ticker: ETN
company: Eaton Corporation plc
citations: 38
analysts: 1
generated: 2026-05-03

Sources — Eaton Corporation plc (ETN)

The deduplicated catalogue of every citation referenced across ETN's seven analyst memos and PM thesis. Sorted by source type; analysts that cited each source are listed under its title.

Eaton Q4 2025 Earnings Call Transcript

transcript competitor-analyst 2026-05-04 fool.com

Data center orders up ~200% in Electrical Americas Q4 2025; 50% cloud / 50% AI order mix
Electrical Americas Q4 2025 sales $3.5B (+21% YoY); operating margin 29.8%
Total backlog $19.6B; Electrical Americas backlog $15.3B (+31% YoY)
Mega-project pipeline $3T tracked; DC = 54% of YTD activity
No competitor, hyperscaler, or power semiconductor partner named on call
2026 guidance: segment margins 24.6%-25%; Electrical Americas long-term target 32% by 2030

Vertiv Q4 2025 Earnings Release — Organic Orders +252%

transcript competitor-analyst 2026-05-04 investors.vertiv.com

Q4 2025 organic orders +252% YoY; book-to-bill ~2.9x; backlog $15B (+109% YoY)
FY2026 guidance $13.25-13.75B (+27-29% organic)
Vertiv near-100% data center revenue vs Eaton ~17% — the core purity gap

Eaton + Siemens Energy Data Center Partnership (June 2025)

news competitor-analyst 2026-05-04 eaton.com

Standard 500MW offgrid offering: Siemens SGT-800 turbines + Eaton MV switchgear/LV switchgear/UPS/busway/racks/software
Reduces deployment timelines up to two years; implied $2-3B hyperscaler revenue acceleration per facility
Focus: North America, Europe (10-12 grid-constrained zones)

Eaton Completes Acquisition of Boyd Thermal (March 2026)

news competitor-analyst 2026-05-04 businesswire.com

Acquisition price $9.5B; closed March 2026
Boyd forecast 2026 revenue $1.7B of which $1.5B liquid cooling (CDUs, cold plates, immersion)
Boyd CDU launched 2.3MW unit capable of cooling 10+ NVIDIA NVL72 racks
80%+ of Boyd revenue is data center

Eaton Unveils 800 VDC Reference Architecture for AI Factories — OCP Global Summit 2025

news competitor-analyst 2026-05-04 businesswire.com

Reference design at OCP Global Summit October 13-16 2025; co-developed with NVIDIA
Integrates supercapacitors, ORV3-compatible busbar, DC connectors, hot-aisle containment
Supercaps absorb LLM workload power spikes and idle-period drops

Schneider Electric FY2025 Results — Record Revenue, DC 24% of Orders

news competitor-analyst 2026-05-04 investing.com

Schneider FY2025 revenue ~€40B; data center ~24% of incoming orders 2025
Schneider backlog €25.4B YE2025 (+18% YoY); Energy Management backlog €21.34B
Schneider's 800V DC revenue impact framing: 2028-2030 window

Data Center Frontier — ABB and Eaton Support NVIDIA 800V Infrastructure

web competitor-analyst 2026-05-04 datacenterfrontier.com

Eaton and ABB co-chair OCP Power Distribution Sub-Project (Buzzell/Catapane)
No power semiconductor partners named in Eaton or ABB reference designs as of article date
Q1 2026 white paper on LVDC business case planned jointly

NVIDIA Technical Blog — Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories

web competitor-analyst 2026-05-04 developer.nvidia.com

Eaton named as 'data center power systems' partner in NVIDIA 800V DC ecosystem alongside ABB, GE Vernova, Hitachi Energy, Schneider, Siemens, Vertiv
Silicon providers named separately (Infineon, TI, Navitas, Innoscience, onsemi, ADI, EPC, etc.) — Eaton does NOT name any as a design partner
Three-tier ecosystem: silicon providers / power system components / data center power systems — Eaton is vendor-agnostic on semiconductor tier