正在加载公司
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
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.
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.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 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
怎么赚钱
- Electrical Americas47%
- Electrical Global28%
- Aerospace15%
- Mobility10%
各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。
竞争对手
- SBGSYSchneider Electric
- ABBABB
- SIEGYSiemens
- VRTVertivA
- 规模
- US$77.8B
- 利润率
- 16.0%
- PHParker-HannifinB
- 规模
- US$120.5B
- 利润率
- 16.6%
- RTXRTXA
- 规模
- US$267.9B
- 利润率
- 8.8%
卖什么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.
再显示 2 项
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.
谁在买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.
再显示 3 项
- 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).
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Dublin, Ireland
- 成立于
- 1911
- 员工人数
- 97,303 (December 31, 2025, high)
- 上市于
- NYSE
- 财年结束
- December 31
基于 Eaton Corporation Plc 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。