View ValuationEaton 향후 성장Future 기준 점검 4/6Eaton (는) 각각 연간 16.9% 및 10.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.2% 로 예상됩니다.핵심 정보16.9%이익 성장률19.38%EPS 성장률Electrical 이익 성장11.9%매출 성장률10.3%향후 자기자본이익률25.23%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updatesRecent Insider Transactions • May 11President & COO of Electrical Sector recently sold €6.4m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly €348 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.공시 • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$2.23 (vs US$2.46 in 1Q 2025)First quarter 2026 results: EPS: US$2.23 (down from US$2.46 in 1Q 2025). Revenue: US$7.45b (up 17% from 1Q 2025). Net income: US$866.0m (down 10% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Italy.공시 • 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.공시 • Apr 21Eaton Corporation plc to Report Q1, 2026 Results on May 05, 2026Eaton Corporation plc announced that they will report Q1, 2026 results Pre-Market on May 05, 2026Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €304. The fair value is estimated to be €253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.공시 • 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 Ireland공시 • Mar 13Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 2, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. As per the transaction, Eaton Corporation plc obtain a senior unsecured delayed draw term loan facility in an amount of up to $8 billion on the terms set forth in this Agreement, (ii) increase the aggregate committed amounts under the existing revolving credit agreement from $3 billion to $4 billion (the “revolving credit facility increase”), (iii) pay the acquisition consideration and (iv) pay the fees, costs and expenses incurred in connection with the foregoing. The transaction is expected to close in the second quarter of 2026. Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc. Dotun Obadina, Daniel Gerkin Laura Turano, Bonnie Chen, Christopher Gonnella, Christopher Wilson, Brian Krause, Peter Fisch Paul, and Stefanie Gitler of Weiss, Rifkind, Wharton & Garrison LLP acted as a advisor to Eaton. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc. on March 12, 2026. As per the transaction, Doug Britt, chief executive officer, Boyd Corporation and its team will join Eaton Corporation plc. Eaton expects Boyd Thermal to be accretive to adjusted earnings in year two after closing. Boyd Thermal will be reported within the Electrical Global business segment.Recent Insider Transactions • Mar 06Insider recently sold €1.1m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly €320 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.공시 • 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.공시 • Feb 27Eaton Corporation plc Declares Quarterly Dividend, Payable on March 27, 2026The Board of Directors of Eaton Corporation plc declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$10.48 (vs US$9.54 in FY 2024)Full year 2025 results: EPS: US$10.48 (up from US$9.54 in FY 2024). Revenue: US$27.4b (up 10% from FY 2024). Net income: US$4.09b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electrical industry in Italy.공시 • 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.공시 • 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.공시 • 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, 2026공시 • Nov 21+ 1 more updateEaton Announces Planned Transition of Chief Financial Officer, Olivier Leonetti, Effective April 1, 2026Eaton announced that Olivier Leonetti, chief financial officer, will be leaving Eaton on April 1, 2026, as part of a planned transition. With the support of a third-party executive search firm, a thorough internal and external search will be conducted to assess the broadest pool of talent for this critical role. Leonetti will continue with his current responsibilities until a successor is named. Leonetti joined Eaton in January 2024, having previously served almost five years as a member of Eaton’s board.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$2.60 (vs US$2.54 in 3Q 2024)Third quarter 2025 results: EPS: US$2.60 (up from US$2.54 in 3Q 2024). Revenue: US$6.99b (up 10% from 3Q 2024). Net income: US$1.01b (flat on 3Q 2024). Profit margin: 14% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.공시 • 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.공시 • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.Declared Dividend • Oct 26Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Aug 08Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc for approximately $150 million on July 11, 2025. Under the terms of the agreement, Eaton will pay $ 55 million of cash at closing and contingent future consideration and other payments that could reach $95 million based on 2025 through 2028 revenue performance, achievement of technology-based milestones, and in certain cases subject to management's continued employment with Eaton. