Eaton Corp. PLC chart

Last update: 2022-12-29
Key statistics and financials
Revenue per share 49.57
Dividend & YieldN/A£ (N/A)
Beta 1.14
Market capitalization 637.77M
Operating cash flow 1.65B
ESG Scores 17.9

Company description

Eaton Corporation plc operates as a power management company worldwide. The company's Electrical Americas and Electrical Global segment provides electrical components, 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, power reliability equipment, and services, as well as hazardous duty electrical equipment, emergency lighting, fire detection, explosion-proof instrumentation, and structural support systems. Its Aerospace segment offers 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, thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, valves, and adapters and regulators; oxygen generation system, payload carriages, and thermal management products; and wiring connectors and cables, as well as hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, and related after-market customers, as well as industrial applications. The company's Vehicle segment 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. Its eMobility segment provides voltage inverters, converters, fuses, onboard chargers, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. Eaton Corporation plc was founded in 1911 and is based in Dublin, Ireland.

Sector: - Industry:

Financial Ratios
Quick Ratio0.63
Working Capital7.17
Return On Equity0.13
Debt To Equity0.42
Fixed Asset Ratio0.22
Fixed Interest Cover17.5

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 23M 147M 76M 832M
Total Cashflows From Investing Activities -398M -1.87B 397M -1.76B
Net Borrowings -164M 725M -503M 805M
Total Cash From Financing Activities -2.58B -1.49B -3.26B -535M
Change To Operating Activities 29M -32M 64M 76M
Issuance Of Stock 29M 66M 71M 63M
Net Income 2.15B 2.21B 1.41B 2.14B
Change In Cash -278M 87M 68M -141M
Effect Of Exchange Rate 43M -4M -15M -5M
Total Cash From Operating Activities 2.66B 3.45B 2.94B 2.16B
Depreciation 903M 884M 811M 922M
Change To Account Receivables -152M 172M 219M -271M
Other Cashflows From Financing Activities -2M -9M -6M -15M
Change To Netincome -49M 113M 88M -594M
Capital Expenditures -565M -587M -389M -575M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development 584M 606M 551M 616M
Income Before Tax 2.42B 2.59B 1.75B 2.9B
Net Income 2.15B 2.21B 1.41B 2.14B
Selling General Administrative 3.54B 3.59B 3.11B 3.2B
Gross Profit 7.1B 7.05B 5.45B 6.33B
Ebit 2.97B 2.86B 1.79B 2.52B
Operating Income 2.97B 2.86B 1.79B 2.52B
Interest Expense -258M -272M -221M -144M
Income Tax Expense 278M 378M 331M 750M
Total Revenue 21.61B 21.39B 17.86B 19.63B
Cost Of Revenue 14.51B 14.34B 12.41B 13.29B
Total Other Income ExpenseNet -548M -266M -40M 376M
Net Income From Continuing Ops 2.15B 2.21B 1.42B 2.15B
Net Income Applicable To Common Shares 2.15B 2.21B 1.41B 2.14B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 14.95B 16.67B 16.85B 17.58B
Total Stockholder Equity 16.11B 16.08B 14.93B 16.41B
Other Current Liabilities 1.75B 1.87B 2.29B 1.98B
Total Assets 31.09B 32.8B 31.82B 34.03B
Common Stock 4M 4M 4M 4M
Other Current Assets 59M 1.44B 2.56B 54M
Retained Earnings 8.16B 8.17B 6.79B 7.59B
Treasury Stock -4.15B -4.29B -4.2B -3.63B
Cash 283M 370M 438M 297M
Total Current Liabilities 5.15B 5.13B 5.88B 7.21B
Other Stockholder Equity -4.15B -4.29B -4.2B -3.63B
Property, Plant, and Equipment 3.47B 3.93B 3.39B 3.51B
Total Current Assets 7.59B 8.73B 9.18B 7.51B
Net Tangible Assets -2.07B -2.01B -2.15B -4.19B
Net Receivables 3.95B 3.54B 2.99B 3.48B
Accounts Payable 2.13B 2.11B 1.99B 2.8B


Insider Transactions

Here are the insider transactions of stock shares related to Eaton Corp. PLC:

