View Future GrowthEaton 過去の業績過去 基準チェック /26Eatonは、平均年間15.6%の収益成長を遂げていますが、 Electrical業界の収益は、年間 成長しています。収益は、平均年間15.6% 8.8%収益成長率で 成長しています。 Eatonの自己資本利益率は18.9%であり、純利益率は12.8%です。主要情報15.62%収益成長率16.13%EPS成長率Electrical 業界の成長9.91%収益成長率8.81%株主資本利益率18.88%ネット・マージン12.75%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$2.11 (down from US$2.52 in 2Q 2025). Revenue: US$8.53b (up 21% from 2Q 2025). Net income: US$821.0m (down 16% from 2Q 2025). Profit margin: 9.6% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14Eaton Corporation plc to Report Q2, 2026 Results on Jul 31, 2026Eaton Corporation plc announced that they will report Q2, 2026 results Pre-Market on Jul 31, 2026Reported 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 • 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, 2026Reported 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.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すべての更新を表示Recent updatesお知らせ • Aug 19Eaton Announces Appointment of Shawn Black to President, Aerospace, Effective August 17, 2026Eaton had named Shawn Black as president, Aerospace, effective August 17, 2026. In this role, Black was responsible for leading Eaton’s global Aerospace Group. Black brought more than 20 years of aerospace and defense industry leadership experience to Eaton, with a background spanning program management, strategy and business development, operations and business leadership roles. Most recently, he served as president, Defense, GKN Aerospace, where he led a global business supporting key defense platforms and customers. He previously served as president and chief executive officer of Cobham Advanced Electronic Solutions, and spent nearly 16 years with DRS Technologies in several key leadership roles, including vice president and general manager, Electro Optical and Infrared Systems. He began his career as an officer in the U.S. Marine Corps. Black had a bachelor’s degree in chemical engineering from Penn State University and a master’s of business administration degree from Boston University.ナラティブ更新 • Aug 18ETN: AI Data Center Demand May Not Offset Mobility Deal RisksAnalysts have raised Eaton’s fair value estimate from $345.97 to $383.49 and are linking higher price targets to stronger visibility in datacenter and electrical demand, slightly lower required returns, and an updated outlook for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Eaton highlights a generally constructive tone around datacenter exposure, electrical segment growth and earnings execution.Recent Insider Transactions • Aug 13Insider recently sold US$231k worth of stockOn the 4th of August, Adam Wadecki sold around 525 shares on-market at roughly US$441 per share. This transaction amounted to 33% 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$9.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 12President & COO of Electrical Sector notifies of intention to sell stockHeath Monesmith intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$458, it would amount to US$8.3m. Heath currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Aug 12Eaton's Data Center Growth Is Increasingly Reflected In ValuationSummary Eaton benefits from surging AI-driven data center demand, with Q2 revenue up 21% and order backlog accelerating. ETN's Electrical Americas unit leads growth, supported by a 1.3x book-to-bill ratio and a backlog expected to exceed $20 billion next year. Updated guidance calls for 11%-13% organic growth and $13.40-$13.60 EPS, but valuation concerns mount with shares at 34x earnings and a 2.4% FCF yield. I maintain a "Hold" rating on ETN, citing robust growth but cautioning that further rallies should be used to lock in profits given stretched valuation and emerging political risks. Read the full article on Seeking Alphaライブニュース • Aug 11Eaton Taps Infleqtion Quantum Computing for US Grid Resilience ProgramEaton selected quantum computing firm Infleqtion to support research aimed at improving U.S. electrical grid resilience, as part of an Air Force Research Laboratory funded program focused on using quantum hardware for grid contingency analysis. Eaton will lead the program and is responsible for aligning Infleqtion’s quantum computing outputs with real-world grid operational needs, tying advanced research directly to critical infrastructure reliability. Eaton shares trade at US$444.96, with the stock up 35.9% year to date. The partnership puts Eaton closer to cutting-edge grid planning tools that could gain importance as the U.S. grid becomes more complex and more stressed. The key question for investors is whether this research effort eventually translates into differentiated products or services in Eaton’s power management portfolio, and whether the company can capture commercial value from quantum computing work that is still at an early stage.