Eaton stock surges 30% YTD as data center orders spike 200% year-over-year, driven by AI infrastructure demand and a record $19.6 billion backlog.
Eaton Corporation has watched its stock climb roughly 30% year-to-date, fueled by demand for data center infrastructure.
The numbers behind the surge
In Q4 2025, Eaton’s Electrical Americas segment posted a 200% year-over-year increase in data center orders.
That wave of demand pushed the company’s total backlog to a record $19.6 billion.
The momentum carried into 2026. Eaton beat Q1 earnings expectations and raised full-year guidance, bumping both EPS and organic growth targets higher.
The electrical equipment supplier's results this year have failed to meet Wall Street's lofty expectations.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
GE Vernova and Eaton are big parts of the portfolio, and for good reason.
The stock's sell-off on Thursday is excessive.
Eaton Corp. Plc (ETN) is currently at $376.03, down $25.69 or 6.4%
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
