Apr 08ETN: AI Data Center Hopes Will Be Tested By Boyd Execution RisksAnalysts 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.ナラティブの更新 • Mar 24ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.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.ナラティブの更新 • Mar 10ETN: Future Returns Will Reflect AI Power Demand And Vehicle Unit ExitThe 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.Recent Insider Transactions • Mar 06Insider recently sold US$1.3m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly US$374 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 US$22m more than they bought in the last 12 months.Declared Dividend • Mar 02Fourth quarter dividend increased to US$1.10Dividend of US$1.10 is 5.8% higher than last year. Ex-date: 10th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% 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 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.ナラティブの更新 • Feb 24ETN: Future Returns Will Reflect AI Power Buildout And Vehicle Unit ExitAnalysts 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.Recent Insider Transactions Derivative • Feb 13CEO, President & Director notifies of intention to sell stockPaulo Sternadt intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$390, it would amount to US$4.2m. For the year to December 2022, Paulo's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Paulo's direct individual holding has increased from 22.81k shares to 26.71k. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 10ETN: Future Returns Will Balance AI Power Demand And Vehicle Unit ReviewEaton’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.分析記事 • Feb 06Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsAs you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...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.Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.ナラティブの更新 • Jan 27ETN: AI Data Center Demand Will Drive Future UpsideAnalysts 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.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ナラティブの更新 • Jan 11ETN: AI Data Center Demand And Boyd Thermal Deal Will Drive UpsideAnalysts 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.ナラティブの更新 • Dec 27ETN: Future Returns Will Be Driven By Data Center And Thermal DemandAnalysts 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.ナラティブの更新 • Dec 13ETN: AI Data Center Demand And Boyd Deal Will Shape OutlookWe 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.ナラティブの更新 • Nov 29ETN: Future Returns Will Be Driven By Robust Data Center DemandEaton'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.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.ナラティブの更新 • Nov 15ETN: Future Performance Will Be Driven By Data Center Order MomentumEaton'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.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.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.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.ナラティブの更新 • Nov 01ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside AheadThe 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.Declared Dividend • Oct 24Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.2%. 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ナラティブの更新 • Oct 18Expanding Electrical Americas And Data Centers Will Unlock New MarketsEaton'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.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.ナラティブの更新 • Oct 03Expanding Electrical Americas And Data Centers Will Unlock New MarketsEaton'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.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.ナラティブの更新 • Sep 04Expanding Electrical Americas And Data Centers Will Unlock New MarketsAnalysts’ 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.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.Recent Insider Transactions Derivative • Aug 08Executive VP & CFO notifies of intention to sell stockOlivier Leonetti intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$358, it would amount to US$5.7m. Since March 2025, Olivier has owned 3.07k shares directly. Company insiders have collectively sold US$88m more than they bought, via options and on-market transactions in the last 12 months.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.Reported Earnings • Aug 05Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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 exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US.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 27First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 7th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. 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.分析記事 • Jul 14The 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...