Inside the research

Eaton Corporation plc

ETN Research profile · latest available data

Price overview

$439.98

▼ -0.02 (-0.0%)

52w hi$459.96
52w lo$313.20
Vol1.42M
As of25 Sep 2026

The Verdict

Hold

Our score -0.05

Short+0.12
Medium-0.10
Long-0.29

computed 2026-09-27

Key fundamentals

Eaton Corporation plc

Industrials · Specialty Industrial Machinery

Market cap$170.89B
Enterprise value$191.56B
Trailing P/E44.85x
Forward P/E27.30x
EV / EBITDA28.85x
P / S (ttm)5.69x
Profit margin12.8%
Return on equity19.7%
Revenue growth+21.4%
Earnings growth-15.9%
Debt / equity105.06

Layer Breakdown

LayerRawContribution
Fundamental+0.12
Sector-0.01
Technical+0.03
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical and industrial components, power distribution and assemblies, residential products, single- and three-phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, and power reliability equipment; and hazardous duty electrical equipment, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems. It also provides pumps, motors, hydraulic power units, hoses and fittings, and electro-hydraulic pumps; valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems, and nose wheel steering systems; hose and thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, and adapters and regulators; oxygen generation systems, payload carriages, and thermal management products; wiring connectors and cables; and hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, related aftermarket customers, and industrial applications. In addition, the company offers transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited slip differentials, transmission controls, and fuel vapor components for the vehicle industry; and voltage inverters, converters, fuses, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. The company was formerly known as Abeiron Limited. The company was founded in 1911 and is based in Dublin, Ireland.

Ireland · www.eaton.com

Risk Metrics

Beta vs SPX1.53
Corr SPX0.65
Annual vol37.6%
Annual ret+21.4%
Sharpe0.57
Max DD-34.7%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$445.21
High / Low$514.00 / $321.00
Median$469.50
Analysts28
Strong Buy7
Buy16
Hold6
Sell0
Strong Sell1

Recent rating actions

2026-05-06Wells Fargo→ Equal-Weight
2026-05-06RBC Capital→ Outperform
2026-05-06Keybanc→ Overweight
2026-05-06JP Morgan→ Overweight
2026-05-06Citigroup→ Buy
2026-05-06Barclays→ Equal-Weight

Material Events

DateEvent8-K
2026-07-31Earnings Release, Exhibitsread
2026-06-11Reg FD Disclosure, Other Material Event…read
2026-05-05Earnings Release, Exhibitsread
2026-04-23Shareholder Voteread
2026-03-10Termination of Agreement, Material Obligation…read
2026-03-02Officer / Director Changeread
2026-03-02Officer / Director Change, Exhibitsread
2026-02-06Material Agreement, Material Obligation…read
2026-02-03Earnings Release, Exhibitsread
2026-01-26Reg FD Disclosure, Exhibitsread
2025-11-20Officer / Director Change, Reg FD Disclosure…read
2025-11-04Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share99.1%
HHI3,758 (concentrated)

Top Holders

HolderValueShares
State Street Corp$7.45B17.48M
Fidelity / FMR LLC$3.55B8.33M
Capital Research / Capital World$2.24B5.25M
Citadel Advisors$445.37M1.05M
Millennium Management$165.17M387.61K
AQR Capital Management$120.24M287.65K
T. Rowe Price Group$1.06M2.50M

As of 2026-06-30

Connections

Subsidiarys: Electrical SectorIndustrial Sector- Aerospace- Filtration- Golf Pride- Vehicle- eMobility

Dividends

Yield (TTM)0.74%
$ / share (TTM)$3.24
5y CAGR+12.9%

Annual dividend per share

2021$3.04
2022$3.24
2023$3.44
2024$3.76
2025$4.16
2026$2.20

SEC Filings

DateFormDoc
2026-08-144view
2026-08-134view
2026-08-074view
2026-08-054view
2026-07-318-Kview
2026-07-3110-Qview
2026-06-2411-Kview
2026-06-2411-Kview
2026-06-2411-Kview
2026-06-118-Kview
2026-05-224view
2026-05-144view
2026-05-124view
2026-05-084view
2026-05-084view

The Long Run

FY 2012–2025 · 14 years

LineLatestCAGRTrend
Revenue$27.45B+8.0%
Operating income$3.67B+7.5%
Net income$3.22B+14.9%
Cash from ops$3.62B+8.3%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$444.40$447.33$436.18$439.981.42M
Sep 24$429.36$441.38$427.96$440.001.36M
Sep 23$442.56$443.49$436.10$438.761.79M
Sep 22$434.67$443.64$433.18$442.491.88M
Sep 21$430.21$438.26$426.06$435.432.19M

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