Eaton Corp plc
ETN · Misc Industrial & Commercial Machinery & Equipment · 388.3M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Reference price $385.00 · est. market cap ~$149.5B — last insider sale, 2026-05-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A88Dominant, diversified intelligent-power-management franchise compounding double-digit revenue with top-decile returns and cash generation.
Strengths
- ROA 9.9% (90th pct), net margin 14.9% (87th), FCF $3.55B (97th) — top-decile profitability and cash
- Revenue +10.3% on electrification/data-center megatrends; gross margin 75th pct with pricing power
Risks
- Acquisitive strategy (Boyd Thermal $9.5B pending) carries integration and goodwill risk
- Mobility spin-off and re-segmentation create near-term complexity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $803M cash & investments
- Insider buyingInsider buying — 2 open-market buy(s) by 1 insider(s) (~$390,197, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 6 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$14M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
37.6%
Net margin
14.9%
Return on equity
21.0%
Return on assets
9.9%
Revenue growth (QoQ)
5.6%
Net-income growth
7.7%
Debt / equity
0.5×
Current ratio
1.3×
Free cash flow
$3.6B
Tangible book value
-$1.4B
Cash & investments
$803M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-22 | Thompson Dorothy C | Sell | 167 | $385.00 |
| 2026-05-13 | Galvao Antonio | Sell | 494 | $405.86 |
| 2026-05-11 | Johnson Gerald | Buy | 215 | $419.02 |
| 2026-05-08 | Johnson Gerald | Buy | 746 | $402.29 |
| 2026-05-06 | Napoli Silvio | Tax withheld | 299 | $416.50 |
| 2026-05-06 | Monesmith Heath B. | Sell | 18K | $409.11 |
| 2026-05-06 | Johnson Gerald | Option exercise | 353 | — |
| 2026-05-06 | Denk Peter | Sell | 2.0K | $417.94 |
| 2026-05-06 | Terrell Karenann K | Option exercise | 621 | — |
| 2026-05-06 | Terrell Karenann K | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Thompson Dorothy C | Option exercise | 621 | — |
| 2026-05-06 | Thompson Dorothy C | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Schulten Andre | Option exercise | 621 | — |
| 2026-05-06 | Schulten Andre | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Ryerkerk Lori | Option exercise | 621 | — |
| 2026-05-06 | Ryerkerk Lori | Tax withheld | 150 | $416.50 |
| 2026-05-06 | PRAGADA ROBERT V | Option exercise | 621 | — |
| 2026-05-06 | PRAGADA ROBERT V | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Pianalto Sandra | Option exercise | 621 | — |
| 2026-05-06 | Pianalto Sandra | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Wilson Darryl L. | Option exercise | 621 | — |
| 2026-05-06 | Wilson Darryl L. | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Johnson Gerald | Tax withheld | 85 | $416.50 |
| 2026-05-06 | PAGE GREGORY R | Option exercise | 621 | — |
| 2026-05-06 | PAGE GREGORY R | Tax withheld | 150 | $416.50 |
| 2026-05-06 | Napoli Silvio | Option exercise | 621 | — |
| 2026-03-02 | Yelton Michael | Sell | 3.5K | $374.14 |
| 2026-02-27 | Galvao Antonio | Option exercise | 96 | — |
