News

Revenue hit record $8.5B with 21% growth as data center demand surges 65% organically.

Moby summary of Dana Incorporated's Q2 2026 earnings call

Moby summary of Eaton Corporation plc's Q2 2026 earnings call

Eaton Corp PLC (ETN) posts record Q2 revenue of $8.5 billion, raises full-year EPS guidance to $13.50 midpoint, driven by robust data center demand and strong segment performance.

Eaton (NYSE:ETN) reported record second-quarter revenue and adjusted earnings as demand across its electrical businesses and aerospace segment remained strong, led by data center activity and capacity expansion in Electrical Americas. Chief Executive Officer Paulo Ruiz said adjusted earnings per sh

The electrical infrastructure supplier reported second-quarter earnings per share of $3.15, with sales of $8.5 billion. Wall Street was looking for EPS of $3.07 and sales of $8.2 billion.

Eaton (ETN) delivered earnings and revenue surprises of +2.27% and +6.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

Eaton Corporation is set to announce its second-quarter earnings in a few weeks, and Wall Street forecasts a single-digit increase in its profits.

This is the sixth and final piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the methodology and the companies. Over the subsequent few weeks, the series has looked at Curtiss-Wright, Williams Companies, ...

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

SpaceX stock is flying, and so are shares of older aerospace incumbents like GE Aerospace and Boeing.

Dana (DAN) proposed merger with Eaton's (ETN) Mobility unit is a "transformative deal" that boosts i

ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.

All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded

Dana said it agreed to combine with Eaton’s Mobility business in a $5.1 billion deal, aiming to create a more comprehensive supplier serving commercial- and light-vehicle markets.

Dana said it agreed to combine with Eaton’s Mobility business in a $5.1 billion deal, aiming to create a more comprehensive supplier serving commercial- and light-vehicle markets.

Eaton (ETN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercy

(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome

Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid.

For years now, Wall Street pundits have been talking about the “AI trade.” But exactly what they’re referring to isn’t always clear.

Eaton (NYSE:ETN) reported first-quarter 2026 results that management described as a solid start to the year, pointing to accelerating demand, record backlog levels, and raised full-year organic growth and earnings guidance. Chief Executive Officer Paulo Ruiz said rolling 12-month orders increased ac

Moby summary of Eaton Corporation plc's Q1 2026 earnings call

ETN tops Q1 estimates as revenues jump 17% and EPS rises 3%; it has lifted 2026 adjusted EPS guidance and sees 9-11% organic growth.

Although the revenue and EPS for Eaton (ETN) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Eaton reported first-quarter earnings per share of $2.81 from sales of $7.5 billion, up 17% year over year. Wall Street was looking for earnings per share of $2.73 from sales of $7.1 billion.

Eaton (ETN) delivered earnings and revenue surprises of +2.59% and +5.16%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

A.O. Smith (AOS) delivered earnings and revenue surprises of -9.41% and -2.43%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?