ETN
Eaton CorporationPrevious close
366.07
Change
−3.90 / −1.05%
P/E (TTM) ?
37.5
Market Cap
$144B
1M
−16.06%
S&P 500 −2.28% over same period
Volume / Avg Volume
3.6M / 2.7M
1.33× average · Volume on 10-30
Latest earnings analysisFY2026 Q2Reported 2026-07-31
Eaton Q2 FY2026: sales up 21.0%, adjusted EPS $3.15, organic guidance raised
Eaton's quarter was a growth story with a margin asterisk: sales hit a record $8.53 billion, up 21.0%, adjusted EPS of $3.15 beat the $3.10 consensus and set a record, and full-year organic growth guidance was raised. The catch is that gross margin fell to 33.5% from 37.0% as acquisition accounting and Boyd Thermal's lower-margin mix diluted profitability. The view is Bullish, as long as margins move toward management's own targets.
Read the full analysis →Revenue$8.53BYoY +21.40%
EPS (non-GAAP)$3.15Beatest. $3.10
Next-day move+5.55%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-31 | $8.5B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-05 | $7.5B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-03 | $27.4B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-04 | $7.0B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-05 | $7.0B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-02 | $6.4B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 62 of its 5-year rangeMid-range
5-year range 30.2 – 41.7 · Median 36.1
Last 4 quarters: $555M in buybacks + $1.7B in dividends, 1.55% of market cap combined
P/E (TTM)
37.5
P/B
7.1
P/S
4.8
Dividend Yield
1.50%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.9% on average on the first trading day after, rising 5 times
Most recent +5.55%
Volatility & Correlation
1-year beta 1.89 · Correlation with S&P 500 0.60High beta
Annualized volatility 41% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 2 · $0.09MSell 2 · $8.5MNet selling $8.4M
- 08-13Johnson GeraldDirectorBuy$0.06M130 shares · Avg price 455.90
- 08-12Johnson GeraldDirectorBuy$0.03M70 shares · Avg price 469.93
- 08-11Monesmith Heath B.See Remarks below.Sell$8.3M18,036 shares · Avg price 458.04
- 08-04Wadecki Adam ASee Remarks below.Sell$0.23M525 shares · Avg price 440.54
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 8.53 | +21.4% | 33.5% | 0.82 | 2.11 |
| FY2026 Q1 | 7.45 | +16.8% | 35.6% | 0.87 | 2.22 |
| FY2025 Q4 | 7.06 | +13.1% | 36.8% | 1.13 | 2.90 |
| FY2025 Q3 | 6.99 | +10.1% | 38.3% | 1.01 | 2.59 |
| FY2025 Q2 | 7.03 | +10.7% | 37.0% | 0.98 | 2.51 |
| FY2025 Q1 | 6.38 | +7.3% | 38.4% | 0.96 | 2.45 |
| FY2024 Q4 | 6.24 | +4.6% | 38.9% | 0.97 | 2.45 |
| FY2024 Q3 | 6.35 | +7.9% | 38.6% | 1.01 | 2.53 |
| FY2024 Q2 | 6.35 | +8.3% | 38.0% | 0.99 | 2.48 |
| FY2024 Q1 | 5.94 | +8.4% | 37.3% | 0.82 | 2.04 |
| FY2023 Q4 | 5.97 | +10.8% | 37.5% | 0.95 | 2.35 |
| FY2023 Q3 | 5.88 | +10.7% | 37.3% | 0.89 | 2.22 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ETN | 37.5 | +21.4% | 33.5% | −16.06% | Bullish |
| SPCX | — | +161.4% | 62.4% | −14.21% | Bullish |
| GE | 34.3 | +15.9% | — | +2.01% | Bullish |
| CAT | 24.2 | +24.0% | 37.8% | −27.42% | Bullish |
| RTX | 32.1 | +11.1% | — | +9.81% | Bullish |
| GEV | 21.9 | +26.8% | 24.6% | −12.79% | Bullish |
| DE | 37.4 | +4.9% | — | −2.82% | Bullish |
| UNP | 23.7 | +15.3% | — | +10.32% | Bullish |
| LMT | 22.6 | +11.3% | 11.8% | +27.25% | Bullish |