Stocklore

Eaton Corporation plc (ETN)

Industrials · US stock

What changed in recent filings

  • Revenue +21% YoYQuarter ended Jun 30, 2026
  • Electrical Global segment 25% → 30%Jun 30, 2024 → Jun 30, 2026
  • Institutions — 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Eaton Corporation plc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 31, 2026
    Revenue +21.4% YoY · EPS $2.11
    Released before the open: Jul 30 close → Jul 31 close, the stock moved +7.3% · over the same window, market +0.7% · sector +0.7%
  • 26Q1Released May 5, 2026
    Revenue +16.8% YoY · EPS $2.22
    Released before the open: May 4 close → May 5 close, the stock moved -2.7% · over the same window, market +0.8% · sector +0.4%
  • 25Q4Released Feb 3, 2026
    Revenue +13.1% YoY · EPS $2.91
    Released before the open: Feb 2 close → Feb 3 close, the stock moved +0.9% · over the same window, market -0.8% · sector +1.5%
  • 25Q3Released Nov 4, 2025
    Revenue +10.1% YoY · EPS $2.59
    Released before the open: Nov 3 close → Nov 4 close, the stock moved -2.3% · over the same window, market -1.2% · sector -0.6%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Eaton Corporation plc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 42019 Q2 · 42019 Q3 · 32019 Q4 · 32020 Q1 · 12020 Q2 · 32020 Q3 · 52020 Q4 · 52021 Q1 · 52021 Q2 · 42021 Q3 · 32021 Q4 · 22022 Q1 · 32022 Q2 · 32022 Q3 · 32022 Q4 · 32023 Q1 · 42023 Q2 · 52023 Q3 · 62023 Q4 · 62024 Q1 · 92024 Q2 · 72024 Q3 · 92024 Q4 · 92025 Q1 · 62025 Q2 · 62025 Q3 · 72025 Q4 · 72026 Q1 · 62026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Eaton Corporation plc

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.23% of portfolio · since 2022 Q4
  • Coatue Management4.35% of portfolio · since 2023 Q2
  • Caisse de depot (Quebec)0.02% of portfolio · since 2024 Q1
  • National Pension Service (Korea)0.24% of portfolio · since 2024 Q1

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Eaton Corporation plc is an intelligent power management company that provides products and services for electrical, hydraulic, and mechanical power applications. Eaton Corporation plc serves a wide range of markets, including data centers, utilities, industrial facilities, commercial buildings, residential customers, aerospace, and mobility. Its portfolio includes electrical distribution and control equipment, circuit protection, wiring devices, power quality solutions, aerospace systems, vehicle power management components, and industrial fluid power technologies. The company focuses on helping customers manage power more reliably, efficiently, safely, and sustainably across critical infrastructure and transportation environments. Eaton Corporation plc plays an important role in supporting electrification, energy management, and infrastructure modernization through technology-driven solutions used worldwide.

What is the Industrials sector?

Heavy equipment and automation. Tied to reshoring and infrastructure spending.

Eaton Corporation plc is classified under the Industrials sector. See peers below.

Eaton Corporation plc key financials

Based on SEC filings · as of Jun 30, 2026

21.0%
0.91x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Eaton Corporation plc vs Industrials sector benchmark

Median of 25 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
15.5%vs benchmark 7.8%↑ above
Net margin
12.8%vs benchmark 13.4%↓ below
ROE
21.0%vs benchmark 21.9%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETN revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $8.5B, +21.4% YoY.

The largest segment is Electrical Americas, 46.3% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Electrical Global segment (about 51% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETN segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Sep '25Jun '26
Electrical Americas 46%Electrical Global 30%Aerospace 14%Mobility 10%Other 11%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Eaton Corporation plc

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
2.87%
JEPIJPMorgan Equity Premium Income ETF
1.62%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.65%
VTVVANGUARD VALUE INDEX FUND
0.62%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.34%
SPY
0.26%
VOOVANGUARD 500 INDEX FUND
0.26%
IVViShares Core S&P 500 ETF
0.26%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.23%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.23%
RSPInvesco S&P 500 Equal Weight ETF
0.21%

ETN on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Industrials average
See full ETN analysis →

Peers · Industrials

ETN FAQ

What is Eaton Corporation plc (ETN)?

Eaton Corporation plc is an intelligent power management company that provides products and services for electrical, hydraulic, and mechanical power applications. Eaton Corporation plc serves a wide range of markets, including data centers, utilities, industrial facilities, commercial buildings, residential customers, aerospace, and mobility. Its portfolio includes electrical distribution and control equipment, circuit protection, wiring devices, power quality solutions, aerospace systems, vehicle power management components, and industrial fluid power technologies. The company focuses on helping customers manage power more reliably, efficiently, safely, and sustainably across critical infrastructure and transportation environments. Eaton Corporation plc plays an important role in supporting electrification, energy management, and infrastructure modernization through technology-driven solutions used worldwide.

What sector is Eaton Corporation plc in?

Eaton Corporation plc is classified under Industrials. Heavy equipment and automation. Tied to reshoring and infrastructure spending.

What are Eaton Corporation plc's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 15.5%, Net margin 12.8%, ROE 21.0%, Debt-to-equity 0.91x. Definitions and interpretation are available on Stocklore.

What are Eaton Corporation plc's main revenue segments?

The largest segment is Electrical Americas, about 46.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Eaton Corporation plc (ETN) stock?

On Stocklore you can see ETN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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