Eaton (ETN) Aktievy
Eaton Corporation plc är verksamt som ett kraftförsörjningsföretag i USA, Kanada, Latinamerika, Europa och Asien/Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 4/6 |
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Analyst Price Targets
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Eaton Corporation plc Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$392.40 |
| 52 veckors högsta | US$478.00 |
| 52 veckors lägsta | US$311.92 |
| Beta | 1.17 |
| 1 månads förändring | -13.09% |
| 3 månaders förändring | -4.21% |
| 1 års förändring | 5.71% |
| 3 års förändring | 81.53% |
| 5 års förändring | 153.83% |
| Förändring sedan börsintroduktionen | 21,886.63% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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.
Ny berättelse • Aug 29
"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"
Eaton Corporation (NYSE: ETN): Investment Thesis and Valuation Report at the Intersection of Physical Artificial Intelligence, Voltage Cascades, and Megaprojects Executive Summary and the Anatomy of Corporate Transformation Global heavy industry and power management giant Eaton Corporation (NYSE: ETN) has undergone an unprecedented corporate transformation over the past twenty-four months, rising from a traditional industrial component manufacturer to the undisputed architect of a trillion-dollar Physical AI infrastructure ecosystem. This research report synthesizes the company's financial statements, balance sheet calls, and industrial physical bottlenecks to offer an internal valuation model based on engineering realities, going beyond Wall Street's superficial multiplier analyses.Recent 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 AlphaUppdatering av berättelse • 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.Ny berättelse • Aug 29
"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"
Eaton Corporation (NYSE: ETN): Investment Thesis and Valuation Report at the Intersection of Physical Artificial Intelligence, Voltage Cascades, and Megaprojects Executive Summary and the Anatomy of Corporate Transformation Global heavy industry and power management giant Eaton Corporation (NYSE: ETN) has undergone an unprecedented corporate transformation over the past twenty-four months, rising from a traditional industrial component manufacturer to the undisputed architect of a trillion-dollar Physical AI infrastructure ecosystem. This research report synthesizes the company's financial statements, balance sheet calls, and industrial physical bottlenecks to offer an internal valuation model based on engineering realities, going beyond Wall Street's superficial multiplier analyses.
Ny berättelse • Aug 22
Electrical Infrastructure Rail
Switchgear and power distribution get specified into a building's electrical design, certified to code, then live there 20 to 40 years, so the installed base converts into decades of parts and service. The genuine rail sits elsewhere though: in Aerospace, where a part is certified to an aircraft platform and switching suppliers means re-certifying with the FAA — Texas Instruments' requalification logic with a regulator attached, feeding a decades-long spares annuity that Schneider has no equivalent of.
Uppdatering av berättelse • Aug 18
ETN: AI Data Center Demand May Not Offset Mobility Deal Risks
Analysts 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.Uppdatering av berättelse • Aug 04
ETN: Future Returns Will Balance AI Datacenters And Mobility Deal Execution
Analysts 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.Uppdatering av berättelse • Jun 26
ETN: AI Data Center Story Will Face Mobility Deal Execution Risks
Analysts 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.Analysartikel • Jun 16
Eaton (ETN) Stock Valuation Check After Strong Multi‑Year Returns
Eaton (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...
