ETN

Dublin, Ireland-based Eaton Corporation plc (ETN) operates as a power management company in the United States and internationally. Valued at a market cap of $161.3 billion, the company operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. ETN is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, analysts expect the company’s EPS to be $3.08 on a diluted basis, up 4.4% from $2.95 in the year-ago quarter. The company has met or exceeded Wall Street’s EPS estimates in each of its last four quarters. Elon Musk Dubs Him ‘Scam Altman’ Not Sam — Then Altman Clapped Back: ‘Homeboy You’re The One Selling Space Datacenters’ Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Short Seller Hunterbrook Attacked Bloom Energy’s Supply-Chain Claims. BE Stock Is Bruised, But Not Broken. Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2026, analysts project the company’s EPS to be $13.35, up 10.6% from $12.07 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 17.7% year over year (YoY) to $15.71 in fiscal 2027. ETN stock has grown 15.3% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 20.3% rise and the State Street Industrial Select Sector SPDR ETF’s (XLI) 19.5% rise during the same time frame. On May 6, ETN stock rose 2.6% following the release of its Q1 2026 earnings. The company’s revenue for the quarter amounted to $7.5 billion and surpassed the Street’s estimates. Moreover, its adjusted EPS for the period came in at $2.81, also topping Wall Street’s forecasts. The company expects full-year earnings in the range of $13.05 to $13.50 per share. Analysts are somewhat bullish on ETN, with the stock currently rated “Moderate Buy” overall. Among the 25 analysts covering the stock, 16 recommend a “Strong Buy,” two recommend a “Moderate Buy,” and seven recommend a “Hold.” ETN’s average analyst price target is $462.88, indicating an upside of 11.4% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

DUBLIN, July 13, 2026--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) will announce second quarter 2026 earnings on Friday, July 31, 2026, before the opening of the New York Stock Exchange. The company will host a conference call at 11 a.m. Eastern time that day to discuss second quarter 2026 earnings results. The conference call will be available through a live webcast that can be accessed at Eaton.com/investor under "Presentations." The call replay and news release will also be available at the same link. Eaton is an intelligent power management company dedicated to protecting the environment and improving the quality of life for people everywhere. We make products for the data center, utility, industrial, commercial and institutional, machine building, residential, aerospace and mobility markets. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power ─ today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we’re helping to solve the world’s most urgent power management challenges and building a more sustainable society for people today and generations to come. Founded in 1911, Eaton has continuously evolved to meet the changing and expanding needs of our stakeholders. With revenues of $27.4 billion in 2025, the company serves customers in 180 countries. For more information, visit www.eaton.com. Follow us on LinkedIn. View source version on businesswire.com: https://www.businesswire.com/news/home/20260713733308/en/ Contacts Jennifer TolhurstMedia Relations+1 (440) [email protected] Yan JinInvestor Relations+1 (440) 523-7558

All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded

A month has gone by since the last earnings report for Eaton (ETN). Shares have lost about 0% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Eaton due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Eaton's Q1 Earnings and Revenues Surpass Estimates, Guidance RaisedEaton Corporation reported first-quarter 2026 earnings of $2.81 per share, which surpassed the Zacks Consensus Estimate of $2.74 by 2.6%. Earnings per share during the quarter were up 3.3% year over year. The figure was within the company’s guidance of $2.65-$2.85. GAAP earnings for the reported quarter were $2.22 per share, down 9.4% from $2.45 in the year-ago quarter. The difference between GAAP and operating earnings in the reported quarter was due to charges of 29 cents for intangible assets amortization, 8 cents for the multi-year restructuring program and 22 cents related to acquisitions and divestitures. Total quarterly revenues were $7.45 billion, which improved 16.9% from the year-ago period. The year-over-year growth in sales was due to 10% increase in organic sales, 4% increase from contributions from acquired assets and 3% growth from foreign exchange. Quarterly revenues surpassed the Zacks Consensus Estimate of $7.1 billion by 5.2%. Electrical Americas’ total first-quarter sales were $3.6 billion, up 20% year over year. The rise was due to 14% increase in organic sales, 5% growth from acquired assets and 1% growth from foreign exchange. Operating profit was $0.92 billion, up 2% year over year.Electrical Global’s total sales were $1.94 billion, up 21% from the year-ago quarter. The year-over-year growth was due to an increase in organic sales by 9%. Acquisition and positive currency translation added 6% each. Operating profit was $373 million, up 24% year over year.Aerospace’s total sales were $1.14 billion, up 16% year over year. The metric was driven by organic growth of 9%, acquisition 5% and positive currency translation of 2%. Operating profit was $304 million, up 35% year over year.Vehicle’s total sales were $586 million, down 9% year over year, due to a 13% decline in organic sales, offset by 4% increase from positive currency translat...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Eaton (ETN) just reported quarterly results that topped expectations and raised its full year outlook for earnings per share and organic growth, putting fresh attention on the stock’s role in AI data centers and electrification. See our latest analysis for Eaton. The earnings beat and higher guidance have been met with a strong reaction, with the share price up 4.4% over the last day and a 90 day share price return of 17.8%. Over longer horizons, total shareholder returns of 29.7% over one year and 207.4% over five years point to momentum that has been building rather than fading, as investors weigh premium valuation signals alongside Eaton’s growing exposure to AI data centers and electrification. If Eaton’s AI and power grid story has caught your eye, it could be worth checking other grid and infrastructure plays through our 33 power grid technology and infrastructure stocks With Eaton trading at $417.62, sitting close to analyst targets and carrying a premium valuation flag from some models, investors may need to consider whether there is still upside potential or whether the market is already pricing in future growth. At a last close of $417.62 versus a narrative fair value of $451.73, the most followed Eaton storyline points to some remaining valuation headroom based on long term earnings power. Read the complete narrative. Want to see what sits under that AI and power grid thesis? The narrative leans on brisk top line expansion, higher margins and a premium earnings multiple. Curious which assumptions really carry the fair value? Result: Fair Value of $451.73 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this AI and grid narrative could be challenged if data center demand becomes uneven, or if heavy investment and acquisitions keep margins under pressure for longer. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. The fair value narrative suggests Eaton is around 7.6% undervalued at $417.62 versus $451.73. Our DCF model presents a different view, with a...

