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ETN

Eaton Corporation plc

ETN

NYSE·Industrials·Electrical Equipment & Parts·Mkt cap $159.5B

$410.85

+3.46%

P/E

41.80

Mkt Cap

$159.5B

52-Wk Range

$311.92–$478.00

52-Week Range

$311.92 - $478.00

P/E

41.80

Fwd P/E

30.33

Beta

1.17

Div Yield

1.06%

Avg Vol

2.4M

Shares Out

388.3M

Mkt Cap

$159.5B

Price action

Price chart

Up 17.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified end-market exposure reducing cyclical dependency on single industries
  • Deep engineering expertise and 110+ year operational history in power management and hydraulics
  • Strong aftermarket services and recurring revenue streams across aerospace and industrial segments
  • Strategic positioning in high-growth eMobility and electrification markets
  • Global manufacturing footprint and established relationships with major OEMs and industrial customers

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Global electrification and renewable energy infrastructure expansion driving demand for power distribution solutions

Value

Significant premium - growth priced in

Momentum

Stable

+1.9% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.06% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $3.15 vs $3.07 consensus (+2.6% surprise). Revenue of $8.5B vs $8.2B expected (+4.6%). Beat on both top and bottom lines.

EPS beat +2.6%
Rev beat +4.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+2.6%

Revenue trend · last 8Q

+5%

+7%

+11%

+10%

+13%

+17%

+21%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$6.3B

$6.2B

$6.4B

$7.0B

$7.0B

$7.1B

$7.5B

$8.5B

Margins · last 8Q

Gross

33.5%

Operating

16.3%

Profit

9.6%

Wall Street consensus

11 analysts · 82% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

82%

Hold

2

18%

Sell

0%

Median Price Target

Latest: UBS · Sep 7, 2026

vs Industry

How ETN stacks vs Electrical Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.