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. Dotun Obadina and Laura Turano of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Eaton Corporation plc. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc on August 6, 2025.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€17m sold).Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$2.52 (vs US$2.49 in 2Q 2024)Second quarter 2025 results: EPS: US$2.52. Revenue: US$7.03b (up 11% from 2Q 2024). Net income: US$982.0m (down 1.1% from 2Q 2024). Profit margin: 14% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.공시 • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.Declared Dividend • Jul 28First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BIT:1ETN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202838,4656,5996,2357,4571112/31/202735,3805,6625,2296,3002312/31/202632,0474,5373,8094,925233/31/202628,5223,9893,7764,741N/A12/31/202527,4484,0873,5534,472N/A9/30/202526,6333,9263,3224,104N/A6/30/202525,9893,9253,2754,062N/A3/31/202525,3123,9373,3184,090N/A12/31/202424,8783,7943,5194,327N/A9/30/202424,6053,7683,2324,028N/A6/30/202424,1403,6503,0193,860N/A3/31/202423,6563,4012,9503,764N/A12/31/202323,1963,2182,8673,624N/A9/30/202322,6132,9942,7893,512N/A6/30/202322,0472,7112,7063,336N/A3/31/202321,3922,5682,2172,826N/A12/31/202220,7522,4621,9352,533N/A9/30/202220,1662,2921,5902,142N/A6/30/202219,7752,3131,0911,648N/A3/31/202219,7792,2181,3741,945N/A12/31/202119,6282,1441,5882,163N/A9/30/202119,5172,0681,8012,311N/A6/30/202119,1201,8852,3022,761N/A3/31/202117,7611,4302,4852,881N/A12/31/202017,8581,4102,5552,944N/A9/30/202018,4091,3872,5012,938N/A6/30/202019,1971,5422,6093,100N/A3/31/202020,8742,1272,6733,223N/A12/31/201921,3902,211N/A3,451N/A9/30/201921,6112,390N/A3,334N/A6/30/201921,7092,205N/A3,251N/A3/31/201921,6632,179N/A2,870N/A12/31/201821,6092,145N/A2,658N/A9/30/201821,3632,148N/A2,717N/A6/30/201821,1623,133N/A2,467N/A3/31/201820,8073,039N/A2,542N/A12/31/201720,4042,985N/A2,666N/A9/30/201720,0582,849N/A2,425N/A6/30/201719,8341,971N/A2,474N/A3/31/201719,7821,946N/A2,645N/A12/31/201619,7471,916N/A2,570N/A9/30/201619,9371,950N/A2,674N/A6/30/201620,1531,873N/A2,848N/A3/31/201620,4451,917N/A2,682N/A12/31/201520,8551,972N/A2,409N/A9/30/201521,3632,028N/A2,573N/A6/30/201521,8882,184N/A1,889N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1ETN 의 연간 예상 수익 증가율(16.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1ETN 의 연간 수익(16.9%)이 Italian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1ETN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1ETN 의 수익(연간 10.3%)이 Italian 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1ETN 의 수익(연간 10.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1ETN의 자본 수익률은 3년 후 25.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 07:57종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Eaton Corporation plc는 54명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John EadeArgus Research CompanyMircea DobreBairdAndrew KaplowitzBarclays51명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • May 02Eaton Corporation plc Provides Earnings Guidance for the Second Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the second quarter and full year 2025. For the quarter, the company anticipates Organic growth of 6-8% and Earnings per share between $2.35 and $2.45. For the full year, the company anticipates Organic growth of 7.5-9.5% Earnings per share between $10.29 and $10.69, up 10% at the midpoint over the prior year.
Recent Insider Transactions • May 11President & COO of Electrical Sector recently sold €6.4m worth of stockOn the 6th of May, Heath Monesmith sold around 18k shares on-market at roughly €348 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
공시 • May 06Eaton Corporation plc Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and for Full Year Ending December 31, 2026Eaton Corporation plc provided earnings guidance for the second quarter ending June 30, 2026 and for full year ending December 31, 2026. For the quarter, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $2.29 and $2.39 For the full year, the company expects Net income per share attributable to Eaton ordinary shareholders - diluted to be between $10.88 and $11.33.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$2.23 (vs US$2.46 in 1Q 2025)First quarter 2026 results: EPS: US$2.23 (down from US$2.46 in 1Q 2025). Revenue: US$7.45b (up 17% from 1Q 2025). Net income: US$866.0m (down 10% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Italy.
공시 • 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.
