Eaton Corp PLC (MIL:1ETN)
€ 361.7 +4.1 (+1.15%) Market Cap: 141.26 Bil Enterprise Value: 159.78 Bil PE Ratio: 40.58 PB Ratio: 8.17 GF Score: 64/100

Eaton Corporation PLC at Barclays Industrial Select Conference Transcript

Feb 17, 2026 / 06:15PM GMT
Release Date Price: €329.5 (-0.27%)
Julian Mitchell
Barclays Services Corp - Analyst

Great. Well, thanks, everyone, for being here. It's my pleasure to have up next Eaton Corporation. We have Michael Regelski, CTO of the Electrical businesses at Eaton. Clearly, a lot of focus on data center technologies, the evolution of power and thermal management within data centers.

That's really going to be our topic to focus on today rather than near-term demand trends and so forth. So thanks very much, Michael, for being here with us.

Questions & Answers

Julian Mitchell
Barclays Services Corp - Analyst

Maybe a first broad brush demand question on data centers would just be around, I think Eaton has talked about 100 gigawatts-plus of cumulative opportunity in data center buildouts in the US? Where are we on that journey? How do you see the market size evolving?

Michael Regelski
Eaton Corporation PLC - Senior Vice President and Chief Technology Officer for the Electrical Sector

Okay. Well, Julian, thank you very much, and it's a pleasure to

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