Financial Performance
5Y price score: 198
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 552.8%
US$ Per
Share
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311.9
52-week range
478.0
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.8 %
Dividend Yield TTM
1.1 %
Market cap $
$ 158,892
Price / Earnings TTM
41.6
Price / Book TTM
7.8
PEG TTM
(2.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
19.6 %
150.8 %
552.8 %
Free cash flow per share growth
(17.3) %
44.2 %
123.9 %
Earnings per share growth
(15.9) %
199.7 %
147.9 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 31, 2026)
1) Strong Financial Performance - Adjusted EPS reached $3.15, exceeding guidance by $0.10. - Record revenue of $8.5 billion, reflecting 21% total revenue growth and 14% organic growth. - Margins improved to 23.1%, surpassing expectations. - Strong cash flow with operating cash flow up 23% YoY.
2) Segment Highlights and Growth Drivers - Electrical Americas: Achieved 18% organic growth, driven by data centers (up 65%) and machine OEMs. Margins improved by 190 basis points QoQ to 27.5%. - Electrical Global: Total growth of 44%, with 18% organic growth. Boyd acquisition contributed 25% to growth. - Aerospace: Organic sales growth of 7%, with a strong operating margin of 22.8%. - Mobility: Experienced a 2% decline in organic growth, offset by foreign exchange impacts.
3) Strategic Initiatives and Market Positioning - Focus on data centers and modular solutions, with significant investments in capacity expansion exceeding $1 billion. - Continued acquisitions (e.g., Boyd, Fibrebond) to enhance growth and margin potential. - Strong emphasis on evolving company culture to drive operational excellence and customer-centricity.
4) Guidance and Future Outlook - Raised full-year guidance for organic growth to 11%-13% and adjusted EPS to $13.40-$13.60. - Confidence in sustained demand across end markets, particularly in data centers, with a backlog of 307 gigawatts. - Anticipated margin improvements driven by pricing actions and enhanced factory productivity.
5) Challenges and Market Dynamics - While demand remains strong, there are concerns regarding potential pull-forward effects in orders. - The impact of tariffs and IEEPA refunds was minimal, with less than $3 million affecting Q2 results. - The company remains cautious about the second half of the year, balancing growth expectations with operational realities.
Bottom line: Eaton's robust Q2 performance, driven by strong execution and strategic investments, positions the company well for continued growth. With a solid backlog and improved margins, shareholders can expect sustained value creation in the coming quarters.
Annual Reports, Presentations And IR Contacts
Go to the websiteEaton Corporation plc — Financial Overview, Stock Price, Market Cap
Eaton Corporation plc is a company. Founded in 1911. As of August 26, 2026, the company's market capitalization is $158892360000 with a current stock price of $409.20.
