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Upturn AI Summary - About
Eaton Corporation PLC(ETN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ETN
11/03/2026: ETN (2-star) is currently NOT-A-BUY. Pass it for now.
Eaton Corporation PLC is a prominent global power management company that provides critical infrastructure solutions for electrical, aerospace, and vehicle markets. The company has a leading position in supporting the global transition toward electrification, with substantial demand driven by data center infrastructure and grid modernization. While Eaton is known for strong margins and a disciplined operational framework, its primary risks include cyclicality in end-markets, raw material price volatility, and execution risks in scaling production capacity. The stock is a fit for investors seeking exposure to secular growth themes like energy transition and digitalization, and may appeal to those valuing consistent dividend payments. Key developments to monitor include backlog conversion rates and data center infrastructure investment trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Eaton is a primary beneficiary of structural shifts toward electrification and grid modernization. |
| Momentum investor | Strong fit while signal remains positive | The stock has shown consistent upward momentum supported by secular demand tailwinds. |
| Value investor | Mixed fit | The company often trades at a premium multiple due to its high-quality characteristics and growth profile. |
| Dividend investor | Strong fit | Eaton offers a reliable, growing dividend stream supported by strong cash flows. |
| Low-risk investor | Strong fit | Its diversified revenue base and critical role in infrastructure provide defensive qualities. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience short-term fluctuations driven by industrial cycle sentiment. |
| Valuation risk | Medium / high | High expectations for growth in electrification are often already priced into the shares. |
| Competition risk (Infrastructure/Grid) | Medium | Intense competition from global giants like Siemens and Schneider can pressure margins. |
| Business quality | Strong | Eaton's strong franchise and sticky installed base provide high quality earnings. |
| Dividend income | Low | The risk to the dividend is minimal due to the company's robust free cash flow. |
| Execution risk | Medium | Success depends on scaling capacity to meet record-high backlog demand. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 17.63% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/03/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 142.18B USD | Price to earnings Ratio 37.24 | 1Y Target Price 485.47 |
Price to earnings Ratio 37.24 | 1Y Target Price 485.47 | ||
Volume (30-day avg) 2.4M shares | Beta 1.14 | 52 Weeks Range 309.33 - 478.00 | Updated Date 11/03/2026 |
52 Weeks Range 309.33 - 478.00 | Updated Date 11/03/2026 | ||
Dividends yield (FY) 1.16% | Basic EPS (TTM) 9.83 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Electrical Americas | Electrical components and services sold in North America. | The biggest chunk of revenue, benefiting directly from US data center and infrastructure spending. |
| Electrical Global | International electrical distribution and control gear. | Exposes the company to global energy transition and grid modernization trends. |
| Aerospace | Fuel and hydraulic systems for aviation. | A high-tech, high-barrier-to-entry segment that provides steady long-term contracts. |
| Vehicle & eMobility | Powertrain and electric vehicle components. | The growth engine for the automotive shift toward electric platforms. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 3.54 | Actual 3.68 |
Profitability
Profit Margin 12.75% | Operating Margin (TTM) 16.56% |
Management Effectiveness
Return on Assets (TTM) 7.05% | Return on Equity (TTM) 19.68% |
Valuation
Trailing PE 37.24 | Forward PE 23.26 | Enterprise Value 164.33B | Price to Sales(TTM) 4.73 |
Enterprise Value 164.33B | Price to Sales(TTM) 4.73 | ||
Enterprise Value to Revenue 5.47 | Enterprise Value to EBITDA 25.48 | Shares Outstanding 388.40M | Shares Floating 387.71M |
Shares Outstanding 388.40M | Shares Floating 387.71M | ||
Percent Insiders 0.07 | Percent Institutions 87.84 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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