Filer Name Transaction Text Ownership Date Filer Relation Shares
HOPGOOD DANIEL ROYStock Gift at price 0.00 per share.D2022-08-15Officer500
HOPGOOD DANIEL ROYSale at price 151.70 per share.D2022-08-15Officer1.5k
MCCOY DEBORAH LEESale at price 148.72 per share.D2022-08-05Director3k
MILLER BOISE APRILSale at price 138.59 - 138.68 per share.D2022-05-27Officer12.28k
MILLER BOISE APRILConversion of Exercise of derivative security at price 98.21 - 130.86 per share.D2022-05-27Officer14.78k
OKRAY THOMAS BD2022-04-01Officer1.58k
FARIA JOAO VConversion of Exercise of derivative security at price 80.49 per share.D2022-03-09Officer1.24k
FARIA JOAO VSale at price 150.00 per share.D2022-03-08Officer11.85k
FARIA JOAO VConversion of Exercise of derivative security at price 80.49 - 98.21 per share.D2022-03-08Officer11.85k
ARNOLD CRAIGD2022-02-25Officer and Director18.86k
HOPGOOD DANIEL ROYD2022-02-25Officer1.46k
MONESMITH HEATH BD2022-02-25Officer2.83k
YADAV UDAYD2022-02-25Officer4.02k
MILLER BOISE APRILD2022-02-25Officer848
CHERUVATATH NANDAKUMARD2022-02-25Officer1.82k
FARIA JOAO VD2022-02-25Officer2.17k
BRICKHOUSE BRIAN SD2022-02-25Officer2.2k
MARSHALL ERNEST W JRD2022-02-25Officer2.03k
ARNOLD CRAIGD2022-02-23Officer and Director6.72k
HOPGOOD DANIEL ROYD2022-02-23Officer485
HOPGOOD DANIEL ROYD2022-02-23Officer485
MONESMITH HEATH BD2022-02-23Officer1.21k
YADAV UDAYD2022-02-23Officer1.61k
MILLER BOISE APRILD2022-02-23Officer740
CHERUVATATH NANDAKUMARD2022-02-23Officer605
FARIA JOAO VD2022-02-23Officer740
BRICKHOUSE BRIAN SD2022-02-23Officer942
MARSHALL ERNEST W JRD2022-02-23Officer740
ARNOLD CRAIGStock Award(Grant) at price 0.00 per share.D2022-02-22Officer and Director117.89k
HOPGOOD DANIEL ROYStock Award(Grant) at price 0.00 per share.D2022-02-22Officer4.72k
HOPGOOD DANIEL ROYStock Award(Grant) at price 0.00 per share.D2022-02-22Officer4.72k
MONESMITH HEATH BStock Award(Grant) at price 0.00 per share.D2022-02-22Officer16.38k
YADAV UDAYStock Award(Grant) at price 0.00 per share.D2022-02-22Officer24.89k
CHERUVATATH NANDAKUMARStock Award(Grant) at price 0.00 per share.D2022-02-22Officer11.79k
FARIA JOAO VStock Award(Grant) at price 0.00 per share.D2022-02-22Officer13.76k
BRICKHOUSE BRIAN SStock Award(Grant) at price 0.00 per share.D2022-02-22Officer13.11k
MARSHALL ERNEST W JRStock Award(Grant) at price 0.00 per share.D2022-02-22Officer13.11k
PIANALTO SANDRAPurchase at price 151.58 per share.D2022-02-08Director243
MILLER BOISE APRILD2022-02-03Officer4.75k
OKRAY THOMAS BD2022-02-01Chief Financial Officer8.96k
CHERUVATATH NANDAKUMARSale at price 170.46 per share.I2021-12-10Officer69
FARIA JOAO VSale at price 170.12 per share.D2021-12-10Officer2.66k
FARIA JOAO VSale at price 169.61 per share.D2021-12-06Officer3.25k
YADAV UDAYSale at price 174.31 - 174.33 per share.D2021-11-09Officer49.58k
YADAV UDAYConversion of Exercise of derivative security at price 80.49 - 81.96 per share.D2021-11-09Officer49.58k
ARNOLD CRAIGSale at price 170.78 - 173.20 per share.D2021-11-05Officer and Director127.56k
ARNOLD CRAIGConversion of Exercise of derivative security at price 71.89 - 81.96 per share.D2021-11-05Officer and Director130.17k
HOPGOOD DANIEL ROYStock Gift at price 0.00 per share.D2021-08-20Officer500
HOPGOOD DANIEL ROYSale at price 166.97 per share.D2021-08-20Officer1k
CHERUVATATH NANDAKUMARStock Gift at price 0.00 per share.D2021-08-19Officer1.4k
CHERUVATATH NANDAKUMARSale at price 168.00 per share.D2021-08-19Officer7.53k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Eaton Corp. PLC. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Eaton Corp. PLC

