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ETETN

Eaton Corporation plc

Strong FundamentalsStrong FundamentalsRevenue growing 17% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (313/wk), no spike
$ETN·$167B·Electrical Equipment & Parts·Industrials
$391.25-2.8%YTD+24.5%1Y+5.4%
Price updated 9m ago·X counts updated 5d ago
ETETN
$ETNEaton Corporation plc
$391.25-2.79%313 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ETN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

313X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ETN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 55% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-10-02

The Electroneum thread is almost entirely 6-hour price-alert bot posts — ETN whipsawed +18%, -12%, +25%, -15%, +17% within days off a +380% rally and a ~42% correction, with no coherent directional take. The underlying narrative is a quiet ecosystem build (164M+ transactions, 5-second finality, 2,000+ contracts) and the ElectroSwap launch. Holders talk recovery, not thesis; the net is "watching the volatility" rather than a crowd stance.

Read what X is saying about $ETN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ETN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

The pick-and-shovel of AI-data-center electrification — switchgear and power management every GPU cluster needs to turn on.

Eaton is the pick-and-shovel of the AI-data-center electrification build — switchgear, UPS systems, and power management every hyperscaler needs to actually power a GPU cluster. The business is riding the data-center capex wave the chip stocks price in.

  • Growth is accelerating off a large base: Q1 2026 revenue of $7.45B at +17% YoY, with each quarter adding more absolute dollars — data-center demand is now the biggest growth lever within the Electrical segments.
  • Earnings beats are consistent but modest: 1–3% EPS beats across the last four quarters — management isn't being promotional with guidance, and consensus has 2027 EPS at $16 (versus ~$14 2026), roughly 27x FY27 at today's price.
  • The AI-grid narrative is the whole re-rating: a $10T AI data-center buildout against a strained US grid is the structural tailwind — Eaton sits in exactly the bottleneck, which is why it keeps outperforming the index.

A Nov 3 Q3 print with electrical-segment order growth holding keeps the move going; any guide cut or data-center-build slowdown and the premium compresses.

What to watch: Nov 3 Q3 earnings — Electrical Americas segment organic growth, order book commentary on data-center backlog, and any guidance refresh for 2027. A guide cut or an order-book deceleration starts a multiple compression; another steady beat extends the run.

On the calendar: 2026-11-03 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $ETN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes electrical switchgear, power distribution equipment, and hydraulic components for data centers and industrial customers.

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 · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $ETN

Partial — Makes electrical switchgear, power distribution equipment, and hydraulic components for data centers and industrial customers.

Industry benchmark

29-name peer basket
+20.6%YTD
-10.6%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
Q2 2026Jul 31, 2026$3.15$3.07+2.6%
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%
Next earningsTue, Nov 3·consensus EPS $3.54

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

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.0B$31.0B – $33.6B$13.57$13.50 – $13.7021
FY27$36.7B$33.6B – $38.7B$16.19$14.79 – $17.2019
FY28$40.2B$37.9B – $42.6B$18.97$17.12 – $20.1215
FY29$44.2B$41.8B – $45.9B$22.37$20.79 – $23.4810
FY30$47.1B$44.5B – $48.8B$24.06$22.36 – $25.257

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.2.3×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.55%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.-5.3%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.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 387.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.135-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.

Recent transactions

BuyAug 13Gerald JohnsonDirector130 sh$59KBuyAug 12Gerald JohnsonDirector70 sh$33KSellAug 11Heath B. MonesmithSee Remarks below.18.0K sh$8.3MSellAug 4Adam A WadeckiSee Remarks below.525 sh$231KSellMay 22Dorothy C ThompsonDirector167 sh$64KSellMay 13Antonio GalvaoSee Remarks below.494 sh$200KBuyMay 11Gerald JohnsonDirector215 sh$90KBuyMay 8Gerald JohnsonDirector746 sh$300KSellMay 6Peter DenkSee Remarks below.2.0K sh$836KSellMay 6Heath B. MonesmithSee Remarks below.18.4K sh$7.5M
+ 38 other (13 exempts · 13 inkinds · 12 awards) in window

See when $ETN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

3New insider — initial holdingsOct 63
8-KOfficer or director changeOct 58-K — Item 5.02: Officer or director change
3New insider — initial holdingsAug 183
AI summary

Eaton Corporation (ETN) filed a Form 3 for Shawn M. Black, a new executive officer (title noted in filing remarks), establishing his initial Section 16 ownership report. Black beneficially owns zero Eaton securities at the time of this filing. The Form 3 establishes his reporting-person status at the diversified industrial company.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Eaton Corporation plc announced on June 10, 2026 that it entered into definitive agreements with Dana Incorporated to separate Eaton's Mobility segment and combine it with Dana in a Reverse Morris Trust transaction. Eaton will spin off the Mobility business (SpinCo) immediately prior to the combination with Dana. The press release was furnished as a Reg FD disclosure and also disclosed as an Other Events item (8.01). This is a transformative portfolio restructuring for Eaton — divesting its vehicle-electrification/traditional mobility exposure to focus on the higher-multiple electrical/industrial business.

8-KShareholder voteApr 238-K — Item 5.07: Shareholder vote
AI summary

ETN held its Annual Meeting of stockholders around 2026-04-23 (8-K Item 5.07). Stockholders elected 1 director to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 15 other (6 425s · 3 11-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Eaton (ETN) Stock Sinks As Market Gains: Here's Whyzacks.com·1d agoEaton Gains 3% in 3 Months, Lags Industry: Is the Stock Still a Buy?zacks.com·1d agoEaton Corporation, PLC (ETN) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·1d agoAI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fixfool.com·2d agoThe AI Data Center Race Heats Up: Three Winners Getting Paid Now, One Waiting for Next Year247wallst.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureDefense & DronesThe Power Grid

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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