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Eaton (DE:3EC)
XETRA:3EC

Eaton (3EC) Price & Analysis

15 Followers

3EC Stock Chart & Stats

€357.80
-€2.60(-0.72%)
At close: 4:00 PM EDT
€357.80
-€2.60(-0.72%)

Bulls Say, Bears Say

Bulls Say
Raised Guidance And Organic GrowthThe guidance increase following record revenue and EPS indicates strong execution and sustained demand across Eaton’s core businesses. Higher expected organic growth supports confidence that electrification, grid investment and data-center demand can drive durable expansion.
Electrical Backlog And Data-Center DemandA large and growing backlog provides multi-period revenue visibility and reflects Eaton’s positioning in power distribution and quality infrastructure. Data-center, grid and electrification projects create structural demand beyond a single quarter or investment cycle.
Portfolio Shift Toward Higher-Growth BusinessesThe planned Mobility separation should concentrate capital and management attention on electrical and aerospace platforms tied to electrification, AI data centers and infrastructure modernization. The transaction also provides cash and continued ownership of the combined mobility company.
Bears Say
Higher Leverage And Reduced FlexibilityThe sharp increase in leverage raises financial risk and could constrain acquisitions, investment or shareholder returns if earnings weaken. Modest debt coverage is especially important because Eaton operates through cyclical industrial and project-driven end markets.
Margin And Net Income PressureLower recent profitability indicates that growth is not yet translating uniformly into margin expansion. Mix, investment ramps and cost pressures could persist as capacity expands, creating a risk that earnings growth lags revenue growth over the next several periods.
Long Backlog Conversion HorizonAlthough backlog is substantial, its distant conversion profile limits near-term revenue realization and leaves results exposed to project delays, customer decisions and changing infrastructure plans. This reduces the immediate economic value of headline backlog growth.

Eaton News

3EC FAQ

What was Eaton’s price range in the past 12 months?
Eaton lowest stock price was €267.10 and its highest was €409.20 in the past 12 months.
    What is Eaton’s market cap?
    Eaton’s market cap is €136.95B.
      When is Eaton’s upcoming earnings report date?
      Eaton’s upcoming earnings report date is Nov 03, 2026 which is in 52 days.
        How were Eaton’s earnings last quarter?
        Eaton released its earnings results on Jul 31, 2026. The company reported €2.704 earnings per share for the quarter, beating the consensus estimate of €2.637 by €0.067.
          Is Eaton overvalued?
          According to Wall Street analysts Eaton’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Eaton pay dividends?
            Eaton does not currently pay dividends.
            What is Eaton’s EPS estimate?
            Eaton’s EPS estimate is 3.02.
              How many shares outstanding does Eaton have?
              Eaton has 388,400,000 shares outstanding.
                What happened to Eaton’s price movement after its last earnings report?
                Eaton reported an EPS of €2.704 in its last earnings report, beating expectations of €2.637. Following the earnings report the stock price went up 10.205%.
                  Which hedge fund is a major shareholder of Eaton?
                  Currently, no hedge funds are holding shares in DE:3EC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Eaton

                    Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

                    Eaton (3EC) Earnings & Revenues

                    3EC Company Deck

                    3EC Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong, broad-based operational momentum: record revenue and EPS, significant organic growth (notably in electrical businesses and data centers), raised guidance, improved margins and cash flow, and successful integration of acquisitions like Boyd. Challenges were limited and largely transient (temporary price/cost pressure, prior ramp disruption) or small in magnitude (Mobility softness, IEEPA refund < $3M). Given the number and magnitude of positive developments versus relatively modest and manageable negatives, the overall tone is constructive and confidence-inspiring.View all DE:3EC earnings summaries

                    3EC Net sales Breakdown

                    48.37%48.37%24.83%15.48%9.13%2.20%
                    48.37% Electrical Americas
                    24.83% Electrical Global
                    15.48% Aerospace
                    9.13% Vehicle
                    2.20% eMobility
                    tipranks

                    3EC Stock 12 Month Forecast

                    Average Price Target

                    €438.38
                    ▲(22.52% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":315.447,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":327.365,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n      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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":344.881,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":368.824,"date":1782864000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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