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Eaton (ETN) investor relations material
Eaton Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary11 Sep, 2025
Strategy and implementation
Three-pillar strategy: invest for growth, lead for growth, and execute for growth, with full implementation underway since March.
Focus on fast-moving, high-growth markets like data centers, utilities, and aerospace, leveraging both organic and inorganic investments.
Execution improvements include applying AI to reduce costs and empowering general managers as portfolio managers.
Recent M&A activity includes three deals in three months, two in data centers and one in aerospace.
Bolt-on acquisitions prioritized, with strict discipline on size and integration complexity.
Market trends and growth drivers
Data center backlog has tripled year-over-year to $470 billion, driving significant growth.
Utilities benefit from electrification, with load growth forecasts rising to 3% annually.
Reshoring in the U.S. is a long-term trend, with a $2.6 trillion project backlog and only 15% started.
Mega projects span data centers, LNG terminals, and manufacturing, with strong order pipelines.
Announcements for new projects outpace starts, with $40 billion/month in announcements and low cancellation rates.
Data center and AI opportunities
Data center business saw 50% sales growth and 55% order growth in Q2.
AI-related orders doubled from 15% to 30% of total data center orders year-over-year.
Solutions approach and recent acquisitions enable end-to-end offerings from grid to chip, enhancing competitive positioning.
Increased content per megawatt expected as AI drives higher technical requirements.
Eaton's M&A bolt-on criteria and pipeline
Mega project announcements vs. starts update
AI's impact on Eaton's data center content?
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Next Eaton earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Power Management
Eaton Corporation is an American-Irish power management company with multinational operations. The company provides various products and services related to electrical, hydraulic, and mechanical power management. The company's offerings include electrical components for power quality, distribution, and control, as well as hydraulic components and systems for both industrial and mobile equipment. It is headquartered in Dublin, Ireland, and has an administrative center in Brentwood, Ohio. Eaton shares are traded on the NYSE.
Gear and Axle Co
Eaton Corporation was founded in 1911 as Gear and Axle Co. in Bloomfield, New Jersey. Initially, the company focused on developing a new axle for trucks and buses, which offered significant improvements over existing products. During the 1930s and 1940s, Eaton diversified into other industries, such as aviation and defense, reflecting the broader economic and industrial shifts of the time. This diversification continued post-World War II, as the company expanded its product offerings and global presence. The 1960s and 1970s marked further expansion, with Eaton entering the hydraulics market and furthering its international reach. In the following decades, Eaton continued to grow through acquisitions, significantly expanding its electrical power management business.
The Electrical Division
The company operates through various segments, each specializing in different aspects of power management. The Electrical Sector, one of its primary segments, offers a wide range of electrical components, systems, and services for power distribution, power quality, and industrial automation. This includes circuit breakers, switchgear, UPS systems, and power distribution units, which are essential for the safe and efficient management of electricity in both commercial and residential settings.
Other Divisions
In the Hydraulics segment, Eaton provides hydraulic components and systems for mobile and industrial applications. These products, including pumps, motors, valves, and filtration systems, are crucial in machinery used in construction, agriculture, and manufacturing industries.
Additionally, Eaton's Aerospace segment delivers highly engineered products and systems for commercial and military aviation markets. The company’s products are used by manufacturers such as Airbus, Boeing, and Lockheed Martin. This includes hydraulic systems, fuel systems, motion control, and engine solutions, playing a critical role in the performance and safety of aircraft. Eaton Corporation also produces vehicle components, offering products for automotive and commercial vehicle markets.
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