Eaton (NYSE:ETN) Releases FY 2026 Earnings Guidance

Eaton (NYSE:ETN) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 13.000-13.500 for the period, compared to the consensus EPS estimate of 13.530. The company issued revenue guidance of -. Eaton also updated its Q1 2026 guidance to 2.650-2.850 EPS.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ETN. Weiss Ratings reissued a “buy (b-)” rating on shares of Eaton in a report on Wednesday, January 21st. Morgan Stanley reiterated an “overweight” rating and issued a $425.00 price objective on shares of Eaton in a report on Wednesday. Citigroup lowered their target price on shares of Eaton from $442.00 to $435.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $407.00 price target on shares of Eaton in a research note on Wednesday. Finally, Wolfe Research upgraded shares of Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 price objective on the stock in a research report on Tuesday, December 9th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $387.20.

Eaton Stock Performance

Eaton stock traded down $7.56 during trading on Thursday, reaching $357.44. The company had a trading volume of 767,436 shares, compared to its average volume of 3,162,501. The firm has a market capitalization of $138.83 billion, a price-to-earnings ratio of 34.17, a price-to-earnings-growth ratio of 2.40 and a beta of 1.20. The company has a current ratio of 1.32, a quick ratio of 0.79 and a debt-to-equity ratio of 0.45. The firm’s 50-day simple moving average is $334.34 and its 200 day simple moving average is $354.58. Eaton has a 52 week low of $231.85 and a 52 week high of $399.56.

Eaton (NYSE:ETN) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 EPS for the quarter, hitting analysts’ consensus estimates of $3.33. The business had revenue of $7.06 billion during the quarter, compared to analysts’ expectations of $7.15 billion. Eaton had a return on equity of 25.00% and a net margin of 14.89%.The business’s quarterly revenue was up 13.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.83 earnings per share. Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. Sell-side analysts forecast that Eaton will post 12.02 earnings per share for the current fiscal year.

Insider Buying and Selling at Eaton

In other news, Director Gerald Johnson acquired 200 shares of Eaton stock in a transaction dated Tuesday, November 18th. The stock was purchased at an average cost of $339.89 per share, with a total value of $67,978.00. Following the completion of the purchase, the director directly owned 400 shares in the company, valued at approximately $135,956. This trade represents a 100.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.30% of the stock is currently owned by insiders.

Trending Headlines about Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Company reported strong Q4 results with EPS roughly in line with Street and double‑digit revenue growth, driven by Electrical and Aerospace strength that supports longer‑term margin expansion. Eaton Beats Wall Street’s Earnings Estimates. The Stock Is Down.
• Positive Sentiment: Company cites record demand, strong orders and backlog growth (especially in Electrical/Americas and data center-related demand), supporting medium‑term revenue visibility. Eaton Corporation Rides Record Demand
• Positive Sentiment: Some sell‑side activity is constructive — Wells Fargo raised its price target, which signals upside potential if execution and end‑market demand remain strong. Wells Fargo Raises Price Target
• Positive Sentiment: Several bullish writeups argue the company’s pivot (electrical/tech focus) and planned Mobility spin‑off could unlock value and let management concentrate on faster‑growing segments. Eaton (ETN): A Strong Investment Opportunity in a Competitive Market
• Neutral Sentiment: Management is moving forward with a Mobility spin‑off and emphasizing tech-driven growth in Electrical — a strategic shift that could take time to realize financial upside. Eaton Reshapes Portfolio With Mobility Spin Off And Tech Growth Pivot
• Neutral Sentiment: Earnings call and transcripts are available for detail on margins, backlog and investments; management will present at the Barclays conference (Feb 17) — upcoming commentary could move the stock. Eaton (ETN) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management’s FY‑2026 guidance came in below Wall Street expectations, and the company framed guidance conservatively while investing to meet demand — that cautious outlook pressured the stock. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Several analysts/commentaries flagged that a conservative near‑term outlook and reinvestment plans could limit upside despite strong orders — a key reason for the share decline. Eaton’s Conservative Outlook Limits Upside

Hedge Funds Weigh In On Eaton

Several large investors have recently made changes to their positions in ETN. Sunbelt Securities Inc. lifted its stake in Eaton by 43.9% in the 3rd quarter. Sunbelt Securities Inc. now owns 3,245 shares of the industrial products company’s stock worth $1,214,000 after purchasing an additional 990 shares in the last quarter. Captrust Financial Advisors increased its holdings in shares of Eaton by 1.7% in the third quarter. Captrust Financial Advisors now owns 61,290 shares of the industrial products company’s stock worth $22,938,000 after purchasing an additional 1,001 shares during the last quarter. Reynders McVeigh Capital Management LLC purchased a new stake in shares of Eaton in the third quarter worth about $206,000. Williams Jones Wealth Management LLC. boosted its stake in Eaton by 3.3% during the third quarter. Williams Jones Wealth Management LLC. now owns 515,587 shares of the industrial products company’s stock valued at $192,958,000 after buying an additional 16,422 shares during the last quarter. Finally, Strategic Wealth Partners Ltd. grew its holdings in Eaton by 2.7% during the 3rd quarter. Strategic Wealth Partners Ltd. now owns 25,318 shares of the industrial products company’s stock valued at $9,475,000 after buying an additional 658 shares in the last quarter. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

Eaton Company Profile

Eaton (NYSE: ETN) is a diversified power management company that designs, manufactures and distributes products and systems to manage electrical, hydraulic and mechanical power. The company’s offerings are used to improve energy efficiency, reliability and safety across a wide range of applications, with core capabilities in electrical distribution and control, industrial hydraulics and aerospace systems.

Its product portfolio includes switchgear, circuit breakers, transformers, power distribution units, uninterruptible power supplies and surge protection devices for electrical infrastructure, along with hydraulic pumps, valves and filtration systems for industrial and mobile equipment.