ETN
Eaton Corp plc
Industrials • CIK 0001551182
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Market Cap
$139.11B
P/E (TTM)
34.9x
Rev Growth (TTM)
+12.7%
Net Margin (TTM)
14.0%
FCF Yield (TTM)
2.7%
FCF Margin (TTM)
13.2%
Filings your agent reads
Primary-source SEC disclosures, read end-to-end — every figure traceable to its filing.
8-KJun 20263 weeks agosource
10-QQ1 20262026-05-05source
8-KEarnings2026-05-05source
8-KApr 20262026-04-23source
8-KMar 20262026-03-10source
Point your agent at ETN and it navigates these the same way — citing each number back to the filing.
Cash Flow Health
Free Cash Flow8/8 positive
TTM$3.8B
Q1 '26
$314M-80%
Q4 '25
$1.6B+34%
FCF Margin
TTM13.2%
Q1 '264.2%-81%
Sector: 4.8%Top 25%
OCF Margin16.6%
OCF/NI1.19x
CapEx Coverage4.9x
FCF Yield2.7%
FCF Growth (2Y)+19%
Cash Conversion Cycle
84 days
DSO: 71+DIO: 95−DPO: 81
Capital Allocation & Returns
Balanced
Total Shareholder YieldTTM
TTM2.1%
Div Yield1.2%
+Buyback (TTM)0.9%
Balancing returns with reinvestment
Dividend & Payout Metrics
Dividend Yield (TTM)1.2%
FCF Payout Ratio43.5%
Free Cash Flow (TTM)$3.8B
Stock Repurchases (TTM)$1.2B
Capital Return / FCF76.6%
Est. Dividends Paid (TTM)$1.6B
Shows how management rewards shareholders
Operational Efficiency & Returns
Return on Invested CapitalTTM
13.8%
Stable
-0.0% YoY-0.9%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
14.9%
8Q: 15.6%
Asset Turnover
0.67x
8Q: 0.65x
Leverage (1+D/E)
2.07x
D/E: 1.07x
DuPont: 20.8% ≈ 13.8% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
6.88x
8Q:6.85x
-23.1%
Invested Cap Turn
0.96x
8Q:0.91x
+5.8%
CapEx Intensity
3.2%
8Q:2.6%
CapEx/Depreciation
0.92x
Asset-based ROIC formula
Valuation Analysis
Fair Value
Price-to-EarningsTTM
34.9x
Volatile
8Q: 132.6x+1616%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
34.9x
vs – sector
Cash Flow
39.7x
EV/FCF vs –
Growth-Adj
2.7xPEG
Expensive for growth
Quality-Adj
2.5P/E per %ROIC
ROIC: 13.8%
Shareholder Returns
Dividend
1.2%
Buyback
0.9%
Total Yield
2.1%
Market Cap$139.11B
EV$150.07B
Multi-angle valuation analysis with sector context
Business Quality & Moat
Overall Quality Score
92/100
Exceptional
Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)
Returns on Capital
Return on Equity (ROE)Top 25%
21.0%
8Q:–
Return on Invested Capital (ROIC)Top 25%
13.8%
8Q:–
Flat
vs Sector:0.1%
DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)
NOPAT Margin: 14.9%
Asset Turnover: 0.67x
Earnings Quality
Cash Conversion
1.19x
OCF / Net Income ✓
FCF Consistency
–
Positive quarters
Competitive Moat Indicators
Pricing Power
Gross Margin36.9%
Capital Efficiency
Invested Capital Turnover0.96x
Working Capital
Cash Conversion Cycle84 days
Growth Quality & Momentum
Moderate Growth
Growth Quality Score
72/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%
Growth Rates
Revenue Growth YoY
12.7%
OpInc Growth YoY
-2.4%
EPS Growth YoY
3.2%
FCF 3Y CAGR
19.4%
Growth Quality Analysis
✓Efficient Growth: Free cash flow growing faster than revenue
✓Sustainability Index: 7.5/10 - Highly sustainable growth
Margin Quality & Sustainability
High Quality
Profitability Cascade
Gross
36.9%
Operating
18.2%
Top 25% in sector
Net
14.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
-0.8 pts
FCF: 13.2% | Net: 14.0%
Quality = stability + cash conversion + low dilution
Balance Sheet & Solvency
Leveraged
Net Debt / EBITDA
–Net Debt: $20.38B
Interest Coverage
–
Leverage Metrics
Debt-to-Equity
1.07x
Balance sheet risk & solvency analysis