STAMFORD, Conn., Jan. 15, 2025 (GLOBE NEWSWIRE) -- Eaton Partners, one of the largest placement agents and fund advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to have acted as lead placement agent for Colbeck Capital Management (“Colbeck”), a leading middle-market private credit firm focused on strategic lending. Colbeck’s third flagship fund, Colbeck Strategic Lending III (the “Fund” or “CSL III”), raised $700 million in capital commitments, exceeding the targ ...

Southern California Edison did not detect any electrical anomalies from its equipment in the hours before the outbreak of the Eaton Fire in the Los Angeles area, the CEO of the utility's parent company said Monday.Four transmission lines in the Eaton Canyon area showed no signs of interruptions or anomalies in the 12 hours prior to the fire's start time, the utility told the California Public Utilities Commission in an incident report.Electrical anomalies are typically seen when equipment sparks, Edison Int ...

Eaton Corporation (ETN) is trading above its 200-day simple moving average (SMA), signaling a bullish trend. Organic growth and continued investments in research and development of new products are assisting the company in providing efficient power management solutions to its clients.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.ETN’s 200-Day SMA ChartImage Source: Zacks Investment ResearchThe 200-day SMA is a key indicator for traders and analysts to identify support and resistan ...

Eaton (ETN) closed the latest trading day at $348.56, indicating a +1.75% change from the previous session's end. The stock's performance was ahead of the S&P 500's daily gain of 0.55%. Meanwhile, the Dow experienced a drop of 0.06%, and the technology-dominated Nasdaq saw an increase of 1.24%.The investment community will be closely monitoring the performance of Eaton in its forthcoming earnings report. It is anticipated that the company will report an EPS of $2.82, marking a 10.59% rise compared to the sa ...

Eaton (ETN) closed at $335.64 in the latest trading session, marking a +0.16% move from the prior day. This change outpaced the S&P 500's 0.09% loss on the day. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq decreased by 0.1%.The power management company's stock has dropped by 7.03% in the past month, falling short of the Industrial Products sector's loss of 4.58% and the S&P 500's loss of 0.29%.Market participants will be closely following the financial results of ...

The industrials sector has been in a period of contraction for most of 2023 and 2024, with sharply mixed performance among different companies during that time. Some firms have thrived, like power management giant Eaton Corp. plc NYSE: ETN, with its nearly 50% returns in the year leading to December 13, 2024. On the other hand, even some of the sector's stalwarts have seen share prices decline during this period as well. The Boeing Co. NYSE: BA is an example on the latter end of the spectrum; its stock has ...

Eaton Corporation’s (ETN) shares have gained 9.9% year to date compared with the Zacks Manufacturing-Electronics industry’s growth of 4%. Organic growth and continued investment in research and development of new products are assisting the company in providing efficient power management solutions to its clients.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. The power management company operates in more than 175 countries across the globe, and an ongoing improvement in the end mark ...

Eaton Corporation (ETN) reported better-than-expected third-quarter 2024 earnings per share on Oct. 31. Earnings and revenues increased 15% and 7.9%, respectively, year over year. The third-quarter year-over-year revenue growth was entirely driven by organic sales growth, which was partially offset by the adverse impact of Hurricane Helene and labor strikes in the aerospace industry.ETN has been reporting strong earnings results, courtesy of solid financial and operational performance from most of its segme ...

文章核心观点 - 公司已经从事能源行业22年,担任过工程、规划和财务分析等角色,并于近期提前退休 [1] - 自1998年以来一直自主管理自己的投资组合,并实现了长期跑赢标准普尔500指数的目标,同时波动性较低、收益较高 [1] - 通常会长期持有自己的投资头寸,除非有足够的理由卖出 [1] - 在选择投资机会时,不会局限于某一资产类别、市值规模、行业或收益率,而是更注重相对内在价值的低估 [1] 根据相关目录分别进行总结 投资者背景 - 作者在能源行业工作了22年,担任过工程、规划和财务分析等角色,并于近期提前退休 [1] - 自1998年以来一直自主管理自己的投资组合 [1] 投资策略 - 目标是长期跑赢标准普尔500指数,同时波动性较低、收益较高 [1] - 通常会长期持有自己的投资头寸,除非有足够的理由卖出 [1] - 在选择投资机会时,不会局限于某一资产类别、市值规模、行业或收益率,而是更注重相对内在价值的低估 [1]

财务数据和关键指标变化 - 公司第三季度调整后每股收益（EPS）为2.84美元，创历史新高，同比增长15% [6][26] - 第三季度销售额为63亿美元，同比增长8%，若不考虑飓风和劳工罢工影响，预计有更高的有机增长 [25][26] - 运营利润增长11%，部门利润率提升70个基点至24.3% [26] 各条业务线数据和关键指标变化 - 电气美洲部门有机销售增长14%，运营利润率为13.1%，同比提升240个基点 [28] - 航空航天部门销售增长9%，有机增长8%，运营利润率为24.4% [34] - 车辆部门总收入下降7%，有机下降6%，运营利润率为19.4% [36] - 电气全球部门总收入增长5%，有机增长4% [31] 各个市场数据和关键指标变化 - 电气订单同比增长12%，电气美洲订单增长16% [8][30] - 数据中心市场订单增长55%，销售增长35% [55] - 住宅市场预计未来四年复合年增长率为6% [18] 公司战略和发展方向和行业竞争 - 公司计划在未来几年内投资15亿美元以增加生产能力，主要集中在数据中心市场 [14][25] - 公司与特斯拉合作，推出智能断路器，推动家庭电气化 [23] - 公司预计2025年将继续在大多数市场实现双位数增长 [46] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度，认为公司在多个市场中处于有利位置 [51] - 管理层提到，尽管面临飓风和劳工罢工的影响，但整体需求依然强劲 [7][45] - 管理层预计2025年将实现超过90%的市场正增长 [46] 其他重要信息 - 公司在北美的重大项目数量达到504个，累计价值1.6万亿美元 [11] - 预计2024年调整后每股收益在10.75至10.81美元之间 [44] 问答环节所有提问和回答 问题: 数据中心业务的表现如何 - 数据中心销售在第三季度增长35%，订单同比增长55%，谈判管道增长90% [55] 问题: 飓风对第三季度的影响 - 飓风对第三季度的收入造成约5000万美元的负面影响，但所有设施现已恢复正常运营 [57] 问题: 电气美洲的利润率预期 - 电气美洲的利润率仍有提升空间，预计未来将继续改善 [61] 问题: 2025年的市场增长预期 - 预计2025年整体市场增长在6%至8%之间，公司有望超越市场增长 [46][63] 问题: 资本支出计划 - 计划在未来几年内进行15亿美元的资本支出，主要用于电气业务的产能扩张 [14][70] 问题: 订单的波动性 - 由于大型项目的影响，订单变得更加不稳定，但整体趋势向好 [86] 问题: 中国市场的表现 - 中国市场在第三季度表现良好，增长接近双位数 [119] 问题: 车辆市场的弱势 - 车辆市场面临挑战，但公司通过提高运营效率来应对 [126] 问题: 2025年电气美洲与全球的增长差距 - 预计电气美洲将继续受益于市场趋势，增长幅度可能大于全球其他市场 [95]