Is Eaton Corporation plc (ETN) Leveraging Secular Tailwinds?

In its third-quarter 2025 capitalist letter, TCW Concentrated Large Cap Growth Fund highlighted stocks specified arsenic Eaton Corporation plc (NYSE:ETN). Eaton Corporation plc (NYSE:ETN) is simply a planetary powerfulness absorption company. The one-month instrumentality of Eaton Corporation plc (NYSE:ETN) was -5.27%, and its shares gained 5.23% of their worth implicit the past 52 weeks. On December 24, 2025, Eaton Corporation plc (NYSE:ETN) banal closed astatine $323.67 per share, with a marketplace capitalization of $126.005 billion.

TCW Concentrated Large Cap Growth Fund stated the pursuing regarding Eaton Corporation plc (NYSE:ETN) successful its 3rd 4th 2025 capitalist letter:

"Eaton Corporation plc (NYSE:ETN) (ETN; Industrials; 1.85%**) – Eaton Corporation plc is an intelligent powerfulness absorption institution that makes products for the information center, utility, industrial, commercial, instrumentality building, residential, aerospace and mobility markets. The institution has evolved from a highly cyclical, lower-growth concern conglomerate to a higher growth, higher margin, little cyclical institution focused connected electrical and aerospace extremity markets, which mostly run arsenic oligopolies. The institution is levered to aggregate secular tailwinds, including electronification, AI Datacenter buildouts, and reshoring. A ample backlog of multi-year megaprojects announcements and agelong pb times supply multi-year visibility, and we judge the existent stock terms does not adequately bespeak the longer-term currency travel procreation imaginable of the business."

Eaton Corporation plc (NYSE:ETN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 72 hedge money portfolios held Eaton Corporation plc (NYSE:ETN) astatine the extremity of the 3rd quarter, compared to 74 successful the erstwhile quarter. Eaton Corporation plc (NYSE:ETN) reported quarterly net of $7 cardinal for Q3 2025 and accrued its margins by 70 ground points to scope 25%. While we admit the imaginable of Eaton Corporation plc (NYSE:ETN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.