Caricamento azienda
Just reported
Q3 2026 results
From Eaton's results release of 3 novembre 2026; its quarterly report has since been filed.
Revenue
Actual
8,95B USD
+28% y/y
+4,9% q/qGuided
—
No guide given
EPS, GAAP
Actual
2,77 USD
+6,9% y/y
+31% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted13,70 USD – 13,80 USDRaised +1,9%
- EPS10,39 USD – 10,49 USDUnchanged
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Eaton is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Specialty Industrial Machinery
Graded A or B and worth $2B or more: A first, then the largest.
GEVGE Vernova Inc.216,6B USDA+
EMREmerson Electric Co.91,6B USDA+
ITWIllinois Tool Works Inc.81,5B USDA+
CMICummins Inc.62,4B USDA
AMEAmetek, Inc.55,3B USDA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation21 ott 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.27 ott 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 ott 2026BAGraded B, now A
URIUnited Rentals, Inc.21 ott 2026CAGraded C, now A
WCNWaste Connections, Inc.22 ott 2026BAGraded B, now A
Come guadagna
- Electrical Americas47%
- Electrical Global28%
- Aerospace15%
- Mobility10%
Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.
Compete con
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- Dimensione
- 80,7B USD
- Margine
- 16,0%
- PHParker-HannifinB
- Dimensione
- 120,7B USD
- Margine
- 16,6%
- RTXRTXA
- Dimensione
- 267,7B USD
- Margine
- 8,8%
Che cosa vende5
Electrical power equipment
Equipment for distributing and controlling electricity, including switchgear, circuit breakers, transformers, and uninterruptible power supplies.
Modular power enclosures
Pre-integrated enclosures that bring power equipment together for data centers, industrial sites, utilities, and communications customers.
Solid-state transformers
Power-conversion equipment being developed for uses including data centers and energy storage.
Mostra altri 2
Liquid-cooling equipment
Data-center cooling products including cold plates and coolant distribution units.
Aerospace electronic and sensing products
Aircraft and aerospace products including electronic controls, sensing equipment, stores ejection systems, and data processing equipment.
Chi lo compra6
- Data-center operators, including hyperscale and colocation providers, buy power equipment, enclosures, and cooling products for data-center projects.
- Utilities buy equipment used in electrical power systems.
- Industrial companies, commercial building customers, and machine builders buy electrical equipment for facilities and machinery.
Mostra altri 3
- Aircraft manufacturers and other aerospace customers buy components and systems for commercial, military, and space uses.
- Vehicle manufacturers and related companies buy products for vehicle production; aftermarket customers also buy replacement products.
- Six large electrical-products customers together accounted for 22% of Electrical segment sales (2025, high); three large aircraft manufacturers together accounted for 20% of Aerospace sales (2025, high).
Su cosa si regge e cosa potrebbe romperlo
Da che cosa dipende l'attività
- 1Manufacturing relies on suppliers for metals, electronic components, plastics, and other materials and parts.
- 2In 2025, six large electrical-products customers accounted for 22% of Electrical segment sales (2025, high), and three large aircraft manufacturers accounted for 20% of Aerospace sales (2025, high).
- 3The business depends on production facilities in multiple countries, which can be disrupted by events such as natural disasters, conflict, or labor stoppages.
- 4The proposed separation of Mobility and combination with Dana had not closed by June 30, 2026; until it closes, Mobility remains part of Eaton.
Che cosa potrebbe andare storto
- 1Higher prices or shortages of raw materials, components, energy, or labor can raise manufacturing costs or make it harder to supply customers.
- 2Disruptions at Eaton's production facilities around the world can interrupt output and deliveries to customers.
- 3Acquisitions require Eaton to integrate new businesses, while the planned Mobility transaction may not be completed or may involve unexpected costs and disruption.
Informazioni su Eaton Corporation Plc
Eaton makes equipment that helps move, control, protect, and cool electrical power, from utility systems to data centers, factories, buildings, and homes. It also makes products for aircraft and vehicles. Customers use its products in new construction and infrastructure projects, and as parts or replacement equipment.
- Sede
- Dublin, Ireland
- Fondata nel
- 1911
- Dipendenti
- 97,303 (December 31, 2025, high)
- Quotata su
- NYSE
- Chiusura dell'esercizio
- December 31
Costruito dai documenti depositati da Eaton Corporation Plc presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.