| ETN |
Report |
Adjusted EPS |
BEAT |
pred ~$3.12 vs. cons $3.06 |
MEDIUM |
| ETN |
Report |
Organic sales growth ( |
IN-LINE |
pred ~11% vs. cons ~10.5% (Q2 total rev ~$8.16B vs cons $8.12B) |
MEDIUM |
| ETN |
Report |
Total segment operating margin (Electrical Americas recovery) |
IN-LINE |
pred ~22.8% vs. cons ~22.8% |
MEDIUM |
| ETN |
Guide |
FY26 Adjusted EPS |
BETTER |
guide ~$13.30-$13.55 (mid ~$13.42) vs. cons $13.30 (FY26) |
LOW |
| ETN |
Guide |
FY26 segment margin |
UNCHANGED |
guide ~24.1-24.5% (mid ~24.3%) vs. cons ~24.3% (FY26) |
MEDIUM |
| ETN |
Guide |
Q3 2026 Adjusted EPS |
UNKNOWN |
guide ~$3.30 vs. cons ~$3.32 (Q3 2026) |
LOW |
| ETN |
Guide |
Electrical book-to-bill / data-center order trajectory (Vertiv read-through) |
UNCHANGED |
guide book-to-bill ~1.2 vs. cons ~1.2; DC orders remain triple-digit% but decel risk from ~240% base |
MEDIUM |
| ETN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| ETN |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
Vertiv scare (-17% on 7/29) reset the bar low and ETN already partially recovered (361->387 on 7/30), so a clean EPS beat plus visible Electrical Americas sequential margin inflection and intact orders should produce a modest relief pop. But EPS beat alone is 'not enough' at a premium multiple; if FY is only reaffirmed rather than meaningfully raised, out-period math (implicit 2H margin conservatism after Q1 guide cut) caps upward revisions. Any hint of data-center project-timing lumpiness echoes Vertiv and drives fade. Net: initial gain largely holds but limited follow-through. |
LOW |