| 2026-02-27 | Galvao Antonio | Tax withheld | 27 | $370.88 |
| 2026-02-27 | Wadecki Adam A | Option exercise | 132 | — |
| 2026-02-27 | Wadecki Adam A | Tax withheld | 48 | $370.88 |
| 2026-02-27 | Yelton Michael | Option exercise | 413 | — |
| 2026-02-27 | Yelton Michael | Tax withheld | 180 | $370.88 |
| 2026-02-27 | Denk Peter | Option exercise | 281 | — |
| 2026-02-27 | Denk Peter | Tax withheld | 124 | $370.88 |
| 2026-02-27 | RUIZ STERNADT PAULO | Option exercise | 691 | — |
| 2026-02-27 | RUIZ STERNADT PAULO | Tax withheld | 305 | $370.88 |
| 2026-02-27 | LEONETTI OLIVIER | Option exercise | 1.2K | — |
| 2026-02-27 | LEONETTI OLIVIER | Tax withheld | 339 | $370.88 |
| 2026-02-27 | LEONETTI OLIVIER | Option exercise | 2.5K | — |
| 2026-02-27 | LEONETTI OLIVIER | Tax withheld | 1.1K | $370.88 |
| 2026-02-27 | Monesmith Heath B. | Option exercise | 889 | — |
| 2026-02-27 | Monesmith Heath B. | Tax withheld | 393 | $370.88 |
| 2026-02-26 | RUIZ STERNADT PAULO | Tax withheld | 3.2K | $372.96 |
| 2026-02-26 | Galvao Antonio | Tax withheld | 340 | $372.96 |
| 2026-02-26 | Galvao Antonio | Tax withheld | 39 | $367.49 |
| 2026-02-26 | Yelton Michael | Tax withheld | 1.6K | $372.96 |
| 2026-02-26 | Yelton Michael | Option exercise | 384 | — |
| 2026-02-26 | Yelton Michael | Tax withheld | 168 | $367.49 |
| 2026-02-26 | Wadecki Adam A | Option exercise | 108 | — |
| 2026-02-26 | Wadecki Adam A | Tax withheld | 39 | $367.49 |
| 2026-02-26 | RUIZ STERNADT PAULO | Option exercise | 1.5K | — |
| 2026-02-26 | RUIZ STERNADT PAULO | Tax withheld | 677 | $367.49 |
| 2026-02-26 | Monesmith Heath B. | Tax withheld | 4.2K | $372.96 |
| 2026-02-26 | Monesmith Heath B. | Option exercise | 742 | — |
| 2026-02-26 | Monesmith Heath B. | Tax withheld | 328 | $367.49 |
| 2026-02-26 | LEONETTI OLIVIER | Option exercise | 920 | — |
| 2026-02-26 | LEONETTI OLIVIER | Tax withheld | 268 | $367.49 |
| 2026-02-26 | Galvao Antonio | Option exercise | 141 | — |
| 2026-02-26 | Clark Dougherty Lucy | Option exercise | 767 | — |
| 2026-02-26 | Clark Dougherty Lucy | Tax withheld | 224 | $367.49 |
| 2026-02-26 | Denk Peter | Tax withheld | 1.2K | $372.96 |
| 2026-02-26 | Denk Peter | Option exercise | 346 | — |
| 2026-02-26 | Denk Peter | Tax withheld | 153 | $367.49 |
| 2026-02-25 | RUIZ STERNADT PAULO | Grant | 7.2K | — |
| 2026-02-25 | Galvao Antonio | Grant | 1.2K | — |
| 2026-02-25 | Monesmith Heath B. | Grant | 10.0K | — |
| 2026-02-25 | Yelton Michael | Grant | 4.3K | — |
| 2026-02-25 | Denk Peter | Grant | 3.4K | — |
| 2026-02-23 | Galvao Antonio | Option exercise | 153 | — |
| 2026-02-23 | Denk Peter | Option exercise | 420 | — |
| 2026-02-23 | Denk Peter | Tax withheld | 132 | $374.26 |
| 2026-02-23 | Yelton Michael | Option exercise | 524 | — |
| 2026-02-23 | Yelton Michael | Tax withheld | 163 | $374.26 |
| 2026-02-23 | Galvao Antonio | Tax withheld | 43 | $374.26 |
| 2026-02-23 | RUIZ STERNADT PAULO | Option exercise | 891 | — |
| 2026-02-23 | RUIZ STERNADT PAULO | Tax withheld | 393 | $374.26 |
| 2026-02-23 | Monesmith Heath B. | Option exercise | 1.2K | — |
| 2026-02-23 | Monesmith Heath B. | Tax withheld | 366 | $374.26 |
