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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Eaton Corporation
Eaton Corporation (ETN) investor relations material
Eaton Corporation Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary17 Feb, 2026
Data center market outlook and growth
U.S. data center build-out projected to reach 100 GW by 2028, with 35–40 GW installed by end of last year and 17 GW planned for 2026.
Backlog of 165–200+ GW planned through 2030 and beyond, supporting a decade-long growth trajectory.
Annual installations are ramping up, with about 11 GW installed the previous year and expectations for steady or increasing growth.
Growth is constrained by physical, permitting, and labor limitations, but demand remains robust.
Technological evolution in data centers
Transition to 800-volt DC power at the rack is a major architectural shift, with designs underway to improve efficiency.
Direct DC power from utility to rack could yield 5% efficiency gains, equating to 5 GW savings on 100 GW capacity.
Bridge strategies using 400 volts are emerging, but the move to DC is seen as inevitable as rack densities rise.
Solid-state transformers and circuit protection
Medium-voltage solid-state transformers enable direct DC conversion, simplifying data center architecture and reducing losses.
Investments in next-gen power electronics and solid-state transformers position the company for mass adoption in 2–3 years.
New circuit protection technologies are required for DC environments, with ongoing investments in solid-state and hybrid solutions.
When will 800V DC mass adoption occur?
What limits data center build-out capacity?
Boyd Thermal's competitive edge in cold plates
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Next Eaton Corporation earnings date
Q1 20261 May, 2026
Eaton Corporation
Next Eaton Corporation earnings date
Q1 20261 May, 2026
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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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