Eaton Corporation (ETN)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$353.08-9.86%
Close 2026-11-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
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: Diluted EPS growth: 6.95%.
View ThesisRevenue growth is accelerating — up about 20% 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 ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 23% in its worst 12-month stretch.
View RiskEaton's data center demand has to keep compounding to justify the price. Revenue growth is accelerating, with the latest quarter up 28% year over year. The company beat its third-quarter earnings estimate by 4%. It trades at 30 times earnings versus a 34 times peer median. The price reflects less growth than our forecast. The market is repricing the stock after a 16% drop from its high. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis is on watch.
Trailing returns as of 2026-11-04. ETN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering ETN (as of Nov 2026).
Based on 8 Wall Street analysts offering 12-month price targets for ETN in the last 4 months.
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| 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 2026-11-04. 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
Strong quarter supports organic growth and margin targets.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $353.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $353.08.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase earnings per share to $10.36-$10.56 in 2026
Record results and guidance raise support EPS targets.
Advances: Increase earnings per share to $10.36-$10.56 in 2026
Beating forecasts and lifting outlook confirms growth trajectory.
Advances: Increase earnings per share to $10.36-$10.56 in 2026
Earnings beat confirms strong execution and demand.
Threatens: Increase earnings per share to $10.36-$10.56 in 2026
Reported Q3 EPS miss threatens the 2026 EPS objective, though one quarter does not break the thesis.
Advances: Increase earnings per share to $10.36-$10.56 in 2026
Analyst raises EPS forecast, supporting growth objectives.
Advances: Drive strong organic growth of 11-13% in 2026
Increased capacity supports organic growth target.
Acquisition supports growth objectives in European markets.