| 2026-02-12 | RUIZ STERNADT PAULO | Option exercise | 12K | $98.21 |
| 2026-02-12 | RUIZ STERNADT PAULO | Sell | 11K | $390.26 |
| 2026-02-03 | Clark Dougherty Lucy | Option exercise | 1.2K | — |
| 2026-02-03 | Clark Dougherty Lucy | Tax withheld | 354 | $360.27 |
| 2025-11-18 | Johnson Gerald | Buy | 200 | $339.89 |
| 2025-11-11 | Yelton Michael | Gift | 819 | — |
| 2025-10-31 | Johnson Gerald | Buy | 100 | $384.33 |
| 2025-10-02 | Wadecki Adam A | Option exercise | 967 | — |
| 2025-10-02 | Wadecki Adam A | Tax withheld | 296 | $376.19 |
| 2025-08-11 | Johnson Gerald | Buy | 100 | $361.00 |
| 2025-08-07 | LEONETTI OLIVIER | Sell | 9.9K | $358.40 |
| 2025-08-07 | LEONETTI OLIVIER | Sell | 2.4K | $358.19 |
| 2025-08-07 | LEONETTI OLIVIER | Option exercise | 3.6K | $286.96 |
| 2025-08-07 | LEONETTI OLIVIER | Sell | 3.6K | $358.50 |
| 2025-08-07 | LEONETTI OLIVIER | Option exercise | 9.9K | $293.70 |
| 2025-08-04 | RUIZ STERNADT PAULO | Option exercise | 890 | — |
| 2025-08-04 | RUIZ STERNADT PAULO | Tax withheld | 573 | $384.57 |
| 2025-06-05 | RUIZ STERNADT PAULO | Gift | 77 | — |
| 2025-05-20 | RUIZ STERNADT PAULO | Option exercise | 3.7K | $81.91 |
| 2025-05-20 | Thompson Dorothy C | Sell | 140 | $327.21 |
| 2025-05-14 | Monesmith Heath B. | Sell | 9.1K | $330.89 |
| 2025-05-12 | ARNOLD CRAIG | Sell | 5.8K | $323.74 |
| 2025-05-12 | ARNOLD CRAIG | Option exercise | 103K | $130.86 |
| 2025-05-12 | ARNOLD CRAIG | Sell | 52K | $323.21 |
| 2025-05-12 | ARNOLD CRAIG | Sell | 46K | $322.12 |
| 2025-05-12 | ARNOLD CRAIG | Option exercise | 764 | $130.86 |
| 2025-05-08 | ARNOLD CRAIG | Sell | 9.7K | $306.03 |
| 2025-05-08 | ARNOLD CRAIG | Sell | 41K | $305.29 |
| 2025-05-07 | MARSHALL ERNEST W JR | Option exercise | 16K | $98.21 |
| 2025-05-07 | MARSHALL ERNEST W JR | Sell | 1.0K | $300.02 |
| 2025-05-07 | MARSHALL ERNEST W JR | Option exercise | 1.0K | $98.21 |
| 2025-05-07 | MARSHALL ERNEST W JR | Sell | 16K | $300.05 |
| 2025-05-06 | Denk Peter | Sell | 1.3K | $298.85 |
| 2025-05-06 | Yelton Michael | Sell | 2.1K | $296.87 |
| 2025-05-06 | Yelton Michael | Gift | 467 | — |
| 2025-05-02 | SMITH GERALD B | Tax withheld | 132 | $295.28 |
| 2025-05-02 | Schulten Andre | Option exercise | 256 | — |
| 2025-05-02 | Schulten Andre | Tax withheld | 62 | $295.28 |
| 2025-05-02 | Ryerkerk Lori | Option exercise | 546 | — |
| 2025-05-02 | Ryerkerk Lori | Tax withheld | 132 | $295.28 |
| 2025-05-02 | PRAGADA ROBERT V | Option exercise | 546 | — |
| 2025-05-02 | PRAGADA ROBERT V | Tax withheld | 132 | $295.28 |
| 2025-05-02 | Pianalto Sandra | Option exercise | 546 | — |
| 2025-05-02 | Pianalto Sandra | Tax withheld | 132 | $295.28 |
| 2025-05-02 | PAGE GREGORY R | Option exercise | 546 | — |
| 2025-05-02 | PAGE GREGORY R | Tax withheld | 132 | $295.28 |
| 2025-05-02 | Napoli Silvio | Option exercise | 546 | — |
| 2025-05-02 | Napoli Silvio | Tax withheld | 263 | $295.28 |
| 2025-05-02 | Wilson Darryl L. | Option exercise | 546 | — |
| 2025-05-02 | Wilson Darryl L. | Tax withheld | 132 | $295.28 |
| 2025-05-02 | Thompson Dorothy C | Option exercise | 546 | — |
