Eaton Corp Plc (ETN)

Data center demand and a 65% revenue jump lifted Eaton's outlook this quarter.

Eaton's third quarter paired record demand with a widening gap between adjusted and GAAP profit. Here's what's eating into earnings and what to watch next.

NVIDIA, Vertiv, Amphenol, Arista Networks, and Eaton have fallen with the AI sell-off despite strong orders, revenue growth, and raised guidance tied to data center buildout spending.

Core earnings fell 18% YoY; management reaffirmed full-year guidance.

Edison International (NYSE:EIX) reaffirmed its 2026 earnings outlook while warning that delayed California wildfire-liability reform could raise customer costs, constrain future grid investment and increase financing pressure. During the company’s third-quarter 2026 financial teleconference, Presid

Vertiv's Q3 revenue jumped 61% and deferred revenue surged to $4.12 billion, signaling strong data center demand and power-cooling constraints rather than a spending slowdown.

Eaton is becoming essential infrastructure for the AI economy through surging data center electrical demand. Caterpillar is a proven industrial compounder with a record backlog, but carries more exposure to economic cycles.

Margins expanded 220 basis points as cost cuts offset inflation pressures.

Eaton combines AI-driven growth with an established, profitable industrial business.

Eaton's energy-efficient electrical products help it top IBD's list of Most Sustainable Companies for a second year in a row.

Unit expansion from existing customers slowed despite 19% revenue growth.

AppFolio (NASDAQ:APPF) reported third-quarter 2026 revenue of $296 million, up 19% from $249 million a year earlier, as the real estate software provider added customers and units on its platform and expanded adoption of value-added services. GAAP operating income rose 64% year over year to $57 mil

The problem has become too big and undeniable to not bet on the solution.

Schneider Electric will pay about $22.6 billion for PTC at a 42% premium, its largest-ever deal, but SBGSY shares fell 16% as investors weighed integration risks and debt funding.

Artificial intelligence is just a fancy computer program, and these six companies are well-positioned to provide the ravenous technology with power.

Eaton is experiencing unprecedented demand as the AI race continues.

A 27% cut in construction costs makes a solid sales pitch. But will it get the orders the stock already expects?

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Two power and cooling giants are chasing the same AI boom. But which one offers the more direct way to play it?

Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.

Grid equipment demand is booming, but the strongest investment case may depend on what happens after scarcity fades. See which company has the clearest path from shortage pricing to durable profit growth.

Eaton (NYSE:ETN) Chief Executive Officer Paulo Ruiz told investors at Morgan Stanley’s Laguna Conference that the company’s strategy is gaining momentum, supported by strong electrical-market demand, manufacturing capacity additions and a portfolio increasingly focused on data centers and aerospace.