Last 7 days
4.7%
Last 30 days
-0.9%
Last 90 days
9.2%
Trailing 12 Months
14.8%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ETN | 68.2B | 20.8B | -0.95% | 14.76% | 27.68 | 3.28 | 5.73% | 14.83% |
EMR | 49.8B | 18.5B | 4.91% | -9.53% | 10.67 | 2.69 | 7.53% | 69.43% |
AME | 33.4B | 6.2B | 2.78% | 9.88% | 28.76 | 5.42 | 10.89% | 17.12% |
MID-CAP | ||||||||
GNRC | 6.8B | 4.6B | -8.65% | -63.66% | 17.1 | 1.5 | 22.14% | -27.43% |
PLUG | 6.8B | 701.4M | -17.52% | -59.04% | -9.36 | 9.66 | 39.63% | -57.41% |
AYI | 5.9B | 4.1B | -5.37% | -3.32% | 15.9 | 1.45 | 13.43% | 11.07% |
BE | 3.7B | 1.2B | -9.00% | -17.47% | -11.8 | 3.1 | 23.34% | -62.95% |
SMALL-CAP | ||||||||
EAF | 1.2B | 1.3B | -13.06% | -49.48% | 3.26 | 0.97 | -4.80% | -1.38% |
FCEL | 1.2B | 135.8M | -13.11% | -50.52% | -9.58 | 8.52 | 56.94% | -26.12% |
THR | 834.7M | 420.7M | -7.94% | 53.83% | 24.09 | 1.98 | 28.88% | 234.59% |
POWL | 505.1M | 552.9M | -4.91% | 125.98% | 28.46 | 0.91 | 17.49% | 1058.67% |
AMSC | 137.3M | 182.7M | -8.40% | -35.48% | -2.9 | 0.75 | 9.22% | -28.57% |
IPWR | 61.7M | 315.3K | -12.92% | 18.75% | -9.18 | 195.69 | 34.63% | -49.82% |
PPSI | 33.9M | 21.0M | 23.94% | -37.81% | -5.67 | 1.62 | 4.02% | -295.57% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 2.9% | 20,752 | 20,166 | 19,776 | 19,779 | 19,628 |
Cost Of Revenue | 2.4% | 13,865 | 13,545 | 13,338 | 13,378 | 13,293 |
S&GA Expenses | 1.4% | 3,227 | 3,182 | 3,203 | 3,251 | 3,256 |
R&D Expenses | 0.8% | 665 | 660 | 647 | 633 | 616 |
EBITDA | 6.1% | 3,721 | 3,506 | 3,909 | 3,797 | - |
EBITDA Margin | 3.1% | 0.18* | 0.17* | 0.19* | 0.19* | - |
Earnings Before Taxes | 8.5% | 2,911 | 2,684 | 3,077 | 2,977 | 2,896 |
EBT Margin | 5.4% | 0.14* | 0.13* | 0.15* | 0.15* | - |
Interest Expenses | -9.1% | -144 | -132 | -132 | -138 | -144 |
Net Income | 7.4% | 2,462 | 2,292 | 2,314 | 2,219 | 2,144 |
Net Income Margin | 4.4% | 0.12* | 0.11* | 0.11* | 0.11* | - |
Free Cahsflow | 21.7% | 1,935 | 1,590 | 1,091 | 1,374 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 1.9% | 35,014 | 34,364 | 35,153 | 35,208 | 34,027 |
Current Assets | 2.4% | 8,746 | 8,540 | 8,687 | 8,194 | 7,511 |
Cash Equivalents | 27.3% | 294 | 231 | 364 | 237 | 297 |
Inventory | 0.1% | 3,430 | 3,428 | 3,445 | 3,317 | 2,969 |
Net PPE | 6.0% | 3,146 | 2,967 | 3,043 | 3,098 | 3,064 |
Goodwill | 2.2% | 14,796 | 14,479 | 1,264 | 976 | 14,751 |
Current Liabilities | -4.4% | 6,360 | 6,653 | 8,974 | 8,256 | 7,212 |
. Short Term Borrowings | -64.1% | 324 | 903 | 1,392 | 1,116 | 13.00 |
Long Term Debt | 3.0% | 8,321 | 8,082 | 6,277 | 6,763 | 6,831 |
Shareholder's Equity | 6.0% | 17,038 | 16,068 | 16,416 | 16,656 | 16,413 |
Retained Earnings | 4.9% | 8,468 | 8,070 | 7,886 | 7,707 | 7,594 |
Additional Paid-In Capital | 0.3% | 12,512 | 12,478 | 12,452 | 12,427 | 12,449 |
Accumulated Depreciation | 3.5% | 4,867 | 4,702 | 4,768 | 4,832 | 4,754 |
Shares Outstanding | 0.0% | 398 | 398 | 398 | 399 | 399 |
Minority Interest | 8.6% | 38.00 | 35.00 | 36.00 | 36.00 | 38.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 18.3% | 2,533 | 2,142 | 1,648 | 1,945 | 2,163 |
Cashflow From Investing | -13.3% | -1,200 | -1,059 | 1,897 | -325 | -1,764 |
Cashflow From Financing | -16.9% | -1,340 | -1,146 | -3,496 | -1,758 | -535 |
Dividend Payments | 1.5% | 1,299 | 1,280 | 1,260 | 1,239 | 1,219 |
Buy Backs | 0% | 286 | 286 | 232 | 149 | 122 |
48.9%
18.5%
0%
Y-axis is the maximum loss one would have experienced if Eaton Corporation was unfortunately bought at previous high price.
