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Eaton supplies power management and electrical infrastructure solutions essential for energy-intensive AI data centers.
Snapshot
| Country |
USA
|
| Exchange | NYSE |
| AI Layer |
energyinfra
|
| Category |
1.50 Electrical Grid Equipment & Power Distribution
3.10 Data Center Power & Physical Infrastructure
|
| Sentiment |
68.0% |
| USD Mkt Cap | 165.21B |
| USD Revenue | 30.03B |
| USD Net Income | 3.83B |
| P/E | 43.27 |
| fwd P/E | 26.37 |
| PEG | 2.52 |
| Price 3M | +7.7% |
| Price 6M | +19.2% |
| Price 1Y | +16.4% |
| Price 2Y | +42.2% |
| USD Share Price | 422.35 |
Price & Size
| Price |
425.37 USD |
| Market Cap |
165.21B USD |
| Shares Outstanding |
388.40M |
| Shares Float |
387.72M |
| 52w Low |
311.92 USD |
| 52w High |
478.00 USD |
| Avg Volume |
2.18M |
Valuation
| P/E (trailing) |
43.3x |
| P/E (forward) |
26.4x |
| P/B |
8.16x |
| Enterprise Value |
185.89B USD |
| Book Value / Share |
52.15 USD |
| PEG Ratio |
2.52x |
| P/S |
5.50x |
| EV / Revenue |
6.19x |
| EV / EBITDA |
28.00x |
Income
| Revenue |
30.03B USD |
| Revenue / Share |
77.29 USD |
| EBITDA |
6.64B USD |
| Net Income |
3.83B USD |
| EPS (trailing) |
9.83 USD |
| EPS (forward) |
16.13 USD |
Margins & Profitability
| Gross Margin |
36.0% |
| Operating Margin |
16.6% |
| Profit Margin |
12.8% |
| EBITDA Margin |
22.1% |
| Return on Equity |
19.7% |
| Return on Assets |
7.0% |
Growth
| Revenue Growth |
21.4% |
| Earnings Growth |
-15.9% |
Cash & Debt
| Total Cash |
695.00M USD |
| Total Debt |
21.33B USD |
| Free Cash Flow |
3.11B USD |
| Operating Cash Flow |
4.95B USD |
| Debt / Equity |
1.05x |
| Current Ratio |
1.24x |
| Quick Ratio |
0.70x |
Dividend
| Rate |
4.40 USD |
| Yield |
1.1% |
| Payout Ratio |
43.6% |
| Ex-Date |
2026-08-07 |
Analyst Consensus
| Target (Mean) |
478.17 USD |
| Target (Median) |
487.00 USD |
| Target (High) |
534.00 USD |
| Target (Low) |
333.00 USD |
| Recommendation |
buy |
| # Analysts |
25 |
Identifiers
| ISIN | IE00B8KQN827 |
| CUSIP | 278058102 |
| FIGI | BBG000B9X8C0 |
| SEDOL | B8KQN82 |
Sentiment 68.0%
as of Sep 11, 2026
Positive drivers
Strong demand for Eaton's power management solutions driven by AI data center expansions boosted investor optimism. Recent partnerships with hyperscalers highlighted the company's role in high-efficiency electrical infrastructure. Positive analyst upgrades cited robust order backlogs in the electrical sector.
Neutral / mixed
Broader market volatility from interest rate uncertainties created mixed trading patterns. Eaton's diversified industrial exposure balanced AI tailwinds with cyclical manufacturing slowdowns. Regulatory developments on energy efficiency standards introduced both opportunities and compliance costs.
Negative drivers
Supply chain disruptions in semiconductor components affected production timelines for advanced power systems. Rising raw material costs pressured margins amid global inflation concerns. Competitive pressures from emerging players in the electrification space raised questions about long-term market share.
Bottom line
Sentiment remains moderately positive, anchored by AI-driven growth in power infrastructure despite macroeconomic headwinds. Overall outlook hinges on sustained data center investments through late 2026.