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Eaton Corporation (ETN)
NYSE:ETN
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Eaton (ETN) Price & Analysis

3,519 Followers

ETN Stock Chart & Stats

$404.07
-$11.06(-2.66%)
At close: 4:00 PM EDT
$404.07
-$11.06(-2.66%)

Bulls Say, Bears Say

Bulls Say
Raised Guidance And Organic GrowthThe guidance increase following record revenue and EPS indicates strong execution and sustained demand across Eaton’s core businesses. Higher expected organic growth supports confidence that electrification, grid investment and data-center demand can drive durable expansion.
Electrical Backlog And Data-Center DemandA large and growing backlog provides multi-period revenue visibility and reflects Eaton’s positioning in power distribution and quality infrastructure. Data-center, grid and electrification projects create structural demand beyond a single quarter or investment cycle.
Portfolio Shift Toward Higher-Growth BusinessesThe planned Mobility separation should concentrate capital and management attention on electrical and aerospace platforms tied to electrification, AI data centers and infrastructure modernization. The transaction also provides cash and continued ownership of the combined mobility company.
Bears Say
Higher Leverage And Reduced FlexibilityThe sharp increase in leverage raises financial risk and could constrain acquisitions, investment or shareholder returns if earnings weaken. Modest debt coverage is especially important because Eaton operates through cyclical industrial and project-driven end markets.
Margin And Net Income PressureLower recent profitability indicates that growth is not yet translating uniformly into margin expansion. Mix, investment ramps and cost pressures could persist as capacity expands, creating a risk that earnings growth lags revenue growth over the next several periods.
Long Backlog Conversion HorizonAlthough backlog is substantial, its distant conversion profile limits near-term revenue realization and leaves results exposed to project delays, customer decisions and changing infrastructure plans. This reduces the immediate economic value of headline backlog growth.

Eaton News

ETN FAQ

What was Eaton Corporation’s price range in the past 12 months?
Eaton Corporation lowest stock price was $311.92 and its highest was $478.00 in the past 12 months.
    What is Eaton Corporation’s market cap?
    Eaton Corporation’s market cap is $162.82B.
      When is Eaton Corporation’s upcoming earnings report date?
      Eaton Corporation’s upcoming earnings report date is Nov 03, 2026 which is in 71 days.
        How were Eaton Corporation’s earnings last quarter?
        Eaton Corporation released its earnings results on Jul 31, 2026. The company reported $3.15 earnings per share for the quarter, beating the consensus estimate of $3.072 by $0.078.
          Is Eaton Corporation overvalued?
          According to Wall Street analysts Eaton Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Eaton Corporation pay dividends?
            Eaton Corporation pays a Quarterly dividend of $1.1 which represents an annual dividend yield of 1.04%. See more information on Eaton Corporation dividends here
              What is Eaton Corporation’s EPS estimate?
              Eaton Corporation’s EPS estimate is 3.52.
                How many shares outstanding does Eaton Corporation have?
                Eaton Corporation has 388,400,000 shares outstanding.
                  What happened to Eaton Corporation’s price movement after its last earnings report?
                  Eaton Corporation reported an EPS of $3.15 in its last earnings report, beating expectations of $3.072. Following the earnings report the stock price went up 7.317%.
                    Which hedge fund is a major shareholder of Eaton Corporation?
                    Currently, no hedge funds are holding shares in ETN
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Eaton Corporation

                      Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

                      Eaton (ETN) Earnings & Revenues

                      ETN Company Deck

                      ETN Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong, broad-based operational momentum: record revenue and EPS, significant organic growth (notably in electrical businesses and data centers), raised guidance, improved margins and cash flow, and successful integration of acquisitions like Boyd. Challenges were limited and largely transient (temporary price/cost pressure, prior ramp disruption) or small in magnitude (Mobility softness, IEEPA refund < $3M). Given the number and magnitude of positive developments versus relatively modest and manageable negatives, the overall tone is constructive and confidence-inspiring.View all ETN earnings summaries

                      ETN Net sales Breakdown

                      48.37%48.37%24.83%15.48%9.13%2.20%
                      48.37% Electrical Americas
                      24.83% Electrical Global
                      15.48% Aerospace
                      9.13% Vehicle
                      2.20% eMobility
                      tipranks

                      ETN Stock 12 Month Forecast

                      Average Price Target

                      $489.57
                      ▲(21.16% Upside)
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style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":315.867,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":356.458,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":423.335,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":399.098,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.05%20.51%12.83%43.89%
                      12.83% Other Institutional Investors
                      43.89% Public Companies and Individual Investors
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