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.Recent Insider Transactions Derivative • May 29President exercised options to buy US$1.2m worth of stock.On the 20th of May, Paulo Sternadt exercised options to buy 4k shares at a strike price of around US$81.91, costing a total of US$300k. This transaction amounted to 16% of their direct individual holding at the time of the trade. Since September 2024, Paulo's direct individual holding has increased from 18.13k shares to 22.81k. Company insiders have collectively sold US$88m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 13Chairman & CEO notifies of intention to sell stockCraig Arnold intends to sell 103k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$323, it would amount to US$33m. For the year to December 2018, Craig's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Craig's direct individual holding has decreased from 502.55k shares to 489.63k. Company insiders have collectively sold US$70m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 11Chairman & CEO recently sold US$16m worth of stockOn the 8th of May, Craig Arnold sold around 51k shares on-market at roughly US$305 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Craig has been a net seller over the last 12 months, reducing personal holdings by US$38m.Recent Insider Transactions Derivative • May 09Chairman & CEO notifies of intention to sell stockCraig Arnold intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$305, it would amount to US$16m. For the year to December 2018, Craig's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Craig's direct individual holding has increased from 502.55k shares to 540.69k. Company insiders have collectively sold US$54m more than they bought, via options and on-market transactions in the last 12 months.New Risk • May 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • May 04First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$2.46 (up from US$2.05 in 1Q 2024). Revenue: US$6.38b (up 7.3% from 1Q 2024). Net income: US$964.0m (up 17% from 1Q 2024). Profit margin: 15% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.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.Declared Dividend • Apr 25Fourth quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th May 2025 Payment date: 23rd May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (46% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • Apr 23Eaton Corporation: Powering Future InnovationSummary 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お知らせ • Apr 22Eaton Declares Quarterly Dividend, Payable on May 23, 2025Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable May 23, 2025, to shareholders of record at the close of business on May 5, 2025.お知らせ • Apr 21Eaton Corporation plc to Report Q1, 2025 Results on May 02, 2025Eaton Corporation plc announced that they will report Q1, 2025 results Pre-Market on May 02, 2025お知らせ • Apr 02Eaton Corporation plc (NYSE:ETN) completed the acquisition of Fibrebond Corporation from family.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation from family for $1.4 billion on March 11, 2025. A cash consideration of $1.4 billion will be paid by Eaton Corporation plc. As part of consideration, $1.4 billion is paid towards common equity of Fibrebond Corporation. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2025. Eaton expects the deal will be neutral from an earnings per share standpoint in 2025. Caroline Phillips,Jessica Pisani,Matthew Dewitz,Bradd Williamson,Sandra Benjamin,Jason Cruis,Patrick English,Robert Frances,Aaron Friberg,Joshua Marnitz,Carrie Girgenti,Robert Brown II,Andrew Galdes,Kevin Chambers,Damara Chambers,Catherine Hein,Kyle Jefcoat,Kirsten Gaeta,Gary Boss,Alexander Traum,Stephanie Teicher, Laura Ferrell and Andrea Schwartzman of Latham & Watkins LLP and Jones Walker LLP acted as legal advisor to Fibrebond. Stephens Inc. acted as financial advisor to Fibrebond. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Fibrebond Corporation from family on April 1, 2025.お知らせ • Mar 25Eaton Announces Breakthrough, AI-Powered Innovation to Help Utilities Strengthen Wildfire Prevention EffortsEaton announced a innovation strengthening wildfire prevention efforts on utility distribution systems. Achieved in collaboration with the U.S. Army Corps of Engineers (USACE) research and development arm, the U.S. Army Engineer Research and Development Center (ERDC), the National Renewable Energy Laboratory (NREL) and multiple North American utilities, the new Eaton HiZ Protect™? solution addresses a long-standing challenge for electric utilities: accurately and quickly detecting and mitigating high-impedance (HiZ) powerline faults that could potentiallyignite wildfires. Pilot projects with multiple North American utilities are underway to further refine the technology, which is expected to be first available in Eaton's Form 7 recloser controls. Existing grid protection technologies struggle to accurately prevent or identify HiZ faults, prompting utilities to resort to public safety power shutoffs during high-risk conditions. Eaton's HiZ Protect technology will help strengthen utility wildfire prevention efforts by automatically and accurately identifying and isolating these powerline faults. Under lab-simulated conditions and using real-world grid data from multiple utilities, the Eaton technology detected and de-energized HiZ faults with greater than 90% accuracy. HiZ faults, often caused by fallen trees or damaged insulators, are historically difficult to detect