Eaton Corporation

ETNleader

Eaton is a power management company with leading positions in electrical distribution, data center power, and aerospace. It is a major beneficiary of data center construction and grid modernization trends.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($23.2B)

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Electrical Americas (40%)

Electrical Global (15%)

Aerospace (18%)

Vehicle & eMobility (27%)

Segment Breakdown & Key Customers

Product Details

Electrical Americas40%

Circuit breakers, switchgear, UPS, and power distribution for data centers and buildings

Electrical Global15%

Power quality and distribution products for international markets

Aerospace18%

Fuel, hydraulic, and motion control systems for aircraft

Vehicle & eMobility27%

Drivetrain, powertrain, and EV power electronics

Supply Chain Relationships

Competitors

Honeywell International

Aerospace systems, electrical equipment

Impact: Multi-segment competitor

Emerson Electric

Electrical and automation equipment

Impact: Key electrical competitor

Hubbell Incorporated

Electrical distribution products

Impact: Electrical components competitor

Macro & Market Context

산업재Sector News

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ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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AI Analysis

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Company Info

Headquarters

Dublin, Ireland (operational HQ: Beachwood, OH)

Founded

1911

Employees

92,000+

Website

eaton.com

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