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Eaton Corp.
ETNIndustrialsGenerated Jul 5, 2026, 08:14 PM UTC
ETN (Eaton Corp.) analytical snapshot. Return on equity 17.41%, ROA 8.37%, ROIC 0.00%. Net income up ▲ +30.7% YoY. Debt/equity 0.94, current ratio 1.19, net debt $18.05B. Market cap $154.75B at $398.52 per share. Trailing P/E 49.69, P/B 7.85. EV/Operating income ≈ 53.76 (EV $172.80B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score -22 (data confidence 80%). Descriptive analytics from public filings — not investment advice.
Market cap
$154.75B
388.30M shares
Price
$398.52
NYQ
P/E (ttm)
49.69
Revenue (FY)
—
Net margin
—
Free cash flow
$2.87B
Risk level
Moderate
Free SEC analysis
— computed from SEC filings, free to readFree previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score 0Stable
80% conf
Return on equity 17.41%, ROA 8.37%, ROIC 0.00%. Net income up ▲ +30.7% YoY. Debt/equity 0.94, current ratio 1.19, net debt $18.05B.
- Return on equity 17.41%, ROA 8.37%, ROIC 0.00%.
- Net income up ▲ +30.7% YoY.
- Debt/equity 0.94, current ratio 1.19, net debt $18.05B.
Revenue (FY)
—
Net margin
—
ROE
17.41%
ROA 8.37%
ROIC
0.00%
EPS (diluted)
$8.02
FY2025
Free cash flow
$2.87B
Debt / equity
0.94
Cash $565.0M
Current ratio
1.19
Equity $19.72B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2016 | $0 | — | — | — | — | $1.25B | 0.00 |
| 2017 | — | — | — | — | — | $1.90B | 0.00 |
| 2018 | — | — | — | — | — | $2.07B | 12.43 |
| 2019 | — | — | — | — | — | $2.15B | 0.00 |
| 2020 | — | — | — | — | — | $2.09B | 13.34 |
| 2021 | — | — | — | — | — | $2.86B | 14.81 |
| 2022 | — | — | — | — | — | $2.56B | 8.59 |
| 2023 | — | — | — | — | — | $1.59B | 12.58 |
| 2024 | — | — | — | — | — | $1.94B | 12.93 |
| 2025 | — | — | — | — | — | $2.87B | 17.41 |
Revenue (annual, SEC 10-K)
2016: 0
2017: 0
2018: 0
2019: 0
2020: 0
2021: 0
2022: 0
2023: 0
2024: 0
2025: 0
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Free cash flow (annual)
2016: 1,246
2017: 1,903
2018: 2,073
2019: 2,146
2020: 2,093
2021: 2,864
2022: 2,555
2023: 1,588
2024: 1,935
2025: 2,867
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Sources:SEC EDGAR — Company Facts (XBRL)
Free 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 May 5, 2026. 15 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 26, 2026.
- Latest quarterly report (10-Q) filed May 5, 2026.
- 15 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, LANSDOWNE PARTNERS (UK) LLP.
Latest 10-K
Feb 26, 2026
Annual report
Latest 10-Q
May 5, 2026
8-K (recent)
15
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 |
| LANSDOWNE PARTNERS (UK) LLP | 13F-HR | Aug 13, 2021 |
| LANSDOWNE PARTNERS (UK) LLP | 13F-HR | May 13, 2021 |
| COATUE MANAGEMENT LLC | 13F-HR | May 15, 2026 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| 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 |
| Feb 3, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score -57Deteriorating
66% conf
3 risk signal(s), 3 watch item(s) detected from XBRL filing diff analysis. 3 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- NEW: Going concern doubt in latest filing: The term "going concern" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 2 filing(s).
- Material weakness in internal controls: The term "material weakness" appears in 14 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- NEW: Restatement of financial statements in latest filing: The term "restate" "financial statements" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 3 filing(s).
- Goodwill is 39% of total assets: Goodwill of $21.40B 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.
- NEW: Restructuring: Restructuring appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: 3 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 1 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 4 new risk-language term(s) detected in filing text: Going concern doubt, Restatement of financial statements, Restructuring, Off-balance sheet arrangements.
- Ongoing high-severity risk language: Material weakness in internal controls.
Revenue
$0
— YoY
Operating income
$3.21B
+8.7% YoY
Net income
$3.22B
+30.7% YoY
Operating cash flow
$3.62B
+43.1% YoY
Capex
$757.0M
+26.6% YoY
Total assets
$38.43B
+9.8% YoY
Long-term debt
$9.15B
-1.2% YoY
Cash & equivalents
$555.0M
+13.7% YoY
Filing quality score
72/100
1 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | — |
| Operating income | $2.96B | $3.21B | $256.0M | +8.7% |
| Net income | $2.46B | $3.22B | $756.0M | +30.7% |
| Operating cash flow | $2.53B | $3.62B | $1.09B | +43.1% |
| Capex | $598.0M | $757.0M | $159.0M | +26.6% |
| Total assets | $35.01B | $38.43B | $3.42B | +9.8% |
| Long-term debt | $9.26B | $9.15B | $-109.0M | -1.2% |
| Cash & equivalents | $488.0M | $555.0M | $67.0M | +13.7% |
| Stockholders equity | $19.04B | $18.49B | $-548.0M | -2.9% |
| Inventory | $3.74B | $4.23B | $488.0M | +13.1% |
| R&D expense | $665.0M | $754.0M | $89.0M | +13.4% |
| SG&A expense | $3.23B | $3.79B | $568.0M | +17.6% |
| Interest expense | $199.0M | $199.0M | $0 | 0.0% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | PaymentsOfDebtIssuanceCosts |
| Removed | AccrualForEnvironmentalLossContingencies, AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount, CashFlowHedgeGainLossToBeReclassifiedWithinTwelveMonths, CommonStockParOrStatedValuePerShare, CommonStockSharesAuthorized, CommonStockSharesIssued, CurrentForeignTaxExpenseBenefit, CurrentIncomeTaxExpenseBenefit, DebtInstrumentUnamortizedDiscountPremiumAndDebtIssuanceCostsNet, DeferredFinanceCostsNet |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Going concern doubt | high | 2 | 0 | NEW |
| Material weakness in internal controls | high | 14 | 2 | Ongoing |
| Restatement of financial statements | high | 3 | 0 | NEW |
| Restructuring | medium | 65 | 0 | NEW |
| Off-balance sheet arrangements | medium | 14 | 0 | NEW |
| Related party transactions | low | 3 | 1 | Ongoing |
Filing signal breakdown
Red flags: 3
Positive: 0
Watch: 3
Red flags
Positive
Watch
Unlock the rest
- ProValuationMarket cap $154.75B at $398.52 per share.
- ProPrice & TechnicalsPrice $398.52 — uptrend (above 200-DMA); 1-month momentum negative.
- ProMacro & RatesMarket regime: Risk-on · Supportive.
- ProRisk ScorecardComposite risk: Moderate.
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3 sections free · 4 Pro sections locked · composite -22
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
16.59
Fed funds
3.63%
CPI YoY
+4.2%
Analytical read
deterministic previewLatest annual report (10-K) filed Feb 26, 2026..
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.
| Company | Score | Macro |
|---|---|---|
| Marathon Petroleum MPC | 25 | Supportive |
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