| 2025-05-02 | Thompson Dorothy C | Tax withheld | 132 | $295.28 |
| 2025-05-02 | Terrell Karenann K | Option exercise | 413 | — |
| 2025-05-02 | Terrell Karenann K | Tax withheld | 100 | $295.28 |
| 2025-05-02 | SMITH GERALD B | Option exercise | 546 | — |
| 2025-03-03 | Denk Peter | Tax withheld | 349 | $285.99 |
| 2025-03-03 | Denk Peter | Option exercise | 658 | $151.76 |
| 2025-03-03 | LEONETTI OLIVIER | Tax withheld | 837 | $289.09 |
| 2025-03-03 | LEONETTI OLIVIER | Option exercise | 2.5K | — |
| 2025-02-28 | ARNOLD CRAIG | Tax withheld | 1.8K | $289.09 |
| 2025-02-28 | Yelton Michael | Option exercise | 412 | — |
| 2025-02-28 | Yelton Michael | Tax withheld | 118 | $289.09 |
| 2025-02-28 | Wadecki Adam A | Option exercise | 132 | — |
| 2025-02-28 | Wadecki Adam A | Tax withheld | 47 | $289.09 |
| 2025-02-28 | Szmagala Taras G. Jr. | Option exercise | 330 | — |
| 2025-02-28 | Szmagala Taras G. Jr. | Tax withheld | 99 | $289.09 |
| 2025-02-28 | Sapp John | Option exercise | 214 | — |
| 2025-02-28 | Sapp John | Tax withheld | 62 | $289.09 |
| 2025-02-28 | RUIZ STERNADT PAULO | Option exercise | 691 | — |
| 2025-02-28 | RUIZ STERNADT PAULO | Tax withheld | 207 | $289.09 |
| 2025-02-28 | Monesmith Heath B. | Option exercise | 889 | — |
| 2025-02-28 | Monesmith Heath B. | Tax withheld | 266 | $289.09 |
| 2025-02-28 | MARSHALL ERNEST W JR | Option exercise | 495 | — |
| 2025-02-28 | MARSHALL ERNEST W JR | Tax withheld | 148 | $289.09 |
| 2025-02-28 | LEONETTI OLIVIER | Option exercise | 1.2K | — |
| 2025-02-28 | LEONETTI OLIVIER | Tax withheld | 354 | $289.09 |
| 2025-02-28 | Galvao Antonio | Option exercise | 95 | — |
| 2025-02-28 | Denk Peter | Option exercise | 280 | — |
| 2025-02-28 | Denk Peter | Tax withheld | 84 | $289.09 |
| 2025-02-28 | ARNOLD CRAIG | Option exercise | 4.1K | — |
| 2025-02-27 | ARNOLD CRAIG | Tax withheld | 24K | $295.09 |
| 2025-02-27 | Monesmith Heath B. | Tax withheld | 4.0K | $295.09 |
| 2025-02-27 | RUIZ STERNADT PAULO | Tax withheld | 2.1K | $295.09 |
| 2025-02-27 | MARSHALL ERNEST W JR | Tax withheld | 2.5K | $295.09 |
| 2025-02-27 | Szmagala Taras G. Jr. | Tax withheld | 395 | $295.09 |
| 2025-02-27 | Yelton Michael | Tax withheld | 536 | $295.09 |
| 2025-02-27 | Denk Peter | Tax withheld | 560 | $295.09 |
| 2025-02-26 | ARNOLD CRAIG | Grant | 53K | — |
| 2025-02-26 | Monesmith Heath B. | Grant | 9.1K | — |
| 2025-02-26 | MARSHALL ERNEST W JR | Grant | 6.1K | — |
| 2025-02-26 | Galvao Antonio | Grant | 1.5K | — |
| 2025-02-26 | Denk Peter | Grant | 1.9K | — |
| 2025-02-26 | Yelton Michael | Grant | 1.9K | — |
| 2025-02-26 | Szmagala Taras G. Jr. | Grant | 1.3K | — |
| 2025-02-26 | RUIZ STERNADT PAULO | Grant | 5.3K | — |
| 2025-02-24 | ARNOLD CRAIG | Option exercise | 5.5K | — |
| 2025-02-24 | ARNOLD CRAIG | Tax withheld | 2.1K | $302.21 |
| 2025-02-24 | ARNOLD CRAIG | Option exercise | 5.7K | — |
| 2025-02-24 | ARNOLD CRAIG | Tax withheld | 2.6K | $302.21 |
| 2025-02-24 | Denk Peter | Option exercise | 196 | — |
| 2025-02-24 | Denk Peter | Tax withheld | 69 | $302.21 |
| 2025-02-24 | Denk Peter | Option exercise | 408 | — |
| 2025-02-24 | Denk Peter | Tax withheld | 124 | $302.21 |
