ETN
EatonElectrical distribution and power-quality equipment inside data centers.
Next earnings: Eaton has not announced its next earnings date. Its last earnings release was filed with the SEC on July 31, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Power management: electrical components, aerospace and vehicle systems.
Its role in AI
Sells switchgear, UPS systems and power distribution used to bring electricity to AI racks.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Why ETN is rated partial
Partial. Data centers and distributed IT were 21% of Eaton's 2025 sales; data-center orders rose about 85% and data-center revenue about 65% in Q2 2026. Aerospace, vehicle and the rest of electrical make up the other four-fifths, so AI is the fastest-growing fifth of a diversified industrial.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Electrical Sector data center orders up approximately 85% and data center revenue up approximately 65% versus Q2 2025; data centers and distributed IT were 21% of 2025 sales.Source · Q2 2026, quarter ended June 30, 2026
- Electrical Americas sales a record $4.0 billion, up 18% organically; twelve-month rolling average orders up 41% organically; backlog up 33% ($3.8B) over June 2025.Source · Q2 2026, quarter ended June 30, 2026
- Total sales a record $8.5 billion with 14% organic growth; Electrical Global backlog up 103% over June 2025.Source · Q2 2026, quarter ended June 30, 2026
- Full-year 2026 guidance raised: organic growth 11-13%, segment margins 24.1-24.5%, adjusted EPS $13.40-$13.60; Electrical Americas organic growth 14-16%.Source · Guidance issued July 31, 2026
Estimates
No third-party or editorial estimates are listed for ETN. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Q3 2026 results versus guidance of 13.5-15.5% organic growth, 24.6-25.0% segment margins and adjusted EPS of $3.46-$3.56 source
- Whether Electrical Americas data center orders (up ~85% in Q2) and backlog (up 33%) keep growing and support the 14-16% segment organic growth guide source
- Electrical Global backlog conversion after backlog rose 103% over June 2025 source
Growth drivers
- CEO Paulo Ruiz: 'While data centers remain a key growth driver, we are benefiting from robust demand across our end markets,' leading to raised full-year organic growth guidance source
- Data centers and distributed IT identified as a 'Strong/Double Digit Growth' end market at 21% of 2025 sales source
- 10-K: electrification, digitalization, data center expansion and North American reindustrialization cited as growth megatrends, with momentum in data center and utility end markets source
Risks
- Significant inflation or shortages of raw materials, energy, components and labor could hurt results if price increases cannot offset supplier cost increases source
- Volatility of the end markets Eaton serves, including data center cyclicality, could materially and adversely affect revenue and profitability source
- Changes in trade policies, including sanctions or tariffs, could raise import costs and disrupt supply chains without a guaranteed ability to pass costs to customers source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 8.01,9.012026-10-16documentfolder
- 8-KCurrent report · items 5.022026-10-05documentfolder
- 10-QQuarterly report2026-07-31documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-31documentfolder
- 8-KCurrent report · items 7.01,8.01,9.012026-06-11documentfolder
- 10-QQuarterly report2026-05-05documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-05documentfolder
- 8-KCurrent report · items 5.072026-04-23documentfolder
- DEF 14AProxy statement2026-03-13documentfolder
- 8-KCurrent report · items 1.02,2.03,9.012026-03-10documentfolder
- 8-KCurrent report · items 5.022026-03-02documentfolder
- 8-KCurrent report · items 5.02,9.012026-03-02documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Wadecki Adam A See Remarks below. | Option exercise · acquired | 997 | — | 2026-10-06 |
Wadecki Adam A See Remarks below. | Tax withholding · disposed | 390 | $442.83 | 2026-10-06 |
Johnson Gerald Director | Open-market purchase · acquired | 200 | $460.81 | 2026-08-14 |
Monesmith Heath B. See Remarks below. | Option exercise · acquired | 20,041 | $132.72 | 2026-08-13 |
Monesmith Heath B. See Remarks below. | Tax withholding · disposed | 653 | $458.13 | 2026-08-13 |
Monesmith Heath B. See Remarks below. | Open-market sale · disposed | 18,036 | $458.04 | 2026-08-13 |
Yelton Michael See Remarks below. | Option exercise · acquired | 658 | $151.76 | 2026-08-07 |
Yelton Michael See Remarks below. | Tax withholding · disposed | 221 | $451.53 | 2026-08-07 |
Wadecki Adam A See Remarks below. | Open-market sale · disposed | 525 | $440.54 | 2026-08-05 |
News
ETN in plain answers
The questions readers ask about Eaton, answered from the company's own filings and this site's research. Each answer names its source.
What does Eaton (ETN) supply to AI?+
Power management: electrical components, aerospace and vehicle systems. Sells switchgear, UPS systems and power distribution used to bring electricity to AI racks.
How much does AI matter to Eaton's business?+
AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. Reported by the company: Electrical Sector data center orders up approximately 85% and data center revenue up approximately 65% versus Q2 2025; data centers and distributed IT were 21% of 2025 sales. Electrical Americas sales a record $4.0 billion, up 18% organically; twelve-month rolling average orders up 41% organically; backlog up 33% ($3.8B) over June 2025.
Company filing or releaseWhen is Eaton's next earnings date?+
Eaton has not announced its next earnings date. Its last earnings release was filed with the SEC on July 31, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Eaton insiders buying or selling ETN stock?+
In the latest Form 4 filings for ETN there are 1 open-market purchase, 2 open-market sales, 6 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 6, 2026 by Wadecki Adam A. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for ETN?+
Q3 2026 results versus guidance of 13.5-15.5% organic growth, 24.6-25.0% segment margins and adjusted EPS of $3.46-$3.56 Whether Electrical Americas data center orders (up ~85% in Q2) and backlog (up 33%) keep growing and support the 14-16% segment organic growth guide Electrical Global backlog conversion after backlog rose 103% over June 2025
SourceWhat are the main risks for Eaton?+
Significant inflation or shortages of raw materials, energy, components and labor could hurt results if price increases cannot offset supplier cost increases Volatility of the end markets Eaton serves, including data center cyclicality, could materially and adversely affect revenue and profitability Changes in trade policies, including sanctions or tariffs, could raise import costs and disrupt supply chains without a guaranteed ability to pass costs to customers
Annual report, Item 1AWhich AI category is ETN in?+
Eaton is listed under Power & Cooling and Data Centers (primary: Power & Cooling). Electrical distribution and power-quality equipment inside data centers.
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Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001551182)
- TradingView symbol page — full chart and data