Eaton Stock Price, News & Analysis

Eaton (NYSE:ETN) will announce its third quarter 2025 earnings on Tuesday, November 4, 2025, before the NYSE opens.

The company will host a conference call at 11:00 a.m. Eastern the same day and provide a live webcast accessible via the Eaton Third Quarter 2025 Earnings Results link on www.eaton.com. A replay and the earnings news release will be available at that link after the call.

Eaton reported nearly $25 billion of revenue in 2024 and serves customers in more than 160 countries across data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets.

Eaton (NYSE:ETN) unveiled a new reference architecture to accelerate adoption of 800 VDC power in AI data centers, developed in collaboration with NVIDIA. The design combines Eaton products—supercapacitors, busbar power distribution, hot aisle containment, DC connectors—and aims to deliver megawatt-scale rack power with energy storage integration to support high-density AI workloads.

The announcement ties to Eaton's grid-to-chip strategy, references partnerships with Siemens Energy, and notes Eaton's 2024 revenue of nearly $25 billion. Eaton will demonstrate the work at the Open Compute Project Global Summit on October 13-16, 2025.

Eaton (NYSE: ETN) announced its Changzhou smart factory has been named a World Economic Forum Global Lighthouse for customer centricity, joining 201 sites worldwide.

The Changzhou site, in operation nearly two decades, digitalized operations to manage 164,000 SKUs and 5,000 new designs annually as an engineer‑to‑order facility. Industry 4.0 tools—AI, simulation, robotics, generative AI and digital twin—helped shorten design cycles and produced improvements of lead time -39%, efficiency +50% and revenue +129% without adding headcount. Changzhou was announced as one of Eaton’s first smart factories in 2024; Eaton has since added nine smart factories across Brazil, China, Europe, Mexico and the United States.

Eaton (NYSE: ETN) completed a $100 million expansion of its Nacogdoches, Texas manufacturing facility on October 8, 2025, adding 200,000 square feet and more than doubling U.S. production capacity for voltage regulators and three-phase transformers.

The expanded lines shipped their first voltage regulators to Oncor and strengthen Eaton's U.S.-based supply for domestic and global grid modernization amid the company's >$1 billion North American manufacturing investment since 2023 and ~$25 billion 2024 revenue.

Eaton (NYSE:ETN) announced that Kaled Awada has been named executive vice president and chief human resources officer, effective October 6, 2025. The PR states Awada will lead Eaton’s global end-to-end talent strategy and report to CEO Paulo Ruiz, joining the company’s executive leadership team.

According to the release, Awada joins from PG&E where he was executive vice president and chief people officer, previously held HR leadership roles at Tenneco and Aptiv, and earlier spent nearly a decade at Eaton. The PR notes Eaton reported nearly $25 billion in revenues in 2024 and serves customers in more than 160 countries.

Eaton (NYSE:ETN), an intelligent power management company, has been selected by Bell Textron to develop the aerial refueling retractable probe for the U.S. Army's MV-75 Future Long Range Assault Aircraft (FLRAA).

Under the initial contract, Eaton will handle certification activities and deliver qualification units, test equipment, and prototype hardware. The telescopic aerial refueling probe will be developed across multiple Eaton facilities in the US and UK, building on the company's decade-long collaboration with Bell on the FLRAA program.

The company, which reported revenues of nearly $25 billion in 2024, continues to expand its aerospace capabilities, contributing to the MV-75 FLRAA's hydraulic power generation, conveyance systems, and additive manufacturing innovations.

Eaton (NYSE:ETN) has secured a multi-million-dollar contract to provide grid modernization solutions for Snohomish County Public Utility District in Washington state. The project is part of the utility's $60 million SnoSMART initiative, partially funded by the U.S. Department of Energy.

The four-year project aims to achieve a 25% reduction in outage duration across PUD's 6,000-mile distribution system. Eaton will implement smart grid technology, including Nova NX-STS reclosers with wireless communication capabilities, which can improve outage rates by 50-90%. The solution will enhance grid resilience, improve visibility and control capabilities, and strengthen wildfire protection for the utility serving 880,000 residents.

Eaton (NYSE:ETN) has announced a strategic collaboration with Autodesk to revolutionize building lifecycle management through AI-powered digital twin technology. The partnership integrates Eaton's Brightlayer energy management solutions with Autodesk Tandem to enhance electrical system performance in commercial buildings and data centers.

The collaboration introduces the Brightlayer Digital Energy Twin, which enables simulation, monitoring, and optimization of energy use and building performance. The technology also includes a new BIM generation application for Autodesk Revit, streamlining pre-construction planning. This initiative aims to transform building electrical systems into intelligent, data-driven ecosystems, supporting enhanced resilience, cost reduction, and sustainability goals.

Eaton (NYSE:ETN) has unveiled an industry-first solution to detect and manage AI power bursts in data centers through its Power Xpert® quality (PXQ) event analysis system. The innovative firmware update helps identify subsynchronous oscillations (SSO) that can damage both data center infrastructure and power grids.

The solution is part of Eaton's grid-to-chip strategy, which includes collaborations with NVIDIA for 800 VDC power infrastructure and Siemens Energy for fast-track data center construction. This development addresses the growing challenge of managing unprecedented energy demands from AI computing infrastructure, helping prevent costly outages and equipment damage.