Eaton (ETN)
Builds electrical power-management equipment for grids, data centers, aircraft and vehicles.
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Supplies electrical distribution, circuit-protection, power-quality and backup-power equipment to utilities, data centers, buildings and factories, alongside aerospace systems and vehicle technologies. Electrical Americas and Electrical Global generate most sales; the smaller Mobility business is slated to combine with Dana, subject to approvals.
Designs and sells equipment that distributes, controls, protects and monitors power for utilities, data centers, factories, commercial buildings and homes. Electrical Americas and Electrical Global supply circuit protection, switchgear, power distribution assemblies, power-quality systems and services, with the former focused on the Americas and the latter serving markets elsewhere.
Aerospace provides fuel, hydraulic, pneumatic, motion-control and interconnect systems for commercial, military and space platforms. Mobility combines vehicle and eMobility operations, spanning transmissions, clutches, engine components, inverters, converters and high-voltage circuit protection.
Sells through distributors, resellers and representatives, and directly to manufacturers, utilities and other end users. Electrical operations generate most sales; aerospace depends partly on a concentrated group of aircraft manufacturers, and the planned Mobility combination with Dana remains subject to shareholder and regulatory approvals.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | UBS | Upgrade | ||
| Sep 7, 2026 | UBS | Upgrade | Target: $360 | Target: $515 |
| Aug 28, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $500 | Target: $520 |
| Aug 20, 2026 | Robert W. Baird | Target | Target: — | Target: $500 |
| Aug 3, 2026 | RBC Capital | Reiterate | Rating: —Target: $484 | Target: $512 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $695.0M · Total debt $21.33B · Total assets $56.18B · Shareholders' equity $20.25B
- Revenue
- $8.53B
- Operating income
- $1.39B
- Net income
- $821.0M
HistoryDividendAnnual yield
| Institutions | 85.92% | 333.62M shares | |
|---|---|---|---|
| 2,756 holders · as of Jun 30, 2026 | |||
| Insiders | 0.19% | 722.0K shares | |
| 25 holders · as of Aug 14, 2026 | |||
| Other | 13.89% | 53.96M shares | |
| remainder | |||
388.30M company shares as of Aug 30, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.90% | 30.68M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 25.36M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.50% | 17.48M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.32% | 16.79M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 3.41% | 13.25M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Gerald Johnson | director | +130 | $455.90 |
| Aug 12, 2026 | Gerald Johnson | director | +70 | $469.93 |
| Aug 11, 2026 | Heath B. Monesmith | officer: See Remarks below. | −18,036 | $458.04 |
| Aug 4, 2026 | Adam A. Wadecki | officer: See Remarks below. | −525 | $440.54 |
| May 22, 2026 | Dorothy C. Thompson | director | −167 | $385.00 |
- Vertiv
Pure-play data-center critical power and cooling rival on the AI-demand wave.
- Parker-Hannifin
Primary aerospace rival; names Eaton as a principal global Aerospace competitor.
- nVent Electric
Direct rival in electrical enclosures, connection and data-center hardware.
- Hubbell
North American utility and electrical-distribution hardware rival.
- Cummins
Commercial-vehicle powertrain rival across drivetrain and components.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Eaton | $438.65 | −0.87% | $171.82B | 45.0 | 29.2 | 5.7 | +21.4% |
| Vertiv | $252.61 | −0.34% | $97.58B | 57.3 | 32.2 | 8.5 | +24.1% |
| Parker-Hannifin | $971.81 | +0.72% | $121.65B | 33.9 | 27.6 | 5.7 | +9.8% |
| nVent Electric | $162.88 | +0.14% | $26.30B | 44.6 | 28.1 | 5.4 | +52.8% |
| Hubbell | $462.50 | +0.80% | $24.24B | 27.2 | 21.3 | 3.9 | +15.3% |
| Cummins | $518.12 | −1.52% | $72.60B | 26.9 | 15.6 | 2.1 | +9.4% |
| Median | 33.9 | 27.6 | 5.4 | +15.3% |