ETN logo

Eaton Corporation plc Stock Price

NYSE:ETN Community·US$161.3b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 151 Fair Values set on narratives written by author

ETN Share Price Performance

US$412.86
49.97 (13.77%)
US$451.73
Fair Value
US$412.86
49.97 (13.77%)
8.6% undervalued intrinsic discount
US$451.73
Fair Value
Price US$412.86
AnalystConsensusTarget US$451.73
AnalystHighTarget US$534.00
AnalystLowTarget US$345.97

ETN Community Narratives

·
Fair Value US$451.73 8.6% undervalued intrinsic discount

ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead

1users have liked this narrative
1users have commented on this narrative
79users have followed this narrative
·
Fair Value US$534 22.7% undervalued intrinsic discount

Expanding Data Centers And Mega Projects Will Unlock Future Potential

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value US$345.97 19.3% overvalued intrinsic discount

Data Centers And Electrical Will Face Hurdles And Unlock Promise

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$345.97
19.3% overvalued intrinsic discount
Revenue
9.07% p.a.
Profit Margin
18.38%
Future PE
26.61x
Price in 2029
US$469.73
US$534
22.7% undervalued intrinsic discount
Revenue
14.32% p.a.
Profit Margin
17.23%
Future PE
37.93x
Price in 2029
US$722.79

Trending Discussion

No trending discussion available.

Updated Narratives

ETN logo

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

Fair Value: US$345.97 19.3% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ETN logo

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

Fair Value: US$534 22.7% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ETN logo

ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center Expansion

Fair Value: US$451.73 8.6% undervalued intrinsic discount
79 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Average dividend payer with mediocre balance sheet.

2 Risks
2 Rewards

Eaton Corporation plc Key Details

US$28.5b

Revenue

US$17.9b

Cost of Revenue

US$10.6b

Gross Profit

US$6.6b

Other Expenses

US$4.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 31, 2026
10.27
37.10%
13.99%
106.9%
View Full Analysis

About ETN

Founded
1911
Employees
97303
CEO
Paulo Sternadt
WebsiteView website
www.eaton.com

Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical and industrial components, power distribution and assemblies, residential products, single- and three-phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, and power reliability equipment; and hazardous duty electrical equipment, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems. It also provides pumps, motors, hydraulic power units, hoses and fittings, and electro-hydraulic pumps; valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems, and nose wheel steering systems; hose and thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, and adapters and regulators; oxygen generation systems, payload carriages, and thermal management products; wiring connectors and cables; and hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, related aftermarket customers, and industrial applications. In addition, the company offers transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited slip differentials, transmission controls, and fuel vapor components for the vehicle industry; and voltage inverters, converters, fuses, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. The company was formerly known as Abeiron Limited. The company was founded in 1911 and is based in Dublin, Ireland.

Recent ETN News & Updates

Seeking Alpha Jul 13

Eaton: Another Episode In Its Continued Transformation Story

Summary Eaton is executing a strategic transformation, spinning off its underperforming E-Mobility segment via a Reverse Morris Trust merger with Dana. Post-transaction, ETN will focus 75% on electrification, plus aerospace and defense, targeting higher margins and growth aligned with its 2030 strategy. Shares trade at 30–31x earnings with $20B net debt, making valuation and leverage concerns prominent despite double-digit organic growth guidance. I remain cautious on Eaton at current multiples, as execution risk and capital allocation discipline are now critical for further upside. Read the full article on Seeking Alpha

Recent updates

No updates