Headquartered in Eaton House, Dublin Fiscal year ends December NYSE: ETN eaton.com
Eaton Corporation plc is an intelligent power management company. It makes electrical, aerospace and mobility products for the data center, utility, industrial, commercial and institutional, machine building, residential, aerospace and mobility markets, serving customers in 180 countries.
It reports four segments:
- **Electrical Americas and Electrical Global:** power distribution, circuit protection and power quality equipment. Recent additions include Fibrebond's pre-integrated modular power enclosures, Resilient Power Systems' solid-state transformer technology, and Boyd Thermal's thermal components and systems for data centers.
- **Aerospace:** systems and components, expanded by Ultra PCS's electronic controls, sensing, stores ejection and data processing solutions.
- **Mobility:** transmissions, clutches, engine valves, power electronics and vehicle controls for on- and off-road vehicle OEMs and aftermarket customers.
Eaton plans to separate Mobility and combine it with Dana through a Reverse Morris Trust transaction expected in early 2027. It has also agreed to acquire Italy's COL Group, a medium-voltage distribution business, to expand capacity for European data center and utility customers. Revenues were $27.4 billion in 2025. Updated
AI power demand is still accelerating: Electrical backlog expanded 46%, with earnings and revenue both beating expectations. Management raised full-year organic growth guidance to 13-15%, backed by record orders across Electrical and Aerospace.
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
A new executive officer just entered the reporting ranks at the $172.8 billion electrical giant, and every share Trabacchin buys or sells from here becomes public. Eaton is mid-stride on its 2030 growth plan, including combining its Mobility group with Dana, so fresh officer filings are the cleanest read on where management is putting its own money.
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Eaton Corporation plc is an intelligent power management company. It makes electrical, aerospace and mobility products for the data center, utility, industrial, commercial and institutional, machine building, residential, aerospace and mobility markets, serving customers in 180 countries.
24/7 Wall St.'s 12-month price target for ETN is $453.98, rated Buy. The Wall Street consensus target is $485.47. ETN price prediction →