due to their low fault current levels and unique characteristics. Eaton's approach to identifying and mitigating high-im Pedance faults incorporates three novel elements including, integrated sensors, machine learning and edge-based implementation. The solution can be deployed in grid-edge monitoring and control devices such as Eaton's Form-7 recloser controls to provide high-fidelity data. This capability is critical in remote areas, where communication infrastructure is limited and the ability to rapidly respond to grid conditions is essential. The Eaton solution was developed through extensive research on the unique fault signatures of high-impedance events on the grid and precise measurement of variables such as tree species, soil types and environmental conditions. Hundreds of simulations and field experiments were conducted at Eaton's Thomas A. Edison Test Center in Franksville, Wisconsin. Eaton used the data to develop a novel machine learning algorithm capable of reliably predicting and reducing the potential for these powerline faults to initiate wildfires. The company is piloting the technology with utilities and across various geographic conditions to further refine and validate the technology. During the 2025 DistribuTECH conference in March 2025, Souvik Chandra, PhD, a senior specialist engineer at Eaton's Research Labs, will participate in a panel discussion on the strategies utilities are deploying to mitigate wildfire risks, including Eaton's novel fault detection technology.お知らせ • Mar 17Eaton Corporation plc, Annual General Meeting, Apr 23, 2025Eaton Corporation plc, Annual General Meeting, Apr 23, 2025. Location: eaton house, 30 pembroke road, dublin 4, ireland, IrelandSeeking Alpha • Mar 12Eaton: A Nice Deal, But Waiting To See AppealSummary 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お知らせ • Mar 11Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation for $1.4 billion.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation for $1.4 billion on March 11, 2025. A cash consideration of $1.4 billion will be paid by Eaton Corporation plc. As part of consideration, $1.4 billion is paid towards common equity of Fibrebond Corporation. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2025. Eaton expects the deal will be neutral from an earnings per share standpoint in 2025.お知らせ • Mar 10Eaton Names Sergio Letelier as Senior Vice President, Corporate Development, Planning and Strategy, Effective March 17, 2025Eaton announced that Sergio Letelier has been named senior vice president, corporate development, planning and strategy, effective March 17, 2025. In this role, Letelier will be responsible for leading Eaton’s corporate strategy and global mergers and acquisitions activity, reporting to Olivier Leonetti, executive vice president and chief financial officer, and will join the company’s executive leadership team. Letelier joins Eaton from Hewlett Packard Enterprise, where he served as senior vice president and head of corporate development. There he was responsible for leading all corporate development and merger & acquisition strategy for the enterprise. Previously, he held several roles of increasing responsibility at Hewlett Packard over more than 20 years, including vice president, corporate securities and M&A, vice president, transformation execution and governance, and vice president, corporate, M&A and ventures. Letelier holds master’s degrees in finance, tax and strategy from HEC Paris, a master’s in tax and business law from University of Paris I Pantheon Sorbonne, a master’s in French and German business law from the University of Cologne, as well as an executive master’s in business administration from Quantic School of Business and Technology.Reported Earnings • Mar 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$9.54 (up from US$8.06 in FY 2023). Revenue: US$24.9b (up 7.3% from FY 2023). Net income: US$3.79b (up 18% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.お知らせ • Feb 28Eaton Corporation plc Declares Quarterly Dividend by 11%, Payable on March 28, 2025The Board of Directors of intelligent power management company Eaton declared a quarterly dividend of $1.04 per ordinary share, an increase of 11% over its last quarterly dividend. The dividend is payable March 28, 2025, to shareholders of record at the close of business on March 10, 2025. Eaton has paid dividends on its shares every year since 1923.Recent Insider Transactions Derivative • Feb 27Chairman & CEO exercised options and sold US$1.4m worth of stockOn the 24th of February, Craig Arnold exercised options to acquire 5k shares at no cost and sold these for an average price of US$302 per share. This trade did not impact their existing holding. For the year to December 2018, Craig's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Craig's direct individual holding has decreased from 568.11k shares to 502.55k. Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Feb 01Eaton: Still Pricey After DeepSeek DiveSummary 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 AlphaReported Earnings • Jan 31Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$9.54 (up from US$8.06 in FY 2023). Revenue: US$24.9b (up 7.3% from FY 2023). Net income: US$3.79b (up 18% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 31Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects Organic growth of 5.5%-7.5% and Earnings per share between $2.30 and $2.40. For the year, the company expects Organic growth of 7%-9% and Earnings per share between $10.60 and $11.00, up 14% at the midpoint over the prior year.株主還元ETNUS ElectricalUS 市場7D1.8%-0.8%0.6%1Y13.5%60.4%19.5%株主還元を見る業界別リターン: ETN過去 1 年間で60.4 % の収益を上げたUS Electrical業界を下回りました。リターン対市場: ETNは、過去 1 年間で19.5 % のリターンを上げたUS市場を下回りました。価格変動Is ETN's price volatile compared to industry and market?ETN volatilityETN Average Weekly Movement6.5%Electrical Industry Average Movement12.6%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: ETN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ETNの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト191197,303Paulo Sternadtwww.eaton.comイートン・コーポレーション・ピーエルシー（Eaton Corporation plc）は、米国、カナダ、ラテンアメリカ、欧州、およびアジア太平洋地域において、電力管理企業として事業を展開しています。同社は、「エレクトリカル・アメリカズ（Electrical Americas）」、「エレクトリカル・グローバル（Electrical Global）」、「エアロスペース（Aerospace）」、「ビークル（Vehicle）」、および「eモビリティ（eMobility）」の各事業部門を通じて事業を行っています。 同社は、電気・産業用部品、配電機器およびアセンブリ、住宅用製品、単相・三相の電力品質および接続製品、配線機器、回路保護製品、電力会社向け配電製品、電力信頼性向上機器、ならびに危険環境用電気機器、非常用照明、火災検知装置、本質安全防爆型計測機器、構造支持システムを提供している。 また、ポンプ、モーター、油圧パワーユニット、ホースおよび継手、電気油圧ポンプ、バルブ、シリンダー、電子制御装置、電気機械式アクチュエータ、センサー、航空機のフラップおよびスラットシステム、前輪操舵システム、 ホースおよび熱可塑性チューブ製品、継手、アダプター、カップリング、ならびにシールおよびダクト製品；空中給油システム、燃料ポンプ、燃料不活性化製品、センサー、ならびにアダプターおよびレギュレーター； 酸素発生システム、ペイロードキャリア、および熱管理製品；配線コネクタおよびケーブル；ならびに油圧フィルターおよびバッグフィルター、ストレーナーおよびカートリッジ、および商用・軍用航空機メーカー、関連するアフターマーケット顧客、および産業用途向けのゴルフグリップ。 さらに、同社は自動車産業向けに、トランスミッション、クラッチ、ハイブリッド動力システム、スーパーチャージャー、エンジンバルブおよびバルブ作動システム、ロック式およびリミテッドスリップディファレンシャル、トランスミッション制御装置、燃料蒸気関連部品を提供している； さらに、電圧インバーター、コンバーター、ヒューズ、回路保護ユニット、車両制御装置、配電システム、燃料タンク遮断弁、および商用車用ハイブリッドシステムも提供しています。同社は、以前はAbeiron Limitedという名称でした。1911年に設立され、アイルランドのダブリンに本社を置いています。もっと見るEaton Corporation plc 基礎のまとめEaton の収益と売上を時価総額と比較するとどうか。ETN 基礎統計学時価総額US$155.15b収益（TTM）US$3.99b売上高(TTM)US$28.52b39.5xPER（株価収益率5.5xP/SレシオETN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ETN 損益計算書（TTM）収益US$28.52b売上原価US$17.94b売上総利益US$10.58bその他の費用US$6.59b収益US$3.99b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）10.27グロス・マージン37.10%純利益率13.99%有利子負債／自己資本比率106.9%ETN の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り41%配当性向View Valuation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2026/07/09 04:04終値2026/07/09 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 21 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。51 アナリスト機関John EadeArgus Research CompanyMircea DobreBairdAndrew KaplowitzBarclays48 その他のアナリストを表示
お知らせ • Jul 09Eaton Announces Executive Changes, Effective July 6, 2026Eaton had appointed Dan T. Simpson as president, Global Energy Infrastructure Solutions (GEIS), effective July 6, 2026. In this role, Simpson would be responsible for leading Eaton’s global GEIS business. Simpson succeeded Matt Hockman, who recently moved into the role of president, Assemblies and Residential Solutions, Electrical Sector. Simpson joined Eaton from The Shaw Group, where he served as CEO. Previously, he spent over a decade with Siemens Energy and Dresser-Rand, where he held several senior leadership roles across operations, global solutions and program management. Prior to joining Dresser-Rand in 2010, Simpson was director, Operations and Service, Honeywell International, overseeing all Asia Pacific projects and service delivery. In his early career, he spent eight years in the downstream oil and gas engineering and construction industry with Kellogg Brown & Root. Simpson had a bachelor’s degree in Construction Science from Texas A&M University.
ナラティブの更新 • Jun 26ETN: AI Data Center Story Will Face Mobility Deal Execution RisksAnalysts 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.
ライブニュース • Jun 22Eaton and Dana Combine Mobility Units in $10 Billion Reverse Morris Trust MergerEaton and Dana agreed to merge their mobility businesses in a Reverse Morris Trust deal that values Eaton’s Mobility Group at about $5.1b, creating a combined powertrain company worth more than $10b, with closing targeted for the first quarter of 2027 pending approvals. Eaton shareholders are set to own at least 50.1% of the new entity, which is targeting about $11b in pro forma 2026 sales, adjusted EBITDA of roughly $1.7b, and $250m in annual run-rate cost synergies within two years of completion, while Eaton concentrates on its Electrical and Aerospace segments. Eaton’s stock trades around $421.77, with a return of 28.9% year to date, which gives investors some context for how the market has treated the company through this phase of portfolio reshaping. This merger tightens Eaton’s focus on electrical and aerospace while still giving its shareholders majority exposure to a larger, more cost-efficient mobility supplier, but it also adds execution and integration risk through at least 2027.
分析記事 • Jun 16Eaton (ETN) Stock Valuation Check After Strong Multi‑Year ReturnsEaton (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...
ナラティブの更新 • Jun 12ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.