Here is the result of two systematic investment strategies applied to Eaton Corp. PLC. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Eaton Corp. PLC

The following chart shows the equity curve of the two systematic investment strategies applied to Eaton Corp. PLC:

Eaton Corp. PLC automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 4.12% on the backtest period.

Performance at glance

Performance

4.12 %

Latent gain

13.6 £

Invested capital

330.28 £

Annualized return

14.71 %
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Momentum strategy results on Eaton Corp. PLC

This is the result of two momentum investment strategies applied to Eaton Corp. PLC. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Eaton Corp. PLC

The following chart shows all the entries opened by the momentum investment system on Eaton Corp. PLC:

Eaton Corp. PLC momentum entries
  • The first momentum investment strategy would give 4.12% of return on Eaton Corp. PLC. That represents 13.6£ of latent gain with 330.28£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Eaton Corp. PLC. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

4.12 %

Latent gain

13.6 £

Invested capital

330.28 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Eaton Corp. PLC

The following chart shows the equity curve of the two momentum strategies applied to Eaton Corp. PLC:

Eaton Corp. PLC momentum equity

Note: the dividends potentially given by Eaton Corp. PLC are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Eaton Corp. PLC

The following chart shows the employed capital evolution of the two momentum strategies on Eaton Corp. PLC since the beginning:

Eaton Corp. PLC

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Eaton Corp. PLC

Buy the dip entry openings on Eaton Corp. PLC

Eaton Corp. PLC

The performance achieved by the robo-advisor on Eaton Corp. PLC is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Eaton Corp. PLC stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Eaton Corp. PLC, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Eaton Corp. PLC

The following chart shows the result of the investment strategy applied to Eaton Corp. PLC:

Eaton Corp. PLC

Note: the dividends potentially given by Eaton Corp. PLC are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Eaton Corp. PLC

The following chart shows the employed capital evolution since the beginning of the investment strategy on Eaton Corp. PLC:

Eaton Corp. PLC

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Eaton Corp. PLC

In this section, I will compare the three previous investment strategies applied to Eaton Corp. PLC.

Equity curve comparison on Eaton Corp. PLC

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Eaton Corp. PLC investment strategy comparison

Employed capital comparison on Eaton Corp. PLC

Eaton Corp. PLC investment comparison

Performance comparison on Eaton Corp. PLC

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 4.12% 13.6£ 330.28£ 14.71%
Momentum 1 quarter 4.12% 13.6£ 330.28£ 103.0%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

14.71 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Eaton Corp. PLC:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Eaton Corp. PLC and the other stocks. There may be false positives or some missing correlated stocks. If the price of Eaton Corp. PLC does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Eaton Corp. PLC
Country Ireland
City Dublin
Address Eaton House
Phone 353 1 637 2900
Website www.eaton.com
FullTime employees 85947
Industry
Sector
Exchange XLON
Ticker 0Y3K.XLON
Market www.londonstockexchange.com

Eaton Corp. PLC ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 5.4
Peer Environment Performance 5.989375
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 6.8
Peer Social Performance 8.416875
Social Percentile unknown
Highest Controversy 1
Peer Highest Controversy Performance 1.4705882352941
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract yes
Peer Count yes

Related Controversy: Employee IncidentsCustomer IncidentsSociety & Community IncidentsBusiness Ethics IncidentsGovernance Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 5.7
Peer Governance Performance 6.9075
Governance Percentile unknown

ESG at glance
Total ESG Scores: 17.9
Environment Score: 5.4
Social Score: 6.8
Governance Score: 5.7

ESG Performance: UNDER_PERF

Peer Group: Electrical Equipment

Peer Esg Score Performance: 22.131176470588

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 18