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ETN

Eaton Corporation PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 415.20 Industrials - Industrial - MachineryAWAIT ENTRY
59

Position levels

Currenttoday
USD 415.20
Buy <=wait / entry
USD 363.33
Trim >=take some off
USD 430.00
Thesis breakA confirmed quarterly miss versus the raised 2026 organic growth guidance of app...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Record second quarter 2026 results with strong organic growth, accelerating orders and backlog, and raised organic growth guidance
  • Analyst forecasts of 17% annual earnings growth and 10.7% revenue growth with good analyst coverage
  • EPS growth expected at 19.5% per annum and return on equity forecast at 25.3% in 3 years
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