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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deane Dray | RBC Capital Markets | 11 | 0% |
| Chris Snyder | Morgan Stanley | 11 | 27% |
| Andy Obin | Bank of America | 10 | 0% |
| Nigel Coe | Wolfe Research | 10 | 0% |
| Nicole DeBlase | Deutsche Bank | 9 | 22% |
| Joe Ritchie | Goldman Sachs | 9 | 11% |
| Scott Davis | Melius Research | 8 | 13% |
| Jeff Sprague | Vertical Research Partners | 7 | 14% |
| Steve Tusa | JPMorgan | 6 | 17% |
| Andy Kaplowitz | Citigroup | 5 | 40% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 11 | 27% |
| RBC Capital Markets | 1 | 11 | 0% |
| Bank of America | 1 | 10 | 0% |
| Wolfe Research |
| 1 |
| 10 |
| 0% |
| Goldman Sachs | 1 | 9 | 11% |
| Deutsche Bank | 1 | 9 | 22% |
| Melius Research | 1 | 8 | 13% |
| Vertical Research Partners | 1 | 7 | 14% |
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 |
| 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 | +8.5% | |
| 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% |