[{"data":1,"prerenderedAt":179},["ShallowReactive",2],{"triple-beat-ETN":3,"og-beat-monitoring-ETN":178},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":133,"highlightQuarter":98,"highlightDescription":140,"sources":141,"latestStock":175},"ETN","Eaton Corporation","Eaton（ETN）は電力管理（配電・回路保護・UPS）と産業・航空向け電気機器を手がけるグローバル大手。データセンターの電化・送配電網の増強・航空宇宙の電動化が重なり、直近5四半期は調整後EPSを5勝0敗でビート（売上はQ3 2025のみ僅差未達）、通年調整後EPSガイダンスを下方修正ゼロで維持・上方修正してきた堅実型。Q1 2026はデータセンター受注 約+240%、Electrical Americas受注 organic +42%・バックログ+44%と需要加速が鮮明。ただしビート幅は小さく（adj EPS +0.3〜+2.9%）、決算がビートでも慎重な次Q見通しやマクロ警戒で株価が下げる回が多い（Q2 2025は強い実績でも−7.4%）。時価総額は約$155B。","EPS ($, 調整後 希薄化後)","通年 非GAAP EPSガイド ($)","株価反応 ($)",[11,35,57,77,97,118],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":31},"Q1 2025","2025/5/2","売上・EPSとも四半期記録で予想超え（organic +9%）。電化・データセンター・航空の受注残積み上げでFY25ガイダンスを上方修正。株価はほぼ横ばい−0.7%",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$6.38 B","$6.27 B",1.8,7,{"actual":21,"consensus":22,"beatPct":23},"$2.72","$2.70",0.7,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":25,"fullYearEps":27},null,"FY25",{"company":28,"consensus":29,"beatPct":30},"$12.00","$12.02",-0.2,{"reportClose":32,"nextClose":33,"changePct":34},"$301.66","$299.71",-0.7,{"quarter":36,"reportDate":37,"event":38,"revenue":39,"eps":44,"guidance":48,"stock":53},"Q2 2025","2025/8/5","売上・EPSとも記録更新でFY25 adj EPSガイドを$11.97–12.17へ上方修正も、Q3見通しがコンセンサス未達と受け取られ翌日−7.4%急落",{"actual":40,"consensus":41,"beatPct":42,"yoyPct":43},"$7.03 B","$6.93 B",1.4,11,{"actual":45,"consensus":46,"beatPct":47},"$2.95","$2.92",1,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":25,"fullYearEps":49},{"company":50,"consensus":51,"beatPct":52},"$12.07","$12.01",0.5,{"reportClose":54,"nextClose":55,"changePct":56},"$384.76","$356.45",-7.4,{"quarter":58,"reportDate":59,"event":60,"revenue":61,"eps":66,"guidance":70,"stock":73},"Q3 2025","2025/11/4","セグメント利益率25.0%の四半期記録・adj EPS小幅ビートも、売上が予想を僅かに下回りFY25 adj EPSガイド据置で翌日−2.3%",{"actual":62,"consensus":63,"beatPct":64,"yoyPct":65},"$6.99 B","$7.06 B",-1,10,{"actual":67,"consensus":68,"beatPct":69},"$3.07","$3.06",0.3,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":25,"fullYearEps":71},{"company":50,"consensus":72,"beatPct":30},"$12.09",{"reportClose":74,"nextClose":75,"changePct":76},"$386.57","$377.72",-2.3,{"quarter":78,"reportDate":79,"event":80,"revenue":81,"eps":85,"guidance":88,"stock":94},"Q4 2025","2026/2/3","Q4 adj EPS$3.33の記録、受注加速でFY26 adj EPSガイド$13.00–13.50（前年比+10%）・organic +7–9%を初提示。