GE Vernova (GEV) booked $18.30 billion in Q1 2026 orders, up 71% organically, with record backlog of $150 billion and Electrification segment capturing $2.4 billion in data center equipment orders exceeding all of 2025 combined. Eaton (ETN) posted record $3.51 billion in Electrical Americas revenue in Q4 2025, up 21% YoY, with pending $9.5 billion Boyd Thermal acquisition for liquid cooling. Vertiv (VRT) reported $15 billion backlog, up 109% year-over-year, with Q4 organic orders growing 252% YoY. GE Vernova and equipment manufacturers are displacing narrative-driven power plays like Vistra as the superior industrial AI exposure because they carry signed multi-year order backlogs with hard guidance rather than dependent on unsigned power purchase agreement negotiations. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. Everyone's talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here's what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on long-dated power purchase agreements with hyperscalers that haven't all been signed yet. You're paying up for a narrative. Meanwhile, the companies actually shipping the turbines, transformers, switchgear, and cooling systems into those data centers have hard order books you can read in their filings. That's the trade a retirement-focused investor should care about. The cleanest redirect is GE Vernova (NYSE:GEV), the electrification and power equipment business spun out of GE last year. Three reasons it deserves the seat VST currently occupies. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. First, the backlog is enormous and accelerating. Q1 2026 orders hit $18.30 billion, up 71% organically, with backlog expanding by more than $13 billion quarter-over-quarter. The Electrification segment alone booked $2.4 billion in data center equipment orders in Q1, exceeding all of 2025 combined. Total backlog hit a record $150 billion at the end of Q4 2025. These are signed contracts visible in the filings. Second, management is raising guidance. The 2026 outlook now calls fo...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Eaton (NYSE:ETN) reported record first quarter 2026 results, supported by demand in key segments and substantial order growth. The company completed about US$11b of acquisitions, including Boyd Thermal and Ultra PCS Limited. Eaton plans to spin off its Mobility segment by early 2027 as part of an ongoing restructuring program. Eaton is a power management company with exposure to areas many investors watch closely, including electrical systems, power reliability, and industrial applications. The latest results highlight strong activity in areas such as AI data centers and power infrastructure, which have become central themes across global capital spending. For investors following NYSE:ETN, these segments help frame how the business is positioned within broader electrification and digitalization trends. The announced spin off of the Mobility segment points to a future structure that is more focused on electrical and energy systems. Completed acquisitions like Boyd Thermal and Ultra PCS Limited expand Eaton's presence in thermal management and power conversion, which relates directly to data and power needs. Taken together, these moves create a different mix of businesses that investors may want to track as the restructuring progresses. Stay updated on the most important news stories for Eaton by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Eaton. We've flagged 2 risks for Eaton. See which could impact your investment. Eaton's record first quarter, combined with US$11b of completed acquisitions, points to a business leaning further into electrical and aerospace markets where demand for grid upgrades and AI data centers is currently strong. The acquisitions of Boyd Thermal and Ultra PCS Limited expand Eaton's product set in liquid cooling and power conversion, areas that directly serve high power compute and electrification projects. At the same time, the planned spin off of the Mobility segment by early 2027 would separate a weaker, more cyclical operation from the core power management focus. Investors now have to weigh strong order growth and a US$22.8b backlog against higher financial leverage, after the company issued US$8.5b of U.S. notes and €1.2b of Euro notes to fund deals. Guidanc...

