Industry revenues:

• Electrical products: approx. 60%
• Hydraulics: approx. 15%
• Aerospace: approx. 10%
• Automotive technology: approx. 10%
• eMobility and others: approx. 5%

TOP 3 markets:

• USA: approx. 50%
• Europe: approx. 25%
• Asia-Pacific: approx. 15%

Eaton Corporation plc is a diversified company operating in several industries. The majority of revenues come from the electrical products sector, reflecting its strong market position in energy distribution and control.

The USA is Eaton's most significant market, followed by Europe and the Asia-Pacific region. These markets benefit from advancing electrification and investments in infrastructure projects.

Production sites of Eaton Corporation plc:

Eaton Corporation plc, a globally active company in the field of energy management, has production facilities in several countries. The most important production sites include:

• United States: Several plants, especially in the states of Ohio and North Carolina.
• Mexico: Production facilities for electrical components and vehicle technology.
• China: Plants for the production of electrical and hydraulic products.
• India: Production sites for electrical systems and vehicle technology.
• Europe: Plants in countries such as Germany, France, and the United Kingdom.

Eaton pursues a global production strategy to manufacture its products near the markets it serves. This enables more efficient logistics and better adaptation to local market requirements.

Strategy for Future Growth:

1. Electrification and Energy Transition: Eaton is strongly focused on supporting the global energy transition. The company is investing in technologies to promote electrification, especially in the areas of renewable energy and energy storage.

2. Digitalization and Intelligent Solutions: Eaton is prioritizing the digitalization of its products and services. The development of intelligent energy solutions and the Internet of Things (IoT) are central components of their strategy to offer more efficient and connected systems.

3. Acquisitions and Partnerships: Eaton is pursuing a strategy of targeted acquisitions and strategic partnerships to strengthen its market position and explore new technologies and markets.

The company aims to increase its market share in high-growth sectors while enhancing its operational efficiency through technological innovations.

Main raw materials: Copper, Aluminum, Steel

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Canada, Australia
• Steel: China, India

Eaton Corporation plc is a multinational company operating in power distribution and control. For the production of their products, Eaton imports a variety of raw materials. Copper and aluminum are crucial for the production of electrical components and systems, while steel is used for casings and structural applications.

Chile and Peru are leading copper producers, making them important suppliers for Eaton. Canada and Australia are significant aluminum suppliers, preferred for their high-quality production and stable political conditions. China and India are major steel exporters, making them important partners for sourcing this material.

Market share: 10% in the field of energy management (2024, estimate)
EBITDA margin: 17.5% (2024)
R&D expenses: 5% of revenue (2024)

Eaton Corporation plc has a significant competitive advantage in the field of energy management and electrical engineering. The company benefits from a diversified product portfolio, allowing it to be present in various market segments.

A key factor for the competitive advantage is the strong R&D orientation, leading to innovative products and solutions. The EBITDA margin of 17.5% also demonstrates an efficient cost structure and strong operational performance.

Furthermore, Eaton strengthens its market position through strategic acquisitions and partnerships, facilitating access to new technologies and markets. All of this contributes to solidifying and expanding the company's competitive advantage.

Institutional Investor Share: approx. 78% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant insider transactions in the last year (estimated for 2025)

The institutional investor share at Eaton Corporation plc traditionally stands at a high percentage, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

In recent years, there have been no significant insider transactions, suggesting that the management and other insiders are satisfied with the current corporate strategy and see no need to make significant changes to their positions.

Market share of Eaton Corporation: Estimated 8-10% (2025)

Main competitors and their market shares:

1. Schneider Electric: 12-14%
2. Siemens AG: 10-12%
3. ABB Ltd: 9-11%
4. Rockwell Automation: 6-8%
5. Honeywell International: 5-7%

Eaton Corporation plc is a significant player in the field of energy management and automation solutions. Eaton's market share is estimated at around 8-10%, making it one of the leading providers in this industry.

Eaton's moat primarily lies in its wide range of products, strong brand recognition, and global presence. The company has established a solid market position through continuous innovation and strategic acquisitions.

Compared to its competitors, Schneider Electric has a stronger moat, particularly due to its comprehensive integration of software solutions and services, leading to higher customer retention. Siemens and ABB also benefit from their size and technological leadership in certain segments.

Eaton must continuously invest in research and development to strengthen its moat and keep up with the technological advancements of the competition. The competition remains intense, as all major players in the industry focus on innovation and efficiency improvements.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Free Cash Flow: 2.3 billion USD (2024)

Eaton Corporation plc recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in the electrification and energy management sectors. The company is benefiting from global trends towards sustainable energy and infrastructure modernization.

The company's profit increased by 10.2%, driven by efficiency improvements and an enhanced operating margin. Eaton has also increased its investments in research and development to further solidify its position as a market leader in electrification.

With a Free Cash Flow of 2.3 billion USD, Eaton demonstrates a strong ability to generate liquid funds that can be used for future investments, debt reduction, or buybacks. This financial strength provides a solid foundation for further growth.

Overall, Eaton's financial performance suggests that the company is well positioned to benefit from long-term market trends. This could make the stock an attractive investment, especially for investors focusing on sustainable energy and infrastructure.

Dividend yield: 2.1% (estimated for 2025)
Dividend history: Continuous payout for over 10 years

Eaton Corporation plc regularly pays out a dividend. The dividend yield is currently around 2.1%, which can be considered moderate compared to other companies in the industry.

The reliability of Eaton's dividend payments is high, as the company has been consistently paying dividends for the past ten years. This stability is supported by a solid financial performance and a diversified business portfolio that can generate returns even in economically challenging times.