翌日+0.9%",{"actual":63,"consensus":82,"beatPct":83,"yoyPct":84},"$7.00 B",0.9,13,{"actual":86,"consensus":87,"beatPct":83},"$3.33","$3.30",{"revenue":25,"eps":25,"fullYearLabel":89,"fullYearRevenue":25,"fullYearEps":90},"FY26",{"company":91,"consensus":92,"beatPct":93},"$13.25","$13.52",-2,{"reportClose":95,"nextClose":96,"changePct":83},"$359.44","$362.53",{"quarter":98,"reportDate":99,"event":100,"revenue":101,"eps":106,"guidance":110,"stock":114},"Q1 2026","2026/5/5","売上+17%・organic +10%で全部門記録更新、データセンター受注 約+240%・Electrical Americas受注 organic +42%/バックログ+44%。FY26をorganic 9–11%・adj EPS$13.05–13.50へ上方も翌日−2.7%（CNBCは目標株価引き上げ）",{"actual":102,"consensus":103,"beatPct":104,"yoyPct":105},"$7.45 B","$7.11 B",4.8,17,{"actual":107,"consensus":108,"beatPct":109},"$2.81","$2.73",2.9,{"revenue":25,"eps":25,"fullYearLabel":89,"fullYearRevenue":25,"fullYearEps":111},{"company":112,"consensus":113,"beatPct":52},"$13.28","$13.21",{"reportClose":115,"nextClose":116,"changePct":117},"$422.44","$410.86",-2.7,{"quarter":119,"reportDate":120,"isForecast":121,"event":122,"revenue":123,"eps":126,"guidance":127,"stock":132},"Q2 2026","2026/8/4",true,"2026/8/4 BMO 発表予定。2026/6/22時点のアナリスト予想は当期売上 $8.11 B / 非GAAP EPS $3.07、次Q (3Q 2026) 売上 $8.20 B / EPS $3.51（Koyfin 集約コンセンサス）。",{"actual":124,"consensus":125,"beatPct":25,"yoyPct":25},"n/a","$8.11 B",{"actual":124,"consensus":67,"beatPct":25},{"revenue":128,"eps":130},{"company":124,"consensus":129,"beatPct":25},"$8.20 B",{"company":124,"consensus":131,"beatPct":25},"$3.51",{"reportClose":124,"nextClose":124,"changePct":25},[134,135,136,137,138,139],"Q2 2026（2026/8/4 発表予定）はアナリスト予想のみ先行入力。当期 売上$8.11 B / EPS$3.07、次Q (3Q 2026) 売上$8.20 B / EPS$3.51 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Eaton は暦年会計（12月決算）。四半期ラベルは暦年表記。決算は毎回米国市場の寄り前(BMO)に発表されるため、reportClose = 発表前営業日の終値、nextClose = 発表当日（反応日）の終値とした。","EPS は Eaton の調整後（非GAAP）希薄化後EPS。実績・会社ガイダンスは Eaton 公式IR / SEC EDGAR 8-K の一次情報。実績のコンセンサスは Zacks / LSEG 集計の代表値。株価終値は stockanalysis.com と Yahoo Finance の2ソースで照合し、騰落率 =（翌日終値÷発表日終値−1）×100 を自己計算で検証した。","Eaton は通年売上の金額ガイドを示さず、オーガニック成長率（FY26 は +7–9%→+9–11% へ上方）と通年調整後EPSで見通しを示すため、本表のガイダンスは通年 adj EPS の midpoint に統一した（通年売上ガイドの行は非表示）。対象会計年度は Q1〜Q3 2025=FY25（midpoint $12.00→$12.07→$12.07、Q3は据置）、Q4 2025以降=FY26（$13.25→$13.28）とロールする（各バー下のFYラベル参照）。","通年 adj EPS ガイドの『アナリスト予想』は、各発表当時の point-in-time コンセンサスを x-search（Grok）で収集した決算当日前後の投稿（@wallstengine の『Est.』表記／@TheValueist の Bloomberg Consensus／@CHItrader）から採用した。FY26 初回ガイド（Q4 2025・midpoint $13.25）は当時コンセンサス $13.52 をやや下回る保守的な提示で、Q1 2026 の上方（midpoint $13.28）で当時コンセンサス $13.21 を僅かに上回った。Q1 2025（FY25 初回ガイド $12.00 midpoint）は 2025/5/2 の @LiveSquawk／@zxcm_fx／@_SirPeter『est $12.02』、@CorleoneDon77『consensus $12.01』、@CHItrader『$11.97 Est』5 件の median $12.02 を採用（midpoint $12.00 vs $12.02 で −0.2% の僅差ミス、初回ガイドが保守的だった示唆）。","Eaton はビート幅が小さい（adj EPS +0.3〜+2.9%）が直近5四半期すべてで調整後EPSをビートし、通年ガイドを下方修正なしで維持・上方修正してきた堅実型。決算がビートでも慎重な次Q見通し（Q2 2025）やマクロ警戒で株価が下げる回が多い点に注意。","需要加速が最も鮮明だったのはQ1 2026（2026/5/5発表）。