공시 • Apr 21Eaton Corporation plc to Report Q1, 2026 Results on May 05, 2026Eaton Corporation plc announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €304. The fair value is estimated to be €253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
공시 • 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
공시 • Mar 13Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc.Eaton Corporation plc (NYSE:ETN) signed a definitive agreement to acquire Thermal Business of LTI Holdings Inc. for $9.5 billion on November 2, 2025. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals. As per the transaction, Eaton Corporation plc obtain a senior unsecured delayed draw term loan facility in an amount of up to $8 billion on the terms set forth in this Agreement, (ii) increase the aggregate committed amounts under the existing revolving credit agreement from $3 billion to $4 billion (the “revolving credit facility increase”), (iii) pay the acquisition consideration and (iv) pay the fees, costs and expenses incurred in connection with the foregoing. The transaction is expected to close in the second quarter of 2026. Goldman Sachs & Co. LLC acted as lead financial advisor and J.P. Morgan Securities LLC served financial advisor to Boyd Corporation and affiliates of Goldman Sachs. Davis Polk & Wardwell LLP is acting as legal advisor to Boyd. Jefferies LLC acted as financial advisor to Eaton Corporation plc. Dotun Obadina, Daniel Gerkin Laura Turano, Bonnie Chen, Christopher Gonnella, Christopher Wilson, Brian Krause, Peter Fisch Paul, and Stefanie Gitler of Weiss, Rifkind, Wharton & Garrison LLP acted as a advisor to Eaton. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Thermal Business of LTI Holdings Inc. on March 12, 2026. As per the transaction, Doug Britt, chief executive officer, Boyd Corporation and its team will join Eaton Corporation plc. Eaton expects Boyd Thermal to be accretive to adjusted earnings in year two after closing. Boyd Thermal will be reported within the Electrical Global business segment.
Recent Insider Transactions • Mar 06Insider recently sold €1.1m worth of stockOn the 2nd of March, Mike Yelton sold around 3k shares on-market at roughly €320 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
공시 • 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.
공시 • Feb 27Eaton Corporation plc Declares Quarterly Dividend, Payable on March 27, 2026The Board of Directors of Eaton Corporation plc declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$10.48 (vs US$9.54 in FY 2024)Full year 2025 results: EPS: US$10.48 (up from US$9.54 in FY 2024). Revenue: US$27.4b (up 10% from FY 2024). Net income: US$4.09b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electrical industry in Italy.
공시 • 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.
공시 • 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.
공시 • 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
공시 • Nov 21+ 1 more updateEaton Announces Planned Transition of Chief Financial Officer, Olivier Leonetti, Effective April 1, 2026Eaton announced that Olivier Leonetti, chief financial officer, will be leaving Eaton on April 1, 2026, as part of a planned transition. With the support of a third-party executive search firm, a thorough internal and external search will be conducted to assess the broadest pool of talent for this critical role. Leonetti will continue with his current responsibilities until a successor is named. Leonetti joined Eaton in January 2024, having previously served almost five years as a member of Eaton’s board.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$2.60 (vs US$2.54 in 3Q 2024)Third quarter 2025 results: EPS: US$2.60 (up from US$2.54 in 3Q 2024). Revenue: US$6.99b (up 10% from 3Q 2024). Net income: US$1.01b (flat on 3Q 2024). Profit margin: 14% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
공시 • 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.
공시 • Nov 04Eaton Corporation plc Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expects Organic growth of 10%-12%. Earnings per share between $2.75 and $2.95. For the year, the company expects Organic growth of 8.5% -9.5%. Earnings per share between $10.29 and $10.49.
Declared Dividend • Oct 26Second quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 5th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 6.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Aug 08Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc.Eaton Corporation plc (NYSE:ETN) signed an agreement to acquire Resilient Power Systems, Inc for approximately $150 million on July 11, 2025. Under the terms of the agreement, Eaton will pay $ 55 million of cash at closing and contingent future consideration and other payments that could reach $95 million based on 2025 through 2028 revenue performance, achievement of technology-based milestones, and in certain cases subject to management's continued employment with Eaton. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. Dotun Obadina and Laura Turano of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Eaton Corporation plc. Eaton Corporation plc (NYSE:ETN) completed the acquisition of Resilient Power Systems, Inc on August 6, 2025.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€17m sold).
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$2.52 (vs US$2.49 in 2Q 2024)Second quarter 2025 results: EPS: US$2.52. Revenue: US$7.03b (up 11% from 2Q 2024). Net income: US$982.0m (down 1.1% from 2Q 2024). Profit margin: 14% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
공시 • Aug 05Eaton Corporation plc Provides Earnings Guidance for the Third Quarter and Full Year 2025Eaton Corporation plc provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects Organic growth of 8% -9% and Earnings per share between $2.58 and $2.64. For the year, the company expects Organic growth of 8.5% -9.5% and Earnings per share between $10.41 and $10.61, up 11% at the midpoint over the prior year.
Declared Dividend • Jul 28First quarter dividend of US$1.04 announcedShareholders will receive a dividend of US$1.04. Ex-date: 6th August 2025 Payment date: 22nd August 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.