Eaton Stock Price, News & Analysis

Eaton (NYSE:ETN) announced that CEO Paulo Ruiz will participate in the UBS Global Industrials and Transportation Conference on December 2, 2025 at 9:40 a.m. ET.

Mr. Ruiz will discuss Eaton’s growth strategy across key end markets including data centers, utilities, aerospace and more. A live webcast and a replay will be available on the company’s Investor Relations site at www.eaton.com/investor-relations-presentations.

Company background cited: founded in 1911, revenues of nearly $25 billion in 2024, serving customers in more than 160 countries.

Eaton (NYSE:ETN) was named #1 on Investor’s Business Daily’s 50 Most Sustainable Companies for 2025, reflecting the company’s sustainability metrics and investor-focused ratings.

Key disclosed metrics include a 35% reduction in greenhouse gas emissions since 2018, 83% of manufacturing sites certified as zero waste to landfill, $1.7 billion invested in R&D aligned with its Positive Impact Framework since 2020, and an updated long-term commitment to net zero operations by 2050. Eaton reported nearly $25 billion in revenue in 2024 and serves customers in over 160 countries.

Eaton (NYSE: ETN) announced on November 6, 2025 that it is helping Seattle City Light modernize grid planning using the CYME Advanced Project Manager (APM) module to address record electricity demand. Seattle City Light has seen peak and average loads rise since 2022, hitting 30-year highs in December 2022 and January 2024, driven by electric vehicle adoption, building electrification and population growth.

The CYME APM enables time-based project modeling, side-by-side scenario comparison, version tracking and collaborative task breakdowns; Eaton also offers a Techno-Economic Analysis module to link technical and financial impacts. Eaton reported nearly $25 billion revenue in 2024 and serves customers in more than 160 countries.

Eaton (NYSE:ETN) reported record third-quarter 2025 results with net sales of $6.99B (up 10% YoY) and adjusted EPS of $3.07, a quarterly record. GAAP EPS was $2.59 after charges. Segment margins hit a quarterly record at 25.0%, up 70 bps YoY. Operating cash flow was $1.4B and free cash flow $1.2B, both third-quarter records.

Orders and backlog continued to grow: twelve-month rolling orders +7% in Electrical Americas and +11% in Aerospace; backlog +18% in Electrical and +15% in Aerospace. Full-year 2025 guidance: diluted EPS $10.29–$10.49 and adjusted EPS $11.97–$12.17; organic growth guidance 8.5–9.5%.

Eaton (NYSE:ETN) signed an agreement to acquire Boyd Thermal from Goldman Sachs Asset Management for $9.5 billion, a price that represents 22.5x Boyd Thermal’s estimated adjusted EBITDA for 2026. Boyd Thermal forecasts $1.7 billion in sales for 2026, of which $1.5 billion is in liquid cooling. The business has more than 5,000 employees and global manufacturing sites. Eaton expects the acquisition to be accretive to adjusted earnings in year two after closing. The transaction is subject to customary closing conditions and regulatory approvals and is expected to close in Q2 2026.

Eaton (NYSE:ETN) declared a quarterly dividend of $1.04 per share, payable on November 21, 2025 to shareholders of record at the close of business on November 6, 2025. Eaton has paid dividends every year since 1923. The company reported nearly $25 billion in revenue for 2024 and serves customers in more than 160 countries across data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets.

This dividend announcement provides a clear near-term cash return to shareholders and reaffirms Eaton's long dividend history.

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.