Eaton Corporation plc

NYSE:ETN Stok Raporu

Piyasa değeri: US$158.9b

Eaton Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Eaton kazanç ve gelirin sırasıyla yıllık 22.6% ve 11.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 20.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 25.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

22.6%

Kazanç büyüme oranı

20.47%

EPS büyüme oranı

Electrical kazanç büyümesi20.7%
Gelir büyüme oranı11.1%
Gelecekteki özkaynak getirisi25.86%
Analist kapsamı

Good

Son güncelleme09 Sep 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...

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 Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ETN - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202840,2006,6546,5058,00812
12/31/202736,5675,6135,2266,53622
12/31/202632,6454,3513,8284,91425
6/30/202630,0263,8293,9344,950N/A
3/31/202628,5223,9893,7764,741N/A
12/31/202527,4484,0873,5534,472N/A
9/30/202526,6323,9263,3224,104N/A
6/30/202525,9893,9253,2754,062N/A
3/31/202525,3123,9373,3184,090N/A
12/31/202424,8783,7943,5194,327N/A
9/30/202424,6053,7683,2324,028N/A
6/30/202424,1403,6503,0193,860N/A
3/31/202423,6563,4012,9503,764N/A
12/31/202323,1963,2182,8673,624N/A
9/30/202322,6132,9942,7893,512N/A
6/30/202322,0472,7112,7063,336N/A
3/31/202321,3922,5682,2172,826N/A
12/31/202220,7522,4621,9352,533N/A
9/30/202220,1662,2921,5902,142N/A
6/30/202219,7752,3131,0911,648N/A
3/31/202219,7792,2181,3741,945N/A
12/31/202119,6282,1441,5882,163N/A
9/30/202119,5172,0681,8012,311N/A
6/30/202119,1201,8852,3022,761N/A
3/31/202117,7611,4302,4852,881N/A
12/31/202017,8581,4102,5552,944N/A
9/30/202018,4091,3872,5012,938N/A
6/30/202019,1971,5422,6093,100N/A
3/31/202020,8742,127N/A3,223N/A
12/31/201921,3902,211N/A3,451N/A
9/30/201921,6112,390N/A3,334N/A
6/30/201921,7092,205N/A3,251N/A
3/31/201921,6632,179N/A2,870N/A
12/31/201821,6092,145N/A2,658N/A
9/30/201821,3632,148N/A2,717N/A
6/30/201821,1623,133N/A2,467N/A
3/31/201820,8073,039N/A2,542N/A
12/31/201720,4042,985N/A2,666N/A
9/30/201720,0582,849N/A2,425N/A
6/30/201719,8341,971N/A2,474N/A
3/31/201719,7821,946N/A2,645N/A
12/31/201619,7471,916N/A2,570N/A
9/30/201619,9371,950N/A2,674N/A
6/30/201620,1531,873N/A2,848N/A
3/31/201620,4451,917N/A2,682N/A
12/31/201520,8551,972N/A2,409N/A
9/30/201521,3632,028N/A2,573N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ETN 'nin tahmini kazanç büyümesi (yıllık 22.6% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: ETN şirketinin kazançlarının (yıllık 22.6% ) US pazarından (yıllık 17.2% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ETN şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ETN şirketinin gelirinin (yıllık 11.1% ) US pazarından (yıllık 13.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ETN şirketinin gelirinin (yıllık 11.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ETN 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 25.9 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/11 03:58
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Eaton Corporation plc 51 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Luke JunkBaird
Julian MitchellBarclays