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Eaton Corporation plc
工业 Specialty Industrial Machinery Ireland 官网
$402.68
-4.09% 当日
研究记录

资金风向证据链

核心候选 评分 86

未来6-24个月的高概率主线不是泛AI概念,而是政府采购最先兑现的国防IT/导弹、电网与数据中心供电、以及CHIPS资金叠加HBM/先进封装的半导体设备与存储。

业务受益关系
Electrical Americas直接受益于数据中心、配电、开关设备和电网扩容。
业绩 / 订单 / 估值
2026-05-05 Q1 sales $7.5B,同比+17%;FCF $314M,同比+245%;segment margin 22.7%。
主要风险:数据中心订单透支、产能扩张执行和估值回撤。
研究快照
2026-05-18T12:00:00-05:00
查看资金风向

基本信息

市值
$156.36B
市盈率 TTM
39.36
前瞻市盈率
25.59
股息率
109.00%
52周高点
$436.74
52周低点
$311.92
Beta
1.19
日均成交量
2.59M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-06-26
资金流强弱 MFI
57.9
中性
Chaikin 资金流 CMF
-0.118
净流出
量能变化
2.16x
暴量
空头持仓比
2.43%
偏低

交易信号历史

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公司简介

Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical and industrial components, power distribution and assemblies, residential products, single- and three-phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, and power reliability equipment; and hazardous duty electrical equipment, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems. It also provides pumps, motors, hydraulic power units, hoses and fittings, and electro-hydraulic pumps; valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems, and nose wheel steering systems; hose and thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, and adapters and regulators; oxygen generation systems, payload carriages, and thermal management products; wiring connectors and cables; and hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, related aftermarket customers, and industrial applications. In addition, the company offers transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited slip differentials, transmission controls, and fuel vapor components for the vehicle industry; and voltage inverters, converters, fuses, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. The company was formerly known as Abeiron Limited. The company was founded in 1911 and is based in Dublin, Ireland.

员工数量 97,303 总部 Dublin, Ireland

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