Eaton is a top-tier picks-and-shovels play on AI data centre power infrastructure, electrification, and grid hardening. Backlog growth in data centre electrical exceeds 40% YoY. Hyperscaler capex tailwinds combine with utility grid modernization spending. Aerospace segment adds rearmament torque.
Thesis reviewed May 29, 2026
Eaton Corporation plc is headquartered in Ireland, which is currently showing moderate signals.
🇮🇪Ireland52NEUTRALView Ireland risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold ETN may also have indirect exposure through these country funds.
Data centre orders up 45% YoY; Eaton announces capacity expansion in Reno
Hyperscaler 2026 capex guides above $300B; power infrastructure called out as bottleneck
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Buy | Unknown amount | Aug 27, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Tim WalbergMI | Buy | Unknown amount | Feb 7, 25 | ||
| John Boozman | Buy | $1k–$15k | Sep 12, 25 | -4.4% | |
| Elizabeth FletcherTX | D | Sell | $1k–$15k | Apr 8, 26 | -5.6% |
| David J. TaylorOH | R | Buy | $1k–$15k | Feb 26, 26 | +15.9% |
| John Boozman | Buy | $1k–$15k | Jan 29, 26 | +3.5% | |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Feb 13, 26 | +3.5% |
| John W Hickenlooper | Buy | $50k–$100k | Jan 14, 26 | +7.8% | |
| David J. TaylorOH | R | Buy | $1k–$15k | Jan 16, 26 | +12.1% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +20.8% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Dec 24, 25 | +22.4% |
| Markwayne Mullin | Buy | $1k–$15k | Jan 4, 24 | +11.2% | |
| Markwayne Mullin | Sell | $15k–$50k | Dec 18, 24 | +23.0% | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Nov 25, 24 | +10.0% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Sep 16, 24 | +25.2% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Sep 12, 24 | +25.2% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Aug 30, 24 | +37.7% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +33.4% |
[Senate Hearing 119-14] [From the U.S. Government Publishing Office] S. Hrg. 119-14 LEGISLATIVE PRESENTATION OF DISABLED AMERICAN VETERANS AND MULTI VSOs: AMVETS, VIETNAM VETERANS OF AMERICA, MILITARY ORDER OF THE PURPLE HEART, BLINDED VETERANS ASSOCIATION, VETERANS EDUCATION SUCCESS, GOLD STAR WIV…