ライブニュース • Jun 12Eaton to Combine Mobility Business With Dana Creating $10 Billion Powertrain LeaderEaton plans to separate its Mobility Group and combine it with Dana in a Reverse Morris Trust deal valued at about $5.1b, forming a powertrain systems provider with more than $10b in enterprise value. The combined company is expected to generate around $11b in sales, with projected annual run-rate savings of $250m within two years of closing. Eaton shareholders are set to own at least 50.1% of the new entity and receive a $1.1b cash distribution, while Dana shareholders are expected to hold roughly 49.9%; closing is targeted for the first quarter of 2027, subject to regulatory and shareholder approvals. This transaction shifts Eaton’s portfolio mix further toward its Electrical and Aerospace segments, while still giving existing shareholders meaningful exposure to the newly combined powertrain business. Investors may want to track regulatory progress, integration risk and how Eaton outlines capital allocation priorities for its remaining businesses once the Mobility segment is carved out.
お知らせ • Jul 09Eaton Announces Executive Changes, Effective July 6, 2026Eaton had appointed Dan T. Simpson as president, Global Energy Infrastructure Solutions (GEIS), effective July 6, 2026. In this role, Simpson would be responsible for leading Eaton’s global GEIS business. Simpson succeeded Matt Hockman, who recently moved into the role of president, Assemblies and Residential Solutions, Electrical Sector. Simpson joined Eaton from The Shaw Group, where he served as CEO. Previously, he spent over a decade with Siemens Energy and Dresser-Rand, where he held several senior leadership roles across operations, global solutions and program management. Prior to joining Dresser-Rand in 2010, Simpson was director, Operations and Service, Honeywell International, overseeing all Asia Pacific projects and service delivery. In his early career, he spent eight years in the downstream oil and gas engineering and construction industry with Kellogg Brown & Root. Simpson had a bachelor’s degree in Construction Science from Texas A&M University.
ナラティブの更新 • Jun 26ETN: AI Data Center Story Will Face Mobility Deal Execution RisksAnalysts 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.
ライブニュース • Jun 22Eaton and Dana Combine Mobility Units in $10 Billion Reverse Morris Trust MergerEaton and Dana agreed to merge their mobility businesses in a Reverse Morris Trust deal that values Eaton’s Mobility Group at about $5.1b, creating a combined powertrain company worth more than $10b, with closing targeted for the first quarter of 2027 pending approvals. Eaton shareholders are set to own at least 50.1% of the new entity, which is targeting about $11b in pro forma 2026 sales, adjusted EBITDA of roughly $1.7b, and $250m in annual run-rate cost synergies within two years of completion, while Eaton concentrates on its Electrical and Aerospace segments. Eaton’s stock trades around $421.77, with a return of 28.9% year to date, which gives investors some context for how the market has treated the company through this phase of portfolio reshaping. This merger tightens Eaton’s focus on electrical and aerospace while still giving its shareholders majority exposure to a larger, more cost-efficient mobility supplier, but it also adds execution and integration risk through at least 2027.
分析記事 • Jun 16Eaton (ETN) Stock Valuation Check After Strong Multi‑Year ReturnsEaton (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...
ナラティブの更新 • Jun 12ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.
ライブニュース • Jun 12Eaton to Combine Mobility Business With Dana Creating $10 Billion Powertrain LeaderEaton plans to separate its Mobility Group and combine it with Dana in a Reverse Morris Trust deal valued at about $5.1b, forming a powertrain systems provider with more than $10b in enterprise value. The combined company is expected to generate around $11b in sales, with projected annual run-rate savings of $250m within two years of closing. Eaton shareholders are set to own at least 50.1% of the new entity and receive a $1.1b cash distribution, while Dana shareholders are expected to hold roughly 49.9%; closing is targeted for the first quarter of 2027, subject to regulatory and shareholder approvals. This transaction shifts Eaton’s portfolio mix further toward its Electrical and Aerospace segments, while still giving existing shareholders meaningful exposure to the newly combined powertrain business. Investors may want to track regulatory progress, integration risk and how Eaton outlines capital allocation priorities for its remaining businesses once the Mobility segment is carved out.
Seeking Alpha • Jun 11Eaton Powering Its Way Through The Data Center RevolutionSummary Eaton (ETN) stands out as an electrification powerhouse with a robust track record. Eaton is foundational to the industrial buildout supporting AI and data center development. Eaton has two other sectors, Aerospace and Global Electrification that are also doing well. ETN's future catalysts and reasonable valuation support a positive outlook for continued portfolio inclusion. Read the full article on Seeking Alpha
ライブニュース • Jun 04Eaton Surpasses Q1 Earnings Forecast With Data Center Surge and Raises 2026 Sales OutlookEaton reported record Q1 2026 adjusted EPS of $2.81, above the consensus estimate of $2.74, on revenue of $7.45b, which the company said was a 17% year-over-year increase. Management highlighted very large growth in data center-related orders, which the company said were up about 240%, supported by demand for AI-related power and cooling solutions. Eaton completed about $11b of acquisitions in Q1, including Boyd Thermal and Ultra PCS Limited, raised its 2026 organic sales growth guidance to 10%, and plans to spin off its Mobility segment by the end of Q1 2027. The earnings beat, higher guidance and large data center order intake point to Eaton leaning heavily into AI and electrification themes, as well as using acquisitions to deepen its power and cooling portfolio. Investors may wish to balance that growth exposure against the company’s comments on near-term margin pressure, higher restructuring and financing costs, and execution risk around integrating recent deals and completing the planned Mobility spin-off.
