伊顿公司（ETN）-CFO 沟通会议纪要：当前机遇已显现

March 19, 2026 12:33 PM GMT Eaton Corporation PLC | North America ETN CFO Convo + Opportunity At Hand Exhibit 1: While the demand for ETN products has never been stronger, the pace of EPS revisions has waned as the company works through a $1.5B capex program. As such, we view execution on the capacity expansion program as the top near-term debate on ETN equity. But as absorption headwinds fade over the NTM, the debate will return to the sustainability of HSD organic growth … and given the pro-forma mix, we ...