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Eaton's Stock Struggles Despite Surge in Data Center Orders

1/1/2026

38 3 Full Breakdown

Summary

Story summary

Eaton Corporation's stock underperformed in 2025, trailing the S&P 500's industrial sector and down about 3% year-to-date.
Data center orders rose 70% year over year.
Eaton acquired Boyd Thermal for $9.5 billion to enhance its liquid-cooling capabilities.
Analysts including Deutsche Bank rated Eaton a top pick for 2026.
The shares closed at $320.86 on December 30, 2025, amid broader market declines.

History

Historical Context

Eaton Corporation's acquisition of Cooper Industries in 2012 for $13 billion marked a significant expansion in its electrical business, enhancing its product offerings. Founded in 1833, Cooper evolved from manufacturing plows to becoming a leader in pipeline compression engines. Eaton's recent $9.5 billion acquisition of Boyd Thermal underscores its commitment to innovation in liquid-cooling technologies, vital for modern data centers.

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Story summary

Eaton Corporation's stock underperformed in 2025, trailing the S&P 500's industrial sector and down about 3% year-to-date.
Data center orders rose 70% year over year.
Eaton acquired Boyd Thermal for $9.5 billion to enhance its liquid-cooling capabilities.
Analysts including Deutsche Bank rated Eaton a top pick for 2026.
The shares closed at $320.86 on December 30, 2025, amid broader market declines.

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