Eaton (NYSE: ETN) is benefiting from the same transformer shortage lifting GE Vernova (NYSE: GEV) and Hubbell (NYSE: HUBB), but its earnings story may be more durable. Margin gains, higher electrical content per data center, and new capacity could continue to drive results even as extreme transformer lead times begin to normalize.
Stock prices used were the market prices of Sept. 1, 2026. The video was published on Sept. 16, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Eaton Plc and GE Vernova. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.