Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
$152B
P/E ratio
40×
Div yield
1.0%
Adj. EPS (2026E)
~$13.25
Profit margin
~16%
Rev. growth
+17%
Revenue (2025)
$27.4B
Electrical backlog
$14.5B
In plain English
Eaton is the company that moves and tames electricity — the breakers, switchgear, transformers and backup power that stand between the grid and everything that runs on it. After a decade of deals (Cooper Industries, Tripp Lite, the $9.5B Boyd Thermal cooling buy), it has become a 'grid-to-chip' power-and-cooling supplier to the AI data-centre boom, while also making aerospace fuel and hydraulic systems — and is now spinning off its slower vehicle business to focus on the two.
In simple terms
What Eaton really sells
Eaton is the company that moves and tames electricity — the breakers, switchgear, transformers and backup power that stand between the grid and everything that runs on it. After a decade of deals (Cooper Industries, Tripp Lite, the $9.5B Boyd Thermal cooling buy), it has become a 'grid-to-chip' power-and-cooling supplier to the AI data-centre boom, while also making aerospace fuel and hydraulic systems — and is now spinning off its slower vehicle business to focus on the two.
Tip · Click any company in the map to learn — in one sentence — what it actually does and why it matters.