| 2025-02-24 | Denk Peter | Option exercise | 326 | — |
| 2025-02-24 | Denk Peter | Tax withheld | 98 | $302.21 |
| 2025-02-24 | Szmagala Taras G. Jr. | Option exercise | 138 | — |
| 2025-02-24 | Szmagala Taras G. Jr. | Tax withheld | 49 | $302.21 |
| 2025-02-24 | Szmagala Taras G. Jr. | Option exercise | 483 | — |
| 2025-02-24 | Szmagala Taras G. Jr. | Tax withheld | 153 | $302.21 |
| 2025-02-24 | Szmagala Taras G. Jr. | Option exercise | 816 | — |
| 2025-02-24 | Szmagala Taras G. Jr. | Tax withheld | 244 | $302.21 |
| 2025-02-24 | Yelton Michael | Option exercise | 196 | — |
| 2025-02-24 | Yelton Michael | Tax withheld | 67 | $302.21 |
| 2025-02-24 | Yelton Michael | Option exercise | 508 | — |
| 2025-02-24 | Yelton Michael | Tax withheld | 150 | $302.21 |
| 2025-02-24 | RUIZ STERNADT PAULO | Option exercise | 555 | — |
| 2025-02-24 | RUIZ STERNADT PAULO | Tax withheld | 173 | $302.21 |
| 2025-02-24 | RUIZ STERNADT PAULO | Option exercise | 865 | — |
| 2025-02-24 | RUIZ STERNADT PAULO | Tax withheld | 259 | $302.21 |
| 2025-02-24 | MARSHALL ERNEST W JR | Option exercise | 635 | — |
| 2025-02-24 | MARSHALL ERNEST W JR | Tax withheld | 199 | $302.21 |
| 2025-02-24 | MARSHALL ERNEST W JR | Option exercise | 635 | — |
| 2025-02-24 | MARSHALL ERNEST W JR | Tax withheld | 190 | $302.21 |
| 2025-02-24 | Monesmith Heath B. | Option exercise | 951 | — |
| 2025-02-24 | Monesmith Heath B. | Tax withheld | 293 | $302.21 |
| 2025-02-24 | Monesmith Heath B. | Option exercise | 1.2K | — |
| 2025-02-24 | Monesmith Heath B. | Tax withheld | 357 | $302.21 |
| 2025-02-24 | Galvao Antonio | Option exercise | 153 | — |
| 2025-02-24 | Galvao Antonio | Tax withheld | 52 | $302.21 |
| 2025-02-24 | Galvao Antonio | Option exercise | 149 | — |
| 2025-02-24 | Galvao Antonio | Tax withheld | 51 | $302.21 |
| 2025-01-02 | Sapp John | Option exercise | 843 | — |
| 2025-01-02 | Sapp John | Tax withheld | 270 | $334.08 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-11 | Reg FDOtherExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-23 | Shareholder vote | filing ↗ |
| 2026-03-10 | 1.02Debt obligationExhibits | filing ↗ |
| 2026-03-02 | Exec/director change | filing ↗ |
| 2026-03-02 | Exec/director changeExhibits | filing ↗ |
| 2026-02-06 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-02-03 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-10 | 0000950142-26-001733 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001551182-26-000013 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001551182-26-000010 ↗ |
| 8-K | 2026-04-23 | 2026-04-22 | 0001140361-26-016399 ↗ |
| 8-K | 2026-03-10 | 2026-03-06 | 0001140361-26-008836 ↗ |
| 8-K | 2026-03-02 | 2026-02-26 | 0001140361-26-007206 ↗ |
| 8-K | 2026-03-02 | 2026-02-25 | 0001140361-26-007362 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001551182-26-000007 ↗ |
| 8-K | 2026-02-06 | 2026-02-06 | 0001140361-26-004227 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001551182-26-000002 ↗ |
| 8-K | 2026-01-26 | 2026-01-26 | 0001140361-26-002286 ↗ |
| 8-K/A | 2025-12-16 | 2025-11-14 | 0001140361-25-045707 ↗ |