ETN
EatonElectrical distribution and power-quality equipment inside data centers.
Alerts for ETN
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.
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.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-31 (8-K)
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
The company's own risk factors: 10-K filed 2026-02-26, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 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
- 10-KAnnual report2026-02-26documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-02-06documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
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 |
Thompson Dorothy C Director | Open-market sale · disposed | 167 | $385.00 | 2026-05-22 |
News
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Compare all →Also tagged: Data Centers
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001551182)
- Latest annual report (10-K) — filed 2026-02-26
- TradingView symbol page — full chart and data
Research note — No Q3 2026 earnings-date announcement found on eaton.com as of 2026-09-17 (Q2 date was pre-announced in a separate release). Eaton is Irish-domiciled (Dublin dateline); data center order/revenue growth figures are from the analyst presentation, not the press release.