企業を読み込み中
Just reported
Q3 2026 results
From Eaton's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
$8.95B
+28% y/y
+4.9% q/qGuided
—
No guide given
EPS, GAAP
Actual
$2.77
+6.9% y/y
+31% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted$13.70 – $13.80Raised +1.9%
- EPS$10.39 – $10.49Unchanged
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 themes 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.$212.4BA+
EMREmerson Electric Co.$91.3BA+
ITWIllinois Tool Works Inc.$81.7BA+
CMICummins Inc.$62BA
AMEAmetek, Inc.$55.5BA+
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 Corporation2026年10月21日CAGraded C, now A
UPSUnited Parcel Service, Inc.2026年10月27日CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026年10月29日BAGraded B, now A
URIUnited Rentals, Inc.2026年10月21日CAGraded C, now A
WCNWaste Connections, Inc.2026年10月22日BAGraded B, now A
どうやって稼いでいるか
- Electrical Americas47%
- Electrical Global28%
- Aerospace15%
- Mobility10%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- 規模
- $77.8B
- 利益率
- 16.0%
- PHParker-HannifinB
- 規模
- $120.5B
- 利益率
- 16.6%
- RTXRTXA
- 規模
- $267.9B
- 利益率
- 8.8%
何を売っているか5
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.
さらに2件を表示
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.
誰が買っているか6
- 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.
さらに3件を表示
- 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).
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.
Eaton Corporation Plcについて
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.
- 本社
- Dublin, Ireland
- 設立
- 1911
- 従業員数
- 97,303 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Eaton Corporation Plc 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。