ETN Eaton Corporation plc

ETN Eaton Corporation plc

Industrials · Specialty Industrial Machinery

Desk view

Watchingmedium conviction
Perspectives AI Power Delivery

Market read

POC $369.07 · VWAP $370.74 · +22.8% vs 12m avg buyer

breakout vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

5 related perspectives

Watchlists @ai-infrastructure@ai-power@grid-buildout@spacex-s1-supply-chain

ETN Price Structure

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Peers

Every watchlist ETN belongs to, members best 30-day change first — ETN highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@grid-buildout
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EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d 298040.KS+6.8% +0.8%1d +5.2%7d GRID+6.4% +0.7%1d +2.3%7d HUBB+3.2% -1.4%1d -0.1%7d GEV+2.0% +1.5%1d +9.0%7d FPS-2.4% -2.1%1d +3.4%7d PRIM-3.4% -0.3%1d +2.8%7d HPS-A.TO-5.2% -0.7%1d +1.1%7d POWL-6.0% +2.5%1d +5.7%7d MTZ-8.2% +1.6%1d +12.8%7d MYRG-13.0% +1.9%1d +3.1%7d
@spacex-s1-supply-chain
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RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@ai-infrastructure
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NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d
@ai-power
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CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Next earnings ETN reports in 77 days Nov 3

Last report Aug 4

Reported the quarter ending 2026-06-30: revenue $8.53B, diluted EPS $2.11, net income $821M (SEC filing). Across the print the stock moved +2.1% (close before → first close after).

full note →

Against street estimates

How ETN's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 31 · projection Aug 17

Result
Jul 31 3.083.15 GAAP ≠ +2.4%Beat
May 5 2.732.81+2.9%Beat
Feb 3 3.323.33+0.3%In line
Nov 4 '25 3.053.07+0.5%In line
Aug 5 '25 2.922.95+0.9%In line
May 2 '25 2.712.72+0.6%In line
Jan 31 '25 2.812.83+0.7%In line
Oct 31 '24 2.812.84+1.2%In line

News (last pull)

Headlines about ETN from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 58 days ago · Jun 21

ETN research tape

34 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

earnings ETN earnings — 2026-08-04 brief The Tape Turned, Then Palantir Answered earnings ETN earnings — 2026-07-31 brief The Block Clears: Citadel Buys the Book, Memory Rips brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
Types
Aug 4 Catalyst ETN earnings
ETN
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 31 Catalyst ETN earnings
ETN
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 13 Reddit r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
METAGEVVRTETN#ai-power-bottleneck#ai-capex-digestion
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 6 Investigation the AI buildout has two physical layers, and the market prices them very differently
GEVETNNEEENSIRENHUTBITFAPLD +3 more
Jun 4 Desk Move ETN — khanna-trades buy
ETN
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 5 Catalyst ETN earnings
ETN
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#ai-power-delivery +4 more
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 2 Podcast Crusoe Chase Lochmiller — AI stack economics — podcast
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +2 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Scan AI Infrastructure Scan
PWRNOKONGNRCCATFIXCRDOVRT +4 more
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 24 Source Grid Transformer Shortage Supply Chain Context
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 24 Source Buy American Grid Mandate Ticker Basket
GEVETNITRIHUBBCLF#ai-power-delivery#us-energy-dominance
Apr 20 Catalyst DPA Title III determination — grid infrastructure equipment classified essential to national defense
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 3 Scan AI Infrastructure Scan
CEGEMEETNFIXFSLRMODNEEOKLO +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 24 Scan AI Infrastructure Scan
ANETAPHCATCEGCLSCRDODLRECL +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 13 Scan AI Infrastructure
ANETAPHCATCEGCLSDLREMEEQIX +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more