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$448, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 15x in the Electrical industry in the US. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$321 per share.Reported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$2.11 (down from US$2.52 in 2Q 2025). Revenue: US$8.53b (up 21% from 2Q 2025). Net income: US$821.0m (down 16% from 2Q 2025). Profit margin: 9.6% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.ナラティブ更新 • Aug 04ETN: Future Returns Will Balance AI Datacenters And Mobility Deal ExecutionAnalysts have increased the Eaton fair value estimate from $451.73 to $464.59 as they factor in higher price targets tied to strong Q2 results, growing datacenter backlog visibility, and improving confidence in the company's execution. Analyst Commentary Recent research updates on Eaton focus heavily on how Q2 execution, datacenter demand and capital allocation feed into the stock's valuation and growth profile.お知らせ • Aug 01Eaton Corporation plc Provides Earnings Guidance for the Third Quarter Ending September 30, 2026 and Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the third quarter ending September 30, 2026 and full year ending December 31, 2026. For the quarter, the company expects net income per diluted share attributable to the company’s ordinary shareholders to be between $2.77 to $2.87. For the full year, the company expects net income per diluted share attributable to the company’s ordinary shareholders to be between $10.36 to $10.56.Buy Or Sell Opportunity • Jul 30Now 23% overvaluedOver the last 90 days, the stock has fallen 9.1% to US$387. The fair value is estimated to be US$314, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Declared Dividend • Jul 26First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 7th August 2026 Payment date: 28th August 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 (41% earnings payout ratio) and cash flows (45% 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 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 24Eaton Corporation plc announces Quarterly dividend, payable on August 28, 2026Eaton Corporation plc announced Quarterly dividend of USD 1.1000 per share payable on August 28, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.ライブニュース • Jul 20Eaton Opens European 3D Printing Center to Expand Aerospace Production and Supply Chain ResilienceEaton has opened a European Centre of Additive Manufacturing in the U.K. to scale aerospace-focused 3D printing, support next-generation aerospace platforms and work toward AS9100 aerospace quality certification. The facility is intended to provide localized, production-scale additive manufacturing in Europe, aimed at handling complex aerospace components and supporting both commercial and military programs while improving regional supply chain resilience. Eaton’s stock is trading around $399.99, with the share price up 22.2% year to date. This new center gives Eaton another lever in aerospace manufacturing, with potential implications for costs, lead times and qualification for high-reliability programs. The focus on certification and production readiness indicates that the facility is geared toward long-term program work rather than small-batch prototyping, which could affect the stability and mix of aerospace revenue over time.ライブニュース • Jul 17Eaton Names Dan Simpson Chief as Mobility Group Merges With Dana in $10b DealEaton appointed Dan Simpson as President of Global Energy Infrastructure Solutions and reached a definitive agreement to combine its Mobility Group with Dana Incorporated in a new entity valued at over $10b. The Mobility Group deal is intended to let Eaton concentrate more on its core electrical and industrial businesses while maintaining exposure to the combined mobility platform through the new structure. Eaton shares trade at $396.27, with the stock up 21.1% year to date, despite a recent pullback over the past month. The leadership change and Mobility Group transaction signal Eaton’s emphasis on energy infrastructure and electrification, while shifting capital and management attention away from traditional vehicle components. The key question for investors is how efficiently Eaton reallocates resources into its core segments and what governance and economic stake it retains in the new $10b mobility entity.