ナラティブの更新 • May 29ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center ExpansionAnalysts 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.
ナラティブの更新 • May 14ETN: Future Returns Will Reflect AI Power Demand And Execution RisksAnalysts 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.
Recent Insider Transactions • May 11President & COO of Electrical Sector recently sold US$7.5m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly US$409 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 US$13m more than they bought in the last 12 months.
Price Target Changed • May 09Price target increased by 7.3% to US$445Up from US$415, the current price target is an average from 28 analysts. New target price is 12% above last closing price of US$399. Stock is up 30% over the past year. The company is forecast to post earnings per share of US$11.63 for next year compared to US$10.48 last year.
Reported Earnings • May 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
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.
Declared Dividend • Apr 24Fourth quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 8th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.2% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
ナラティブの更新 • Apr 23ETN: AI Data Center Ambitions Will Face Prolonged Boyd Integration RisksNarrative 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.
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
ナラティブの更新 • Apr 08ETN: AI Data Center Hopes Will Be Tested By Boyd Execution RisksAnalysts 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.
ナラティブの更新 • Mar 24ETN: AI Data Center And Thermal Demand Will Drive Future UpsideAnalysts 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.
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.
ナラティブの更新 • Mar 10ETN: Future Returns Will Reflect AI Power Demand And Vehicle Unit ExitThe 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.
Recent Insider Transactions • Mar 06Insider recently sold US$1.3m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly US$374 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 US$22m more than they bought in the last 12 months.
Declared Dividend • Mar 02Fourth quarter dividend increased to US$1.10Dividend of US$1.10 is 5.8% higher than last year. Ex-date: 10th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% 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 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
ナラティブの更新 • Feb 24ETN: Future Returns Will Reflect AI Power Buildout And Vehicle Unit ExitAnalysts 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.
Recent Insider Transactions Derivative • Feb 13CEO, President & Director notifies of intention to sell stockPaulo Sternadt intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$390, it would amount to US$4.2m. For the year to December 2022, Paulo's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Paulo's direct individual holding has increased from 22.81k shares to 26.71k. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 10ETN: Future Returns Will Balance AI Power Demand And Vehicle Unit ReviewEaton’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.
分析記事 • Feb 06Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsAs you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...
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.
Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブの更新 • Jan 27ETN: AI Data Center Demand Will Drive Future UpsideAnalysts 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.
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
ナラティブの更新 • Jan 11ETN: AI Data Center Demand And Boyd Thermal Deal Will Drive UpsideAnalysts 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.
ナラティブの更新 • Dec 27ETN: Future Returns Will Be Driven By Data Center And Thermal DemandAnalysts 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.
ナラティブの更新 • Dec 13ETN: AI Data Center Demand And Boyd Deal Will Shape OutlookWe 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.
ナラティブの更新 • Nov 29ETN: Future Returns Will Be Driven By Robust Data Center DemandEaton'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.
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.
ナラティブの更新 • Nov 15ETN: Future Performance Will Be Driven By Data Center Order MomentumEaton'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.
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.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
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.
ナラティブの更新 • Nov 01ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside AheadThe 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.
Declared Dividend • Oct 24Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.2%. 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
ナラティブの更新 • Oct 18Expanding Electrical Americas And Data Centers Will Unlock New MarketsEaton'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.
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.
ナラティブの更新 • Oct 03Expanding Electrical Americas And Data Centers Will Unlock New MarketsEaton'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.
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.
ナラティブの更新 • Sep 04Expanding Electrical Americas And Data Centers Will Unlock New MarketsAnalysts’ 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.
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.
Recent Insider Transactions Derivative • Aug 08Executive VP & CFO notifies of intention to sell stockOlivier Leonetti intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$358, it would amount to US$5.7m. Since March 2025, Olivier has owned 3.07k shares directly. Company insiders have collectively sold US$88m more than they bought, via options and on-market transactions in the last 12 months.
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.
Reported Earnings • Aug 05Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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 exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US.
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 27First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 7th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.2%. 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.
