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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Snyder | Morgan Stanley | 12 questions · 25% challenging |
| Deane Dray | RBC Capital Markets | 12 questions · 0% challenging |
| Andrew Obin | Bank of America | 11 questions · 0% challenging |
| Nigel Coe | Wolfe Research | 11 questions · 0% challenging |
| Nicole DeBlase | Deutsche Bank | 10 questions · 20% challenging |
| Scott Davis | Melius Research | 9 questions · 11% challenging |
| Joe Ritchie | Goldman Sachs | 9 questions · 11% challenging |
| Jeff Sprague | Vertical Research Partners | 8 questions · 25% challenging |
| Andy Kaplowitz | Citigroup | 6 questions · 33% challenging |
| Steve Tusa | JPMorgan | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 12 questions · 25% challenging |
| RBC Capital Markets | 1 analyst | 12 questions · 0% challenging |
| Bank of America | 1 analyst | 11 questions · 0% challenging |
| Wolfe Research | 1 analyst | 11 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 10 questions · 20% challenging |
| Melius Research | 1 analyst | 9 questions · 11% challenging |
| Goldman Sachs | 1 analyst | 9 questions · 11% challenging |
| Vertical Research Partners | 1 analyst | 8 questions · 25% challenging |
Eaton posted record Q1 2026 revenue of $7.5B with record segment profit of $1.7B and margins of 22.7%, though adjusted EPS of $2.81 was up just modestly as capacity expansion costs weighed on near-term profitability. Orders surged with data center demand acceleration, and free cash flow was up 245% versus the prior year. Management raised organic growth guidance by 200 basis points to a 10% midpoint and lifted EPS to $13.28, reflecting unprecedented demand across the electrical portfolio.
Demand | Revenue Growth | Capex Investment | Margin | Cloud & AI | Supply Chain | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 8 | 7 | 5 | 5 | 3 | 1 | 2 |
| 2025Q1 | 8 | 4 | 3 | 3 | 5 | 1 | 1 | 1 |
| 2025Q2 | 13 | 10 | 6 | 5 | 2 | 2 | 1 | 2 |
| 2025Q3 | 8 | 7 | 4 | 5 | 3 | 1 | 3 | 1 |
| 2025Q4 | 3 | 2 | 3 | 4 | 4 | 1 | 1 | |
| 2026Q1 | 2 | 2 | 2 | 3 | 1 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 8 | 13 | 8 | 3 | 2 |
| Revenue Growth | 8 | 4 | 10 | 7 | 2 | 2 |
| Capex Investment | 7 | 3 | 6 | 4 | 3 | 2 |
| Margin | 5 | 3 | 5 | 5 | 4 | 3 |
| Cloud & AI | 5 | 5 | 2 | 3 | 4 | 1 |
| Supply Chain | 3 | 1 | 2 | 1 | 2 | |
| M&A | 1 | 1 | 1 | 3 | 1 | 2 |
| Guidance Reliability | 2 | 1 | 2 | 1 | 1 | 1 |
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
Eaton posted record Q1 2026 revenue of $7.5B with record segment profit of $1.7B and margins of 22.7%, though adjusted EPS of $2.81 was up just modestly as capacity expansion costs weighed on near-term profitability.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Eaton Corporation (ETN), FY2026 Q1: 8/10. Scores: Eaton Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ETN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
No 8-K events recorded for this window.
GAAP revenue YoY +16.8% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What ETN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Resilient power, which fast tracks our solid-state transformer technology and various partnerships like the design partnership with NVIDIA and the on-site power partnership with Siemens Energy to help solve for global power constraints.”
Eaton has an on-site power partnership with Siemens Energy aimed at addressing global power constraints for data centers.
“Resilient power, which fast tracks our solid-state transformer technology and various partnerships like the design partnership with NVIDIA and the on-site power partnership with Siemens Energy to help solve for global power constraints.”
Eaton's acquisition of Resilient Power Systems accelerates its medium-voltage solid-state transformer technology for data centers.
“We closed the acquisition of Ultra PCS in January and the business performed in line with our expectations, contributing 5 points of total sales growth.”
Eaton acquired Ultra PCS, which contributed 5 points of Aerospace segment sales growth in the quarter.
“Now Eaton's broad portfolio has been further enhanced by the acquisition of Boyd Thermal.”
Eaton acquired Boyd Thermal, a leading liquid-cooling business and core design partner to hyperscalers, expanding its data-center white-space cooling presence; Boyd is on track for $1.7B+ revenue in 2026.
“Our partnerships with NVIDIA resulted in a complete solution for their generation of chips, Vera Rubin.”
Eaton's design partnership with NVIDIA produced an end-to-end grid-to-chip 800-volt DC power and cooling solution for NVIDIA's Vera Rubin generation chips.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.24B | +4.6% | $2.45 | +4.3% | 20.9% | 15.6% | $1.34B |
| FY2025 Q1 | $6.38B | +7.3% | $2.45 | +20.1% | 19.3% | 15.1% | $91M |
| FY2025 Q2 | $7.03B | +10.7% | $2.51 | +1.2% | 17.9% | 14.0% | $1.06B |
| FY2025 Q3 | $6.99B | +10.1% | $2.59 | +2.4% | 19.6% | 14.5% | $1.17B |
| FY2025 Q4 | $7.05B | +13.1% | $2.91 | +18.8% | 19.5% | 16.1% | $2.14B |
| FY2026 Q1Selected | $7.45B | +16.8% | $2.22 | -9.4% | 15.7% | 11.6% | $314M |
| FY2026 Q2 | $8.53B | +21.4% | $2.11 | -15.9% | 16.3% | 9.6% | $874M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ETN Eaton Corporation | 8 | +16.8% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.8% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |