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Eaton Corporation plc

ETN 7.5

Specialty Industrial Machinery · 172.7B market cap · site

Price and target zones价格与目标区间

$386.26
$300–320 entry买入52wk52周 $312–$452-15% off the high距高点

What the company does公司做什么

Eaton makes the gear that moves and controls electric power safely. It takes electricity from the power grid and sends it, at the right voltage, to the machines, lights, and computers inside a building, factory, data center, plane, or truck. The company also makes mechanical parts that move power and fluid inside vehicles and aircraft. Its customers include construction firms, data-center builders, plane makers, and truck makers worldwide.Eaton生产用来安全地输送和控制电力的设备。它把电网里的电,按合适的电压送到建筑、工厂、数据中心、飞机或卡车里的机器、灯和电脑。公司还生产在车辆和飞机内部传递动力和液体的机械零件。它的客户包括建筑公司、数据中心建造商、飞机制造商和卡车制造商,遍布全球。

Earns from营收来源 Eaton sells electrical and mechanical equipment, plus the spare parts and service contracts that keep that equipment running for decades.Eaton出售电气和机械设备,还有那些能让设备运转几十年的备件和服务合同。

Read the full description查看完整介绍

Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical and industrial components, power distribution and assemblies, residential products, single- and three-phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, and power reliability equipment; and hazardous duty electrical equipment, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems. It also provides pumps, motors, hydraulic power units, hoses and fittings, and electro-hydraulic pumps; valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems, and nose wheel steering systems; hose and thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, and adapters and regulators; oxygen generation systems, payload carriages, and thermal management products; wiring connectors and cables; and hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, related aftermarket customers, and industrial applications. In addition, the company offers transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited slip differentials, transmission controls, and fuel vapor components for the vehicle industry; and voltage inverters, converters, fuses, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. The company was formerly known as Abeiron Limited. The company was founded in 1911 and is based in Dublin, Ireland.

What the company sells公司卖什么share of revenue营收占比

Electrical Americas美洲电气

48%

This segment sells power equipment to customers in North and South America, including the fast-growing data-center market. AI data centers need huge amounts of new electric capacity, so orders for this segment's gear have surged and its backlog of unfilled orders hit a record in 2025.这个部门向北美和南美的客户销售电力设备,包括快速增长的数据中心市场。AI数据中心需要大量新增电力容量,所以这个部门设备的订单激增,未完成订单的积压量在2025年创下纪录。

Circuit breaker断路器
a switch that cuts the power the moment current gets dangerously high, to stop a fire or damaged equipment.一个开关,在电流升到危险高度的一瞬间切断电源,以防止起火或设备损坏。
Switchgear开关柜
a large cabinet of switches and breakers that splits incoming grid power into separate, safe circuits for a building or data center.一个装满开关和断路器的大柜子,把进来的电网电力分成一条条独立、安全的电路,供一栋建筑或数据中心使用。

Electrical Global全球电气

25%

This segment sells the same kind of power equipment as Electrical Americas, to customers in Europe, the Middle East, Africa, and Asia.这个部门向欧洲、中东、非洲和亚洲的客户销售与美洲电气同类的电力设备。

Low- and medium-voltage switchgear低压和中压开关柜
cabinets that safely split and control power at the voltage levels used inside buildings and local power networks.在建筑内部和本地电网所用的电压等级下,安全地分配和控制电力的柜子。
Wiring device布线器件
a switch, outlet, or socket that connects a building's power to its lights, machines, and computers.一个开关、插座或插口,把建筑的电力连接到它的灯、机器和电脑上。

Aerospace航空航天

16%

This segment makes parts that move fuel, hydraulic fluid, and electric power inside airplanes and helicopters.这个部门制造在飞机和直升机内部输送燃油、液压油和电力的零件。

Fuel and hydraulic pump燃油泵和液压泵
a machine that pushes fuel to the engine and pushes fluid to the parts that move the wheels, brakes, and flaps.一种把燃油送到发动机、把液压油送到带动机轮、刹车和襟翼的部件的机器。
Engine and airframe component发动机和机身部件
a part fitted to a plane's engine or body; airlines keep buying replacements for decades because planes fly that long.装配在飞机发动机或机身上的零件;因为飞机能飞几十年,航空公司会几十年持续购买替换件。

Vehicle车辆

9%

This segment makes parts that help trucks and cars shift gears and send engine power to the wheels.这个部门制造帮助卡车和汽车换挡、并把发动机动力传到车轮的零件。

Transmission and clutch变速箱和离合器
the parts that let a driver change gears and move engine power to the wheels smoothly.让司机换挡、并把发动机动力平顺地传到车轮的零件。
Supercharger机械增压器
a part that forces extra air into an engine, so the engine makes more power without growing in size.一种把额外空气强行压入发动机的零件,让发动机在体积不变的情况下输出更大动力。

eMobility电动出行(eMobility)

2%

This segment makes electrical parts for electric and hybrid vehicles.这个部门为电动和混合动力车辆制造电气零件。

Power distribution and inverter module配电和逆变器模块
a box that takes power from a vehicle's battery and converts it into the type of electricity that drives the motor.一个把车辆电池的电力取出、并转换成驱动电机所需类型电力的盒子。

Company facts公司资料

Founded成立时间
1911
Employees员工人数
97,303
Industry行业
Specialty Industrial Machinery
Country国家
Ireland

Investment thesis投资逻辑 from the watchlist来自关注列表

📋 24.5x fwd, 1.10% yield, 19.4% EPS CAGR. Entry $300-320.

📋 24.5x 前瞻,1.10% 股息率,19.4% EPS 复合增长率。入场 $300-320。

Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动

Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例

Gross profit毛利润
36%
Operating profit营业利润
17%
Net profit净利润
13%

of every $1 of revenue每 $1 营收中的占比

Return on equity净资产收益率
20%
Revenue growth营收增长
+21%
Dividend yield股息率
1.06%

Competitors竞争对手

Schneider ElectricABBSiemensVertiv

Why customers stay客户为什么留下

Eaton's electrical gear carries decades of safety certification and gets designed into a building or plane at the start of construction, so customers rarely rip it out and switch brands later.Eaton的电气设备带有几十年积累的安全认证,并且在建筑或飞机动工之初就被设计进去,所以客户日后很少把它拆掉换成别的品牌。

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