Eaton Corporation plc (ETN)
Eaton: Boyd Thermal Deal Adds Data Center Cooling Growth
Eaton Corp. is upgraded to Buy, driven by the transformative $9.5B Boyd Thermal acquisition for data center liquid cooling. The Boyd deal accelerates Eaton's 2026 sales growth to 13.9%, with EPS projected to rise 14.7% to $13.85. Boyd's high-margin, fast-growing liquid cooling business aligns with Eaton's data center offerings, supporting multi-year growth as AI demand surges.
Eaton Corporation plc (ETN) Q3 2025 Earnings Call Transcript
Eaton Corporation plc ( ETN ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Yan Jin - Senior Vice President of Investor Relations Paulo Sternadt - CEO, President & Director Olivier Leonetti - Executive VP & CFO Conference Call Participants Andrew Obin - BofA Securities, Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Christopher Snyder - Morgan Stanley, Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Nigel Coe - Wolfe Research, LLC Jeffrey Sprague - Vertical Research Partners, LLC C. Stephen Tusa - JPMorgan Chase & Co, Research Division Deane Dray - RBC Capital Markets, Research Division Scott Davis - Melius Research LLC Presentation Operator Thank you for standing by.
Eaton Q3 Earnings Beat Estimates, Organic Sales Boost Revenues
ETN's third-quarter earnings and sales outperform estimates, fueled by strong organic growth, acquisitions and solid segment gains.
Here's What Key Metrics Tell Us About Eaton (ETN) Q3 Earnings
The headline numbers for Eaton (ETN) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Eaton (ETN) Surpasses Q3 Earnings Estimates
Eaton (ETN) came out with quarterly earnings of $3.07 per share, beating the Zacks Consensus Estimate of $3.06 per share. This compares to earnings of $2.84 per share a year ago.
Eaton to Post Q3 Earnings: What to Expect for the Stock This Season?
ETN is set to report third-quarter results with higher revenues and earnings, fueled by electrification trends and strong order growth.
Eaton Q3 Preview: The Price Of Power
Eaton is one of the best-positioned players to benefit from the ongoing electrification and AI infrastructure boom, with record backlogs and expanding margins. The company's fundamentals are strong — growing revenues, low leverage, and solid cash returns — but valuation looks stretched after a massive re-rating. With the market already pricing in perfection, the key focus for investors this quarter is the backlog to understand how long Eaton's power supercycle can last.
Here's Why Eaton (ETN) Fell More Than Broader Market
In the closing of the recent trading day, Eaton (ETN) stood at $383.09, denoting a -1.2% move from the preceding trading day.
Stay Ahead of the Game With Eaton (ETN) Q3 Earnings: Wall Street's Insights on Key Metrics
Beyond analysts' top-and-bottom-line estimates for Eaton (ETN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
Eaton Corporation, PLC (ETN) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Eaton (ETN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Eaton (ETN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Eaton (ETN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Eaton: My Favorite 2nd Derivative AI Investment Is A Buy
Eaton Corp. is a top second derivative AI play, benefiting from the AI data center build-out and recent U.S. production capacity expansion. ETN's strategic partnerships with NVIDIA, Siemens Energy, and ChargePoint, plus M&A activity, provide multiple levers for high-margin growth in data centers & electrification. In Q2, management raised guidance for organic growth & operating margin, with strong free cash flow and a robust $11.4B backlog supporting future performance.