お知らせ • Jul 14Eaton Corporation plc to Report Q2, 2026 Results on Jul 31, 2026Eaton Corporation plc announced that they will report Q2, 2026 results Pre-Market on Jul 31, 2026ライブニュース • Jul 10Eaton Integrates Smart Breakers With FranklinWH to Expand Home Energy ManagementEaton has partnered with FranklinWH, becoming its preferred supplier for residential load management. It will integrate Eaton’s AbleEdge smart breakers into the Franklin Home Power system to support solar, storage, intelligent load management and virtual power plant capabilities in North American homes. The partnership is aimed at improving energy affordability, flexibility and resilience for homeowners, with features such as more granular control over household loads, extended backup power and the potential to join utility programs that support grid stability and lower energy costs. Eaton’s share price is at $405.83, with the stock up 24.0% year to date. This tie-up gives Eaton a clearer role in distributed energy and smart home infrastructure, tying its hardware to a platform that can participate in grid programs and virtual power plants. This development could deepen its presence in residential energy systems while also exposing it to policy, adoption and technology-integration risks in that segment.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.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.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収支内訳Eaton の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:ETN 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Jun 2630,0263,8294,51784431 Mar 2628,5223,9894,47681031 Dec 2527,4484,0874,26779730 Sep 2526,6323,9264,26679430 Jun 2525,9893,9254,19179931 Mar 2525,3123,9374,06580331 Dec 2424,8783,7944,03679430 Sep 2424,6053,7683,98179430 Jun 2424,1403,6503,89777331 Mar 2423,6563,4013,86676431 Dec 2323,1963,2183,74775430 Sep 2322,6132,9943,60172030 Jun 2322,0472,7113,47369831 Mar 2321,3922,5683,33067931 Dec 2220,7522,4623,19466530 Sep 2220,1662,2923,12866030 Jun 2219,7752,3133,15164731 Mar 2219,7792,2183,17763331 Dec 2119,6282,1443,21261630 Sep 2119,5172,0683,24759430 Jun 2119,1201,8853,17357431 Mar 2117,7611,4303,01654631 Dec 2017,8581,4103,11355130 Sep 2018,4091,3873,21756330 Jun 2019,1971,5423,37257831 Mar 2020,8742,1273,55160331 Dec 1921,3902,2113,58960630 Sep 1921,6112,3903,57759930 Jun 1921,7092,2053,55059031 Mar 1921,6632,1793,56758431 Dec 1821,6092,1453,54258430 Sep 1821,3632,1483,53858330 Jun 1821,1623,1333,58559231 Mar 1820,8073,0393,57659731 Dec 1720,4042,9853,56058430 Sep 1720,0582,8493,56358530 Jun 1719,8341,9713,48258431 Mar 1719,7821,9463,48858331 Dec 1619,7471,9163,52158730 Sep 1619,9371,9503,51459730 Jun 1620,1531,8733,56560731 Mar 1620,4451,9173,56961631 Dec 1520,8551,9723,59162530 Sep 1521,3632,0283,616626質の高い収益: ETNは 高品質の収益 を持っています。利益率の向上: ETNの現在の純利益率 (12.8%)は、昨年(15.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ETNの収益は過去 5 年間で年間15.6%増加しました。成長の加速: ETNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: ETNは過去 1 年間で収益成長率がマイナス ( -2.4% ) となったため、 Electrical業界平均 ( 20.9% ) と比較することが困難です。株主資本利益率高いROE: ETNの 自己資本利益率 ( 18.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/08/20 04:14終値2026/08/20 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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 24 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 CompanyLuke JunkBairdAndrew KaplowitzBarclays48 その他のアナリストを表示
Reported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$2.11 (down from US$2.52 in 2Q 2025). Revenue: US$8.53b (up 21% from 2Q 2025). Net income: US$821.0m (down 16% from 2Q 2025). Profit margin: 9.6% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14Eaton Corporation plc to Report Q2, 2026 Results on Jul 31, 2026Eaton Corporation plc announced that they will report Q2, 2026 results Pre-Market on Jul 31, 2026
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 • 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
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.
