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Eaton Corp.
ETNIndustrialsGenerated Aug 19, 2026, 11:16 PM UTC
ETN (Eaton Corp.) analytical snapshot. Revenue grew +10.3% YoY to $27.45B. Net margin at 14.89% (expanding ▲). Return on equity 21.04%, ROA 9.91%, ROIC 0.00%. Market cap $164.94B at $424.67 per share. Trailing P/E 40.64, P/S 6.01, P/B 8.14. EV/Operating income ≈ 49.79 (EV $182.98B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score 10 (data confidence 82%). Descriptive analytics from public filings — not investment advice.
Market cap
$164.94B
388.40M shares
Price
$424.67
NYQ
P/E (ttm)
40.64
Revenue (FY)
$27.45B
YoY +10.3%
Net margin
14.89%
▲ 3.03pp
Free cash flow
$3.55B
12.94% margin
Risk level
Moderate
Free SEC analysis
— computed from SEC filings, free to readFree previewRegulatory Analyst
Filings & Ownership
Regulatory Analyst
score 20Improving
80% conf
Latest annual report (10-K) filed Feb 26, 2026. Latest quarterly report (10-Q) filed Jul 31, 2026. 16 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 26, 2026.
- Latest quarterly report (10-Q) filed Jul 31, 2026.
- 16 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Eaton Corp.; broad institutional reporting.
- Recent filers include Bank of New York Mellon Corp (BK), COATUE MANAGEMENT LLC, COATUE MANAGEMENT LLC.
Latest 10-K
Feb 26, 2026
Annual report
Latest 10-Q
Jul 31, 2026
8-K (recent)
16
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
0
Recent 13F institutional filers (SEC EDGAR full-text)
| Filer | Form | Filed |
|---|---|---|
| Bank of New York Mellon Corp (BK) | 13F-HR | Dec 8, 2022 |
| COATUE MANAGEMENT LLC | 13F-HR | May 15, 2026 |
| COATUE MANAGEMENT LLC | 13F-HR | Aug 14, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | 13F-HR | Aug 13, 2021 |
| LANSDOWNE PARTNERS (UK) LLP | 13F-HR | May 13, 2021 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| Jul 31, 2026 | 8-K | 8-K |
| Jun 11, 2026 | 8-K | FORM 8-K |
| May 5, 2026 | 8-K | 8-K |
| Apr 23, 2026 | 8-K | 8-K |
| Mar 10, 2026 | 8-K | 8-K |
| Mar 2, 2026 | 8-K | 8-K |
| Mar 2, 2026 | 8-K | 8-K |
| Feb 6, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score -16Deteriorating
66% conf
1 risk signal(s), 1 positive signal(s), 1 watch item(s) detected from XBRL filing diff analysis. 1 positive signal(s) versus 1 risk signal(s). The filing exhibits more constructive indicators than concerns, though individual risk factors should still be monitored.
- Restatement of financial statements: The term "restatement of" "previously issued" appears in 2 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +49.3% to $899.0M, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- Goodwill is 36% of total assets: Goodwill of $20.23B represents a large share of the balance sheet. If acquired businesses underperform, a non-cash impairment charge could materially impact earnings. Monitor segment performance and acquisition integration metrics.
- Endogenous analysis: 1 positive signal(s) versus 1 risk signal(s). The filing exhibits more constructive indicators than concerns, though individual risk factors should still be monitored.
- 2 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- Ongoing high-severity risk language: Restatement of financial statements.
Revenue
$27.45B
+10.3% YoY
Operating income
$3.67B
+1.2% YoY
Net income
$4.09B
+7.7% YoY
Operating cash flow
$4.47B
+3.4% YoY
Capex
$919.0M
+13.7% YoY
Total assets
$41.25B
+7.5% YoY
Long-term debt
$9.89B
+8.1% YoY
Cash & equivalents
$622.0M
+12.1% YoY
Filing quality score
74/100
2 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $24.88B | $27.45B | $2.57B | +10.3% |
| Operating income | $3.63B | $3.67B | $45.0M | +1.2% |
| Net income | $3.79B | $4.09B | $293.0M | +7.7% |
| Operating cash flow | $4.33B | $4.47B | $145.0M | +3.4% |
| Capex | $808.0M | $919.0M | $111.0M | +13.7% |
| Total assets | $38.38B | $41.25B | $2.87B | +7.5% |
| Long-term debt | $9.15B | $9.89B | $742.0M | +8.1% |
| Cash & equivalents | $555.0M | $622.0M | $67.0M | +12.1% |
| Stockholders equity | $18.49B | $19.43B | $937.0M | +5.1% |
| Inventory | $4.23B | $4.72B | $494.0M | +11.7% |
| R&D expense | $794.0M | $797.0M | $3.0M | +0.4% |
| SG&A expense | $4.08B | $4.31B | $234.0M | +5.7% |
| Interest expense | $149.0M | $144.0M | $-5.0M | -3.4% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | OtherComprehensiveIncomeLossFinalizationOfPensionAndNonPensionPostretirementPlanValuationNetOfTax, PaymentsOfDebtIssuanceCosts |
| Removed | AccrualForEnvironmentalLossContingencies, CashFlowHedgeGainLossToBeReclassifiedWithinTwelveMonths, CommonStockParOrStatedValuePerShare, CommonStockSharesAuthorized, CommonStockSharesIssued, CurrentForeignTaxExpenseBenefit, CurrentIncomeTaxExpenseBenefit, DebtInstrumentUnamortizedDiscountPremiumAndDebtIssuanceCostsNet, DeferredFinanceCostsNet, DeferredForeignIncomeTaxExpenseBenefit |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Restatement of financial statements | high | 2 | 1 | Ongoing |
| Restructuring | medium | 5 | 8 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 2 | Ongoing |
| Related party transactions | low | 3 | 1 | Ongoing |
Filing signal breakdown
Red flags: 1
Positive: 1
Watch: 1
Red flags
Positive
Watch
Free previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score 55Improving
80% conf
Revenue grew +10.3% YoY to $27.45B. Net margin at 14.89% (expanding ▲). Return on equity 21.04%, ROA 9.91%, ROIC 0.00%.
