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Compute Stack AI Platforms Power Buildout Robotics
ETN Power, Analog & Electrification

Eaton

Grid-to-rack power equipment

Detail page

AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths.

Price $401.51
1D change +0.59%
Market cap $155.91B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ETN
Price $401.51
1D Change +0.59%
Market Cap $155.91B
Enterprise Value $177.03B
Trailing P/E 39.3
Forward P/E 25.6
Price / Sales 5.5
EV / Revenue 6.2
Revenue Growth 16.8%
Earnings Growth -9.4%
Gross Margin 37.1%
Operating Margin 16.1%
Net Margin 14.0%
ROE 20.8%
Free Cash Flow $2.65B
FCF Margin 9.3%
Debt / Equity 1.10x
Current Ratio 1.19x
Dividend Yield 110.00%
Next Earnings Aug 04, 2026
Quarterly Revenue $7.45B
Revenue QoQ +5.6%
Quarterly Net Income $866.0M
Net Income QoQ -23.5%

ETN thesis lens

Grid-to-rack power equipment

Why it could benefit

  • AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths.
  • It benefits from AI even if the winning compute vendor changes.
  • This is one of the cleaner ways to own the physical buildout side of the boom.

Moat / edge

  • Longstanding position in electrical equipment and distribution.
  • Trusted supplier relationships in critical infrastructure.
  • Breadth across the power chain.

What to watch

  • Data-center order growth and backlog.
  • Margin durability as demand stays hot.
  • How much AI spending flows into low-voltage and medium-voltage equipment.

Key risks

  • A project-driven business can be influenced by timing and mix.
  • Any pause in data-center construction can slow growth.