Management attributes the record $7.5 billion revenue to 'unprecedented' demand across all segments, with data center orders surging 240% as AI factories drive a massive global build-out. The Electrical Americas margin trough in Q1 was a deliberate strategic trade-off, as management front-loaded ramp-up costs for 12 new factories to support a raised organic growth outlook of 13%. The acquisition of Boyd Thermal is framed as a critical pivot to 'white space' data center infrastructure, providing a unique 'grid-to-chip' solution that includes high-margin liquid cooling. Strategic partnerships, specifically with NVIDIA for the Vera Rubin chip generation, position Eaton as a primary architect for direct current (DC) power distribution in next-gen AI factories. Performance in the Electrical Global and Aerospace segments remains robust, with Aerospace margins expanding to a record 26.7% driven by strong defense and commercial aftermarket demand. Management is actively 'fixing the tail' of the portfolio by exiting low-margin North America light vehicle businesses to focus resources on high-growth electrical and aerospace markets. Full-year organic growth guidance was raised by 200 basis points to a 10% midpoint, reflecting higher confidence in data center and mega-project execution. Management expects a significant margin recovery in the second half of 2026, targeting an exit rate north of 30% for Electrical Americas as new capacity utilization increases and April price hikes take effect. The data center outlook assumes 32 gigawatts of capacity under construction in the U.S., with 70% dedicated to AI, representing a 12-year backlog at current build rates. Guidance for 2026 includes the absorption of EPS dilution from the Boyd acquisition while flowing through the Q1 operational beat to reach an adjusted EPS midpoint of $13.28. The company remains committed to a 32% margin target for Electrical Americas by 2030, supported by a negotiation pipeline that is up 81% year-over-year. Temporary margin headwinds in Q1 were exacerbated by a 'price-cost lag' due to commodity inflation, which management expects to neutralize via an April 1 price increase. The Mobility segment is on a definitive timeline for a spin-off by the first quarter of 2027 to streamline the corporate focus on power management. Aerospace margins included a one-time facility sale gain; however, underlying...

Strong quarter and raised guidance: Eaton reported record Q1 revenue of $7.5 billion, record segment profit of $1.7 billion, adjusted EPS of $2.81 (beating guidance) and free cash flow up 245%, and raised full-year organic growth to a midpoint of 10% with 2026 adjusted EPS expected around $13.05–$13.50. Data center demand and backlog driving growth: Data center orders surged ~240%, total data center backlog reached 228 GW (about 12 years at 2025 build rates), and Eaton’s recent deals (Boyd Thermal, Ultra PCS) expand its liquid-cooling and "grid-to-chip" capabilities, with Boyd expected to contribute toward a ~$1.7 billion run-rate. Electrical Americas margin dynamics: Q1 margins were temporarily hit by a price–cost lag and front‑loaded ramp costs to support higher growth, but management expects ~150 bps margin improvement Q1→Q2 and to exit the year north of 30%, while keeping full‑year Electrical Americas segment profit dollar guidance roughly unchanged. Interested in Eaton Corporation, PLC? Here are five stocks we like better. Vertiv’s $15 Billion Backlog Is the Loudest AI Signal in 2026 Eaton (NYSE:ETN) reported first-quarter 2026 results that management described as a solid start to the year, pointing to accelerating demand, record backlog levels, and raised full-year organic growth and earnings guidance. Chief Executive Officer Paulo Ruiz said rolling 12-month orders increased across all businesses, with orders up 42% in Electrical Americas and 13% in both Electrical Global and Aerospace. Ruiz said Eaton is “winning business at unprecedented rates,” with record backlogs in Electrical and Aerospace and a combined rolling 12-month book-to-bill of 1.2. He highlighted data center orders as a key driver, saying they were up 240%. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Forget the Chips: 4 Industrial Plays for the AI Rebound Eaton posted record revenue of $7.5 billion in the quarter, with record segment profit of $1.7 billion and segment margins of 22.7%, according to Ruiz. Chief Financial Officer Dave Foster said adjusted EPS was a first-quarter record of $2.81, $0.06 above the midpoint of the company’s guidance range, and that the earnings outperformance was “all operational.” Foster also said free cash flow rose 245% versus the prior year. Following the quarter, Ruiz said Eaton raised its full-year organic growth outlook b...

