Eaton (NYSE:ETN) Releases FY 2026 Earnings Guidance

Eaton (NYSE:ETN) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 13.000-13.500 for the period, compared to the consensus earnings per share estimate of 13.530. The company issued revenue guidance of -. Eaton also updated its Q1 2026 guidance to 2.650-2.850 EPS.

Eaton Price Performance

ETN stock opened at $359.74 on Tuesday. Eaton has a 52-week low of $231.85 and a 52-week high of $399.56. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. The stock has a market cap of $139.72 billion, a price-to-earnings ratio of 35.97, a price-to-earnings-growth ratio of 2.31 and a beta of 1.20. The business has a fifty day moving average of $333.38 and a two-hundred day moving average of $354.62.

Eaton (NYSE:ETN) last released its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share for the quarter, missing analysts’ consensus estimates of $3.34 by ($0.01). The business had revenue of $7.06 billion for the quarter, compared to analysts’ expectations of $7.15 billion. Eaton had a return on equity of 24.36% and a net margin of 14.74%.Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. As a group, research analysts anticipate that Eaton will post 12.02 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have recently issued reports on ETN. Wells Fargo & Company reduced their price target on shares of Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a research note on Thursday, December 18th. HSBC raised Eaton from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research report on Friday, January 16th. UBS Group restated a “neutral” rating and set a $360.00 price target (down from $440.00) on shares of Eaton in a research note on Sunday, January 4th. Morgan Stanley dropped their price objective on Eaton from $425.00 to $405.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Eaton in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $384.30.

Insider Transactions at Eaton

In related news, Director Gerald Johnson acquired 200 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The stock was acquired at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the purchase, the director owned 400 shares of the company’s stock, valued at $135,956. This represents a 100.00% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.30% of the stock is owned by corporate insiders.

Key Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Record Q4 results and backlog growth: Eaton reported record adjusted Q4 EPS of $3.33 and record sales (~$7.1B), and said orders and backlog are accelerating — a sign of demand resilience that supports medium‑term growth expectations. Business Wire: Q4 results
• Neutral Sentiment: Company filings and slide deck provide detail for investors — useful for modeling: the press release and slide deck show segment trends, charge adjustments, and drivers behind adjusted EPS. Review them to reconcile GAAP vs adjusted figures. Press Release PDF Slide Deck
• Neutral Sentiment: Analyst context ahead of release highlighted backlog and electrification demand as tailwinds — these industry trends remain supportive but now need to be weighed against management’s guidance. Zacks preview
• Negative Sentiment: Guidance disappointed: Eaton set Q1 2026 EPS at $2.65–$2.85 (consensus ~$3.02) and FY 2026 EPS at $13.00–$13.50 (consensus ~$13.53). The guidance shortfall is the main negative catalyst for sentiment and near-term multiple compression. Guidance update (company release)
• Negative Sentiment: Minor quarter misses: Reported EPS of $3.33 missed consensus by $0.01 and revenue came in ~ $7.05B vs. ~$7.15B expected — the revenue shortfall reinforced concerns behind the conservative guidance and prompted downward price pressure. Seeking Alpha: shares slide

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC boosted its position in shares of Eaton by 17.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 913 shares of the industrial products company’s stock valued at $303,000 after purchasing an additional 136 shares during the period. Brighton Jones LLC boosted its holdings in shares of Eaton by 1.4% in the fourth quarter. Brighton Jones LLC now owns 3,341 shares of the industrial products company’s stock valued at $1,109,000 after acquiring an additional 45 shares during the period. Imprint Wealth LLC purchased a new position in shares of Eaton during the third quarter worth approximately $39,000. WFA of San Diego LLC acquired a new position in shares of Eaton in the 2nd quarter valued at $36,000. Finally, Strategic Wealth Partners Ltd. raised its position in Eaton by 2.7% in the 3rd quarter. Strategic Wealth Partners Ltd. now owns 25,318 shares of the industrial products company’s stock valued at $9,475,000 after purchasing an additional 658 shares during the last quarter. Institutional investors and hedge funds own 82.97% of the company’s stock.

Eaton Company Profile

Eaton (NYSE: ETN) is a diversified power management company that designs, manufactures and distributes products and systems to manage electrical, hydraulic and mechanical power. The company’s offerings are used to improve energy efficiency, reliability and safety across a wide range of applications, with core capabilities in electrical distribution and control, industrial hydraulics and aerospace systems.

Its product portfolio includes switchgear, circuit breakers, transformers, power distribution units, uninterruptible power supplies and surge protection devices for electrical infrastructure, along with hydraulic pumps, valves and filtration systems for industrial and mobile equipment.