ETN at a glance
Eaton Corporation (ETN, SEC CIK 1551182) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Eaton Corporation (ETN) reported revenue of $27.4 billion (up 10.3% from FY2024) and net income of $4.1 billion. Diluted EPS was $10.45.
- As of June 30, 2026, 67 institutional investment managers tracked by SignalX reported holding Eaton Corporation (ETN) shares worth $71.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Johnson Gerald on August 13, 2026 of 130 shares at $455.90 per share.
- In the last 90 days, ETN insiders reported 2 open-market purchases ($92K) and 2 open-market sales ($8.5M) on Form 4, a net sale of $8.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $27.4B
- +10.3% vs prior year
- Insiders · 90 days
- 2 buys · 2 sells
- Net −$8.4M
- 13F holders
- 67 funds
- $71.9B · +2 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $27.4B in 2025, up ~10% YoY from $24.9B, driven by 8% organic growth and acquisitions; 2024 also grew ~7% organically to $24.9B
- Gross margin 37.6% vs 38.2% in 2024; net income $4.09B with adjusted EPS $12.07 vs $10.80; effective tax rate 17.1% vs 16.8%
- Best segment: Electrical Americas, sales $13.3B (+16%), operating margin 29.9% vs 30.2%; Worst: Vehicle, sales $2.5B (-10%), margin 16.7% vs 18.0%, driven by weak North American truck/light vehicle markets
- Operating cash flow $4.47B; capex $919M (guided ~$1.1B in 2026); dividends $1.63B; buybacks $1.86B vs $2.49B in 2024; no buybacks planned for 2026 due to $9.5B Boyd Thermal acquisition
- Key risks/outlook: Boyd Thermal close expected Q2 2026; Mobility segment spin-off targeted by Q1 2027; tariff exposure, commodity/wage inflation, cybersecurity, and AI-related compliance flagged as emerging risks
Risk Factors
- Planned Mobility segment spin-off by Q1 2027 risks delays, dis-synergy costs, tax-free status uncertainty, and management distraction
- GDPR fines up to 4% of global revenue for data privacy violations; conflicting U.S. state and foreign cybersecurity regulations add compliance costs
- Tariff and trade policy volatility threatens import cost structure; no specific mitigation confirmed if price increases damage market share
- AI adoption risk: competitors leveraging AI for product/cost advantages while Eaton faces regulatory scrutiny, IP leakage via third-party generative AI platforms
- Single-source supplier dependency for critical components; delivery failures disproportionately impact higher-volume, higher-margin product lines
Business Overview
- Intelligent power management company; $27.4B revenue in 2025, serving customers in 180 countries
- Acquired Fibrebond (modular data center) and Resilient (solid-state transformer tech) in 2025; Boyd Thermal liquid cooling deal announced; Ultra PCS aerospace closed Jan 2026: all targeting data center and aerospace growth
- Announced spin-off of Mobility business (Vehicle + eMobility segments) into independent public company on Jan 26, 2026: major portfolio reshaping toward pure-play electrical/power
- ~97,303 total employees globally; 86% favorable engagement rate in 2025 survey
- New CEO Paulo Ruiz took office June 1, 2025; concurrent wave of new C-suite hires including new CLO, CHRO, and CFO all within ~18 months: unusually broad leadership transition
AI summary of the ETN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $8,531M, up 21% YoY from $7,028M, driven by 14% organic growth and 7% acquisitions
- Gross margin 33.5% vs 37.0% YoY; net income $823M vs $982M
- Best segment Electrical Global revenue $2,517M, up 44%; worst Mobility revenue $841M, flat YoY
- Aerospace operating margin 22.8% vs 22.2% YoY; Electrical Americas margin 27.5% vs 29.5%
- Commercial paper outstanding $2,088M; $8,427M net proceeds from 2026 U.S. Notes issuance
- Mobility transaction expected to close Q1 2027; Eaton expects approximately $1.1B cash distribution and debt repayment
Risk Factors
- New separation risk: Mobility–Dana Reverse Morris Trust announced June 10, 2026
- Regulatory risk: Required regulatory clearances and Dana stockholder approval may delay anticipated first-quarter 2027 closing
- Operational risk: Transaction complexity may divert management attention and resources from day-to-day operations
- Legal and tax risk: Transaction-related litigation or failure to qualify as tax-free could increase costs
- Market risk: Delayed or failed completion could reduce expected benefits and pressure Eaton’s stock price
AI summary of the ETN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Q2 sales reached a record $8.5B, up 21%, with organic growth of 14% above guidance
- Adjusted EPS hit a record $3.15 versus $2.95, while GAAP EPS declined to $2.11 from $2.51