14.3%
18.7%
19.9%
33.4%
FIve years rolling returns for Eaton Corporation.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-29 | Diametric Capital, LP | added | 91.77 | 653,515 | 1,173,520 | 0.56% |
2023-03-17 | American Portfolios Advisors | reduced | -10.78 | -35,885 | 608,076 | 0.03% |
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -4.47 | 335,460 | 3,046,460 | 0.09% |
2023-03-10 | MATHER GROUP, LLC. | reduced | -3.74 | 55,204 | 473,204 | 0.01% |
2023-03-10 | BAILLIE GIFFORD & CO | new | - | 227,905,000 | 227,905,000 | 0.24% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 3.26 | 13,992,400 | 78,983,400 | 0.09% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -2.58 | 6,114,000 | 47,859,000 | 0.24% |
2023-03-03 | TIAA, FSB | added | 780 | 14,549,000 | 16,104,000 | 0.06% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | added | 1.95 | 3,662 | 24,662 | 0.01% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 2,040 | 2,040 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.04% | 35,936,239 | SC 13G/A | |
Feb 07, 2023 | blackrock inc. | 7.1% | 28,360,383 | SC 13G/A | |
Jan 20, 2023 | jpmorgan chase & co | 5.3% | 21,394,304 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 8.54% | 34,026,467 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 6.7% | 26,509,696 | SC 13G/A | |
Jan 10, 2022 | jpmorgan chase & co | 6.4% | 25,612,519 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 7.70% | 30,710,385 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 7.5% | 30,043,948 | SC 13G/A | |
Jan 11, 2021 | jpmorgan chase & co | 5.9% | 23,650,086 | SC 13G | |
Feb 12, 2020 | vanguard group inc | 7.99% | 33,033,939 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 46.09 -73.10% | 55.35 -67.70% | 67.53 -60.59% | 91.94 -46.34% | 120.28 -29.80% |
Current Inflation | 43.39 -74.68% | 51.83 -69.75% | 60.90 -64.46% | 81.48 -52.45% | 104.93 -38.76% |
Very High Inflation | 39.92 -76.70% | 47.35 -72.36% | 52.94 -69.10% | 69.19 -59.62% | 87.26 -49.07% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 17, 2023 | ARS | ARS | |
Mar 17, 2023 | DEF 14A | DEF 14A | |
Mar 17, 2023 | DEFA14A | DEFA14A | |
Mar 10, 2023 | 4 | Insider Trading | |
Mar 09, 2023 | 4 | Insider Trading | |
Mar 08, 2023 | 4 | Insider Trading | |
Mar 06, 2023 | 4 | Insider Trading | |
Feb 28, 2023 | 4 | Insider Trading | |
Feb 28, 2023 | 4 | Insider Trading | |
Feb 27, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-09 | Faria Joao V | sold | -445,650 | 178 | -2,500 | see remarks below. |
2023-03-08 | Faria Joao V | sold | -441,762 | 176 | -2,500 | see remarks below. |
2023-03-07 | Faria Joao V | sold | -440,948 | 176 | -2,500 | see remarks below. |
2023-03-03 | BRICKHOUSE BRIAN S | acquired | 99,977 | 98.21 | 1,018 | see remarks below. |
2023-03-03 | BRICKHOUSE BRIAN S | sold (taxes) | -99,925 | 176 | -565 | see remarks below. |
2023-03-03 | BRICKHOUSE BRIAN S | sold | -3,777,890 | 176 | -21,347 | see remarks below. |
2023-02-27 | Szmagala Taras G. Jr. | sold | -249,842 | 174 | -1,430 | see remarks below. |
2023-02-27 | Faria Joao V | sold | -908,358 | 174 | -5,204 | see remarks below. |