分析記事 • Jul 14The 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...
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.
Recent Insider Transactions Derivative • May 29President exercised options to buy US$1.2m worth of stock.On the 20th of May, Paulo Sternadt exercised options to buy 4k shares at a strike price of around US$81.91, costing a total of US$300k. This transaction amounted to 16% of their direct individual holding at the time of the trade. Since September 2024, Paulo's direct individual holding has increased from 18.13k shares to 22.81k. Company insiders have collectively sold US$88m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 13Chairman & CEO notifies of intention to sell stockCraig Arnold intends to sell 103k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$323, it would amount to US$33m. For the year to December 2018, Craig's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Craig's direct individual holding has decreased from 502.55k shares to 489.63k. Company insiders have collectively sold US$70m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 11Chairman & CEO recently sold US$16m worth of stockOn the 8th of May, Craig Arnold sold around 51k shares on-market at roughly US$305 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Craig has been a net seller over the last 12 months, reducing personal holdings by US$38m.
Recent Insider Transactions Derivative • May 09Chairman & CEO notifies of intention to sell stockCraig Arnold intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$305, it would amount to US$16m. For the year to December 2018, Craig's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Craig's direct individual holding has increased from 502.55k shares to 540.69k. Company insiders have collectively sold US$54m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • May 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • May 04First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$2.46 (up from US$2.05 in 1Q 2024). Revenue: US$6.38b (up 7.3% from 1Q 2024). Net income: US$964.0m (up 17% from 1Q 2024). Profit margin: 15% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
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.
Declared Dividend • Apr 25Fourth quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th May 2025 Payment date: 23rd May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (46% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • Apr 23Eaton Corporation: Powering Future InnovationSummary 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
お知らせ • Apr 22Eaton Declares Quarterly Dividend, Payable on May 23, 2025Eaton declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable May 23, 2025, to shareholders of record at the close of business on May 5, 2025.
お知らせ • Apr 21Eaton Corporation plc to Report Q1, 2025 Results on May 02, 2025Eaton Corporation plc announced that they will report Q1, 2025 results Pre-Market on May 02, 2025
お知らせ • Apr 02Eaton Corporation plc (NYSE:ETN) completed the acquisition of Fibrebond Corporation from family.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation from family for $1.4 billion on March 11, 2025. A cash consideration of $1.4 billion will be paid by Eaton Corporation plc. As part of consideration, $1.4 billion is paid towards common equity of Fibrebond Corporation. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2025. Eaton expects the deal will be neutral from an earnings per share standpoint in 2025. Caroline Phillips,Jessica Pisani,Matthew Dewitz,Bradd Williamson,Sandra Benjamin,Jason Cruis,Patrick English,Robert Frances,Aaron Friberg,Joshua Marnitz,Carrie Girgenti,Robert Brown II,Andrew Galdes,Kevin Chambers,Damara Chambers,Catherine Hein,Kyle Jefcoat,Kirsten Gaeta,Gary Boss,Alexander Traum,Stephanie Teicher, Laura Ferrell and Andrea Schwartzman of Latham & Watkins LLP and Jones Walker LLP acted as legal advisor to Fibrebond. Stephens Inc. acted as financial advisor to Fibrebond. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Fibrebond Corporation from family on April 1, 2025.
お知らせ • Mar 25Eaton Announces Breakthrough, AI-Powered Innovation to Help Utilities Strengthen Wildfire Prevention EffortsEaton announced a innovation strengthening wildfire prevention efforts on utility distribution systems. Achieved in collaboration with the U.S. Army Corps of Engineers (USACE) research and development arm, the U.S. Army Engineer Research and Development Center (ERDC), the National Renewable Energy Laboratory (NREL) and multiple North American utilities, the new Eaton HiZ Protect™? solution addresses a long-standing challenge for electric utilities: accurately and quickly detecting and mitigating high-impedance (HiZ) powerline faults that could potentiallyignite wildfires. Pilot projects with multiple North American utilities are underway to further refine the technology, which is expected to be first available in Eaton's Form 7 recloser controls. Existing grid protection technologies struggle to accurately prevent or identify HiZ faults, prompting utilities to resort to public safety power shutoffs during high-risk conditions. Eaton's HiZ Protect technology will help strengthen utility wildfire prevention efforts by automatically and accurately identifying and isolating these powerline faults. Under lab-simulated conditions and using real-world grid data from multiple utilities, the Eaton technology detected and de-energized HiZ faults with greater than 90% accuracy. HiZ faults, often caused by fallen trees or damaged insulators, are historically difficult to detect due to their low fault current levels and unique characteristics. Eaton's approach to identifying and mitigating high-im Pedance faults incorporates three novel elements including, integrated sensors, machine learning and edge-based implementation. The solution can be deployed in grid-edge monitoring and control devices such as Eaton's Form-7 recloser controls to provide high-fidelity data. This capability is critical in remote areas, where communication infrastructure is limited and the ability to rapidly respond to grid conditions is essential. The Eaton solution was developed through extensive research on the unique fault signatures of high-impedance events on the grid and precise measurement of variables such as tree species, soil types and environmental conditions. Hundreds of simulations and field experiments were conducted at Eaton's Thomas A. Edison Test Center in Franksville, Wisconsin. Eaton used the data to develop a novel machine learning algorithm capable of reliably predicting and reducing the potential for these powerline faults to initiate wildfires. The company is piloting the technology with utilities and across various geographic conditions to further refine and validate the technology. During the 2025 DistribuTECH conference in March 2025, Souvik Chandra, PhD, a senior specialist engineer at Eaton's Research Labs, will participate in a panel discussion on the strategies utilities are deploying to mitigate wildfire risks, including Eaton's novel fault detection technology.
