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Earnings transcript
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ETN
Eaton Corporation plc
$401.72
-1.42
(-0.35%)
| Exchange: | NYSE |
| Market Cap: | 155.988B |
| Shares Outstanding: | 394.701M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | Paulo Ruiz Sternadt | |||||
| Full Time Employees: | 94443 | |||||
| Address: |
| |||||
| Website: | https://www.eaton.com |
Eaton Corporation plc, established in 1911 and headquartered in Dublin, Ireland, functions as an international enterprise specializing in power management solutions. The company’s Electrical Americas and Global division supplies a comprehensive array of electrical and industrial components. This encompasses power distribution and assembly systems, residential products, advanced power quality and connectivity devices, wiring components, and circuit protection. Additionally, it offers utility power distribution equipment, power reliability services, and specialized equipment for demanding environments, including hazardous duty electrical gear, emergency lighting, fire detection systems, explosion-proof instrumentation, and structural support systems. Through its Aerospace segment, Eaton provides crucial systems and parts for both commercial and military aircraft manufacturers, associated aftermarket services, and various industrial applications. Its offerings include hydraulic and electro-hydraulic components (such as pumps, motors, power units, hoses, and fittings), flight control systems (like valves, actuators, sensors, flap and slat systems, and nose wheel steering), fluid conveyance products (hoses, tubing, fittings, and sealing/ducting products), fuel management solutions (air-to-air refueling, pumps, and inerting products), oxygen generation systems, thermal management products, and wiring connectors and cables. This segment also produces filters, strainers, cartridges, and golf grips. The Vehicle segment caters to the automotive industry with essential powertrain and engine components. These include transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited-slip differentials, transmission controls, and fuel vapor components. Lastly, the eMobility segment is dedicated to advanced electrification solutions for vehicles. Its product range features voltage inverters and converters, onboard chargers, fuses, circuit protection units, vehicle control systems, power distribution systems, fuel tank isolation valves, and hybrid systems for commercial vehicles.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 23,196,000 | 24,878,000 | 27,448,000 |
| Gross Profit | 8,433,000 | 9,499,000 | 10,317,000 |
| EBITDA | 4,961,000 | 5,631,000 | 5,947,000 |
| Operating Income | 3,995,000 | 4,866,000 | 5,229,000 |
| Net Income | 3,218,000 | 3,794,000 | 4,089,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 38,432,000 | 38,381,000 | 41,251,000 |
| Total Liabilities | 19,363,000 | 19,850,000 | 21,782,000 |
| Total Stockholders Equity | 19,036,000 | 18,488,000 | 19,425,000 |
| Total Debt | 9,802,000 | 9,821,000 | 10,532,000 |
| Cash and Cash Equivalents | 488,000 | 555,000 | 622,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 3,624,000 | 4,327,000 | 4,472,000 |
| Capital Expenditure | -757,000 | -808,000 | 0 |
| Free Cash Flow | 2,867,000 | 3,519,000 | 4,472,000 |
| Net Income | 3,218,000 | 3,798,000 | 4,090,000 |
| Net Change in Cash | 194,000 | 67,000 | 67,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 40,577,980.937 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 45,907,208.576 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 44,027,500 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 8,515,078.604 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 9,633,389.353 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 9,238,942.269 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 8,247,191.226 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 9,692,107.694 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 9,182,462.523 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 6,150,560.875 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 6,958,332.436 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 6,673,417.766 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 23.580 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 24.880 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 21.170 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: Eaton Corporation demonstrates strong revenue growth, as evidenced by consistent increases in revenue and net income in recent income statements. Record operating cash flow and free cash flow figures from the cash flow statements indicate efficient capital management and liquidity to support ongoing operations and investments.
- Solid Market Position: With a competitive market capitalization and a stable beta as per the company profile, Eaton holds a strong position within the industrial sector. Its performance metrics (perf1y, perf5y) show consistent outperformance relative to industry benchmarks, reflecting resilience and investor confidence.
- Healthy Profitability Metrics: Key metrics such as gross profit margin TTM and net profit margin TTM highlight Eaton’s ability to maintain profitability despite operational challenges. A favorable return on equity (roeTTM) and return on invested capital (roicTTM) further underscore efficient use of capital.
- Dividend Consistency: Eaton offers a reliable dividend yield (dividendYieldTTM), supported by a history of consistent dividend payments (lastDiv), appealing to income-focused investors seeking stable returns.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ETN intrinsic value between $129.64 – $222.75 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about ETN valuation
Is Eaton Corporation plc (ETN) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Eaton Corporation plc (ETN) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ETN a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ETN trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ETN’s P/E ratio?
You can see ETN’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ETN?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ETN a good long-term investment?
Whether ETN fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ETN
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Daily snapshot
-0.35
Trading Metrics:
| Open: | 407 | Previous Close: | 403.14 | |
| Day Low: | 386.62 | Day High: | 413.25 | |
| Year Low: | 311.92 | Year High: | 435.43 | |
| Price Avg 50: | 399.01 | Price Avg 200: | 366.72 | |
| Volume: | 2.334M | Average Volume: | 2.664M |
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Welcome to MARKETSNAP’s SWOT analysis for Eaton Corporation! If you’re a long-term investor looking to build wealth through smart stock picks, you’re in the right place. Today, we’re diving deep into Eaton, a powerhouse in the industrial sector, to break down its strengths, weaknesses, opportunities, and threats. I’ll keep this engaging and packed with insights, so let’s get started with a quick overview of who Eaton is and what’s been happening with them lately. For those who might not be…
