Eaton Corporation (ETN)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$410.85+3.46%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
Research Workspace
Put ETN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase EPS by 6% in 2026: FY26 EPS guidance raised to $10.36-$10.56 vs $10.00 prior.
View ThesisRevenue growth is accelerating — up about 16% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskETN's growth relies on strong demand for AI infrastructure and its readiness for 800VDC technology. Revenue grew 21% year over year, and the last quarter beat expectations. It trades at 33× P/E versus a peer median of 34×, indicating modest expectations compared to our view. The primary risk is a potential credibility hit if the company cuts guidance after recently raising it. Peer multiples imply a price about 5% below where it trades. The thesis is on watch due to pressure on the primary growth pillar.
Trailing returns as of 2026-09-04. ETN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering ETN (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for ETN in the last 4 months.
Continue this research
Compare ETN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ETN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ETN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive strong organic growth of 11-13% in 2026
AI expansion supports organic growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $410.85
The last 12 months of price, then the range of analyst 12-month targets from today’s $410.85.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
AI benefits align with growth objectives.
Legal issues could impact financial performance and growth objectives.
Advances: Complete Mobility business separation by Q1 2027
Winning a contract aligns with growth objectives.
Negative publicity could impact brand reputation and sales.
Advances: Increase EPS by 6% in 2026
Positive earnings and outlook support EPS growth objective.
Advances: Increase EPS by 6% in 2026
Record results support EPS growth objective.
Advances: Complete Mobility business separation by Q1 2027
Investment supports separation and growth plans.