お知らせ • Jan 20Eaton Corporation plc to Report Q4, 2025 Results on Feb 03, 2026Eaton Corporation plc announced that they will report Q4, 2025 results Pre-Market on Feb 03, 2026
お知らせ • Aug 19Eaton Announces Appointment of Shawn Black to President, Aerospace, Effective August 17, 2026Eaton had named Shawn Black as president, Aerospace, effective August 17, 2026. In this role, Black was responsible for leading Eaton’s global Aerospace Group. Black brought more than 20 years of aerospace and defense industry leadership experience to Eaton, with a background spanning program management, strategy and business development, operations and business leadership roles. Most recently, he served as president, Defense, GKN Aerospace, where he led a global business supporting key defense platforms and customers. He previously served as president and chief executive officer of Cobham Advanced Electronic Solutions, and spent nearly 16 years with DRS Technologies in several key leadership roles, including vice president and general manager, Electro Optical and Infrared Systems. He began his career as an officer in the U.S. Marine Corps. Black had a bachelor’s degree in chemical engineering from Penn State University and a master’s of business administration degree from Boston University.
ナラティブ更新 • Aug 18ETN: AI Data Center Demand May Not Offset Mobility Deal RisksAnalysts have raised Eaton’s fair value estimate from $345.97 to $383.49 and are linking higher price targets to stronger visibility in datacenter and electrical demand, slightly lower required returns, and an updated outlook for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Eaton highlights a generally constructive tone around datacenter exposure, electrical segment growth and earnings execution.
Recent Insider Transactions • Aug 13Insider recently sold US$231k worth of stockOn the 4th of August, Adam Wadecki sold around 525 shares on-market at roughly US$441 per share. This transaction amounted to 33% 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$9.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 12President & COO of Electrical Sector notifies of intention to sell stockHeath Monesmith intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$458, it would amount to US$8.3m. Heath currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Aug 12Eaton's Data Center Growth Is Increasingly Reflected In ValuationSummary Eaton benefits from surging AI-driven data center demand, with Q2 revenue up 21% and order backlog accelerating. ETN's Electrical Americas unit leads growth, supported by a 1.3x book-to-bill ratio and a backlog expected to exceed $20 billion next year. Updated guidance calls for 11%-13% organic growth and $13.40-$13.60 EPS, but valuation concerns mount with shares at 34x earnings and a 2.4% FCF yield. I maintain a "Hold" rating on ETN, citing robust growth but cautioning that further rallies should be used to lock in profits given stretched valuation and emerging political risks. Read the full article on Seeking Alpha
ライブニュース • Aug 11Eaton Taps Infleqtion Quantum Computing for US Grid Resilience ProgramEaton selected quantum computing firm Infleqtion to support research aimed at improving U.S. electrical grid resilience, as part of an Air Force Research Laboratory funded program focused on using quantum hardware for grid contingency analysis. Eaton will lead the program and is responsible for aligning Infleqtion’s quantum computing outputs with real-world grid operational needs, tying advanced research directly to critical infrastructure reliability. Eaton shares trade at US$444.96, with the stock up 35.9% year to date. The partnership puts Eaton closer to cutting-edge grid planning tools that could gain importance as the U.S. grid becomes more complex and more stressed. The key question for investors is whether this research effort eventually translates into differentiated products or services in Eaton’s power management portfolio, and whether the company can capture commercial value from quantum computing work that is still at an early stage.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$448, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 15x in the Electrical industry in the US. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$321 per share.
Reported Earnings • Aug 04Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$2.11 (down from US$2.52 in 2Q 2025). Revenue: US$8.53b (up 21% from 2Q 2025). Net income: US$821.0m (down 16% from 2Q 2025). Profit margin: 9.6% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブ更新 • Aug 04ETN: Future Returns Will Balance AI Datacenters And Mobility Deal ExecutionAnalysts have increased the Eaton fair value estimate from $451.73 to $464.59 as they factor in higher price targets tied to strong Q2 results, growing datacenter backlog visibility, and improving confidence in the company's execution. Analyst Commentary Recent research updates on Eaton focus heavily on how Q2 execution, datacenter demand and capital allocation feed into the stock's valuation and growth profile.
