기업 정보 불러오는 중
Just reported
Q3 2026 results
From Eaton's results release of 2026년 11월 3일; its quarterly report has since been filed.
Revenue
Actual
US$8.95B
+28% y/y
+4.9% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$2.77
+6.9% y/y
+31% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjustedUS$13.70 – US$13.80Raised +1.9%
- EPSUS$10.39 – US$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.
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.US$212.4BA+
EMREmerson Electric Co.US$91.3BA+
ITWIllinois Tool Works Inc.US$81.7BA+
CMICummins Inc.US$62BA
AMEAmetek, Inc.US$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 Corporation2026년 10월 21일CAGraded C, now A
UPSUnited Parcel Service, Inc.2026년 10월 27일CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026년 10월 29일BAGraded B, now A
URIUnited Rentals, Inc.2026년 10월 21일CAGraded C, now A
WCNWaste Connections, Inc.2026년 10월 22일BAGraded B, now A
어떻게 돈을 버는가
- Electrical Americas47%
- Electrical Global28%
- Aerospace15%
- Mobility10%
매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- 규모
- US$77.8B
- 이익률
- 16.0%
- PHParker-HannifinB
- 규모
- US$120.5B
- 이익률
- 16.6%
- RTXRTXA
- 규모
- US$267.9B
- 이익률
- 8.8%
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가6
- 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.
3개 더 보기
- 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).
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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 소개
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.
- 본사
- Dublin, Ireland
- 설립
- 1911
- 임직원 수
- 97,303 (December 31, 2025, high)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Eaton Corporation Plc이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.