- Revenue grew +10.3% YoY to $27.45B.
- Net margin at 14.89% (expanding ▲).
- Return on equity 21.04%, ROA 9.91%, ROIC 0.00%.
- Gross margin 0.00%, operating margin 0.00%.
- Free cash flow margin 12.94% ($3.55B).
- Net income up ▲ +7.7% YoY.
- Debt/equity 0.91, current ratio 1.24, net debt $18.04B.
- Asset turnover 0.49 — capital efficiency.
Revenue (FY)
$27.45B
YoY +10.3%
Net margin
14.89%
▲ 3.03pp
ROE
21.04%
ROA 9.91%
ROIC
0.00%
EPS (diluted)
$10.45
FY2025
Free cash flow
$3.55B
12.94% margin
Debt / equity
0.91
Cash $483.0M
Current ratio
1.24
Equity $20.25B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $24.88B | +7.3% | 0.00 | 0.00 | 15.25 | $3.52B | 20.52 |
| 2025 | $27.45B | +10.3% | 0.00 | 0.00 | 14.89 | $3.55B | 21.04 |
Sources:SEC EDGAR — Company Facts (XBRL)
+8 more years of history, charts & full breakdown Pro
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Valuation Analyst
score -60Deteriorating
95% conf
Market cap $164.94B at $424.67 per share. Trailing P/E 40.64, P/S 6.01, P/B 8.14. EV/Operating income ≈ 49.79 (EV $182.98B).
- Market cap $164.94B at $424.67 per share.
Market cap
$164.94B
388.40M shares
P/E (ttm)
40.64
P/S
6.01
P/B
8.14
EV
$182.98B
Intrinsic (DCF)
$157.36
-62.9% vs price
ProFull breakdown & reasoning locked
Price & Technicals
Technical Analyst
score 65Improving
85% conf
Price $424.67 — uptrend (above 200-DMA); 1-month momentum positive. RSI(14) 65.29.
- Price $424.67 — uptrend (above 200-DMA); 1-month momentum positive.
Price
$424.67
NYQ
RSI(14)
65.29
50-DMA
$414.94
200-DMA
$378.67
Volatility (ann.)
38.24%
52w range
$311.92–$478.00
-11.2% from high
ProFull breakdown & reasoning locked
Macro & Rates
Macro Analyst
score 30Improving
80% conf
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
GDP growth
1.50%
CPI (YoY)
+3.3%
Fed funds
3.63%
10Y yield
4.71%
10Y−2Y
0.46pp
Unemployment
4.10%
ProFull breakdown & reasoning locked
Risk Scorecard
Risk Analyst
score 0Stable
83% conf
Composite risk Moderate. Leverage debt/equity 0.91 (moderate). Liquidity current ratio 1.24 (adequate).
- Composite risk: Moderate.
Risk level
Moderate
Debt / equity
0.91
Current ratio
1.24
Margin stdev
—pp
Cash / assets
0.86%
Liab / assets
—
ProFull breakdown & reasoning locked
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Macro exposure
Cyclical / growth · High sensitivityMacro regime: Risk-on · Supportive. Eaton Corp. is a cyclical / growth name (high macro sensitivity) — risk appetite favors cyclical/growth names.
Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
15.84
Fed funds
3.63%
CPI YoY
+3.3%
Analytical read
deterministic previewRevenue grew **+10.3%** YoY to $27.45B..
Risk
Moderate
Macro regime
Risk-on · Supportive
Macro exposure
Supportive
Descriptive analytics from public filings and macro data — not investment advice.
Peer comparison
Cyclical / growth groupHow ETN stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
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