売上$7.45B（YoY+17%、organic +10%）と直近5四半期で最大の成長率に、調整後EPS$2.81（+2.9%ビート）で最大のビート幅が重なり、全セグメントが記録を更新した。牽引役はデータセンターで、データセンター受注は約+240%、Electrical Americas部門の受注はorganic +42%・バックログ+44%と、AI電力需要が受注で先行する構造を示した。これを受けてFY26ガイダンスをorganic成長率 +9–11%（前回 +7–9%）・調整後EPS$13.05–13.50へ上方修正した。にもかかわらず決算当日の株価は$422.44→$410.86（−2.7%）と下げたが、CNBCは『売り手は決算を読み違えた』として目標株価を引き上げた。Eatonはビート幅が小さく（adj EPS +0.3〜+2.9%）ヘッドラインのサプライズで派手に動く銘柄ではないが、通年ガイドを下方修正なしで切り上げ続ける堅実なビート&レイズで、AIデータセンターの電力ボトルネック受益という評価が積み上がっている。Q2 2025（強い実績でも慎重な次Q見通しで−7.4%）に象徴されるように、株価は実績よりガイドの先行きと受注モメンタムで動く。",[142,145,148,151,154,157,160,163,166,169,172],{"label":143,"url":144},"Eaton Q2 2025 Results 8-K (SEC EDGAR, ex99)","https://www.sec.gov/Archives/edgar/data/0001551182/000155118225000025/etn06302025exhibit99.htm",{"label":146,"url":147},"Eaton Q3 2025 Results 8-K (SEC EDGAR, ex99)","https://www.sec.gov/Archives/edgar/data/0001551182/000155118225000033/etn09302025exhibit99.htm",{"label":149,"url":150},"Eaton Q4 2025 / FY25 Results 8-K (SEC EDGAR, ex99)","https://www.sec.gov/Archives/edgar/data/0001551182/000155118226000002/etn12312025exhibit99.htm",{"label":152,"url":153},"Eaton Q1 2026 Results 8-K (SEC EDGAR, ex99)","https://www.sec.gov/Archives/edgar/data/0001551182/000155118226000010/etn03312026exhibit99.htm",{"label":155,"url":156},"Eaton IR: Q2 2025 決算日 (8/5/2025, BMO)","https://www.eaton.com/us/en-us/company/news-insights/news-releases/2025/eaton-to-announce-second-quarter-2025-earnings-on-august-5--2025.html",{"label":158,"url":159},"BusinessWire: Eaton Q4 2025 決算日 (2/3/2026, BMO)","https://www.businesswire.com/news/home/20260120889423/en/Eaton-to-announce-fourth-quarter-2025-earnings-on-February-3-2026",{"label":161,"url":162},"Nasdaq/Zacks: Eaton Q1 2025 beats ($2.72 vs $2.70)","https://www.nasdaq.com/articles/eaton-etn-beats-q1-earnings-and-revenue-estimates",{"label":164,"url":165},"Nasdaq/Zacks: Eaton Q2 2025 tops estimates ($2.95 vs $2.92)","https://www.nasdaq.com/articles/eaton-etn-q2-earnings-and-revenues-top-estimates",{"label":167,"url":168},"CNBC: Upgrading Eaton as shares fall on Q2 earnings (8/5/2025)","https://www.cnbc.com/2025/08/05/were-upgrading-eaton-as-shares-of-the-industrial-ai-winner-fall-on-earnings.html",{"label":170,"url":171},"CNBC: Raising Eaton PT after Q1 2026 — sellers got it wrong","https://www.cnbc.com/2026/05/05/were-raising-our-eaton-price-target-after-sellers-got-the-earnings-all-wrong.html",{"label":173,"url":174},"stockanalysis.com ETN 概要（株価・時価総額）","https://stockanalysis.com/stocks/ETN/",{"date":176,"close":177},"2026-06-18","$421.77","https://log.eurekapu.com/og/pages/general/beat-monitoring-ETN.png?title=ETN%20Eaton%20Corporation%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=5b29174bb0f11cbd",1782528865271]