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Eaton Corporation plc Stock Price

NYSE:ETN Community·US$164.0b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 220 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ETN Share Price Performance

US$0
-362.25 (-100.00%)
​
US$475.57
Fair Value
US$0
-362.25 (-100.00%)
​
Price US$0
Thu, 3 Sep 26
Fair ValueUS$475.57
Share Pricen/a

ETN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$475.57 14.0% 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
99users have followed this narrative
CO
composite32
composite32's
Fair Value
·
Fair Value US$517.06 20.9% undervalued intrinsic discount

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

5users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$383.49 6.7% overvalued intrinsic discount

Data Centers And Electrical Will Face Hurdles And Unlock Promise

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
ETN logo
Eaton
20.9% undervalued intrinsic discount

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

View narrative
CO
composite32
Emerging Author
composite32
Published 29 Aug
Read Narrative
ETN logo
Eaton
8.5% overvalued intrinsic discount

Electrical Infrastructure Rail

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OL
OLetourneau
Published 22 Aug
Read Narrative
ETN logo
Eaton
14.0% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
ETN logo
Eaton
6.7% overvalued intrinsic discount

Data Centers And Electrical Will Face Hurdles And Unlock Promise

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Aug
Read Narrative
ETN logo
Eaton
23.4% undervalued intrinsic discount

Expanding Data Centers And Mega Projects Will Unlock Future Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

CO
composite32
ETN logo

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

Fair Value: US$517.06 20.9% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
OL
ETN logo

Electrical Infrastructure Rail

Fair Value: US$377 8.5% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ETN logo

ETN: Future Returns Will Lean On AI Data Center Demand

Fair Value: US$475.57 14.0% undervalued intrinsic discount
99 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Reasonable growth potential average dividend payer.

1 Risk
1 Reward
View Full Analysis

Eaton Corporation plc Key Details

US$30.0b

Revenue

US$19.2b

Cost of Revenue

US$10.8b

Gross Profit

US$7.0b

Other Expenses

US$3.8b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.86
36.02%
12.75%
101.5%
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 • Sep 03

Eaton: Strong Secular Growth, But Valuation Limits Upside

Summary Eaton Corporation plc is positioned to capitalize on secular growth in data centers, electrification, and aerospace, supported by robust order momentum and backlog. Recent acquisitions, including Boyd Thermal and Ultra PCS, enhance ETN’s exposure to data center and aerospace & defense markets, expanding its grid-to-chip portfolio. Margins are expected to recover in H2 FY26 through price/cost normalization and operational improvements, despite ongoing inflationary pressures and expansion-related inefficiencies. ETN trades at a 45% premium to sector P/E multiples; with strong fundamentals largely priced in, I assign a Hold rating due to balanced risk-reward. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

ETN: Future Returns Will Lean On AI Data Center Demand

Analysts have raised the Eaton fair value estimate from $464.59 to $475.57, citing higher assumed revenue growth, a slightly stronger profit margin profile, and ongoing support from AI driven data center demand highlighted in recent research. Analyst Commentary Recent research on Eaton focuses heavily on the company’s exposure to AI related data center demand, execution on electrical growth, and the visibility of its project backlog.

Recent updates

No updates

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