Uppdatering av berättelse • Jun 12
ETN: AI Data Center And Thermal Demand Will Drive Future Upside
Analysts 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.Uppdatering av berättelse • May 29
ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center Expansion
Analysts 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.Uppdatering av berättelse • May 14
ETN: Future Returns Will Reflect AI Power Demand And Execution Risks
Analysts 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.Uppdatering av berättelse • Apr 23
ETN: AI Data Center Ambitions Will Face Prolonged Boyd Integration Risks
Narrative 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.Uppdatering av berättelse • Apr 08
ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks
Analysts 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.Uppdatering av berättelse • Mar 24
ETN: AI Data Center And Thermal Demand Will Drive Future Upside
Analysts 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.Uppdatering av berättelse • Mar 10
ETN: Future Returns Will Reflect AI Power Demand And Vehicle Unit Exit
The 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.Uppdatering av berättelse • Feb 24
ETN: Future Returns Will Reflect AI Power Buildout And Vehicle Unit Exit
Analysts 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.Uppdatering av berättelse • Feb 10
ETN: Future Returns Will Balance AI Power Demand And Vehicle Unit Review
Eaton’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.Analysartikel • Feb 06
Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
As you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...Uppdatering av berättelse • Jan 27
ETN: AI Data Center Demand Will Drive Future Upside
Analysts 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.Uppdatering av berättelse • Jan 11
ETN: AI Data Center Demand And Boyd Thermal Deal Will Drive Upside
Analysts 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.Uppdatering av berättelse • Dec 27
ETN: Future Returns Will Be Driven By Data Center And Thermal Demand
Analysts 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.Uppdatering av berättelse • Dec 13
ETN: AI Data Center Demand And Boyd Deal Will Shape Outlook
We 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.Uppdatering av berättelse • Nov 29
ETN: Future Returns Will Be Driven By Robust Data Center Demand
Eaton'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.Uppdatering av berättelse • Nov 15
ETN: Future Performance Will Be Driven By Data Center Order Momentum
Eaton'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.Uppdatering av berättelse • Nov 01
ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead
The 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.Uppdatering av berättelse • Oct 18
Expanding Electrical Americas And Data Centers Will Unlock New Markets
Eaton'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.Uppdatering av berättelse • Oct 03
Expanding Electrical Americas And Data Centers Will Unlock New Markets
Eaton'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.Uppdatering av berättelse • Sep 04
Expanding Electrical Americas And Data Centers Will Unlock New Markets
Analysts’ 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.Aktieägarnas avkastning
| ETN | US Electrical | US Marknad | |
|---|---|---|---|
| 7D | -7.0% | -5.8% | -1.5% |
| 1Y | 5.7% | 28.8% | 13.3% |
Avkastning vs industri: ETN presterade sämre än US Electrical branschen som gav 28.8 % under det senaste året.
Avkastning vs Marknaden: ETN presterade sämre än US marknaden som gav 13.3 % under det senaste året.
Prisvolatilitet
| ETN volatility | |
|---|---|
| ETN Average Weekly Movement | 6.9% |
| Electrical Industry Average Movement | 12.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: ETN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ETN s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1911 | 97,303 | Paulo Sternadt | www.eaton.com |
Eaton Corporation plc är verksamt som ett företag inom energihantering i USA, Kanada, Latinamerika, Europa och Asien-Stillahavsområdet. Verksamheten bedrivs genom segmenten Electrical Americas, Electrical Global, Aerospace, Vehicle och eMobility. Företaget erbjuder elektriska och industriella komponenter, kraftdistribution och monteringsenheter, produkter för bostäder, produkter för elkvalitet och anslutning för en- och trefasnät, kopplingsutrustning, kretsskyddsprodukter, produkter för kraftdistribution till elnätet samt utrustning för driftsäkerhet; dessutom elektrisk utrustning för farliga miljöer, nödbelysning, branddetektering, egensäkra explosionssäkra mätinstrument och strukturella stödsystem.
Eaton Corporation plc Sammanfattning av grunderna
| ETN grundläggande statistik | |
|---|---|
| Börsvärde | US$152.70b |
| Vinst(TTM) | US$3.83b |
| Intäkter(TTM) | US$30.03b |
39.8x
P/E-förhållande5.1x
P/S-förhållandeÄr ETN övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ETN resultaträkning (TTM) | |
|---|---|
| Intäkter | US$30.03b |
| Kostnad för intäkter | US$19.21b |
| Bruttovinst | US$10.82b |
| Övriga kostnader | US$6.99b |
| Intäkter | US$3.83b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 9.86 |
| Bruttomarginal | 36.02% |
| Nettovinstmarginal | 12.75% |
| Skuld/egenkapitalförhållande | 101.5% |
Hur har ETN utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.1%
Aktuell utdelningsavkastning43%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/15 21:38 |
| Aktiekurs vid dagens slut | 2026/09/15 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Eaton Corporation plc bevakas av 50 analytiker. 25 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| John Eade | Argus Research Company |
| Luke Junk | Baird |
| Julian Mitchell | Barclays |