お知らせ • Mar 17Eaton Corporation plc, Annual General Meeting, Apr 23, 2025Eaton Corporation plc, Annual General Meeting, Apr 23, 2025. Location: eaton house, 30 pembroke road, dublin 4, ireland, Ireland
Seeking Alpha • Mar 12Eaton: A Nice Deal, But Waiting To See AppealSummary 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
お知らせ • Mar 11Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation for $1.4 billion.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Fibrebond Corporation for $1.4 billion on March 11, 2025. A cash consideration of $1.4 billion will be paid by Eaton Corporation plc. As part of consideration, $1.4 billion is paid towards common equity of Fibrebond Corporation. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2025. Eaton expects the deal will be neutral from an earnings per share standpoint in 2025.
お知らせ • Mar 10Eaton Names Sergio Letelier as Senior Vice President, Corporate Development, Planning and Strategy, Effective March 17, 2025Eaton announced that Sergio Letelier has been named senior vice president, corporate development, planning and strategy, effective March 17, 2025. In this role, Letelier will be responsible for leading Eaton’s corporate strategy and global mergers and acquisitions activity, reporting to Olivier Leonetti, executive vice president and chief financial officer, and will join the company’s executive leadership team. Letelier joins Eaton from Hewlett Packard Enterprise, where he served as senior vice president and head of corporate development. There he was responsible for leading all corporate development and merger & acquisition strategy for the enterprise. Previously, he held several roles of increasing responsibility at Hewlett Packard over more than 20 years, including vice president, corporate securities and M&A, vice president, transformation execution and governance, and vice president, corporate, M&A and ventures. Letelier holds master’s degrees in finance, tax and strategy from HEC Paris, a master’s in tax and business law from University of Paris I Pantheon Sorbonne, a master’s in French and German business law from the University of Cologne, as well as an executive master’s in business administration from Quantic School of Business and Technology.
Reported Earnings • Mar 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$9.54 (up from US$8.06 in FY 2023). Revenue: US$24.9b (up 7.3% from FY 2023). Net income: US$3.79b (up 18% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Feb 28Eaton Corporation plc Declares Quarterly Dividend by 11%, Payable on March 28, 2025The Board of Directors of intelligent power management company Eaton declared a quarterly dividend of $1.04 per ordinary share, an increase of 11% over its last quarterly dividend. The dividend is payable March 28, 2025, to shareholders of record at the close of business on March 10, 2025. Eaton has paid dividends on its shares every year since 1923.
Recent Insider Transactions Derivative • Feb 27Chairman & CEO exercised options and sold US$1.4m worth of stockOn the 24th of February, Craig Arnold exercised options to acquire 5k shares at no cost and sold these for an average price of US$302 per share. This trade did not impact their existing holding. For the year to December 2018, Craig's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Craig's direct individual holding has decreased from 568.11k shares to 502.55k. Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Feb 01Eaton: Still Pricey After DeepSeek DiveSummary 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
Reported Earnings • Jan 31Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$9.54 (up from US$8.06 in FY 2023). Revenue: US$24.9b (up 7.3% from FY 2023). Net income: US$3.79b (up 18% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 31Eaton Corporation plc Provides Earnings Guidance for the First Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects Organic growth of 5.5%-7.5% and Earnings per share between $2.30 and $2.40. For the year, the company expects Organic growth of 7%-9% and Earnings per share between $10.60 and $11.00, up 14% at the midpoint over the prior year.