お知らせ • Aug 01Eaton Corporation plc Provides Earnings Guidance for the Third Quarter Ending September 30, 2026 and Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the third quarter ending September 30, 2026 and full year ending December 31, 2026. For the quarter, the company expects net income per diluted share attributable to the company’s ordinary shareholders to be between $2.77 to $2.87. For the full year, the company expects net income per diluted share attributable to the company’s ordinary shareholders to be between $10.36 to $10.56.
Buy Or Sell Opportunity • Jul 30Now 23% overvaluedOver the last 90 days, the stock has fallen 9.1% to US$387. The fair value is estimated to be US$314, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Declared Dividend • Jul 26First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 7th August 2026 Payment date: 28th August 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 (41% earnings payout ratio) and cash flows (45% 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 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 24Eaton Corporation plc announces Quarterly dividend, payable on August 28, 2026Eaton Corporation plc announced Quarterly dividend of USD 1.1000 per share payable on August 28, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.
ライブニュース • Jul 20Eaton Opens European 3D Printing Center to Expand Aerospace Production and Supply Chain ResilienceEaton has opened a European Centre of Additive Manufacturing in the U.K. to scale aerospace-focused 3D printing, support next-generation aerospace platforms and work toward AS9100 aerospace quality certification. The facility is intended to provide localized, production-scale additive manufacturing in Europe, aimed at handling complex aerospace components and supporting both commercial and military programs while improving regional supply chain resilience. Eaton’s stock is trading around $399.99, with the share price up 22.2% year to date. This new center gives Eaton another lever in aerospace manufacturing, with potential implications for costs, lead times and qualification for high-reliability programs. The focus on certification and production readiness indicates that the facility is geared toward long-term program work rather than small-batch prototyping, which could affect the stability and mix of aerospace revenue over time.
ライブニュース • Jul 17Eaton Names Dan Simpson Chief as Mobility Group Merges With Dana in $10b DealEaton appointed Dan Simpson as President of Global Energy Infrastructure Solutions and reached a definitive agreement to combine its Mobility Group with Dana Incorporated in a new entity valued at over $10b. The Mobility Group deal is intended to let Eaton concentrate more on its core electrical and industrial businesses while maintaining exposure to the combined mobility platform through the new structure. Eaton shares trade at $396.27, with the stock up 21.1% year to date, despite a recent pullback over the past month. The leadership change and Mobility Group transaction signal Eaton’s emphasis on energy infrastructure and electrification, while shifting capital and management attention away from traditional vehicle components. The key question for investors is how efficiently Eaton reallocates resources into its core segments and what governance and economic stake it retains in the new $10b mobility entity.
お知らせ • Jul 14Eaton Corporation plc to Report Q2, 2026 Results on Jul 31, 2026Eaton Corporation plc announced that they will report Q2, 2026 results Pre-Market on Jul 31, 2026
ライブニュース • Jul 10Eaton Integrates Smart Breakers With FranklinWH to Expand Home Energy ManagementEaton has partnered with FranklinWH, becoming its preferred supplier for residential load management. It will integrate Eaton’s AbleEdge smart breakers into the Franklin Home Power system to support solar, storage, intelligent load management and virtual power plant capabilities in North American homes. The partnership is aimed at improving energy affordability, flexibility and resilience for homeowners, with features such as more granular control over household loads, extended backup power and the potential to join utility programs that support grid stability and lower energy costs. Eaton’s share price is at $405.83, with the stock up 24.0% year to date. This tie-up gives Eaton a clearer role in distributed energy and smart home infrastructure, tying its hardware to a platform that can participate in grid programs and virtual power plants. This development could deepen its presence in residential energy systems while also exposing it to policy, adoption and technology-integration risks in that segment.
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.
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.
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
