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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 $356.80
1D change -0.95%
Market cap $138.58B
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.

Metric ETN
Price $356.80
1D Change -0.95%
Market Cap $138.58B
Enterprise Value $148.33B
Trailing P/E 34.1
Forward P/E 22.8
Price / Sales 5.0
EV / Revenue 5.4
Revenue Growth 13.1%
Earnings Growth 18.9%
Gross Margin 37.8%
Operating Margin 20.0%
Net Margin 14.9%
ROE 21.5%
Free Cash Flow $2.60B
FCF Margin 9.5%
Debt / Equity 0.55x
Current Ratio 1.32x
Dividend Yield 123.00%
Next Earnings —
Quarterly Revenue $7.05B
Revenue QoQ +1.0%
Quarterly Net Income $1.13B
Net Income QoQ +12.1%

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.