Company Dossier · Industrials
Eaton Corp.
- S&P 500
- Russell 1000
What Eaton Corp. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $30.0 billion, up 16% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.93 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.02 billion, up 29% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.86 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.06 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 31, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 26, 2026): 7 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $8.4 million on the open market.SEC Form 4
- 2,682 institutional managers reported a position at June 30, 2026 (+157 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 81 (94 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Eaton Corp. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending72nd pct
- Debt raised88th pct
- Buybacks vs capex71st pct
- Hiring filings96th pct
- Deals and private raises48th pct
- Patent publications15th pct
Confident ↔ Hedging
Mixed
- Call sentiment75th pct
- Call confidence77th pct
- Guidance changes34th pct
- Risk factors added6th pct
- Insider open-market trades92nd pct
- − Risk factors added
- + Insider open-market trades
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver85th pct
- Stress filings50th pct
Credit
How these are built →Eaton Corp.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$20.6B
- Due within a year $2.1B
- Longer term $18.5B
- Default point $11.4B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$8.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 4, 2026 | $1.5B | 3.850% | 2028 (2y) | +58bp | 4.249% |
| Mar 4, 2026 | $1.5B | 3.850% | 2028 (2y) | +35bp | 3.889% |
| Mar 4, 2026 | $1.5B | 3.850% | 2028 (2y) | +43bp | 3.980% |
| Mar 4, 2026 | $1B | 3.850% | 2028 (2y) | +78bp | 5.494% |
| Mar 4, 2026 | $1B | 3.850% | 2028 (2y) | +65bp | 4.512% |
| Mar 4, 2026 | $2B | 3.850% | 2028 (2y) | +75bp | 4.827% |
| May 6, 2025 | $500M | 4.450% | 2030 (5y) | +65bp | 4.549% |
From the pricing term sheets Eaton Corp. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Eaton Corp., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralEaton (ETN) Among Mid- to Mega-Cap Stocks with Moderate Short Interest at 2%
gurufocus.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (RIDGELINE ADVOCACY GROUP LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: Grid ControlUS 12769271
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 7, 2026LobbyingLobbying report (EATON CORPORATION)third_quarter 2026 · $0.2 million
- Oct 5, 20268-KDirector or officer changeItem 5.02
- Sep 30, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)third_quarter 2026 · $0.1 million
- Jul 21, 2026LobbyingLobbying report (RIDGELINE ADVOCACY GROUP LLC)second_quarter 2026 · $0.1 million
- Jul 18, 2026LobbyingLobbying report (ALPINE GROUP PARTNERS, LLC.)second_quarter 2026 · $0.1 million
- Jul 13, 2026LobbyingLobbying report (EATON CORPORATION)second_quarter 2026 · $0.3 million
- Jul 8, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)second_quarter 2026 · $0.1 million
- Apr 23, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (EATON CORPORATION)first_quarter 2026 · $0.3 million
- Mar 10, 20268-KMaterial agreement terminatedItem 1.02
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Feb 26, 202610-KAnnual report (10-K)7 risk factors added, 1 removed
- Feb 6, 20268-KMaterial agreement signedItem 1.01
- Dec 16, 20258-KDirector or officer changeItem 5.02
- Nov 20, 20258-KDirector or officer changeItem 5.02
- Sep 29, 20258-KMaterial agreement signedItem 1.01
- Sep 29, 20258-KMaterial agreement terminatedItem 1.02
- Jul 23, 20258-KDirector or officer changeItem 5.02
- Jul 21, 20258-KDirector or officer changeItem 5.02
- Apr 24, 20258-KShareholder vote resultsItem 5.07
- Feb 27, 20258-KDirector or officer changeItem 5.02
- Feb 27, 202510-KAnnual report (10-K)2 risk factors added, 1 removed
- Oct 22, 20248-KDirector or officer changeItem 5.02
- Feb 29, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| 3M MMM | $25.3B | $2.7B | Sep 30, 2026 |
| Honeywell International HON | $38.1B | $4.0B | Jun 30, 2026 |
| Emerson Electric EMR | $18.6B | $3.5B | Jun 30, 2026 |
| General Electric GE | $52.6B | $8.0B | Sep 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| Carlisle Companies CSL | $5.1B | $0.9B | Jun 30, 2026 |
| Southwest Airlines LUV | $30.1B | −$0.4B | Jun 30, 2026 |
| Ferguson Enterprises FERG | $31.2B | — | Oct 31, 2025 |