2023-02-27 | Faria Joao V | acquired | 611,063 | 98.21 | 6,222 | see remarks below. |
2023-02-27 | Szmagala Taras G. Jr. | gifted | - | - | -414 | see remarks below. |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Income Statement [Abstract] | |||
Net sales | $ 20,752 | $ 19,628 | $ 17,858 |
Cost of products sold | 13,865 | 13,293 | 12,408 |
Selling and administrative expense | 3,227 | 3,256 | 3,075 |
Research and development expense | 665 | 616 | 551 |
Interest expense - net | 144 | 144 | 149 |
Gain on sale of businesses | 24 | 617 | 221 |
Other expense (income) - net | (36) | 40 | 150 |
Income before income taxes | 2,911 | 2,896 | 1,746 |
Income tax expense | 445 | 750 | 331 |
Net income | 2,465 | 2,146 | 1,415 |
Less net income for noncontrolling interests | (4) | (2) | (5) |
Net income attributable to Eaton ordinary shareholders | $ 2,462 | $ 2,144 | $ 1,410 |
Net income per share attributable to Eaton ordinary shareholders | |||
Diluted (USD per share) | $ 6.14 | $ 5.34 | $ 3.49 |
Basic (USD per share) | $ 6.17 | $ 5.38 | $ 3.51 |
Weighted-average number of ordinary shares outstanding | |||
Diluted (shares) | 400.8 | 401.6 | 404.0 |
Basic (shares) | 398.7 | 398.7 | 402.2 |
Cash dividends declared per ordinary share (USD per share) | $ 3.24 | $ 3.04 | $ 2.92 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets | ||
Cash | $ 294 | $ 297 |
Short-term investments | 261 | 271 |
Accounts receivable - net | 4,076 | 3,297 |
Inventory | 3,430 | 2,969 |
Prepaid expenses and other current assets | 685 | 677 |
Total current assets | 8,746 | 7,511 |
Property, plant and equipment | ||
Land and buildings | 2,129 | 2,227 |
Machinery and equipment | 5,885 | 5,591 |
Gross property, plant and equipment | 8,013 | 7,818 |
Accumulated depreciation | (4,867) | (4,754) |
Net property, plant and equipment | 3,146 | 3,064 |
Other noncurrent assets | ||
Goodwill | 14,796 | 14,751 |
Other intangible assets | 5,485 | 5,855 |
Operating lease assets | 570 | 442 |
Deferred income taxes | 330 | 392 |
Other assets | 1,940 | 2,012 |
Total assets | 35,014 | 34,027 |
Current liabilities | ||
Short-term debt | 324 | 13 |
Current portion of long-term debt | 10 | 1,735 |
Accounts payable | 3,072 | 2,797 |
Accrued compensation | 467 | 501 |
Other current liabilities | 2,488 | 2,166 |
Total current liabilities | 6,360 | 7,212 |
Noncurrent liabilities | ||
Long-term debt | 8,321 | 6,831 |
Pension liabilities | 649 | 872 |
Other postretirement benefits liabilities | 177 | 263 |
Operating lease liabilities | 459 | 337 |
Deferred income taxes | 530 | 559 |
Other noncurrent liabilities | 1,444 | 1,502 |
Total noncurrent liabilities | 11,580 | 10,364 |
Shareholders’ equity | ||
Ordinary shares (397.8 million outstanding in 2022 and 398.8 million in 2021) | 4 | 4 |
Capital in excess of par value | 12,512 | 12,449 |
Retained earnings | 8,468 | 7,594 |
Accumulated other comprehensive loss | (3,946) | (3,633) |
Shares held in trust | (1) | (1) |
Total Eaton shareholders’ equity | 17,038 | 16,413 |
Noncontrolling interests | 38 | 38 |
Total equity | 17,075 | 16,451 |
Total liabilities and equity | $ 35,014 | $ 34,027 |