Eaton Corporation plc
Strong FundamentalsStrong FundamentalsRevenue growing 17% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (470/wk), no spike$400.02+0.9%YTD+22.6%1Y+9.2%
Mentions · last 7 days
470+20%
Price updated 1m ago·X counts updated 21h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $ETN, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ETN.
Electrical Equipment & Parts
No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.
What this means for $ETN
Partial — Makes electrical switchgear, power distribution equipment, and hydraulic components for data centers and industrial customers; the hyperscaler rack power acceleration and grid electrification capex is a secondary rather than primary near-term earnings catalyst.
Industry benchmark
32-name peer basket
+13.0%YTD
+76.2%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
38.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
18.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
20.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
36.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$2.81$2.73+2.9%
Q4 2025Feb 3, 2026$3.33$3.31+0.6%
Q3 2025Nov 4, 2025$3.07$3.05+0.7%
Q2 2025Aug 5, 2025$2.95$2.93+0.7%
Next earningsFri, Jul 31·consensus EPS $3.08
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.5B+16.8%35.6%15.7%$2.23$314.0M
Q4 FY25$7.1B+13.1%36.8%19.5%$2.92$2.1B
Q3 FY25$7.0B+10.1%38.3%19.6%$2.60$1.2B
Q2 FY25$7.0B+10.7%37.0%17.9%$2.51$1.1B
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$32.1B$30.0B – $32.7B$13.34$13.29 – $13.4418
FY27$35.5B$32.6B – $37.4B$15.70$14.41 – $16.3818
FY28$38.6B$38.6B – $38.6B$18.11$17.59 – $18.6511
FY29$43.1B$41.0B – $44.7B$22.23$20.86 – $23.305
FY30$44.0B$41.9B – $45.6B$24.21$22.72 – $25.375
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 387.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary
8-KShareholder voteApr 238-K — Item 5.07: Shareholder vote
AI summary
8-KAgreement terminatedMar 108-K — Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 27 other (5 425s · 4 8-Ks · 3 11-Ks · 2 earnings 8-Ks) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Eaton (ETN) Declines More Than Market: Some Information for Investors3 Stocks Riding the AI Data Center Power Buildout in JulyEaton Corporation, PLC (ETN) is Attracting Investor Attention: Here is What You Should KnowEaton Stock Trades Near 52-Week High: More Upside Potential Left?The Ultimate AI Bet: Why Eaton and nVent Electric Are Top Stocks to Buy in 2026
In themes
Explore the broader themes this ticker is being talked about under.
More in Electrical Equipment & Parts
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