Eaton Corporation ETN reported first-quarter 2026 earnings of $2.81 per share, which surpassed the Zacks Consensus Estimate of $2.74 by 2.6%. Earnings per share during the quarter were up 3.3% year over year. The figure was within the company’s guidance of $2.65-$2.85. GAAP earnings for the reported quarter were $2.22 per share, down 9.4% from $2.45 in the year-ago quarter. The difference between GAAP and operating earnings in the reported quarter was due to charges of 29 cents for intangible assets amortization, 8 cents for the multi-year restructuring program and 22 cents related to acquisitions and divestitures. Total quarterly revenues were $7.45 billion, which improved 16.9% from the year-ago period. The year-over-year growth in sales was due to 10% increase in organic sales, 4% increase from contributions from acquired assets and 3% growth from foreign exchange. Quarterly revenues surpassed the Zacks Consensus Estimate of $7.1 billion by 5.2%. Eaton Corporation, PLC price-consensus-eps-surprise-chart | Eaton Corporation, PLC Quote Electrical Americas’ total first-quarter sales were $3.6 billion, up 20% year over year. The rise was due to 14% increase in organic sales, 5% growth from acquired assets and 1% growth from foreign exchange. Operating profit was $0.92 billion, up 2% year over year. Electrical Global’s total sales were $1.94 billion, up 21% from the year-ago quarter. The year-over-year growth was due to an increase in organic sales by 9%. Acquisition and positive currency translation added 6% each. Operating profit was $373 million, up 24% year over year. Aerospace’s total sales were $1.14 billion, up 16% year over year. The metric was driven by organic growth of 9%, acquisition 5% and positive currency translation of 2%. Operating profit was $304 million, up 35% year over year. Vehicle’s total sales were $586 million, down 9% year over year, due to a 13% decline in organic sales, offset by 4% increase from positive currency translation. Operating profit was $96 million, down 21% year over year. Mobility segment’s total sales were $766 million, down 2% year over year, caused by a 6% decline in organic sales, partially offset by positive currency translation of 4%. Operating income was $89 million compared with $91 million in the year-ago quarter. Selling and administrative expenses were $1.27 billion, up 21.1% year over year. Research and deve...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 11:00 a.m. ET Chief Executive Officer — Paulo Sternadt Chief Financial Officer — David Foster Vice President, Investor Relations — Yan Jin Paulo Sternadt: Thanks, Yan, and thanks, everyone, for joining us. Starting on Page 3, I'm happy to report we have delivered solid results to start the year. From a demand perspective, we continue to see tremendous strength. Rolling 12-month orders are up in all businesses, 42% in Electrical Americas and 13% in both Electrical Global and Aerospace. We are winning business at unprecedented rates, resulting in our backlog hitting a new record high in both Electrical and Aerospace with book-to-bill increasing to 1.2 combined on a rolling 12-month basis and even stronger than that year-over-year. Our accelerating orders driven by data center orders up 240% prove continued strong demand and our winning value proposition as an end-to-end solutions provider. Overall, the businesses are executing nicely to start the year. We posted record revenue of $7.5 billion, along with Q1 record segment profit of $1.7 billion and margins of 22.7%. We are pleased to beat our adjusted EPS guide and consensus. All the bid was operational. We also delivered strong total revenue growth of 17% and higher margins than anticipated. We are also executing well on our deals to boost growth. We closed Ultra PCS in January and Boyd Thermal in March, both ahead of schedule. Our partnerships with NVIDIA resulted in a complete solution for their generation of chips, Vera Rubin. Thanks to our teams for the strong work as we keep shaping our portfolio. As we look toward the rest of the year, with an unprecedented demand backdrop we raised our organic growth outlook by 200 basis points to a midpoint of 10% and also raised our adjusted EPS midpoint expectations to now $13.28 for the year, which covers the EPS dilution from the Boyd acquisition. Another important update, on March 2, we announced Dave Foster as CFO. We are thrilled to have you back, Dave, and he has 29 years career with Eaton, which brings deep understanding of our business and markets as well as a proven ability to drive performance. Dave and I will dive into Q1 and the 2026 outlook. But first, let's move to Slide 4. We continue to drive eaten forward with our bold strategy to lead, invest and execute for growth. All 3 pillars are designed t...

Eaton (ETN) came out with quarterly earnings of $2.81 per share, beating the Zacks Consensus Estimate of $2.74 per share. This compares to earnings of $2.72 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.59%. A quarter ago, it was expected that this power management company would post earnings of $3.33 per share when it actually produced earnings of $3.33, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Eaton, which belongs to the Zacks Manufacturing - Electronics industry, posted revenues of $7.45 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.16%. This compares to year-ago revenues of $6.38 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Eaton shares have added about 32.6% since the beginning of the year versus the S&P 500's gain of 5.2%. While Eaton has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Eaton was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will...