Eaton Corporation plc (ETN)

Outperform Recap: Q2 2026

Eaton Beats Its Own Margin Commitment and Broadens the Growth Story: Upgrading to Outperform

Hold Recap: Q1 2026

Eaton Beats and Raises the Growth Guide, but the Americas Margin Miss and a Priced-for-Perfection Multiple Keep Us at Hold

Hold Recap: Q4 2025

Eaton's Data Center Engine Roars, but the 2026 Margin Trough and a Full Multiple Keep Us on the Sidelines