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
Item 7.01: Regulation FD Disclosure
- Eaton entered a definitive agreement with Dana for separation of its mobility business
- Transaction represents a portfolio-shaping event, potentially changing Eaton’s business mix and strategic focus
Item 8.01: Other Events
- Mobility segment separation and combination with Merger Partner through a Reverse Morris Trust transaction
- Eaton shareholders to receive at least 50.1% ownership of the combined company
Item EX-99.1: Item EX-99.1
- Eaton to combine Mobility Group with Dana in Reverse Morris Trust, creating company valued above $10 billion
- Mobility valued approximately $5.1 billion, with Eaton receiving $1.1 billion cash and shareholders retaining at least 50.1% ownership
AI summaries of ETN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ETN
Don't miss the next ETN filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wadecki Adam A | M | Oct 2, 2026 | 997 | - |
| Wadecki Adam A | F | Oct 2, 2026 | 390 | $442.83 |
| Wadecki Adam A | M | Oct 2, 2026 | 997 | - |
| Black Shawn M | A | Sep 1, 2026 | 4,605 | - |
| Johnson Gerald | Buy | Aug 13, 2026 | 130 | $455.90 |
| Johnson Gerald | Buy | Aug 12, 2026 | 70 | $469.93 |
| Monesmith Heath B. | M | Aug 11, 2026 | 658 | $151.76 |
| Monesmith Heath B. | Sell | Aug 11, 2026 | 18,036 | $458.04 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $23.2B | $24.9B | $27.4B |
| Net Income | $3.2B | $3.8B | $4.1B |
| Net Margin | 13.9% | 15.3% | 14.9% |
| Balance Sheet | |||
| Total Assets | - | $38.4B | $41.3B |
| Equity | $19.0B | $18.5B | $19.4B |
| ROE | 16.9% | 20.5% | 21.0% |
| Per Share | |||
| EPS | $8.02 | $9.50 | $10.45 |
| Cash Flow | |||
| Operating CF | $3.6B | $4.3B | $4.5B |
| CapEx | $757.0M | $808.0M | $919.0M |
Source: XBRL data in Eaton Corporation (ETN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ETN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 67 | $71.95B |
| Q1 2026 | 65 | $61.16B |
| Q4 2025 | 65 | $55.07B |
| Q3 2025 | 65 | $74.34B |
| Q2 2025 | 62 | $65.78B |
| Q1 2025 | 60 | $40.81B |
| Q4 2024 | 58 | $33.94B |
| Q3 2024 | 52 | $15.23B |
- T. Rowe Price Group+1.59M (+174%)
- State Street Corp+502.5K (+3%)
- Vanguard Portfolio Management LLC+218.8K (+2%)
- Morgan Stanley+138.5K (+1%)
- BlackRock+131.8K (+0%)
- JPMorgan Chase & Co−2.52M (-13%)
- Bank of America Corp−1.01M (-8%)
- Invesco Ltd−680.3K (-16%)
- Goldman Sachs Group−319.0K (-6%)
- Ameriprise Financial−223.7K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 494 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ETN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
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ETN SEC filings: frequently asked questions
Are ETN insiders buying or selling?
In the last 90 days, Eaton Corporation (ETN) officers, directors and 10% owners reported 2 open-market purchases worth $92,162 by 1 insider and 2 open-market sales worth $8.5 million by 2 insiders on Form 4, a net sale of $8.4 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ETN stock?
As of June 30, 2026, the largest Eaton Corporation (ETN) holders among the 13F filers tracked by SignalX were BlackRock ($13.1 billion), Vanguard Capital Management LLC ($10.8 billion), State Street Corp ($7.4 billion), JPMorgan Chase & Co ($6.9 billion), Morgan Stanley ($5.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ETN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Eaton Corporation (ETN) reported revenue of $27.4 billion (up 10.3% from FY2024) and net income of $4.1 billion. Diluted EPS was $10.45. The figures come from the XBRL data in the 10-K.
What are the main risks in ETN's latest 10-K?
In the 10-K filed February 26, 2026, Eaton Corporation (ETN) flagged: Planned Mobility segment spin-off by Q1 2027 risks delays, dis-synergy costs, tax-free status uncertainty, and management distraction. GDPR fines up to 4% of global revenue for data privacy violations; conflicting U.S. state and foreign cybersecurity regulations add compliance costs. (AI summary of the Risk Factors section.)
What did ETN report in its latest 8-K?
Eaton Corporation (ETN) filed an 8-K on July 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 sales reached a record $8.5B, up 21%, with organic growth of 14% above guidance.
What are the latest ETN SEC filings?
Eaton Corporation (ETN) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 6, 2026.
What is ETN's SEC CIK number?
Eaton Corporation (ETN)'s SEC Central Index Key (CIK) is 1551182. EDGAR lists every ETN filing under that number.
Ask anything about ETN
The research agent reads ETN's filings, financials, insider trades and 13F holders, then answers with sources.